APH
Amphenol Corporation
Hardware, Equipment & Parts
Market Cap$170.24B
5Y Perf.+473.6%
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Stock Comparison
APH vs TEL
Revenue, margins, valuation, and 5-year total return — side by side.
TEL
TE Connectivity Ltd.
Hardware, Equipment & Parts
Market Cap$63.43B
5Y Perf.+166.1%
APH vs TEL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | APH | TEL |
|---|---|---|
| Industry | Hardware, Equipment & Parts | Hardware, Equipment & Parts |
| Market Cap | $170.24B | $63.43B |
| Revenue (TTM) | $25.90B | $18.52B |
| Net Income (TTM) | $4.48B | $2.91B |
| Gross Margin | 37.3% | 35.4% |
| Operating Margin | 26.0% | 19.3% |
| Forward P/E | 29.7x | 19.3x |
| Total Debt | $15.50B | $6.55B |
| Cash & Equiv. | $11.13B | $1.25B |
APH vs TEL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
APH
TEL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Amphenol Corporation (APH) | 100 | 573.6 | +473.6% |
| TE Connectivity Ltd. (TEL) | 100 | 266.1 | +166.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: APH vs TEL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: APH leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. TE Connectivity Ltd. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
APH
Amphenol Corporation
The Growth Play
APH carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 51.7%, EPS growth 74.0%, 3Y rev CAGR 22.3%
- 9.2% 10Y total return vs TEL's 299.1%
- 51.7% revenue growth vs TEL's 7.9%
Best for: growth exposure and long-term compounding
TEL
TE Connectivity Ltd.
The Income Pick
TEL is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 15 yrs, beta 1.58, yield 1.2%
- Lower volatility, beta 1.58, Low D/E 51.5%, current ratio 1.56x
- Beta 1.58, yield 1.2%, current ratio 1.56x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | APH | 51.7% revenue growth vs TEL's 7.9% |
| Value | TEL | Lower P/E (19.3x vs 29.7x) |
| Quality / Margins | APH | 17.3% margin vs TEL's 15.7% |
| Stability / Safety | TEL | Beta 1.58 vs APH's 1.62, lower leverage |
| Dividends | TEL | 1.2% yield, 15-year raise streak, vs APH's 0.5% |
| Momentum (1Y) | APH | +74.8% vs TEL's +47.5% |
| Efficiency (ROA) | APH | 13.6% ROA vs TEL's 11.5%, ROIC 28.3% vs 14.1% |
APH vs TEL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
APH vs TEL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLAPHLAGGINGTEL
TELTE Connectivity Ltd.
3leads
APHAmphenol Corporation
3leads
6 Total Categories
CATEGORYLEADERvs TELMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
APH4/6
Valuation MetricsMultiples, price ratios, and targets
TEL6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
APH6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
APH6/6
Risk & VolatilityBeta, volatility, and downside exposure
TEL2/2
Analyst OutlookRatings, price targets, and dividends
TEL1/1
Income & Cash Flow (Last 12 Months)
APH leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
APH and TEL operate at a comparable scale, with $25.9B and $18.5B in trailing revenue. Profitability is closely matched — net margins range from 17.3% (APH) to 15.7% (TEL). On growth, APH holds the edge at +58.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | APHAmphenol Corporat… | TELTE Connectivity L… |
|---|---|---|
| RevenueTrailing 12 months | $25.9B | $18.5B |
| EBITDAEarnings before interest/tax | $7.9B | $4.3B |
| Net IncomeAfter-tax profit | $4.5B | $2.9B |
| Free Cash FlowCash after capex | $4.6B | $3.4B |
| Gross MarginGross profit ÷ Revenue | +37.3% | +35.4% |
| Operating MarginEBIT ÷ Revenue | +26.0% | +19.3% |
| Net MarginNet income ÷ Revenue | +17.3% | +15.7% |
| FCF MarginFCF ÷ Revenue | +17.9% | +18.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +58.4% | +14.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +24.1% | +66.0% |
APH leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
TEL leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 35.1x trailing earnings, TEL trades at a 15% valuation discount to APH's 41.5x P/E. On an enterprise value basis, TEL's 17.0x EV/EBITDA is more attractive than APH's 25.3x.
| Metric | APHAmphenol Corporat… | TELTE Connectivity L… |
|---|---|---|
| Market CapShares × price | $170.2B | $63.4B |
| Enterprise ValueMkt cap + debt − cash | $174.6B | $68.7B |
| Trailing P/EPrice ÷ TTM EPS | 41.46x | 35.09x |
| Forward P/EPrice ÷ next-FY EPS est. | 29.69x | 19.28x |
| PEG RatioP/E ÷ EPS growth rate | 1.49x | — |
| EV / EBITDAEnterprise value multiple | 25.33x | 16.97x |
| Price / SalesMarket cap ÷ Revenue | 7.37x | 3.71x |
| Price / BookPrice ÷ Book value/share | 13.09x | 5.08x |
| Price / FCFMarket cap ÷ FCF | 38.88x | 19.80x |
TEL leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
APH leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
APH delivers a 34.6% return on equity — every $100 of shareholder capital generates $35 in annual profit, vs $22 for TEL. TEL carries lower financial leverage with a 0.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to APH's 1.15x. On the Piotroski fundamental quality scale (0–9), APH scores 6/9 vs TEL's 5/9, reflecting solid financial health.
| Metric | APHAmphenol Corporat… | TELTE Connectivity L… |
|---|---|---|
| ROE (TTM)Return on equity | +34.6% | +22.5% |
| ROA (TTM)Return on assets | +13.6% | +11.5% |
| ROICReturn on invested capital | +28.3% | +14.1% |
| ROCEReturn on capital employed | +25.5% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 1.15x | 0.51x |
| Net DebtTotal debt minus cash | $4.4B | $5.3B |
| Cash & Equiv.Liquid assets | $11.1B | $1.3B |
| Total DebtShort + long-term debt | $15.5B | $6.5B |
| Interest CoverageEBIT ÷ Interest expense | 13.54x | 31.48x |
APH leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
APH leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in APH five years ago would be worth $42,142 today (with dividends reinvested), compared to $16,812 for TEL. Over the past 12 months, APH leads with a +74.8% total return vs TEL's +47.5%. The 3-year compound annual growth rate (CAGR) favors APH at 55.0% vs TEL's 22.2% — a key indicator of consistent wealth creation.
| Metric | APHAmphenol Corporat… | TELTE Connectivity L… |
|---|---|---|
| YTD ReturnYear-to-date | -0.7% | -7.0% |
| 1-Year ReturnPast 12 months | +74.8% | +47.5% |
| 3-Year ReturnCumulative with dividends | +272.5% | +82.6% |
| 5-Year ReturnCumulative with dividends | +321.4% | +68.1% |
| 10-Year ReturnCumulative with dividends | +917.7% | +299.1% |
| CAGR (3Y)Annualised 3-year return | +55.0% | +22.2% |
APH leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
TEL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
TEL is the less volatile stock with a 1.58 beta — it tends to amplify market swings less than APH's 1.62 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | APHAmphenol Corporat… | TELTE Connectivity L… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.62x | 1.58x |
| 52-Week HighHighest price in past year | $167.04 | $252.56 |
| 52-Week LowLowest price in past year | $79.10 | $147.75 |
| % of 52W HighCurrent price vs 52-week peak | +82.9% | +85.6% |
| RSI (14)Momentum oscillator 0–100 | 42.5 | 41.9 |
| Avg Volume (50D)Average daily shares traded | 8.3M | 2.3M |
TEL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
TEL leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates APH as "Buy" and TEL as "Buy". Consensus price targets imply 30.2% upside for APH (target: $180) vs 21.5% for TEL (target: $263). For income investors, TEL offers the higher dividend yield at 1.24% vs APH's 0.45%.
| Metric | APHAmphenol Corporat… | TELTE Connectivity L… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $180.33 | $262.57 |
| # AnalystsCovering analysts | 29 | 29 |
| Dividend YieldAnnual dividend ÷ price | +0.5% | +1.2% |
| Dividend StreakConsecutive years of raises | 15 | 15 |
| Dividend / ShareAnnual DPS | $0.63 | $2.69 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +2.1% |
TEL leads this category, winning 1 of 1 comparable metric.
Key Takeaway
APH leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). TEL leads in 3 (Valuation Metrics, Risk & Volatility).
Best OverallAmphenol Corporation (APH)Leads 3 of 6 categories
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APH vs TEL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is APH or TEL a better buy right now?
For growth investors, Amphenol Corporation (APH) is the stronger pick with 51.
7% revenue growth year-over-year, versus 7. 9% for TE Connectivity Ltd. (TEL). TE Connectivity Ltd. (TEL) offers the better valuation at 35. 1x trailing P/E (19. 3x forward), making it the more compelling value choice. Analysts rate Amphenol Corporation (APH) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — APH or TEL?
On trailing P/E, TE Connectivity Ltd.
(TEL) is the cheapest at 35. 1x versus Amphenol Corporation at 41. 5x. On forward P/E, TE Connectivity Ltd. is actually cheaper at 19. 3x.
03Which is the better long-term investment — APH or TEL?
Over the past 5 years, Amphenol Corporation (APH) delivered a total return of +321.
4%, compared to +68. 1% for TE Connectivity Ltd. (TEL). Over 10 years, the gap is even starker: APH returned +917. 7% versus TEL's +299. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — APH or TEL?
By beta (market sensitivity over 5 years), TE Connectivity Ltd.
(TEL) is the lower-risk stock at 1. 58β versus Amphenol Corporation's 1. 62β — meaning APH is approximately 2% more volatile than TEL relative to the S&P 500. On balance sheet safety, TE Connectivity Ltd. (TEL) carries a lower debt/equity ratio of 51% versus 115% for Amphenol Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — APH or TEL?
By revenue growth (latest reported year), Amphenol Corporation (APH) is pulling ahead at 51.
7% versus 7. 9% for TE Connectivity Ltd. (TEL). On earnings-per-share growth, the picture is similar: Amphenol Corporation grew EPS 74. 0% year-over-year, compared to -40. 4% for TE Connectivity Ltd.. Over a 3-year CAGR, APH leads at 22. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — APH or TEL?
Amphenol Corporation (APH) is the more profitable company, earning 18.
5% net margin versus 10. 8% for TE Connectivity Ltd. — meaning it keeps 18. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: APH leads at 25. 9% versus 18. 8% for TEL. At the gross margin level — before operating expenses — APH leads at 36. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is APH or TEL more undervalued right now?
On forward earnings alone, TE Connectivity Ltd.
(TEL) trades at 19. 3x forward P/E versus 29. 7x for Amphenol Corporation — 10. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for APH: 30. 2% to $180. 33.
08Which pays a better dividend — APH or TEL?
All stocks in this comparison pay dividends.
TE Connectivity Ltd. (TEL) offers the highest yield at 1. 2%, versus 0. 5% for Amphenol Corporation (APH).
09Is APH or TEL better for a retirement portfolio?
For long-horizon retirement investors, TE Connectivity Ltd.
(TEL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 2% yield, +299. 1% 10Y return). Amphenol Corporation (APH) carries a higher beta of 1. 62 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TEL: +299. 1%, APH: +917. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between APH and TEL?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: APH is a mid-cap high-growth stock; TEL is a mid-cap quality compounder stock. TEL pays a dividend while APH does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(APH: 58.4% · TEL: 14.5%)Net Margin>
%
(APH: 17.3% · TEL: 15.7%)P/E Ratio<
x
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