Head to Head Analysis: Amphenol (NYSE:APH) and MultiSensor AI (NASDAQ:MSAI)

MultiSensor AI (NASDAQ:MSAI) and Amphenol (NYSE:APH) are both technology companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, dividends, profitability, risk and valuation.

Risk and Volatility

MultiSensor AI has a beta of -0.22, suggesting that its stock price is 122% less volatile than the S&P 500. Comparatively, Amphenol has a beta of 1.23, suggesting that its stock price is 23% more volatile than the S&P 500.

Profitability

This table compares MultiSensor AI and Amphenol’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
MultiSensor AI	-141.70%	-36.08%	-31.31%
Amphenol	17.73%	39.87%	14.80%

Earnings and Valuation

This table compares MultiSensor AI and Amphenol”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
MultiSensor AI	$5.55 million	1.83	-$11.71 million	($5.62)	-0.82
Amphenol	$29.01 billion	7.43	$4.27 billion	$2.00	43.71

Amphenol has higher revenue and earnings than MultiSensor AI. MultiSensor AI is trading at a lower price-to-earnings ratio than Amphenol, indicating that it is currently the more affordable of the two stocks.

Institutional & Insider Ownership

82.3% of MultiSensor AI shares are held by institutional investors. Comparatively, 97.0% of Amphenol shares are held by institutional investors. 50.8% of MultiSensor AI shares are held by insiders. Comparatively, 1.4% of Amphenol shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Analyst Recommendations

This is a summary of recent ratings and price targets for MultiSensor AI and Amphenol, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
MultiSensor AI	1	1	0	1	2.33
Amphenol	0	2	16	0	2.89

MultiSensor AI currently has a consensus target price of $120.00, indicating a potential upside of 2,508.70%. Amphenol has a consensus target price of $96.85, indicating a potential upside of 10.80%. Given MultiSensor AI’s higher possible upside, equities analysts clearly believe MultiSensor AI is more favorable than Amphenol.

Summary

Amphenol beats MultiSensor AI on 12 of the 15 factors compared between the two stocks.

About MultiSensor AI

MultiSensor AI Holdings, Inc. manufactures and distributes multi-sensor systems for thermographic and other use in various industrial applications in the United States and internationally. The company offers sensor devices ranging from small to large handheld designs with built-in displays and controls, fixed-mounted pan-tilt-zoom single- and multi-sensor camera standalone systems, and mobile multi-sensor payload and gimbal systems for unmanned aerial vehicles and unmanned ground vehicles. It also provides on-prem and cloud-based software and services, including training, calibration, and repairs for its customers operating in the distribution and logistics, manufacturing, utility, and oil and gas sectors. The company was founded in 1995 and is headquartered in Beaumont, Texas.

About Amphenol

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including harsh environment data, power, high-speed, fiber optic, and radio frequency interconnect products; busbars and power distribution systems; and other connectors. It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products; other products comprising flexible and rigid printed circuit boards, hinges, other mechanical, and production related products. In addition, the company offers consumer device, network infrastructure, and other antennas; coaxial, power, and specialty cables; and sensors and sensor-based products. It sells its products through its sales force, independent representatives, and a network of electronics distributors to original equipment manufacturers, electronic manufacturing services companies, original design manufacturers, and service providers in the automotive, broadband communication, commercial aerospace, industrial, information technology and data communication, military, mobile device, and mobile network markets. Amphenol Corporation was founded in 1932 and is headquartered in Wallingford, Connecticut.