Amphenol Corporation (APH)vsLittelfuse Inc (LFUS)
APH
Amphenol Corporation
$169.18
-0.84%
TECHNOLOGY · Cap: $211.25B
LFUS
Littelfuse Inc
$456.55
-0.59%
TECHNOLOGY · Cap: $11.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 1010% more annual revenue ($29.01B vs $2.61B). APH leads profitability with a 17.7% profit margin vs -0.3%. APH appears more attractively valued with a PEG of 1.07. APH earns a higher WallStSmart Score of 77/100 (B+).
APH
Strong Buy77
out of 100
Grade: B+
LFUS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.4%
Fair Value
$327.42
Current Price
$169.18
$158.24 discount
Margin of Safety
-49.7%
Fair Value
$239.10
Current Price
$456.55
$217.45 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Strong operational efficiency at 29.8%
Generating 1.2B in free cash flow
Earnings expanding 51.7% YoY
Conservative balance sheet, low leverage
Revenue surging 20.4% year-over-year
Areas to Watch
Trading at 13.4x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of -1.6% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 17.7% and operating margin at 29.8%. Revenue growth of 55.0% demonstrates continued momentum.
Bull Case : LFUS
The strongest argument for LFUS centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 40.8x leaves little room for execution misses.
Bear Case : LFUS
The primary concerns for LFUS are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
LFUS carries more volatility with a beta of 1.49 — expect wider price swings.
APH is growing revenue faster at 55.0% — sustainability is the question.
APH generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (77/100 vs 52/100), backed by strong 17.7% margins and 55.0% revenue growth. Both earn "Strong Buy" and "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.
Littelfuse Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in Asia-Pacific, the Americas, and Europe. The company is headquartered in Chicago, Illinois.
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