Amphenol Corporation (APH)vsOmnicom Group Inc (OMC)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
OMC
Omnicom Group Inc
$75.74
+0.46%
COMMUNICATION SERVICES · Cap: $23.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 34% more annual revenue ($23.09B vs $17.27B). APH leads profitability with a 18.5% profit margin vs -0.3%. APH appears more attractively valued with a PEG of 1.41. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
OMC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.8%
Fair Value
$156.78
Current Price
$128.73
$28.05 discount
Intrinsic value data unavailable for OMC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Revenue surging 49.1% year-over-year
Earnings expanding 57.6% YoY
Large-cap with strong market position
Strong operational efficiency at 27.5%
Generating 1.5B in free cash flow
Reasonable price relative to book value
Revenue surging 27.9% year-over-year
Generating 3.0B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
ROE of 0.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Earnings declined 10.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 18.5% and operating margin at 27.5%. Revenue growth of 49.1% demonstrates continued momentum.
Bull Case : OMC
The strongest argument for OMC centers on Price/Book, Revenue Growth, Free Cash Flow. Revenue growth of 27.9% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
APH carries more volatility with a beta of 1.21 — expect wider price swings.
APH is growing revenue faster at 49.1% — sustainability is the question.
OMC generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (76/100 vs 49/100), backed by strong 18.5% margins and 49.1% 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.
Omnicom Group Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.
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