Home Compare APH vs SW
Stock Comparison · Structural lead, mixed market

Amphenol vs Smurfit Westrock: Which Stock Looks Stronger in 2026?

Amphenol holds the cleaner structural position, with growth as the main driver and valuation adding further support. Smurfit Westrock does not offset that deficit through any equally strong structural edge elsewhere. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

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 2026-05-17

This is not just a one-metric split: both growth and valuation materially support the lead. The overall score gap is 16 points in favour of Amphenol Corporation.

Trajectory Similarity
0.67
Moderately similar
Peer-set rank: #12
within Amphenol Corporation's functional peer set

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

The pair shares a valid long-term profile match, but the trajectories are not especially close.

The strongest overlap appears in capital structure and recent revenue growth.

Similarity drivers
capital structurerecent revenue growth
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
APH
Amphenol Corporation
45
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
SW
Smurfit Westrock Plc
29
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: APH vs SW Profitability 40 35 Stability 45 36 Valuation 59 37 Growth 33 0 APH SW
Gap Ranking
#1 Growth +33
#2 Valuation +22
#3 Stability +9
#4 Profitability +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for APH and SW Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer APHSW 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 APH and SW each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY APH Elevated · near norm 0th 50th 100th 48 pct gap SW Neutral · near norm 0th 50th 100th 89th 41st
Today SW sits in the lower-middle of its own 5-year history (41st percentile), while APH sits higher in its own history (89th). Within each stock's own 5-year context, SW is at a historically more favourable entry position than APH. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

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

Relative Position vs Comparable Companies
Growth
Neither side looks especially strong on growth, though Amphenol Corporation still ranks somewhat higher.
Valuation
On valuation, Amphenol Corporation is positioned higher in the group, while Smurfit Westrock Plc is closer to the middle.
Growth — Dominant Gap
APH
33
SW
0
Gap+33in favour of APH

Growth adds another layer to the lead, with a very wide gap in revenue growth between the two companies.

What keeps the gap from being one-sided

Smurfit Westrock Plc still looks less cycle-sensitive — that keeps the result from looking completely one-sided.

What this means for the comparison

Growth is the clearest driver, and valuation also supports Amphenol Corporation's broader structural position.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar growth-and-valuation comparisons

Explore how APH and SW 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.