Amphenol Corporation (APH)vsOSI Systems Inc (OSIS)
APH
Amphenol Corporation
$81.93
+1.20%
TECHNOLOGY · Cap: $195.67B
OSIS
OSI Systems Inc
$200.67
-0.11%
TECHNOLOGY · Cap: $3.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 1524% more annual revenue ($29.01B vs $1.79B). APH leads profitability with a 17.7% profit margin vs 8.7%. APH appears more attractively valued with a PEG of 0.93. APH earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy78
out of 100
Grade: B+
OSIS
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.1%
Fair Value
$160.51
Current Price
$81.93
$78.58 discount
Intrinsic value data unavailable for OSIS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 29.8%
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
Trading at 13.0x book value
Elevated debt levels
Elevated debt levels
Weak financial health signals
Revenue declined 4.1%
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 17.7% and operating margin at 29.8%. Revenue growth of 55.0% demonstrates continued momentum.
Bull Case : OSIS
PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : OSIS
The primary concerns for OSIS are Debt/Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
APH profiles as a growth stock while OSIS is a value play — different risk/reward profiles.
APH carries more volatility with a beta of 1.24 — expect wider price swings.
APH is growing revenue faster at 55.0% — sustainability is the question.
APH generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
APH scores higher overall (78/100 vs 55/100), backed by strong 17.7% margins and 55.0% 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.
OSI Systems Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
OSI Systems, Inc. designs, manufactures, and sells electronic components and systems worldwide. The company is headquartered in Hawthorne, California.
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