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Stock Comparison · Structural lead, mixed market

Amphenol vs Ubiquiti: Which Stock Looks Stronger in 2026?

Ubiquiti holds the cleaner structural position, with the lead spread across profitability and growth. Amphenol still leads on valuation and stability, which keeps the comparison from looking entirely one-sided. 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 Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

The lead is spread across profitability and growth, rather than sitting in one isolated gap. Ubiquiti Inc. leads by 12 points on the overall comparison score.

Trajectory Similarity
0.70
Similar
Peer-set rank: #5
within Amphenol Corporation's functional peer set

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

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

Most of the shared profile comes through investment intensity and revenue growth trajectory.

Similarity drivers
investment intensityrevenue growth trajectory
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
46
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
UI
Ubiquiti Inc.
58
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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 UI Profitability 39 82 Stability 45 31 Valuation 61 51 Growth 33 61 APH UI
Gap Ranking
#1 Profitability +43
#2 Growth +28
#3 Stability +14
#4 Valuation +10
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for APH and UI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer APHUI Relative valuation Structural strength

The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY APH Elevated · near norm 0th 50th 100th 3 pct gap UI Elevated · above norm 0th 50th 100th 89th 92nd
APH (89th percentile) and UI (92nd 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
Ubiquiti Inc. ranks near the top of the group on profitability; Amphenol Corporation sits in the weaker half.
Growth
Ubiquiti Inc. sits in the stronger part of the group on growth, while Amphenol Corporation is closer to mid-pack.
Profitability — Dominant Gap
APH
39
UI
82
Gap+43in favour of UI

The profitability lead is mainly driven by a 9.6-point operating margin advantage.

What keeps the gap from being one-sided

Stability is the one area where Amphenol Corporation still pushes back materially — it is the steadier name on this dimension, which keeps the result from reading as one-way.

What this means for the comparison

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

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how APH and UI 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.