APH vs. MU: Amphenol vs. Micron Stock Comparison

November 11, 2026

How do Amphenol (APH) and Micron (MU) 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 Micron (MU) share the Information Technology sector but sit in different industry groups — APH in Technology Hardware & Equipment and MU in Semiconductors & Semiconductor Equipment.

Company profile comparison for Amphenol (APH) and Micron (MU)
Profile Item	APH	MU
Name	Amphenol Corp. Class A Common Stock	Micron Technology Inc.
Country/Region	United States	United States
GICS Sector	Information Technology	Information Technology
GICS Industry Group	Technology Hardware & Equipment	Semiconductors & Semiconductor Equipment
GICS Industry	Electronic Equipment, Instruments & Components	Semiconductors & Semiconductor Equipment
GICS Sub-Industry	Electronic Components	Semiconductors
Market Capitalization	184.18 billion USD	780.68 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	November 8, 1991	June 1, 1984
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

APH

GSPC

Amphenol (APH) vs. Micron (MU), 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 Micron (MU). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Amphenol (APH) and Micron (MU)
Metric	APH	MU
Total Return (1Y)	15.56%	208.53%
Total Return (3Y, Annualized)	56.62%	115.89%
Total Return (5Y, Annualized)	32.33%	58.28%

Risk Profile

Drawdown History

APH

GSPC

Amphenol (APH) vs. Micron (MU), 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 Micron (MU). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Micron (MU) carries a highly aggressive beta of 2.44, indicating much higher sensitivity to broad-market moves, whereas Amphenol (APH) is closer to market-like at 1.27 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for Amphenol (APH) and Micron (MU)
Metric	APH	MU
Volatility (1Y, Annualized)	48.51%	83.85%
Beta (5Y)	1.27	2.44
Max Drawdown (5Y)	-28.73%	-57.63%
Avg. Volume (3M)	12.40M	27.63M

Risk-Adjusted Performance

Risk-Return Positioning

APH and MU are plotted by 1-year volatility (risk) and 1-year return. Each dashed Capital Allocation Line uses that stock's own industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Amphenol (APH) and Micron (MU)
Metric	APH	MU
Sharpe Ratio (1Y)	0.23	2.44
Sortino Ratio (1Y)	0.32	3.87

Profitability

ROE (TTM)

Both companies show strong equity returns, but Micron (MU) at 88.26% is the standout with ROE above its industry range; Amphenol (APH) at 40.08% also sits in the top quartile.

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%

MU

Semiconductors & Semiconductor Equipment industry group

88.26%

MU: 88.26%
Max: 52.82%
Q3: 22.26%
Median: 10.58%
Q1: 1.29%
Min: -16.89%

Amphenol (APH) vs. Micron (MU): A comparison of their ROE against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

Net Margin (TTM)

For every dollar of sales, both Amphenol (APH) at 17.95% and Micron (MU) at 63.80% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

APH

Technology Hardware & Equipment industry group

17.95%

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

MU

Semiconductors & Semiconductor Equipment industry group

63.80%

MU: 63.80%
Max: 63.80%
Q3: 28.36%
Median: 11.44%
Q1: 0.90%
Min: -37.77%

Amphenol (APH) vs. Micron (MU): A comparison of their net margin against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

Operating Margin (TTM)

Micron (MU) at 80.68% shows unusually strong operating efficiency — above its industry’s operating margin range — and Amphenol (APH) at 29.68% also operates in the top quartile.

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%

MU

Semiconductors & Semiconductor Equipment industry group

80.68%

MU: 80.68%
Max: 58.66%
Q3: 30.23%
Median: 15.91%
Q1: 7.54%
Min: -25.74%

Amphenol (APH) vs. Micron (MU): A comparison of their operating margin against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

Profitability Metrics

Profitability metrics for Amphenol (APH) and Micron (MU)
Metric	APH	MU
ROE (TTM)	40.08%	88.26%
ROA (TTM)	16.00%	44.56%
Net Margin (TTM)	17.95%	63.80%
Operating Margin (TTM)	29.68%	80.68%
Gross Margin (TTM)	39.21%	80.72%

Growth

Revenue Growth

Both companies are growing quickly, but Micron (MU) at 256.33% is the standout with revenue growth above its industry range; Amphenol (APH) at 51.71% also sits in the top quartile.

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

EPS Growth

Both companies show strong earnings momentum, but Micron (MU) at 879.31% is the standout with EPS growth above its industry range; Amphenol (APH) at 73.96% also sits in the top quartile.

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

Growth Metrics

Growth metrics for Amphenol (APH) and Micron (MU)
Metric	APH	MU
Revenue Growth (YoY)	51.71%	256.33%
Revenue Growth (3Y CAGR)	22.31%	104.65%
EPS Growth (YoY)	73.96%	879.31%
EPS Growth (3Y CAGR)	29.72%	--

Financial Strength

Current Ratio (MRQ)

Both Amphenol (APH) at 1.94 and Micron (MU) at 3.31 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

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

MU

Semiconductors & Semiconductor Equipment industry group

3.31

Max: 10.33
Q3: 5.62
Median: 3.33
MU: 3.31
Q1: 2.35
Min: 1.03

Amphenol (APH) vs. Micron (MU): A comparison of their current ratio against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

Debt / Equity (MRQ)

Micron (MU) at 0.04 keeps leverage in the lower quartile, while Amphenol (APH) at 1.03 sits in the higher-leverage quartile.

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

MU

Semiconductors & Semiconductor Equipment industry group

0.04

Max: 1.46
Q3: 0.65
Median: 0.27
Q1: 0.04
MU: 0.04
Min: 0.00

Amphenol (APH) vs. Micron (MU): A comparison of their debt-to-equity ratio against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

Financial Strength Metrics

Financial strength metrics for Amphenol (APH) and Micron (MU)
Metric	APH	MU
Current Ratio (MRQ)	1.94	3.31
Debt / Equity (MRQ)	1.03	0.04
Net Debt / EBITDA	1.15	-0.35

Dividends

Dividend Yield (TTM)

Amphenol (APH) at 0.70% delivers top-quartile income for its industry, while Micron (MU) at 0.09% pays a more typical yield — both are credible income propositions, APH the richer one.

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%

MU

Semiconductors & Semiconductor Equipment industry group

0.09%

Max: 1.37%
Q3: 0.65%
MU: 0.09%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Amphenol (APH) vs. Micron (MU): A comparison of their dividend yield against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

Dividend Payout Ratio (TTM)

Micron (MU) at 0.71% pays out a band-typical share of earnings, while Amphenol (APH) at 21.74% distributes more than its industry norm — less retained, thinner cover.

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%

MU

Semiconductors & Semiconductor Equipment industry group

0.71%

Max: 49.64%
Q3: 21.71%
MU: 0.71%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Amphenol (APH) vs. Micron (MU): A comparison of their payout ratio against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

Dividend Metrics

Dividend metrics for Amphenol (APH) and Micron (MU)
Metric	APH	MU
Dividend Yield (TTM)	0.70%	0.09%
Dividend Payout Ratio (TTM)	21.74%	0.71%

Valuation

P/E Ratio (TTM)

Micron (MU) at 9.28 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 MU, 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

MU

Semiconductors & Semiconductor Equipment industry group

9.28

Max: 110.34
Q3: 66.81
Median: 37.02
Q1: 23.96
MU: 9.28
Min: 8.12

Amphenol (APH) vs. Micron (MU): A comparison of their P/E ratio against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

P/S Ratio (TTM)

On P/S ratio, both Amphenol (APH) at 5.57 and Micron (MU) at 5.86 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

MU

Semiconductors & Semiconductor Equipment industry group

5.86

Max: 21.42
Q3: 12.27
MU: 5.86
Median: 5.76
Q1: 2.73
Min: 0.00

Amphenol (APH) vs. Micron (MU): A comparison of their P/S ratio against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

P/B Ratio (MRQ)

Micron (MU) at 5.64 is valued about in line with its industry on P/B ratio, while Amphenol (APH) at 10.75 carries an above-peer premium to book — APH is pricier on assets.

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

MU

Semiconductors & Semiconductor Equipment industry group

5.64

Max: 14.06
Q3: 7.44
MU: 5.64
Median: 4.29
Q1: 2.30
Min: 0.20

Amphenol (APH) vs. Micron (MU): A comparison of their P/B ratio against their respective Technology Hardware & Equipment and Semiconductors & Semiconductor Equipment industry group benchmarks.

Valuation Metrics

Valuation metrics for Amphenol (APH) and Micron (MU)
Metric	APH	MU
P/E Ratio (TTM)	32.43	9.28
P/S Ratio (TTM)	5.57	5.86
P/B Ratio (MRQ)	10.75	5.64
Free Cash Flow Yield (TTM)	2.33%	3.73%