Amphenol Corporation (APH)vsLightPath Technologies Inc (LPTH)
APH
Amphenol Corporation
$78.58
-6.36%
TECHNOLOGY · Cap: $206.94B
LPTH
LightPath Technologies Inc
$9.20
-4.96%
TECHNOLOGY · Cap: $605.29M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 46119% more annual revenue ($29.01B vs $62.77M). APH leads profitability with a 17.7% profit margin vs -37.4%. APH appears more attractively valued with a PEG of 0.92. APH earns a higher WallStSmart Score of 79/100 (B+).
APH
Strong Buy79
out of 100
Grade: B+
LPTH
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.3%
Fair Value
$162.31
Current Price
$78.58
$83.73 discount
Intrinsic value data unavailable for LPTH.
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
Growing faster than its price suggests
Strong operational efficiency at 29.8%
Revenue surging 108.9% year-over-year
Earnings expanding 4911.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 12.5x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
ROE of -20.8% — below average capital efficiency
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 : LPTH
The strongest argument for LPTH centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 108.9% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 42.0x leaves little room for execution misses.
Bear Case : LPTH
The primary concerns for LPTH are PEG Ratio, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
APH profiles as a growth stock while LPTH is a hypergrowth play — different risk/reward profiles.
LPTH carries more volatility with a beta of 1.41 — expect wider price swings.
LPTH is growing revenue faster at 108.9% — sustainability is the question.
APH generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
APH scores higher overall (79/100 vs 42/100), backed by strong 17.7% margins and 55.0% revenue growth. Both earn "Strong Buy" and "Hold" 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.
LightPath Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
LightPath Technologies, Inc. designs, develops, manufactures and distributes optical components and assemblies. The company is headquartered in Orlando, Florida.
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