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APH vs. SMCI: Amphenol vs. Super Micro Computer Stock Comparison

How do Amphenol (APH) and Super Micro Computer (SMCI) 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 Super Micro Computer (SMCI) both fall under the Technology Hardware & Equipment industry group, but APH is classified in Electronic Equipment, Instruments & Components while SMCI is classified in Technology Hardware, Storage & Peripherals.

Company profile comparison for Amphenol (APH) and Super Micro Computer (SMCI)
Profile ItemAPHSMCI
NameAmphenol Corp. Class A Common StockSuper Micro Computer Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupTechnology Hardware & EquipmentTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & ComponentsTechnology Hardware, Storage & Peripherals
GICS Sub-IndustryElectronic ComponentsTechnology Hardware, Storage & Peripherals
Market Capitalization184.18 billion USD18.96 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateNovember 8, 1991March 29, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

APH
SMCI
GSPC
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Amphenol (APH) vs. Super Micro Computer (SMCI), 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 Super Micro Computer (SMCI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Amphenol (APH) and Super Micro Computer (SMCI)
MetricAPHSMCI
Total Return (1Y)15.56%-26.81%
Total Return (3Y, Annualized)56.62%3.18%
Total Return (5Y, Annualized)32.33%45.36%

Risk Profile

Drawdown History

APH
SMCI
GSPC
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Amphenol (APH) vs. Super Micro Computer (SMCI), 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 Super Micro Computer (SMCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Super Micro Computer (SMCI) carries a highly aggressive beta of 2.21, 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 Super Micro Computer (SMCI)
MetricAPHSMCI
Volatility (1Y, Annualized)48.51%93.09%
Beta (5Y)1.272.21
Max Drawdown (5Y)-28.73%-84.84%
Avg. Volume (3M)12.40M43.55M

Risk-Adjusted Performance

Risk-Return Positioning

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APH and SMCI 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 Super Micro Computer (SMCI)
MetricAPHSMCI
Sharpe Ratio (1Y)0.23-0.33
Sortino Ratio (1Y)0.32-0.48

Profitability

ROE (TTM)

Both Amphenol (APH) at 40.08% and Super Micro Computer (SMCI) at 32.37% 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%

SMCI

Technology Hardware & Equipment industry group

32.37%

Max
42.47%
SMCI
32.37%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%
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Amphenol (APH) vs. Super Micro Computer (SMCI): 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 Super Micro Computer (SMCI) at 6.77%, 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%

SMCI

Technology Hardware & Equipment industry group

6.77%

Max
27.60%
Q3
11.66%
SMCI
6.77%
Median
4.08%
Q1
0.00%
Min
-11.02%
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Amphenol (APH) vs. Super Micro Computer (SMCI): 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 Super Micro Computer (SMCI) at 10.35%, 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%

SMCI

Technology Hardware & Equipment industry group

10.35%

Max
36.27%
Q3
18.36%
SMCI
10.35%
Median
8.84%
Q1
1.46%
Min
-21.39%
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Amphenol (APH) vs. Super Micro Computer (SMCI): A comparison of their operating margin against the Technology Hardware & Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Amphenol (APH) and Super Micro Computer (SMCI)
MetricAPHSMCI
ROE (TTM)40.08%32.37%
ROA (TTM)16.00%11.61%
Net Margin (TTM)17.95%6.77%
Operating Margin (TTM)29.68%10.35%
Gross Margin (TTM)39.21%11.67%

Growth

Revenue Growth

Both companies are growing quickly, but Super Micro Computer (SMCI) at 77.79% is the standout with revenue growth above its industry range; Amphenol (APH) at 51.71% also sits in the top quartile.

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Amphenol (APH) vs. Super Micro Computer (SMCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Amphenol (APH) at 73.96% and Super Micro Computer (SMCI) at 94.05% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

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Amphenol (APH) vs. Super Micro Computer (SMCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Amphenol (APH) and Super Micro Computer (SMCI)
MetricAPHSMCI
Revenue Growth (YoY)51.71%77.79%
Revenue Growth (3Y CAGR)22.31%76.34%
EPS Growth (YoY)73.96%94.05%
EPS Growth (3Y CAGR)29.72%41.82%

Financial Strength

Current Ratio (MRQ)

Amphenol (APH) at 1.94 keeps current ratio within its industry’s typical mid-range, while Super Micro Computer (SMCI) at 3.02 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets 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

SMCI

Technology Hardware & Equipment industry group

3.02

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

Debt / Equity (MRQ)

Super Micro Computer (SMCI) at 0.57 carries an industry-typical debt-to-equity mix, while Amphenol (APH) at 1.03 uses more debt funding than most peers.

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

SMCI

Technology Hardware & Equipment industry group

0.57

Max
1.76
Q3
0.78
SMCI
0.57
Median
0.24
Q1
0.04
Min
0.01
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Amphenol (APH) vs. Super Micro Computer (SMCI): 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 Super Micro Computer (SMCI)
MetricAPHSMCI
Current Ratio (MRQ)1.943.02
Debt / Equity (MRQ)1.030.57
Net Debt / EBITDA1.150.50

Dividends

Dividend Yield (TTM)

Super Micro Computer (SMCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Amphenol (APH) reports a yield of 0.70%, ranking against industry peers normally.

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%

SMCI

Technology Hardware & Equipment industry group

0.00%

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

Dividend Payout Ratio (TTM)

Super Micro Computer (SMCI) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Amphenol (APH) reports a payout of 21.74%, ranking against industry peers normally.

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%

SMCI

Technology Hardware & Equipment industry group

0.00%

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

Dividend Metrics

Dividend metrics for Amphenol (APH) and Super Micro Computer (SMCI)
MetricAPHSMCI
Dividend Yield (TTM)0.70%0.00%
Dividend Payout Ratio (TTM)21.74%0.00%

Valuation

P/E Ratio (TTM)

Super Micro Computer (SMCI) at 6.07 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 SMCI, 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

SMCI

Technology Hardware & Equipment industry group

6.07

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

P/S Ratio (TTM)

Super Micro Computer (SMCI) at 0.35 sits in the cheaper P/S ratio quartile while Amphenol (APH) at 5.57 prices around its industry’s middle — SMCI 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

SMCI

Technology Hardware & Equipment industry group

0.35

Max
11.30
Q3
5.82
Median
2.56
Q1
1.05
SMCI
0.35
Min
0.00
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Amphenol (APH) vs. Super Micro Computer (SMCI): A comparison of their P/S ratio against the Technology Hardware & Equipment industry group benchmark.

P/B Ratio (MRQ)

Super Micro Computer (SMCI) at 1.60 looks cheap against book in the lower P/B ratio quartile, while Amphenol (APH) at 10.75 carries a premium in the upper quartile — a clear price-to-book gap.

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

SMCI

Technology Hardware & Equipment industry group

1.60

Max
10.75
Q3
5.52
Median
3.17
Q1
1.79
SMCI
1.60
Min
0.33
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Amphenol (APH) vs. Super Micro Computer (SMCI): A comparison of their P/B ratio against the Technology Hardware & Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Amphenol (APH) and Super Micro Computer (SMCI)
MetricAPHSMCI
P/E Ratio (TTM)32.436.07
P/S Ratio (TTM)5.570.35
P/B Ratio (MRQ)10.751.60
Free Cash Flow Yield (TTM)2.33%-42.54%