Amphenolvs.Cisco
APH vs CSCO · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Cisco is about 2.2× larger than Amphenol by market cap; year to date, Cisco leads (+43.1% vs +15.1%).
Side by side
| APH | CSCO | |
|---|---|---|
| Market cap | $208B | $447B |
| Price | $158.78 | $111.11 |
| Today | +2.1% | +0.8% |
| Return YTD | +15.1% | +43.1% |
| Return 1Y | +42.2% | +63.7% |
| P/E | 40.4 | 37.4 |
| P/S | 7.2 | 7.4 |
| P/B | 13.4 | 9.2 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
AmphenolAPH
Interconnect hardware: connectors and cable, plus a sensor business. The high-speed parts end up in AI servers and data center gear.
Full APH profile →CiscoCSCO
Switches and routers at a scale no other network vendor matches, plus Silicon One chips of its own design and the security business built around Splunk. AI orders from hyperscalers are the newer line.
Full CSCO profile →More APH & CSCO comparisons
Other head-to-heads in the Data centers segment.
See where APH and CSCO sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →