Amphenol Corporation (APH)vsOSI Systems Inc (OSIS)
APH
Amphenol Corporation
$159.77
+6.33%
TECHNOLOGY · Cap: $185.16B
OSIS
OSI Systems Inc
$219.92
+2.76%
TECHNOLOGY · Cap: $3.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 1334% more annual revenue ($25.90B vs $1.81B). APH leads profitability with a 17.2% profit margin vs 8.4%. APH appears more attractively valued with a PEG of 1.35. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
OSIS
Buy51
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
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 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
No standout strengths identified
Areas to Watch
Trading at 14.1x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
2.0% revenue growth
Elevated debt levels
Earnings declined 2.9%
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 : OSIS
OSIS has a balanced fundamental profile.
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 : OSIS
The primary concerns for OSIS are PEG Ratio, Revenue Growth, Debt/Equity.
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 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 51/100), 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.
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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