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 11× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 43.8); year to date, Amphenol leads (+17.7% vs −3.3%).
Side by side
| APH | SMCI | |
|---|---|---|
| Market cap | $196B | $18.5B |
| Price | $159.06 | $28.31 |
| Today | −2.0% | +0.2% |
| Return YTD | +17.7% | −3.3% |
| Return 1Y | +61.8% | −43.8% |
| P/E | 43.8 | 14.8 |
| P/S | 7.6 | 0.5 |
| P/B | 14.0 | 2.4 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
AmphenolAPH
Interconnect technology, cables and sensors; a key supplier of high-speed interconnect for AI servers and data centers.
Full APH profile →Super MicroSMCI
Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.
Full SMCI profile →More comparisons in Data centers
See where APH and SMCI sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →