Amphenolvs.NetApp
APH vs NTAP · 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 5.2× larger than NetApp by market cap; NetApp trades at the lower P/E (31.1 vs 40.4); year to date, NetApp leads (+74.5% vs +15.1%).
Side by side
| APH | NTAP | |
|---|---|---|
| Market cap | $208B | $39.6B |
| Price | $158.78 | $187.43 |
| Today | +2.1% | +0.3% |
| Return YTD | +15.1% | +74.5% |
| Return 1Y | +42.2% | +69.1% |
| P/E | 40.4 | 31.1 |
| P/S | 7.2 | 5.7 |
| P/B | 13.4 | 29.3 |
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 →NetAppNTAP
Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.
Full NTAP profile →More APH & NTAP comparisons
Other head-to-heads in the Data centers segment.
See where APH and NTAP sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →