Amphenolvs.Dell Technologies
APH vs DELL · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Dell Technologies is about 1.7× larger than Amphenol by market cap; Dell Technologies trades at the lower P/E (32.8 vs 41.6); year to date, Dell Technologies leads (+356.4% vs +29.6%).
Side by side
| APH | DELL | |
|---|---|---|
| Market cap | $214B | $373B |
| Price | $87.24 | $586.06 |
| Today | +2.3% | +2.0% |
| Return YTD | +29.6% | +356.4% |
| Return 1Y | +40.6% | +249.2% |
| Since June 26, 2026 | +6.6% | +46.7% |
| P/E | 41.6 | 32.8 |
| P/S | 7.4 | 2.5 |
| P/B | 13.8 | 41.7 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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 →Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →More APH & DELL comparisons
Other head-to-heads in the Data centers segment.