Amphenol Corporation (APH)vsGE Vernova LLC (GEV)
APH
Amphenol Corporation
$128.03
-6.29%
TECHNOLOGY · Cap: $168.07B
GEV
GE Vernova LLC
$1,040.15
-0.52%
INDUSTRIALS · Cap: $300.69B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 52% more annual revenue ($39.38B vs $25.90B). GEV leads profitability with a 23.8% profit margin vs 17.2%. APH appears more attractively valued with a PEG of 1.17. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
GEV
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$313.74
Current Price
$128.03
$185.71 discount
Intrinsic value data unavailable for GEV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Revenue surging 58.4% year-over-year
Large-cap with strong market position
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 76 in profit
Earnings expanding 1816.0% YoY
Keeps 24 of every $100 in revenue as profit
16.3% revenue growth
Generating 4.8B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.3x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 20.1x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, Market Cap. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 23.8% and operating margin at 5.5%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : GEV
The primary concerns for GEV are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
GEV carries more volatility with a beta of 1.31 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (74/100 vs 67/100), backed by strong 17.2% margins and 58.4% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amphenol Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Amphenol Corporation is a major producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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