Amphenol Corporation (APH)vsUniversal Display (OLED)
APH
Amphenol Corporation
$159.77
+6.29%
TECHNOLOGY · Cap: $185.16B
OLED
Universal Display
$80.16
-2.59%
TECHNOLOGY · Cap: $3.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 4034% more annual revenue ($25.90B vs $626.54M). OLED leads profitability with a 34.1% profit margin vs 17.2%. OLED appears more attractively valued with a PEG of 1.23. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
OLED
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.7%
Fair Value
$293.00
Current Price
$159.77
$133.23 discount
Margin of Safety
+61.5%
Fair Value
$343.56
Current Price
$80.16
$263.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 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
Generating 1.2B in free cash flow
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 30.1%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 14.1x book value
Elevated debt levels
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 14.5%
Earnings declined 43.7%
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 : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.1% and operating margin at 30.1%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 45.3x leaves little room for execution misses.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
APH profiles as a growth stock while OLED is a declining play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.54 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
APH generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
APH scores higher overall (74/100 vs 58/100), backed by strong 17.2% margins and 58.4% revenue growth. OLED offers better value entry with a 61.5% margin of safety. 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.
Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
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