Amphenol Corporation (APH)vsInterlink Electronics Inc (LINK)
APH
Amphenol Corporation
$81.93
+1.38%
TECHNOLOGY · Cap: $195.67B
LINK
Interlink Electronics Inc
$4.14
-2.13%
TECHNOLOGY · Cap: $64.19M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 229132% more annual revenue ($29.01B vs $12.66M). APH leads profitability with a 17.7% profit margin vs -7.9%. APH earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy78
out of 100
Grade: B+
LINK
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.1%
Fair Value
$160.51
Current Price
$81.93
$78.58 discount
Margin of Safety
+57.1%
Fair Value
$8.39
Current Price
$4.14
$4.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 29.8%
Earnings expanding 132.7% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 13.0x book value
Elevated debt levels
Smaller company, higher risk/reward
Weak financial health signals
ROE of -13.1% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, EPS 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 : LINK
The strongest argument for LINK centers on EPS Growth, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : LINK
The primary concerns for LINK are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
APH profiles as a growth stock while LINK is a turnaround play — different risk/reward profiles.
APH carries more volatility with a beta of 1.24 — 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.
Bottom Line
APH scores higher overall (78/100 vs 29/100), backed by strong 17.7% margins and 55.0% revenue growth. LINK offers better value entry with a 57.1% margin of safety. 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.
Interlink Electronics Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Interlink Electronics, Inc. designs, develops, manufactures, and sells force sensing technologies that incorporate proprietary material technology, firmware, and software into standard sensor-based products and custom sensor system solutions. The company is headquartered in Irvine, California.
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