TEL vs APH vs HUBB vs ROG vs BDC

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). Belden Inc. (BDC) offers the better valuation at 19. 4x trailing P/E (14. 5x forward), making it the more compelling value choice. Analysts rate TE Connectivity Ltd. (TEL) 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, Belden Inc.

(BDC) is the cheapest at 19. 4x versus Amphenol Corporation at 41. 5x. On forward P/E, Belden Inc. is actually cheaper at 14. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Belden Inc. wins at 0. 39x versus Hubbell Incorporated's 1. 22x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Amphenol Corporation (APH) delivered a total return of +321.

4%, compared to -26. 4% for Rogers Corporation (ROG). Over 10 years, the gap is even starker: APH returned +917. 7% versus BDC's +88. 3%. 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 Amphenol Corporation's 1. 62β — meaning APH is approximately 30% 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 117% for Belden Inc. — 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: Amphenol Corporation grew EPS 74. 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 — 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.

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, Belden Inc. (BDC) is the more undervalued stock at a PEG of 0. 39x versus Hubbell Incorporated's 1. 22x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Belden Inc. (BDC) trades at 14. 5x forward P/E versus 38. 6x for Rogers Corporation — 24. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BDC: 30. 8% to $150. 00.

In this comparison, TEL (1.

2% yield), HUBB (1. 1% yield), APH (0. 5% yield), BDC (0. 2% yield) pay a dividend. ROG does not pay a meaningful dividend and should not be held primarily for income.

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

1% yield, +413. 6% 10Y return). Both have compounded well over 10 years (HUBB: +413. 6%, BDC: +88. 3%), 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 (TEL (Technology) and APH (Technology) and HUBB (Industrials) and ROG (Technology) and BDC (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

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