COMPARE · Data as of August 27, 2026
APH vs OSIS
Verdict: Side-by-side breakdown using the Bull Rankings model. APH scored 66.4, OSIS scored 61.6 — APH leads.
Compare another set
APH
Amphenol Corporation
66.4
$158.78 · $195.8B
fundamentals as of
Score gap
4.8
APH leads
OSIS
OSI Systems, Inc.
61.6
$210.89 · $3.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestOSIS23.6x
- Fastest growthAPH+54.2%
- Strongest balance sheetAPH1.20
- Highest qualityAPH78 / 100
- Largest discount to fair valueOSIS-13%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
APH
stronger →← stronger
OSIS
78
Qualityreturns · margins · balance sheet
67
95
Growthrevenue & earnings expansion
65
39
Valuevaluation vs sector peers
53
APH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APH
OSIS
$4.7bB
FCF
$245mC
+54.2%A
Rev
+4.3%C+
1.20C
D/E
1.26C
39.7xB
P/E
23.6xB+
1.09B+
PEG
1.51C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
APH
OSIS
127% above
Price vs fair valuelower is cheaper
13% below
~35%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
-65%
1-yr DCF upside
+1%
-56%
5-yr DCF upside
+15%
-39%
10-yr DCF upside
+38%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
APH
Why this score
- Raising its dividend
- Durable high returns
OSIS
Why this score
- Buying back stock
The companies
APHAmphenol Corporation
Why now
Electronic Components · market cap $195.8b. 11% off the 52-week high of $178.52. Revenue growing +54% — in hypergrowth territory. 17 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $192.12 (implying +21% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $195.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 40x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
OSISOSI Systems, Inc.
Why now
Electronic Components · market cap $3.4b. Down 32% from 52-week high of $311.72 — deep drawdown territory. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $281.14 (implying +33% upside).
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 159% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where APH and OSIS diverge
On the headline score the gap is 4.8 points in favor of APH. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthAPH 95.2 · OSIS 65.4APH +29.8
- ValueAPH 39.2 · OSIS 53.4OSIS +14.2
- QualityAPH 78.5 · OSIS 66.8APH +11.7
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.