Amphenolvs.Digital Realty
APH vs DLR · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Amphenol is about 3.2× larger than Digital Realty by market cap; Amphenol trades at the lower P/E (41.6 vs 82.9); year to date, Amphenol leads (+31.2% vs +19.4%).
Side by side
| APH | DLR | |
|---|---|---|
| Market cap | $214B | $66.3B |
| Price | $85.32 | $176.07 |
| Today | −2.5% | −2.4% |
| Return YTD | +31.2% | +19.4% |
| Return 1Y | +43.6% | +4.3% |
| Since June 26, 2026 | +4.2% | −8.8% |
| P/E | 41.6 | 82.9 |
| P/S | 7.4 | 9.8 |
| P/B | 13.8 | 2.4 |
Data as of 2026-10-08 · 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 →Digital RealtyDLR
Owns and runs data centres as a REIT, from wholesale halls let to hyperscalers down to smaller colocation space.
Full DLR profile →More APH & DLR comparisons
Other head-to-heads in the Data centers segment.