Amphenol Corporation (APH)vsRogers Corporation (ROG)
APH
Amphenol Corporation
$74.59
+4.12%
TECHNOLOGY · Cap: $195.81B
ROG
Rogers Corporation
$121.96
+5.37%
TECHNOLOGY · Cap: $2.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 3766% more annual revenue ($33.05B vs $854.90M). APH leads profitability with a 17.9% profit margin vs 5.3%. ROG appears more attractively valued with a PEG of 0.77. APH earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy78
out of 100
Grade: B+
ROG
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.6%
Fair Value
$182.59
Current Price
$74.59
$108.00 discount
Intrinsic value data unavailable for ROG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Revenue surging 65.1% year-over-year
Earnings expanding 62.9% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 29.7%
Earnings expanding 165.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.7x book value
Elevated debt levels
5.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -4.7% — below average capital efficiency
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 17.9% and operating margin at 29.7%. Revenue growth of 65.1% demonstrates continued momentum.
Bull Case : ROG
The strongest argument for ROG centers on EPS Growth, Debt/Equity, Altman Z-Score. PEG of 0.77 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 : ROG
The primary concerns for ROG are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 53.2x leaves little room for execution misses.
Key Dynamics to Monitor
APH profiles as a growth stock while ROG 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 65.1% — 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 61/100), backed by strong 17.9% margins and 65.1% 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.
Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
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