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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 still has the edge on growth, which keeps the comparison from looking entirely one-sided. 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. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-08-16

This is not just a one-metric split: both profitability and valuation materially support the lead. The overall score gap is 27 points in favour of Amphenol Corporation.

Trajectory Similarity
0.70
Similar
Peer-set rank: #3
within Advanced Micro Devices, Inc.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

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.
34
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
APH
Amphenol Corporation
61
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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 28 72 Stability 32 64 Valuation 12 51 Growth 80 54 AMD APH
Gap Ranking
#1 Profitability +44
#2 Valuation +39
#3 Stability +32
#4 Growth +26
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.

Entry today — historical context

Where AMD and APH each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY AMD Elevated · above norm 0th 50th 100th 1 pct gap APH Elevated · above norm 0th 50th 100th 98th 99th
AMD (98th percentile) and APH (99th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
Amphenol Corporation ranks near the top of the group on profitability; Advanced Micro Devices, Inc. sits in the weaker half.
Valuation
Amphenol Corporation sits in the stronger part of the group on valuation, while Advanced Micro Devices, Inc. is closer to mid-pack.
Profitability — Dominant Gap
AMD
28
APH
72
Gap+44in favour of APH

The profitability lead is mainly driven by a 12.5-point operating margin advantage.

What keeps the gap from being one-sided

Earnings growth also leans toward AMD, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

The lead is built on both profitability and valuation — though growth still provides a counterweight.

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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Other comparisons with conflicting dimension signals

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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.