Structurally, Amphenol and Super Micro Computer are closely matched — neither holds a meaningful edge overall. Super Micro Computer still leads on growth and valuation, which keeps the comparison from looking entirely one-sided. On the market side, Amphenol is in better shape — its trend is intact while Super Micro Computer's trend has broken down.
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.
The page question resolves more clearly through growth, even though the overall score is effectively tied.
This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.
This level of similarity points to a meaningful structural match, though not a tight one.
The strongest overlap appears in investment intensity and recent revenue growth.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The largest gaps do not all point in the same direction.
Left means cheaper relative valuation. Higher means stronger structure.
Amphenol Corporation still looks stronger overall, though current pricing looks more supportive for Super Micro Computer, Inc..
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Where APH and SMCI each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
The main growth separation is very wide, driven by a meaningfully stronger expansion profile.
Absolute pricing still looks more supportive for Super Micro Computer, with a forward P/E that is 20.2 turns lower there.
The lead is built on both growth and profitability — though growth still provides a counterweight.
Break down the APH vs SMCI comparison across all dimensions with the full interactive tool.
Explore how APH and SMCI 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.
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.