Amphenol Corporation (APH)vsPlexus Corp (PLXS)
APH
Amphenol Corporation
$83.92
+4.57%
TECHNOLOGY · Cap: $206.94B
PLXS
Plexus Corp
$255.34
+3.40%
TECHNOLOGY · Cap: $6.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 531% more annual revenue ($29.01B vs $4.60B). APH leads profitability with a 17.7% profit margin vs 4.0%. APH appears more attractively valued with a PEG of 0.92. APH earns a higher WallStSmart Score of 79/100 (B+).
APH
Strong Buy79
out of 100
Grade: B+
PLXS
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.3%
Fair Value
$162.31
Current Price
$83.92
$78.39 discount
Intrinsic value data unavailable for PLXS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Growing faster than its price suggests
Strong operational efficiency at 29.8%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Revenue surging 28.1% year-over-year
Areas to Watch
Trading at 13.4x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.0% margin — thin
Operating margin of 4.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Market Cap, Return on Equity, Revenue 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 : PLXS
The strongest argument for PLXS centers on Altman Z-Score, Debt/Equity, Revenue Growth. Revenue growth of 28.1% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 42.0x leaves little room for execution misses.
Bear Case : PLXS
The primary concerns for PLXS are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
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.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (79/100 vs 48/100), backed by strong 17.7% margins and 55.0% 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.
Plexus Corp
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Plexus Corp. The company is headquartered in Neenah, Wisconsin.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?