Amphenolvs.HPE
APH vs HPE · 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 2.3× larger than HPE by market cap; HPE trades at the lower P/E (33.6 vs 41.6); year to date, HPE leads (+193.4% vs +31.2%).
Side by side
| APH | HPE | |
|---|---|---|
| Market cap | $214B | $93.9B |
| Price | $85.32 | $71.00 |
| Today | −2.5% | −1.5% |
| Return YTD | +31.2% | +193.4% |
| Return 1Y | +43.6% | +184.3% |
| Since June 26, 2026 | +4.2% | +62.4% |
| P/E | 41.6 | 33.6 |
| P/S | 7.4 | 2.2 |
| P/B | 13.8 | 3.5 |
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 →HPEHPE
Cray supercomputers and ProLiant AI servers on one side; on the other, a networking business that grew considerably with the Juniper acquisition.
Full HPE profile →More APH & HPE comparisons
Other head-to-heads in the Data centers segment.