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APH vs. CDW: Amphenol vs. CDW Stock Comparison

How do Amphenol (APH) and CDW (CDW) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Amphenol (APH) and CDW (CDW) both belong to the Electronic Equipment, Instruments & Components industry, though APH is classified under Electronic Components while CDW falls under Technology Distributors.

Company profile comparison for Amphenol (APH) and CDW (CDW)
Profile ItemAPHCDW
NameAmphenol Corp. Class A Common StockCDW Corporation
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupTechnology Hardware & EquipmentTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components
GICS Sub-IndustryElectronic ComponentsTechnology Distributors
Market Capitalization184.18 billion USD19.60 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateNovember 8, 1991June 27, 2013
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

APH
CDW
GSPC
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Amphenol (APH) vs. CDW (CDW), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Amphenol (APH) and CDW (CDW). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Amphenol (APH) and CDW (CDW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Amphenol (APH) and CDW (CDW)
MetricAPHCDW
Total Return (1Y)15.56%16.85%
Total Return (3Y, Annualized)56.62%-6.46%
Total Return (5Y, Annualized)32.33%-1.35%

Risk Profile

Drawdown History

APH
CDW
GSPC
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Amphenol (APH) vs. CDW (CDW), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Amphenol (APH) and CDW (CDW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Amphenol (APH) and CDW (CDW)
MetricAPHCDW
Volatility (1Y, Annualized)48.51%48.60%
Beta (5Y)1.270.90
Max Drawdown (5Y)-28.73%-60.37%
Avg. Volume (3M)12.40M1.60M

Risk-Adjusted Performance

Risk-Return Positioning

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APH and CDW are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Amphenol (APH) and CDW (CDW)
MetricAPHCDW
Sharpe Ratio (1Y)0.230.26
Sortino Ratio (1Y)0.320.37

Profitability

ROE (TTM)

Both Amphenol (APH) at 40.08% and CDW (CDW) at 42.47% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

APH

Technology Hardware & Equipment industry group

40.08%

Max
42.47%
APH
40.08%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%

CDW

Technology Hardware & Equipment industry group

42.47%

CDW
42.47%
Max
42.47%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%
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Amphenol (APH) vs. CDW (CDW): A comparison of their ROE against the Technology Hardware & Equipment industry group benchmark.

Net Margin (TTM)

Amphenol (APH) at 17.95% retains a top-quartile share of revenue as profit, ahead of CDW (CDW) at 4.48%, which keeps about the industry-typical share.

APH

Technology Hardware & Equipment industry group

17.95%

Max
27.60%
APH
17.95%
Q3
11.66%
Median
4.08%
Q1
0.00%
Min
-11.02%

CDW

Technology Hardware & Equipment industry group

4.48%

Max
27.60%
Q3
11.66%
CDW
4.48%
Median
4.08%
Q1
0.00%
Min
-11.02%
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Amphenol (APH) vs. CDW (CDW): A comparison of their net margin against the Technology Hardware & Equipment industry group benchmark.

Operating Margin (TTM)

Amphenol (APH) at 29.68% operates in the top operating margin quartile, ahead of CDW (CDW) at 8.14%, which runs around its industry’s norm.

APH

Technology Hardware & Equipment industry group

29.68%

Max
36.27%
APH
29.68%
Q3
18.36%
Median
8.84%
Q1
1.46%
Min
-21.39%

CDW

Technology Hardware & Equipment industry group

8.14%

Max
36.27%
Q3
18.36%
Median
8.84%
CDW
8.14%
Q1
1.46%
Min
-21.39%
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Amphenol (APH) vs. CDW (CDW): A comparison of their operating margin against the Technology Hardware & Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Amphenol (APH) and CDW (CDW)
MetricAPHCDW
ROE (TTM)40.08%42.47%
ROA (TTM)16.00%6.47%
Net Margin (TTM)17.95%4.48%
Operating Margin (TTM)29.68%8.14%
Gross Margin (TTM)39.21%21.00%

Growth

Revenue Growth

Amphenol (APH) at 51.71% sits in the top revenue growth quartile, while CDW (CDW) at 6.79% is closer to the peer norm — faster top-line expansion for APH.

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Amphenol (APH) vs. CDW (CDW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Amphenol (APH) at 73.96% sits in the top EPS growth quartile, while CDW (CDW) at 1.38% is closer to the peer norm — faster per-share earnings growth for APH.

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Amphenol (APH) vs. CDW (CDW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Amphenol (APH) and CDW (CDW)
MetricAPHCDW
Revenue Growth (YoY)51.71%6.79%
Revenue Growth (3Y CAGR)22.31%-1.89%
EPS Growth (YoY)73.96%1.38%
EPS Growth (3Y CAGR)29.72%-0.21%

Financial Strength

Current Ratio (MRQ)

Amphenol (APH) at 1.94 keeps current ratio within its industry’s typical mid-range, while CDW (CDW) at 1.27 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for CDW.

APH

Technology Hardware & Equipment industry group

1.94

Max
5.34
Q3
3.02
Median
1.95
APH
1.94
Q1
1.32
Min
0.17

CDW

Technology Hardware & Equipment industry group

1.27

Max
5.34
Q3
3.02
Median
1.95
Q1
1.32
CDW
1.27
Min
0.17
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Amphenol (APH) vs. CDW (CDW): A comparison of their current ratio against the Technology Hardware & Equipment industry group benchmark.

Debt / Equity (MRQ)

Both balance sheets lean debt-heavy versus peers, but CDW is more stretched: Amphenol (APH) at 1.03 sits in the higher-leverage quartile and CDW (CDW) at 2.98 is above its industry benchmark range.

APH

Technology Hardware & Equipment industry group

1.03

Max
1.76
APH
1.03
Q3
0.78
Median
0.24
Q1
0.04
Min
0.01

CDW

Technology Hardware & Equipment industry group

2.98

CDW
2.98
Max
1.76
Q3
0.78
Median
0.24
Q1
0.04
Min
0.01
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Amphenol (APH) vs. CDW (CDW): A comparison of their debt-to-equity ratio against the Technology Hardware & Equipment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Amphenol (APH) and CDW (CDW)
MetricAPHCDW
Current Ratio (MRQ)1.941.27
Debt / Equity (MRQ)1.032.98
Net Debt / EBITDA1.153.01

Dividends

Dividend Yield (TTM)

Amphenol (APH) at 0.70% earns its spot in the top quartile of its industry’s yields; CDW (CDW) at 1.59% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

APH

Technology Hardware & Equipment industry group

0.70%

Max
0.73%
APH
0.70%
Q3
0.31%
Median
0.00%
Q1
0.00%
Min
0.00%

CDW

Technology Hardware & Equipment industry group

1.59%

CDW
1.59%
Max
0.73%
Q3
0.31%
Median
0.00%
Q1
0.00%
Min
0.00%
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Amphenol (APH) vs. CDW (CDW): A comparison of their dividend yield against the Technology Hardware & Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Both Amphenol (APH) at 21.74% and CDW (CDW) at 29.40% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

APH

Technology Hardware & Equipment industry group

21.74%

Max
32.27%
APH
21.74%
Q3
14.48%
Median
0.00%
Q1
0.00%
Min
0.00%

CDW

Technology Hardware & Equipment industry group

29.40%

Max
32.27%
CDW
29.40%
Q3
14.48%
Median
0.00%
Q1
0.00%
Min
0.00%
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Amphenol (APH) vs. CDW (CDW): A comparison of their payout ratio against the Technology Hardware & Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Amphenol (APH) and CDW (CDW)
MetricAPHCDW
Dividend Yield (TTM)0.70%1.59%
Dividend Payout Ratio (TTM)21.74%29.40%

Valuation

P/E Ratio (TTM)

CDW (CDW) at 18.32 sits in the cheaper P/E ratio quartile, while Amphenol (APH) at 32.43 is closer to its industry’s usual earnings multiple — a discount for CDW, though growth and earnings durability still matter.

APH

Technology Hardware & Equipment industry group

32.43

Max
69.48
Q3
41.02
APH
32.43
Median
26.39
Q1
19.36
Min
6.07

CDW

Technology Hardware & Equipment industry group

18.32

Max
69.48
Q3
41.02
Median
26.39
Q1
19.36
CDW
18.32
Min
6.07
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Amphenol (APH) vs. CDW (CDW): A comparison of their P/E ratio against the Technology Hardware & Equipment industry group benchmark.

P/S Ratio (TTM)

CDW (CDW) at 0.80 sits in the cheaper P/S ratio quartile while Amphenol (APH) at 5.57 prices around its industry’s middle — CDW costs less per dollar of sales, though read it alongside growth and margins.

APH

Technology Hardware & Equipment industry group

5.57

Max
11.30
Q3
5.82
APH
5.57
Median
2.56
Q1
1.05
Min
0.00

CDW

Technology Hardware & Equipment industry group

0.80

Max
11.30
Q3
5.82
Median
2.56
Q1
1.05
CDW
0.80
Min
0.00
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Amphenol (APH) vs. CDW (CDW): A comparison of their P/S ratio against the Technology Hardware & Equipment industry group benchmark.

P/B Ratio (MRQ)

Both Amphenol (APH) at 10.75 and CDW (CDW) at 7.45 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

APH

Technology Hardware & Equipment industry group

10.75

APH
10.75
Max
10.75
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33

CDW

Technology Hardware & Equipment industry group

7.45

Max
10.75
CDW
7.45
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33
Loading chart…
Amphenol (APH) vs. CDW (CDW): A comparison of their P/B ratio against the Technology Hardware & Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Amphenol (APH) and CDW (CDW)
MetricAPHCDW
P/E Ratio (TTM)32.4318.32
P/S Ratio (TTM)5.570.80
P/B Ratio (MRQ)10.757.45
Free Cash Flow Yield (TTM)2.33%4.43%