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; Dell Technologies trades at the lower P/E (33.8 vs 43.8); year to date, Dell Technologies leads (+245.5% vs +17.7%).
Side by side
| APH | DELL | |
|---|---|---|
| Market cap | $196B | $284B |
| Price | $159.06 | $434.97 |
| Today | −2.0% | −3.4% |
| Return YTD | +17.7% | +245.5% |
| Return 1Y | +61.8% | +240.1% |
| P/E | 43.8 | 33.8 |
| P/S | 7.6 | 2.1 |
| P/B | 14.0 | 31.8 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
AmphenolAPH
Interconnect technology, cables and sensors; a key supplier of high-speed interconnect for AI servers and data centers.
Full APH profile →Dell TechnologiesDELL
One of the world's largest server and PC manufacturers with a rapidly growing order book for AI servers serving enterprises and AI cloud customers.
Full DELL profile →More comparisons in Data centers
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 →