GLW vs APH vs TEL vs EMR vs ROG

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

7% revenue growth year-over-year, versus -2. 3% for Rogers Corporation (ROG). TE Connectivity Ltd. (TEL) offers the better valuation at 34. 1x trailing P/E (18. 7x forward), making it the more compelling value choice. Analysts rate Corning Incorporated (GLW) a "Buy" — based on 37 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, TE Connectivity Ltd.

(TEL) is the cheapest at 34. 1x versus Corning Incorporated at 98. 6x. On forward P/E, TE Connectivity Ltd. is actually cheaper at 18. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Amphenol Corporation wins at 1. 05x versus Emerson Electric Co. 's 4. 81x — a reasonable growth-adjusted valuation.

Over the past 5 years, Amphenol Corporation (APH) delivered a total return of +308.

8%, compared to -27. 8% for Rogers Corporation (ROG). Over 10 years, the gap is even starker: GLW returned +944. 3% versus ROG's +117. 5%. 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), Rogers Corporation (ROG) is the lower-risk stock at 1.

24β versus Corning Incorporated's 1. 90β — meaning GLW is approximately 53% more volatile than ROG relative to the S&P 500. On balance sheet safety, Rogers Corporation (ROG) carries a lower debt/equity ratio of 3% 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 -2. 3% for Rogers Corporation (ROG). On earnings-per-share growth, the picture is similar: Corning Incorporated grew EPS 219. 0% year-over-year, compared to -340. 0% for Rogers 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.

Amphenol Corporation (APH) is the more profitable company, earning 18.

5% net margin versus -7. 6% for Rogers 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. 4% for ROG. At the gross margin level — before operating expenses — EMR leads at 52. 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, Amphenol Corporation (APH) is the more undervalued stock at a PEG of 1. 05x versus Emerson Electric Co. 's 4. 81x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, TE Connectivity Ltd. (TEL) trades at 18. 7x forward P/E versus 57. 8x for Corning Incorporated — 39. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for APH: 32. 0% to $180. 33.

In this comparison, EMR (1.

5% yield), TEL (1. 3% yield), GLW (0. 6% yield), APH (0. 5% yield) pay a dividend. ROG does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Corning Incorporated (GLW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0.

6% yield, +944. 3% 10Y return). Both have compounded well over 10 years (GLW: +944. 3%, ROG: +117. 5%), 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.

These companies operate in different sectors (GLW (Technology) and APH (Technology) and TEL (Technology) and EMR (Industrials) and ROG (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: GLW is a mid-cap high-growth stock; APH is a mid-cap high-growth stock; TEL is a mid-cap quality compounder stock; EMR is a mid-cap quality compounder stock; ROG is a small-cap quality compounder stock. GLW, TEL, EMR pay a dividend while APH, ROG 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.