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 1.5× larger than Amphenol by market cap; year to date, Dell Technologies leads (+244.1% vs +15.1%).
Side by side
| APH | DELL | |
|---|---|---|
| Market cap | $208B | $320B |
| Price | $158.78 | $451.50 |
| Today | +2.1% | +4.2% |
| Return YTD | +15.1% | +244.1% |
| Return 1Y | +42.2% | +231.1% |
| P/E | 40.4 | 38.1 |
| P/S | 7.2 | 2.4 |
| P/B | 13.4 | 35.8 |
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 →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.
See where APH and DELL sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →