APH vs AVGO vs TXN vs AMAT

For growth investors, Amphenol Corporation (APH) is the stronger pick with 51.

7% revenue growth year-over-year, versus 4. 4% for Applied Materials, Inc. (AMAT). Amphenol Corporation (APH) offers the better valuation at 40. 9x trailing P/E (29. 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.

On trailing P/E, Amphenol Corporation (APH) is the cheapest at 40.

9x versus Broadcom Inc. at 86. 5x. On forward P/E, Amphenol Corporation is actually cheaper at 29. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Broadcom Inc. wins at 0. 73x versus Applied Materials, Inc. 's 2. 16x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Broadcom Inc.

(AVGO) delivered a total return of +833. 6%, compared to +65. 5% for Texas Instruments Incorporated (TXN). Over 10 years, the gap is even starker: AVGO returned +29. 0% versus TXN's +471. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Texas Instruments Incorporated (TXN) is the lower-risk stock at 1.

11β versus Applied Materials, Inc. 's 2. 14β — meaning AMAT is approximately 93% more volatile than TXN relative to the S&P 500. On balance sheet safety, Applied Materials, Inc. (AMAT) carries a lower debt/equity ratio of 32% versus 115% for Amphenol Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Amphenol Corporation (APH) is pulling ahead at 51.

7% versus 4. 4% for Applied Materials, Inc. (AMAT). On earnings-per-share growth, the picture is similar: Broadcom Inc. grew EPS 287. 8% year-over-year, compared to 0. 6% for Applied Materials, Inc.. Over a 3-year CAGR, AVGO leads at 24. 4% 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.

Broadcom Inc.

(AVGO) is the more profitable company, earning 36. 2% net margin versus 18. 5% for Amphenol Corporation — meaning it keeps 36. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AVGO leads at 39. 9% versus 25. 9% for APH. At the gross margin level — before operating expenses — AVGO leads at 67. 8%, 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Broadcom Inc. (AVGO) is the more undervalued stock at a PEG of 0. 73x versus Applied Materials, Inc. 's 2. 16x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Amphenol Corporation (APH) trades at 29. 3x forward P/E versus 37. 8x for Texas Instruments Incorporated — 8. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for APH: 32. 0% to $180. 33.

All stocks in this comparison pay dividends.

Texas Instruments Incorporated (TXN) offers the highest yield at 1. 9%, versus 0. 4% for Applied Materials, Inc. (AMAT).

For long-horizon retirement investors, Texas Instruments Incorporated (TXN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.

11), 1. 9% yield, +471. 6% 10Y return). Applied Materials, Inc. (AMAT) carries a higher beta of 2. 14 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TXN: +471. 6%, AMAT: +20. 1%), 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.

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; AVGO is a mega-cap high-growth stock; TXN is a large-cap quality compounder stock; AMAT is a large-cap quality compounder stock. AVGO, TXN pay a dividend while APH, AMAT do 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.