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 2.6× larger than HPE by market cap; Amphenol trades at the lower P/E (40.4 vs 51.3); year to date, HPE leads (+118.3% vs +15.1%).
Side by side
| APH | HPE | |
|---|---|---|
| Market cap | $208B | $79.8B |
| Price | $158.78 | $53.44 |
| Today | +2.1% | +1.9% |
| Return YTD | +15.1% | +118.3% |
| Return 1Y | +42.2% | +133.5% |
| P/E | 40.4 | 51.3 |
| P/S | 7.2 | 2.1 |
| P/B | 13.4 | 3.2 |
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 →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.
See where APH and HPE sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →