AMPHENOL CORPORATION vs Vertiv Holdings Co, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where APH and VRT diverge most: on p/b, APH reads 6.89 and VRT reads 20.04; on ev/ebitda, APH reads 13.2 and VRT reads 37.3. The rest of the comparable metrics sit closer together. What APH's price implies is a bet that sits within the historical range (whole-company basis). What VRT's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | APH | VRT |
|---|---|---|
| Price | $87.23 | $242.76 |
| Market cap | $107.6B | $95.3B |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Growth |
| Implied growth (priced in) | +6.8% | — |
| P/E | 21.9 | 54.9 |
| P/B | 6.89 | 20.04 |
| P/S | 3.71 | 8.31 |
| EV/EBITDA | 13.2 | 37.3 |
| Revenue growth | +54.0% | +26.5% |
| Gross margin | 40.5% | — |
| Operating margin | 29.5% | 19.5% |
| Net margin | 17.7% | 15.1% |
| Return on equity | 32.9% | 36.4% |
| Return on assets | 11.5% | 10.9% |
| Return on invested capital | 17.0% | 22.7% |
| FCF yield | 4.4% | 3.1% |
| Dividend yield | 0.8% | — |
| Debt / equity | 1.20 | 0.62 |
| Current ratio | 1.89 | 1.38 |
| Altman Z (solvency) | 3.64 | 6.36 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.