Amphenol Corporation (APH)vsMagnite Inc (MGNI)
APH
Amphenol Corporation
$122.47
-4.34%
TECHNOLOGY · Cap: $168.07B
MGNI
Magnite Inc
$13.37
-5.38%
COMMUNICATION SERVICES · Cap: $1.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 3485% more annual revenue ($25.90B vs $722.55M). MGNI leads profitability with a 22.0% profit margin vs 17.2%. MGNI appears more attractively valued with a PEG of 0.09. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
MGNI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.3%
Fair Value
$312.78
Current Price
$122.47
$190.31 discount
Margin of Safety
+54.6%
Fair Value
$26.00
Current Price
$13.37
$12.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 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
Growing faster than its price suggests
Earnings expanding 230.0% YoY
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.8x book value
Smaller company, higher risk/reward
Operating margin of 4.7%
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, 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 : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 22.0% and operating margin at 4.7%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap, Operating Margin, Free Cash Flow.
Key Dynamics to Monitor
APH profiles as a growth stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.32 — 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 68/100), backed by strong 17.2% margins and 58.4% revenue growth. MGNI offers better value entry with a 54.6% margin of safety. Both earn "Strong Buy" and "Strong 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.
Magnite Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Magnite, Inc. operates an independent sales advertising platform in the United States and internationally. The company is headquartered in Los Angeles, California.
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