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Stock Comparison · Structural lead, mixed market

Advanced Micro Devices vs Amphenol: Which Stock Looks Stronger in 2026?

Amphenol holds the cleaner structural position, with the lead spread across profitability and valuation. Advanced Micro Devices does not offset that deficit through any equally strong structural edge elsewhere. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both profitability and valuation materially support the lead. Amphenol Corporation leads by 20 points on the overall comparison score.

Trajectory Similarity
0.68
Moderately similar
Peer-set rank: #4
within Advanced Micro Devices, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.

The clearest structural overlap shows up in investment intensity and revenue stability.

Similarity drivers
investment intensityrevenue stability
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
AMD
Advanced Micro Devices, Inc.
44
Peer-Score
Signal qualityHigh
vs
APH
Amphenol Corporation
64
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: AMD vs APH Profitability 38 64 Stability 38 61 Valuation 28 53 Growth 85 84 AMD APH
Gap Ranking
#1 Profitability +26
#2 Valuation +25
#3 Stability +23
#4 Growth +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AMD and APH Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AMDAPH Relative valuation Structural strength

Amphenol Corporation looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, Amphenol Corporation is positioned higher in the group, while Advanced Micro Devices, Inc. is closer to the middle.
Valuation
On valuation, Amphenol Corporation is positioned higher in the group, while Advanced Micro Devices, Inc. is closer to the middle.
Profitability — Dominant Gap
AMD
38
APH
64
Gap+26in favour of APH

The profitability lead is mainly driven by a 10.4-point operating margin advantage.

What keeps the gap from being one-sided

Advanced Micro Devices, Inc. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The lead is built on both profitability and valuation, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the AMD vs APH comparison across all dimensions with the full interactive tool.

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Similar profitability-and-valuation comparisons

Explore how AMD and APH each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.