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 2.8× larger than Digital Realty by market cap; Amphenol trades at the lower P/E (40.4 vs 91.9); year to date, Digital Realty leads (+21.9% vs +15.1%).
Side by side
| APH | DLR | |
|---|---|---|
| Market cap | $208B | $73.4B |
| Price | $158.78 | $192.32 |
| Today | +2.1% | +2.0% |
| Return YTD | +15.1% | +21.9% |
| Return 1Y | +42.2% | +12.9% |
| P/E | 40.4 | 91.9 |
| P/S | 7.2 | 10.8 |
| P/B | 13.4 | 2.7 |
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 →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.
See where APH and DLR sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →