Amphenol Corporation (APH)vsNational Grid PLC ADR (NGG)
APH
Amphenol Corporation
$147.27
-0.75%
TECHNOLOGY · Cap: $181.06B
NGG
National Grid PLC ADR
$89.54
+4.14%
UTILITIES · Cap: $85.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 48% more annual revenue ($25.90B vs $17.48B). APH leads profitability with a 17.2% profit margin vs 16.4%. NGG appears more attractively valued with a PEG of 1.09. APH earns a higher WallStSmart Score of 72/100 (B).
APH
Strong Buy72
out of 100
Grade: B
NGG
Buy50
out of 100
Grade: C-
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 NGG.
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
Large-cap with strong market position
Strong operational efficiency at 24.1%
Areas to Watch
Expensive relative to growth rate
Trading at 13.5x book value
Premium valuation, high expectations priced in
Trading at 9.0x book value
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Revenue declined 11.3%
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 : NGG
The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.09 suggests the stock is reasonably priced for its growth.
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 : NGG
The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
APH profiles as a growth stock while NGG is a declining play — different risk/reward profiles.
APH carries more volatility with a beta of 1.26 — 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.
Bottom Line
APH scores higher overall (72/100 vs 50/100), backed by strong 17.2% margins and 58.4% revenue growth. Both earn "Strong Buy" and "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.
National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
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