APH vs. WDC: Amphenol vs. Western Digital Stock Comparison
How do Amphenol (APH) and Western Digital (WDC) 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 Western Digital (WDC) both fall under the Technology Hardware & Equipment industry group, but APH is classified in Electronic Equipment, Instruments & Components while WDC is classified in Technology Hardware, Storage & Peripherals.
| Profile Item | APH | WDC |
|---|---|---|
| Name | Amphenol Corp. Class A Common Stock | Western Digital Corp. |
| 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 | Technology Hardware, Storage & Peripherals |
| GICS Sub-Industry | Electronic Components | Technology Hardware, Storage & Peripherals |
| Market Capitalization | 184.18 billion USD | 98.74 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | November 8, 1991 | October 31, 1978 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APH | WDC |
|---|---|---|
| Total Return (1Y) | 15.56% | 78.89% |
| Total Return (3Y, Annualized) | 56.62% | 106.11% |
| Total Return (5Y, Annualized) | 32.33% | 47.06% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Western Digital (WDC) carries a highly aggressive beta of 2.35, 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.
| Metric | APH | WDC |
|---|---|---|
| Volatility (1Y, Annualized) | 48.51% | 83.20% |
| Beta (5Y) | 1.27 | 2.35 |
| Max Drawdown (5Y) | -28.73% | -64.64% |
| Avg. Volume (3M) | 12.40M | 8.01M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APH | WDC |
|---|---|---|
| Sharpe Ratio (1Y) | 0.23 | 0.90 |
| Sortino Ratio (1Y) | 0.32 | 1.32 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Western Digital (WDC) at 129.60% 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%
WDC
Technology Hardware & Equipment industry group
129.60%
- WDC
- 129.60%
- Max
- 42.47%
- Q3
- 19.13%
- Median
- 11.00%
- Q1
- 1.63%
- Min
- -20.62%
Net Margin (TTM)
Western Digital (WDC) at 69.20% keeps the most of each sales dollar — above its industry’s net margin range — and Amphenol (APH) at 17.95% also retains a top-quartile 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%
WDC
Technology Hardware & Equipment industry group
69.20%
- WDC
- 69.20%
- Max
- 27.60%
- Q3
- 11.66%
- Median
- 4.08%
- Q1
- 0.00%
- Min
- -11.02%
Operating Margin (TTM)
Western Digital (WDC) at 47.68% 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%
WDC
Technology Hardware & Equipment industry group
47.68%
- WDC
- 47.68%
- Max
- 36.27%
- Q3
- 18.36%
- Median
- 8.84%
- Q1
- 1.46%
- Min
- -21.39%
Profitability Metrics
| Metric | APH | WDC |
|---|---|---|
| ROE (TTM) | 40.08% | 129.60% |
| ROA (TTM) | 16.00% | 25.88% |
| Net Margin (TTM) | 17.95% | 69.20% |
| Operating Margin (TTM) | 29.68% | 47.68% |
| Gross Margin (TTM) | 39.21% | 52.60% |
Growth
Revenue Growth
Both Amphenol (APH) at 51.71% and Western Digital (WDC) at 35.70% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.
EPS Growth
Both companies show strong earnings momentum, but Western Digital (WDC) at 372.38% is the standout with EPS growth above its industry range; Amphenol (APH) at 73.96% also sits in the top quartile.
Growth Metrics
| Metric | APH | WDC |
|---|---|---|
| Revenue Growth (YoY) | 51.71% | 35.70% |
| Revenue Growth (3Y CAGR) | 22.31% | 27.35% |
| EPS Growth (YoY) | 73.96% | 372.38% |
| EPS Growth (3Y CAGR) | 29.72% | -- |
Financial Strength
Current Ratio (MRQ)
Both Amphenol (APH) at 1.94 and Western Digital (WDC) at 1.43 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
WDC
Technology Hardware & Equipment industry group
1.43
- Max
- 5.34
- Q3
- 3.02
- Median
- 1.95
- WDC
- 1.43
- Q1
- 1.32
- Min
- 0.17
Debt / Equity (MRQ)
Western Digital (WDC) at 0.10 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
WDC
Technology Hardware & Equipment industry group
0.10
- Max
- 1.76
- Q3
- 0.78
- Median
- 0.24
- WDC
- 0.10
- Q1
- 0.04
- Min
- 0.01
Financial Strength Metrics
| Metric | APH | WDC |
|---|---|---|
| Current Ratio (MRQ) | 1.94 | 1.43 |
| Debt / Equity (MRQ) | 1.03 | 0.10 |
| Net Debt / EBITDA | 1.15 | -0.06 |
Dividends
Dividend Yield (TTM)
Amphenol (APH) at 0.70% delivers top-quartile income for its industry, while Western Digital (WDC) at 0.21% 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%
WDC
Technology Hardware & Equipment industry group
0.21%
- Max
- 0.73%
- Q3
- 0.31%
- WDC
- 0.21%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Western Digital (WDC) at 1.93% 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%
WDC
Technology Hardware & Equipment industry group
1.93%
- Max
- 32.27%
- Q3
- 14.48%
- WDC
- 1.93%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APH | WDC |
|---|---|---|
| Dividend Yield (TTM) | 0.70% | 0.21% |
| Dividend Payout Ratio (TTM) | 21.74% | 1.93% |
Valuation
P/E Ratio (TTM)
Western Digital (WDC) 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 WDC, 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
WDC
Technology Hardware & Equipment industry group
9.28
- Max
- 69.48
- Q3
- 41.02
- Median
- 26.39
- Q1
- 19.36
- WDC
- 9.28
- Min
- 6.07
P/S Ratio (TTM)
Amphenol (APH) at 5.57 is priced about in line with its industry on P/S ratio, while Western Digital (WDC) at 6.82 sits in the pricier quartile — WDC costs more per dollar of sales.
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
WDC
Technology Hardware & Equipment industry group
6.82
- Max
- 11.30
- WDC
- 6.82
- Q3
- 5.82
- Median
- 2.56
- Q1
- 1.05
- Min
- 0.00
P/B Ratio (MRQ)
Both Amphenol (APH) at 10.75 and Western Digital (WDC) at 10.55 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
WDC
Technology Hardware & Equipment industry group
10.55
- Max
- 10.75
- WDC
- 10.55
- Q3
- 5.52
- Median
- 3.17
- Q1
- 1.79
- Min
- 0.33
Valuation Metrics
| Metric | APH | WDC |
|---|---|---|
| P/E Ratio (TTM) | 32.43 | 9.28 |
| P/S Ratio (TTM) | 5.57 | 6.82 |
| P/B Ratio (MRQ) | 10.75 | 10.55 |
| Free Cash Flow Yield (TTM) | 2.33% | 2.76% |