Amphenol Corporation (APH)vsInterlink Electronics Inc (LINK)
APH
Amphenol Corporation
$146.78
+3.19%
TECHNOLOGY · Cap: $182.57B
LINK
Interlink Electronics Inc
$4.91
-6.48%
TECHNOLOGY · Cap: $79.69M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 210500% more annual revenue ($25.90B vs $12.30M). APH leads profitability with a 17.2% profit margin vs -9.3%. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
LINK
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.5%
Fair Value
$296.26
Current Price
$146.78
$149.48 discount
Margin of Safety
+56.9%
Fair Value
$8.35
Current Price
$4.91
$3.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 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
Earnings expanding 2101.0% YoY
Conservative balance sheet, low leverage
15.4% revenue growth
Areas to Watch
Trading at 12.9x book value
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 8.8x book value
Smaller company, higher risk/reward
Weak financial health signals
ROE of -13.1% — below average capital efficiency
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 : LINK
The strongest argument for LINK centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 15.4% demonstrates continued momentum.
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 : LINK
The primary concerns for LINK are Price/Book, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
APH carries more volatility with a beta of 1.30 — 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.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (74/100 vs 27/100), backed by strong 17.2% margins and 58.4% revenue growth. LINK offers better value entry with a 56.9% 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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