Amphenol Corporation (APH)vsICICI Bank Limited (IBN)
APH
Amphenol Corporation
$128.03
-6.29%
TECHNOLOGY · Cap: $168.07B
IBN
ICICI Bank Limited
$26.49
-0.93%
FINANCIAL SERVICES · Cap: $95.83B
Smart Verdict
WallStSmart Research — data-driven comparison
ICICI Bank Limited generates 8295% more annual revenue ($2.17T vs $25.90B). IBN leads profitability with a 24.9% profit margin vs 17.2%. IBN appears more attractively valued with a PEG of 0.53. IBN earns a higher WallStSmart Score of 81/100 (A-).
APH
Strong Buy74
out of 100
Grade: B
IBN
Exceptional Buy81
out of 100
Grade: A-
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 IBN.
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
Strong operational efficiency at 33.3%
Revenue surging 66.9% year-over-year
Large-cap with strong market position
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.3x book value
No major concerns identified
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 : IBN
The strongest argument for IBN centers on Operating Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 24.9% and operating margin at 33.3%. Revenue growth of 66.9% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : IBN
No major red flags identified for IBN, but monitor valuation.
Key Dynamics to Monitor
APH carries more volatility with a beta of 1.30 — expect wider price swings.
IBN is growing revenue faster at 66.9% — sustainability is the question.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IBN scores higher overall (81/100 vs 74/100), backed by strong 24.9% margins and 66.9% revenue growth. APH offers better value entry with a 53.5% margin of safety. Both earn "Exceptional 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.
ICICI Bank Limited
FINANCIAL SERVICES · BANKS - REGIONAL · USA
ICICI Bank Limited offers various banking products and financial services in India and internationally. The company is headquartered in Mumbai, India.
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