APH vs. CSCO: Amphenol vs. Cisco Systems Stock Comparison
How do Amphenol (APH) and Cisco Systems (CSCO) 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 Cisco Systems (CSCO) both fall under the Technology Hardware & Equipment industry group, but APH is classified in Electronic Equipment, Instruments & Components while CSCO is classified in Communications Equipment.
| Profile Item | APH | CSCO |
|---|---|---|
| Name | Amphenol Corporation | Cisco Systems, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Technology Hardware & Equipment | Technology Hardware & Equipment |
| GICS Industry | Electronic Equipment, Instruments & Components | Communications Equipment |
| GICS Sub-Industry | Electronic Components | Communications Equipment |
| Market Capitalization | 206.04 billion USD | 440.18 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | November 8, 1991 | February 16, 1990 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APH | CSCO |
|---|---|---|
| Total Return (1Y) | 51.93% | 64.49% |
| Total Return (3Y, Annualized) | 57.59% | 30.91% |
| Total Return (5Y, Annualized) | 36.43% | 17.86% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | APH | CSCO |
|---|---|---|
| Volatility (1Y, Annualized) | 44.37% | 34.10% |
| Beta (5Y) | 1.24 | 1.00 |
| Max Drawdown (5Y) | -28.73% | -36.68% |
| Avg. Volume (3M) | 8.57M | 25.50M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APH | CSCO |
|---|---|---|
| Sharpe Ratio (1Y) | 1.08 | 1.77 |
| Sortino Ratio (1Y) | 1.55 | 2.61 |
Profitability
ROE (TTM)
Both Amphenol (APH) at 38.12% and Cisco Systems (CSCO) at 27.32% 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
38.12%
- Max
- 44.01%
- APH
- 38.12%
- Q3
- 18.43%
- Median
- 10.41%
- Q1
- 0.66%
- Min
- -24.95%
CSCO
Technology Hardware & Equipment industry group
27.32%
- Max
- 44.01%
- CSCO
- 27.32%
- Q3
- 18.43%
- Median
- 10.41%
- Q1
- 0.66%
- Min
- -24.95%
Net Margin (TTM)
For every dollar of sales, both Amphenol (APH) at 17.73% and Cisco Systems (CSCO) at 20.95% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
APH
Technology Hardware & Equipment industry group
17.73%
- Max
- 26.11%
- APH
- 17.73%
- Q3
- 10.66%
- Median
- 3.40%
- Q1
- -0.39%
- Min
- -11.93%
CSCO
Technology Hardware & Equipment industry group
20.95%
- Max
- 26.11%
- CSCO
- 20.95%
- Q3
- 10.66%
- Median
- 3.40%
- Q1
- -0.39%
- Min
- -11.93%
Operating Margin (TTM)
Both Amphenol (APH) at 29.78% and Cisco Systems (CSCO) at 27.70% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
APH
Technology Hardware & Equipment industry group
29.78%
- Max
- 36.90%
- APH
- 29.78%
- Q3
- 17.13%
- Median
- 7.40%
- Q1
- 2.09%
- Min
- -18.45%
CSCO
Technology Hardware & Equipment industry group
27.70%
- Max
- 36.90%
- CSCO
- 27.70%
- Q3
- 17.13%
- Median
- 7.40%
- Q1
- 2.09%
- Min
- -18.45%
Profitability Metrics
| Metric | APH | CSCO |
|---|---|---|
| ROE (TTM) | 38.12% | 27.32% |
| ROA (TTM) | 14.47% | 7.98% |
| Net Margin (TTM) | 17.73% | 20.95% |
| Operating Margin (TTM) | 29.78% | 27.70% |
| Gross Margin (TTM) | 38.95% | 64.56% |
Growth
Revenue Growth
Amphenol (APH) at 51.71% clears its industry range for revenue growth, far stronger top-line momentum than Cisco Systems (CSCO) at 5.30%, which is closer to a typical peer reading.
EPS Growth
Amphenol (APH) at 73.96% sits in the top EPS growth quartile, while Cisco Systems (CSCO) at 2.76% is closer to the peer norm — faster per-share earnings growth for APH.
Growth Metrics
| Metric | APH | CSCO |
|---|---|---|
| Revenue Growth (YoY) | 51.71% | 5.30% |
| Revenue Growth (3Y CAGR) | 22.31% | 3.19% |
| EPS Growth (YoY) | 73.96% | 2.76% |
| EPS Growth (3Y CAGR) | 29.72% | -2.55% |
Financial Strength
Current Ratio (MRQ)
Amphenol (APH) at 1.89 keeps current ratio within its industry’s typical mid-range, while Cisco Systems (CSCO) at 0.93 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for CSCO.
APH
Technology Hardware & Equipment industry group
1.89
- Max
- 4.95
- Q3
- 3.05
- Median
- 1.99
- APH
- 1.89
- Q1
- 1.32
- Min
- 0.17
CSCO
Technology Hardware & Equipment industry group
0.93
- Max
- 4.95
- Q3
- 3.05
- Median
- 1.99
- Q1
- 1.32
- CSCO
- 0.93
- Min
- 0.17
Debt / Equity (MRQ)
Cisco Systems (CSCO) at 0.59 carries an industry-typical debt-to-equity mix, while Amphenol (APH) at 1.20 uses more debt funding than most peers.
APH
Technology Hardware & Equipment industry group
1.20
- Max
- 1.80
- APH
- 1.20
- Q3
- 0.82
- Median
- 0.27
- Q1
- 0.04
- Min
- 0.00
CSCO
Technology Hardware & Equipment industry group
0.59
- Max
- 1.80
- Q3
- 0.82
- CSCO
- 0.59
- Median
- 0.27
- Q1
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | APH | CSCO |
|---|---|---|
| Current Ratio (MRQ) | 1.89 | 0.93 |
| Debt / Equity (MRQ) | 1.20 | 0.59 |
| Net Debt / EBITDA | 1.42 | 0.73 |
Dividends
Dividend Yield (TTM)
Amphenol (APH) at 0.55% earns its spot in the top quartile of its industry’s yields; Cisco Systems (CSCO) at 1.46% 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
0.55%
- Max
- 0.74%
- APH
- 0.55%
- Q3
- 0.32%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CSCO
Technology Hardware & Equipment industry group
1.46%
- CSCO
- 1.46%
- Max
- 0.74%
- Q3
- 0.32%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both pay out more than their industries’ typical bands, and CSCO more so: Amphenol (APH) at 22.88% sits above the band, while Cisco Systems (CSCO) at 49.85% exceeds every peer in its group.
APH
Technology Hardware & Equipment industry group
22.88%
- Max
- 34.91%
- APH
- 22.88%
- Q3
- 14.28%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CSCO
Technology Hardware & Equipment industry group
49.85%
- CSCO
- 49.85%
- Max
- 34.91%
- Q3
- 14.28%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APH | CSCO |
|---|---|---|
| Dividend Yield (TTM) | 0.55% | 1.46% |
| Dividend Payout Ratio (TTM) | 22.88% | 49.85% |
Valuation
P/E Ratio (TTM)
Both Amphenol (APH) at 41.88 and Cisco Systems (CSCO) at 34.15 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
APH
Technology Hardware & Equipment industry group
41.88
- Max
- 106.10
- Q3
- 62.78
- APH
- 41.88
- Median
- 36.76
- Q1
- 22.85
- Min
- 11.58
CSCO
Technology Hardware & Equipment industry group
34.15
- Max
- 106.10
- Q3
- 62.78
- Median
- 36.76
- CSCO
- 34.15
- Q1
- 22.85
- Min
- 11.58
P/S Ratio (TTM)
On P/S ratio, both Amphenol (APH) at 7.10 and Cisco Systems (CSCO) at 6.95 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
APH
Technology Hardware & Equipment industry group
7.10
- Max
- 17.14
- Q3
- 7.76
- APH
- 7.10
- Median
- 3.42
- Q1
- 1.39
- Min
- 0.00
CSCO
Technology Hardware & Equipment industry group
6.95
- Max
- 17.14
- Q3
- 7.76
- CSCO
- 6.95
- Median
- 3.42
- Q1
- 1.39
- Min
- 0.00
P/B Ratio (MRQ)
Both Amphenol (APH) at 13.30 and Cisco Systems (CSCO) at 9.01 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
13.30
- Max
- 17.63
- APH
- 13.30
- Q3
- 8.56
- Median
- 4.23
- Q1
- 2.14
- Min
- -1.92
CSCO
Technology Hardware & Equipment industry group
9.01
- Max
- 17.63
- CSCO
- 9.01
- Q3
- 8.56
- Median
- 4.23
- Q1
- 2.14
- Min
- -1.92
Valuation Metrics
| Metric | APH | CSCO |
|---|---|---|
| P/E Ratio (TTM) | 41.88 | 34.15 |
| P/S Ratio (TTM) | 7.10 | 6.95 |
| P/B Ratio (MRQ) | 13.30 | 9.01 |
| Free Cash Flow Yield (TTM) | 1.85% | 2.63% |