Amphenol Corporation (APH)vsMarvell Technology Group Ltd (MRVL)
APH
Amphenol Corporation
$147.27
-0.75%
TECHNOLOGY · Cap: $181.06B
MRVL
Marvell Technology Group Ltd
$165.15
+5.48%
TECHNOLOGY · Cap: $144.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 216% more annual revenue ($25.90B vs $8.19B). MRVL leads profitability with a 32.6% profit margin vs 17.2%. APH appears more attractively valued with a PEG of 1.65. APH earns a higher WallStSmart Score of 72/100 (B).
APH
Strong Buy72
out of 100
Grade: B
MRVL
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$315.83
Current Price
$147.27
$168.56 discount
Intrinsic value data unavailable for MRVL.
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 25.6%
Earnings expanding 24.1% YoY
Generating 1.5B in free cash flow
Keeps 33 of every $100 in revenue as profit
Earnings expanding 106.3% YoY
Large-cap with strong market position
Revenue surging 22.1% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 13.5x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 9.8x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
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 25.6%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : MRVL
The strongest argument for MRVL centers on Profit Margin, EPS Growth, Market Cap. Profitability is solid with margins at 32.6% and operating margin at 18.7%. Revenue growth of 22.1% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are PEG Ratio, Price/Book, P/E Ratio. A P/E of 42.3x leaves little room for execution misses.
Bear Case : MRVL
The primary concerns for MRVL are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 53.8x leaves little room for execution misses.
Key Dynamics to Monitor
MRVL carries more volatility with a beta of 1.82 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
APH generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (72/100 vs 66/100), backed by strong 17.2% margins and 58.4% revenue growth. 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.
Marvell Technology Group Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Marvell Technology, Inc. designs, develops, and sells analog, mixed-signal, digital signal processing, and integrated and independent integrated circuits. The company is headquartered in Wilmington, Delaware.
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