Sectivia

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 5.9× larger than NetApp by market cap; NetApp trades at the lower P/E (25.9 vs 43.8); year to date, NetApp leads (+57.7% vs +17.7%).

Side by side

APHNTAP
Market cap$196B$33.1B
Price$159.06$168.87
Today−2.0%−1.7%
Return YTD+17.7%+57.7%
Return 1Y+61.8%+58.7%
P/E43.825.9
P/S7.64.8
P/B14.024.5

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

AmphenolAPH

NYSE · USA

Interconnect technology, cables and sensors; a key supplier of high-speed interconnect for AI servers and data centers.

Interconnect & connectors
Full APH profile →

NetAppNTAP

NASDAQ · USA

Data storage and hybrid-cloud data services for enterprises and AI workloads.

Data storage
Full NTAP profile →

More comparisons in Data centers

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 →