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APH vs CNXC
Revenue, margins, valuation, and 5-year total return — side by side.
Information Technology Services
APH vs CNXC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Hardware, Equipment & Parts | Information Technology Services |
| Market Cap | $170.24B | $1.67B |
| Revenue (TTM) | $25.90B | $9.83B |
| Net Income (TTM) | $4.48B | $-1.28B |
| Gross Margin | 37.3% | 33.3% |
| Operating Margin | 26.0% | 6.2% |
| Forward P/E | 29.7x | 2.0x |
| Total Debt | $15.50B | $4.64B |
| Cash & Equiv. | $11.13B | $327M |
APH vs CNXC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 20 | May 26 | Return |
|---|---|---|---|
| Amphenol Corporation (APH) | 100 | 423.5 | +323.5% |
| Concentrix Corporat… (CNXC) | 100 | 29.6 | -70.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: APH vs CNXC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
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 CNXC's -63.2%
- Lower volatility, beta 1.62, current ratio 2.98x
CNXC is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 5 yrs, beta 1.38, yield 6.0%
- Beta 1.38, yield 6.0%, current ratio 1.40x
- Lower P/E (2.0x vs 29.7x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 51.7% revenue growth vs CNXC's 2.2% | |
| Value | Lower P/E (2.0x vs 29.7x) | |
| Quality / Margins | 17.3% margin vs CNXC's -13.0% | |
| Stability / Safety | Beta 1.38 vs APH's 1.62 | |
| Dividends | 0.5% yield, 15-year raise streak, vs CNXC's 6.0% | |
| Momentum (1Y) | +74.8% vs CNXC's -50.0% | |
| Efficiency (ROA) | 13.6% ROA vs CNXC's -10.8%, ROIC 28.3% vs 5.6% |
APH vs CNXC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
APH vs CNXC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
APH leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
APH is the larger business by revenue, generating $25.9B annually — 2.6x CNXC's $9.8B. APH is the more profitable business, keeping 17.3% of every revenue dollar as net income compared to CNXC's -13.0%. On growth, APH holds the edge at +58.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $25.9B | $9.8B |
| EBITDAEarnings before interest/tax | $7.9B | $773M |
| Net IncomeAfter-tax profit | $4.5B | -$1.3B |
| Free Cash FlowCash after capex | $4.6B | $572M |
| Gross MarginGross profit ÷ Revenue | +37.3% | +33.3% |
| Operating MarginEBIT ÷ Revenue | +26.0% | +6.2% |
| Net MarginNet income ÷ Revenue | +17.3% | -13.0% |
| FCF MarginFCF ÷ Revenue | +17.9% | +5.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +58.4% | +4.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +24.1% | -14.9% |
Valuation Metrics
CNXC leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, CNXC's 4.7x EV/EBITDA is more attractive than APH's 25.3x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $170.2B | $1.7B |
| Enterprise ValueMkt cap + debt − cash | $174.6B | $6.0B |
| Trailing P/EPrice ÷ TTM EPS | 41.46x | -1.17x |
| Forward P/EPrice ÷ next-FY EPS est. | 29.69x | 2.03x |
| PEG RatioP/E ÷ EPS growth rate | 1.49x | — |
| EV / EBITDAEnterprise value multiple | 25.33x | 4.75x |
| Price / SalesMarket cap ÷ Revenue | 7.37x | 0.17x |
| Price / BookPrice ÷ Book value/share | 13.09x | 0.54x |
| Price / FCFMarket cap ÷ FCF | 38.88x | 2.91x |
Profitability & Efficiency
APH leads this category, winning 7 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 $-33 for CNXC. APH carries lower financial leverage with a 1.15x debt-to-equity ratio, signaling a more conservative balance sheet compared to CNXC's 1.69x. On the Piotroski fundamental quality scale (0–9), APH scores 6/9 vs CNXC's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +34.6% | -33.2% |
| ROA (TTM)Return on assets | +13.6% | -10.8% |
| ROICReturn on invested capital | +28.3% | +5.6% |
| ROCEReturn on capital employed | +25.5% | +6.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 1.15x | 1.69x |
| Net DebtTotal debt minus cash | $4.4B | $4.3B |
| Cash & Equiv.Liquid assets | $11.1B | $327M |
| Total DebtShort + long-term debt | $15.5B | $4.6B |
| Interest CoverageEBIT ÷ Interest expense | 13.54x | -3.07x |
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 $1,899 for CNXC. Over the past 12 months, APH leads with a +74.8% total return vs CNXC's -50.0%. The 3-year compound annual growth rate (CAGR) favors APH at 55.0% vs CNXC's -31.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -0.7% | -40.7% |
| 1-Year ReturnPast 12 months | +74.8% | -50.0% |
| 3-Year ReturnCumulative with dividends | +272.5% | -67.8% |
| 5-Year ReturnCumulative with dividends | +321.4% | -81.0% |
| 10-Year ReturnCumulative with dividends | +917.7% | -63.2% |
| CAGR (3Y)Annualised 3-year return | +55.0% | -31.4% |
Risk & Volatility
Evenly matched — APH and CNXC each lead in 1 of 2 comparable metrics.
Risk & Volatility
CNXC is the less volatile stock with a 1.38 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. APH currently trades 82.9% from its 52-week high vs CNXC's 38.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.62x | 1.38x |
| 52-Week HighHighest price in past year | $167.04 | $62.14 |
| 52-Week LowLowest price in past year | $79.10 | $22.85 |
| % of 52W HighCurrent price vs 52-week peak | +82.9% | +38.2% |
| RSI (14)Momentum oscillator 0–100 | 42.5 | 36.5 |
| Avg Volume (50D)Average daily shares traded | 8.3M | 1.6M |
Analyst Outlook
Evenly matched — APH and CNXC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates APH as "Buy" and CNXC as "Buy". Consensus price targets imply 119.2% upside for CNXC (target: $52) vs 30.2% for APH (target: $180). For income investors, CNXC offers the higher dividend yield at 6.00% vs APH's 0.45%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $180.33 | $52.00 |
| # AnalystsCovering analysts | 29 | 9 |
| Dividend YieldAnnual dividend ÷ price | +0.5% | +6.0% |
| Dividend StreakConsecutive years of raises | 15 | 5 |
| Dividend / ShareAnnual DPS | $0.63 | $1.42 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +11.3% |
APH leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). CNXC leads in 1 (Valuation Metrics). 2 tied.
APH vs CNXC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is APH or CNXC a better buy right now?
For growth investors, Amphenol Corporation (APH) is the stronger pick with 51.
7% revenue growth year-over-year, versus 2. 2% for Concentrix Corporation (CNXC). Amphenol Corporation (APH) offers the better valuation at 41. 5x trailing P/E (29. 7x 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 CNXC?
On forward P/E, Concentrix Corporation is actually cheaper at 2.
0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — APH or CNXC?
Over the past 5 years, Amphenol Corporation (APH) delivered a total return of +321.
4%, compared to -81. 0% for Concentrix Corporation (CNXC). Over 10 years, the gap is even starker: APH returned +917. 7% versus CNXC's -63. 2%. 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 CNXC?
By beta (market sensitivity over 5 years), Concentrix Corporation (CNXC) is the lower-risk stock at 1.
38β versus Amphenol Corporation's 1. 62β — meaning APH is approximately 17% more volatile than CNXC relative to the S&P 500. On balance sheet safety, Amphenol Corporation (APH) carries a lower debt/equity ratio of 115% versus 169% for Concentrix Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — APH or CNXC?
By revenue growth (latest reported year), Amphenol Corporation (APH) is pulling ahead at 51.
7% versus 2. 2% for Concentrix Corporation (CNXC). On earnings-per-share growth, the picture is similar: Amphenol Corporation grew EPS 74. 0% year-over-year, compared to -648. 8% for Concentrix Corporation. 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 CNXC?
Amphenol Corporation (APH) is the more profitable company, earning 18.
5% net margin versus -13. 0% for Concentrix Corporation — 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 6. 2% for CNXC. 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 CNXC more undervalued right now?
On forward earnings alone, Concentrix Corporation (CNXC) trades at 2.
0x forward P/E versus 29. 7x for Amphenol Corporation — 27. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CNXC: 119. 2% to $52. 00.
08Which pays a better dividend — APH or CNXC?
All stocks in this comparison pay dividends.
Concentrix Corporation (CNXC) offers the highest yield at 6. 0%, versus 0. 5% for Amphenol Corporation (APH).
09Is APH or CNXC better for a retirement portfolio?
For long-horizon retirement investors, Concentrix Corporation (CNXC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (6.
0% yield). 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 (CNXC: -63. 2%, 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 CNXC?
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; CNXC is a small-cap income-oriented stock. CNXC 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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