TTMI vs APH vs CTS vs SANM

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

7% revenue growth year-over-year, versus 5. 2% for CTS Corporation (CTS). CTS Corporation (CTS) offers the better valuation at 27. 3x trailing P/E (25. 4x forward), making it the more compelling value choice. Analysts rate TTM Technologies, Inc. (TTMI) a "Buy" — based on 14 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, CTS Corporation (CTS) is the cheapest at 27.

3x versus TTM Technologies, Inc. at 91. 5x. On forward P/E, Sanmina Corporation is actually cheaper at 22. 2x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Amphenol Corporation wins at 0. 98x versus CTS Corporation's 1. 63x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, TTM Technologies, Inc.

(TTMI) delivered a total return of +919. 0%, compared to +83. 2% for CTS Corporation (CTS). Over 10 years, the gap is even starker: TTMI returned +23. 7% versus CTS's +264. 1%. 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), CTS Corporation (CTS) is the lower-risk stock at 1.

46β versus TTM Technologies, Inc. 's 3. 19β — meaning TTMI is approximately 119% more volatile than CTS relative to the S&P 500. On balance sheet safety, Sanmina Corporation (SANM) carries a lower debt/equity ratio of 16% 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 5. 2% for CTS Corporation (CTS). On earnings-per-share growth, the picture is similar: TTM Technologies, Inc. grew EPS 211. 1% year-over-year, compared to 14. 1% for Sanmina 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 3. 0% for Sanmina 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 4. 4% for SANM. At the gross margin level — before operating expenses — CTS leads at 38. 5%, 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 0. 98x versus CTS Corporation's 1. 63x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Sanmina Corporation (SANM) trades at 22. 2x forward P/E versus 44. 4x for TTM Technologies, Inc. — 22. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for APH: 32. 4% to $180. 89.

In this comparison, APH (0.

5% yield), CTS (0. 3% yield) pay a dividend. TTMI, SANM do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Amphenol Corporation (APH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+838.

2% 10Y return). TTM Technologies, Inc. (TTMI) carries a higher beta of 3. 19 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (APH: +838. 2%, TTMI: +23. 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.

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: TTMI is a mid-cap high-growth stock; APH is a mid-cap high-growth stock; CTS is a small-cap quality compounder stock; SANM is a mid-cap quality compounder stock. 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.