Amphenolvs.Super Micro
APH vs SMCI · 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 7.8× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.3 vs 41.6); year to date, Super Micro leads (+46.1% vs +29.6%).
Side by side
| APH | SMCI | |
|---|---|---|
| Market cap | $214B | $27.4B |
| Price | $87.24 | $41.86 |
| Today | +2.3% | −2.1% |
| Return YTD | +29.6% | +46.1% |
| Return 1Y | +40.6% | −27.1% |
| Since June 26, 2026 | +6.6% | +36.7% |
| P/E | 41.6 | 12.3 |
| P/S | 7.4 | 0.7 |
| P/B | 13.8 | 1.9 |
Data as of 2026-10-09 · 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 →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More APH & SMCI comparisons
Other head-to-heads in the Data centers segment.