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 8.2× larger than Super Micro by market cap; Super Micro trades at the lower P/E (20.4 vs 40.4); year to date, Super Micro leads (+20.2% vs +15.1%).
Side by side
| APH | SMCI | |
|---|---|---|
| Market cap | $208B | $25.4B |
| Price | $158.78 | $38.46 |
| Today | +2.1% | +9.4% |
| Return YTD | +15.1% | +20.2% |
| Return 1Y | +42.2% | −19.8% |
| P/E | 40.4 | 20.4 |
| P/S | 7.2 | 0.8 |
| P/B | 13.4 | 3.4 |
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 →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.
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 →