Amphenol Corporation (APH)vsEverpure, Inc. (P)
APH
Amphenol Corporation
$141.03
-0.89%
TECHNOLOGY · Cap: $174.95B
P
Everpure, Inc.
$74.63
+2.58%
TECHNOLOGY · Cap: $23.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 607% more annual revenue ($25.90B vs $3.66B). APH leads profitability with a 17.2% profit margin vs 5.1%. APH appears more attractively valued with a PEG of 1.22. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
P
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$313.95
Current Price
$141.03
$172.92 discount
Intrinsic value data unavailable for P.
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 27.3%
Earnings expanding 24.1% YoY
Earnings expanding 139.7% YoY
Revenue surging 20.4% year-over-year
Areas to Watch
Trading at 12.9x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 17.0x book value
5.1% margin — thin
Premium valuation, high expectations priced in
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 : P
The strongest argument for P centers on EPS Growth, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, P/E Ratio. A P/E of 40.8x leaves little room for execution misses.
Bear Case : P
The primary concerns for P are PEG Ratio, Price/Book, Profit Margin. A P/E of 130.2x leaves little room for execution misses.
Key Dynamics to Monitor
P carries more volatility with a beta of 1.44 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
APH generates stronger free cash flow (830M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (74/100 vs 55/100), 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.
Everpure, Inc.
TECHNOLOGY · COMPUTER HARDWARE · USA
Pandora Media, Inc. provides music discovery platform services in the United States and internationally. The company is headquartered in Oakland, California.
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