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 4.6× larger than NetApp by market cap; NetApp trades at the lower P/E (32.7 vs 41.6); year to date, NetApp leads (+120.2% vs +31.2%).
Side by side
| APH | NTAP | |
|---|---|---|
| Market cap | $214B | $46.3B |
| Price | $85.32 | $231.05 |
| Today | −2.5% | −2.0% |
| Return YTD | +31.2% | +120.2% |
| Return 1Y | +43.6% | +99.8% |
| Since June 26, 2026 | +4.2% | +51.6% |
| P/E | 41.6 | 32.7 |
| P/S | 7.4 | 6.3 |
| P/B | 13.8 | 31.0 |
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 →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.