WallStSmart

Amphenol Corporation (APH)vsKopin Corporation (KOPN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Amphenol Corporation generates 65752% more annual revenue ($25.90B vs $39.34M). APH leads profitability with a 17.2% profit margin vs 5.0%. APH appears more attractively valued with a PEG of 1.25. APH earns a higher WallStSmart Score of 74/100 (B).

APH

Strong Buy

74

out of 100

Grade: B

Growth: 9.3Profit: 9.0Value: 6.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.36

KOPN

Avoid

26

out of 100

Grade: F

Growth: 3.3Profit: 3.0Value: 2.7Quality: 6.5
Piotroski: 4/9Altman Z: -3.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APHUndervalued (+51.5%)

Margin of Safety

+51.5%

Fair Value

$296.26

Current Price

$146.78

$149.48 discount

UndervaluedFair: $296.26Overvalued
KOPNFair Value (-3.2%)

Margin of Safety

-3.2%

Fair Value

$2.21

Current Price

$6.19

$3.98 premium

UndervaluedFair: $2.21Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APH5 strengths · Avg: 9.0/10
Return on EquityProfitability
32.0%10/10

Every $100 of equity generates 32 in profit

Revenue GrowthGrowth
58.4%10/10

Revenue surging 58.4% year-over-year

Market CapQuality
$182.57B9/10

Large-cap with strong market position

Operating MarginProfitability
27.3%8/10

Strong operational efficiency at 27.3%

EPS GrowthGrowth
24.1%8/10

Earnings expanding 24.1% YoY

KOPN1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Areas to Watch

APH3 concerns · Avg: 3.0/10
Price/BookValuation
12.9x4/10

Trading at 12.9x book value

Debt/EquityHealth
1.343/10

Elevated debt levels

P/E RatioValuation
42.5x2/10

Premium valuation, high expectations priced in

KOPN4 concerns · Avg: 3.8/10
Price/BookValuation
18.2x4/10

Trading at 18.2x book value

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.01B3/10

Smaller company, higher risk/reward

Comparative Analysis Report

WallStSmart Research

Bull 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 : KOPN

The strongest argument for KOPN centers on Debt/Equity.

Bear Case : APH

The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 42.5x leaves little room for execution misses.

Bear Case : KOPN

The primary concerns for KOPN are Price/Book, Revenue Growth, EPS Growth. A P/E of 547.0x leaves little room for execution misses.

Key Dynamics to Monitor

APH profiles as a growth stock while KOPN is a value play — different risk/reward profiles.

KOPN carries more volatility with a beta of 3.44 — expect wider price swings.

APH is growing revenue faster at 58.4% — sustainability is the question.

APH generates stronger free cash flow (830M), providing more financial flexibility.

Bottom Line

APH scores higher overall (74/100 vs 26/100), backed by strong 17.2% margins and 58.4% revenue growth. Both earn "Strong Buy" and "Avoid" 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.

Kopin Corporation

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Kopin Corporation invents, develops, manufactures, and sells head and portable components, subassemblies, and systems in the United States, Asia-Pacific, Europe, and internationally. The company is headquartered in Westborough, Massachusetts.

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