Amphenol Or Corning: Which Stock Has More Upside?

Core Viewpoint - Corning Inc. (GLW) has experienced a decline of 7.8% in its stock price, prompting investors to consider alternative investment options, particularly Amphenol (APH), which shows stronger financial performance and lower valuation [2]. Financial Performance Comparison - Amphenol's quarterly revenue growth stands at 53.4%, significantly higher than Corning's 20.9% [2]. - Over the last 12 months, Amphenol's revenue growth is 47.4%, compared to Corning's 18.3% [2]. - Amphenol's profitability is superior, with a last 12 months margin of 24.6% and a three-year average margin of 22.2%, outperforming Corning [2]. Valuation & Performance Overview - A side-by-side analysis of financials reveals that Corning's fundamentals lag behind Amphenol in terms of growth, margins, momentum, and valuation multiples [3]. - The Trefis High Quality Portfolio (HQ), which includes 30 stocks, has consistently outperformed its benchmark, achieving returns exceeding 105% since its formation, suggesting a less volatile investment option compared to individual stocks [4][7].