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APH vs BELFA
Which Stock Would AI Choose? Amphenol (APH) vs. Bel Fuse (BELFA) Stock Comparison
Key Takeaways
- Amphenol is a large-cap interconnect and sensor leader whose APH stock has been propelled by surging AI data-center demand, with record orders and a strong book-to-bill ratio in recent quarters.
- Bel Fuse is a much smaller electronic-components specialist whose BELFA shares are benefiting from defense and data-solutions growth, margin expansion, and a now debt-free balance sheet.
- The two companies operate at very different scales, with Amphenol generating roughly forty times Bel Fuse's quarterly revenue, making this a comparison of market leaders in adjacent but distinct niches.
- Both stocks carry premium valuations after strong runs, with Amphenol trading at a forward price-to-earnings (P/E) multiple in the high-20s and Bel Fuse supported by a "Strong Buy" analyst consensus.
- Relative performance favors Amphenol on raw AI momentum, while Bel Fuse offers a more concentrated defense and high-performance-computing growth story at a smaller capitalization.
- For deeper coverage of each name, explore APH Major News, APH Today's Price Move, BELFA Major News, and BELFA Today's Price Move.
- To see how AI-powered trading systems are currently positioning across these and other tickers, explore the Trending AI Robots page.
Introduction
Investors evaluating the electronic-components and connectivity sector often weigh large, diversified franchises against smaller, faster-growing specialists. Amphenol Corporation (APH) and Bel Fuse Inc. (BELFA) sit on opposite ends of that spectrum, yet both have drawn attention for their exposure to artificial intelligence (AI) infrastructure, defense spending, and data-center buildouts. This stock comparison examines their business models, recent market behavior, and relative positioning to help traders and long-term investors assess which profile aligns with their objectives. The contrast between a mega-cap interconnect titan and a niche components manufacturer offers a useful lens on how scale, margins, and growth drivers shape returns in the current market environment.
APH Overview and Recent Performance
Amphenol is a global designer and manufacturer of electrical, electronic, and fiber-optic connectors, antennas, sensors, and interconnect systems. Its products span IT datacom, defense, industrial, automotive, and commercial aerospace markets. In recent weeks, APH has been one of the more prominent beneficiaries of accelerating AI data-center investment, with IT datacom representing over 40% of quarterly sales and growing roughly 89% year over year. The January 2026 closing of the CommScope Connectivity and Cable Solutions acquisition broadened Amphenol's portfolio of high-speed copper, fiber-optic, and power interconnects. Recent results showed record orders exceeding $10 billion, a book-to-bill ratio above 1.2, and adjusted operating margins approaching 30%. These catalysts have supported a multi-quarter rally, though the shares now trade at a premium valuation that has drawn scrutiny from analysts focused on whether AI-driven growth can sustain current multiples.
BELFA Overview and Recent Performance
Bel Fuse designs and manufactures electronic components and systems, including magnetic components, power supplies, circuit protection, and interconnect products, organized into segments serving aerospace, defense, data solutions, industrial, and transportation end markets. In recent market activity, BELFA has outperformed on the strength of defense and data-solutions demand, with quarterly revenue rising about 25% year over year and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) climbing roughly 39%. The company achieved European defense-manufacturer certification at its Slovakia facility, securing eight new project wins, and completed an equity raise that allowed it to repay all outstanding debt, leaving a substantial cash position. Gross margin expanded to near 40%, and the company has posted six consecutive quarters with a book-to-bill ratio above one, indicating sustained demand. Like Amphenol, Bel Fuse now trades at elevated multiples relative to its history.
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Head-to-Head Comparison
The most striking contrast between these two stocks is scale. Amphenol is a mega-cap franchise with diversified, high-volume revenue across dozens of end markets, while Bel Fuse is a focused components specialist operating at a fraction of that size. Growth drivers also differ: APH leans heavily on hyperscaler AI data-center spending and acquisition-driven portfolio expansion, whereas BELFA is levered to defense budgets, European localization, and high-performance-computing project wins. On risk, Amphenol carries meaningfully higher debt following the CommScope transaction and is sensitive to any slowdown in AI capital expenditures, while Bel Fuse now holds net cash but faces foreign-exchange and material-cost pressures, plus concentration in fewer end markets. From a sentiment standpoint, both enjoy favorable analyst coverage, though Amphenol's richer absolute valuation reflects its larger, more established AI franchise.
Tickeron AI Verdict
Based on observable trend consistency, order momentum, and the breadth of positive catalysts, Tickeron's AI would likely lean toward APH as the stronger current candidate. Amphenol combines a sustained uptrend, record bookings, and a diversified set of growth drivers, positioning it favorably within AI-infrastructure trends. That said, BELFA presents a compelling case on its own merits, with improving margins, a debt-free balance sheet, and concentrated defense exposure that could support continued momentum. The relative verdict is probabilistic rather than definitive: Amphenol appears to offer broader trend support and larger-scale catalysts, while Bel Fuse may appeal to those prioritizing balance-sheet strength and a niche growth profile. Any AI-driven preference would depend on shifting market conditions and the specific timeframe of the underlying strategy.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APH is a Hold and BELFA is a Hold.
APH in upward trend: price may jump up because it broke its lower Bollinger Band on October 22, 2026
APH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 27 of 36 cases where APH's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 75%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where APH's RSI Indicator exited the oversold zone, 8 of 13 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 62%.
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
The Momentum Indicator moved above the 0 level on November 06, 2026. You may want to consider a long position or call options on APH as a result. In 53 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 63%.
Following a +6.17% 3-day Advance, the price is estimated to grow further. Considering data from situations where APH advanced for three days, in 242 of 348 cases, the price rose further within the following month. The odds of a continued upward trend are 70%.
Bearish Trend Analysis
The Moving Average Convergence Divergence Histogram (MACD) for APH turned negative on November 05, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 51 similar instances when the indicator turned negative. In 25 of the 51 cases the stock turned lower in the days that followed. This puts the odds of success at 49%.
APH moved below its 50-day moving average on November 04, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for APH crossed bearishly below the 50-day moving average on October 22, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 15 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 88%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where APH declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
The Aroon Indicator for APH entered a downward trend on November 03, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 12 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 75, placing this stock better than average.
The Tickeron SMR rating for this company is 27 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 61 (best 1 - 100 worst), indicating steady price growth. APH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 77 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: APH's P/B Ratio (11.873) is very high in comparison to the industry average of (3.803). P/E Ratio (35.519) is within average values for comparable stocks, (5.825). Projected Growth (PEG Ratio) (0.968) is also within normal values, averaging (0.930). Dividend Yield (0.007) settles around the average of (0.021) among similar stocks. P/S Ratio (6.859) is also within normal values, averaging (4.422).
The Tickeron PE Growth Rating for this company is 78 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
BELFA in upward trend: price expected to rise as it breaks its lower Bollinger Band on October 14, 2026
BELFA may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 27 of 33 cases where BELFA's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 82%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where BELFA's RSI Indicator exited the oversold zone, 12 of 15 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 80%.
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
The Momentum Indicator moved above the 0 level on November 06, 2026. You may want to consider a long position or call options on BELFA as a result. In 66 of 87 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 76%.
Following a +1.64% 3-day Advance, the price is estimated to grow further. Considering data from situations where BELFA advanced for three days, in 244 of 306 cases, the price rose further within the following month. The odds of a continued upward trend are 80%.
Bearish Trend Analysis
The Moving Average Convergence Divergence Histogram (MACD) for BELFA turned negative on November 06, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 49 similar instances when the indicator turned negative. In 30 of the 49 cases the stock turned lower in the days that followed. This puts the odds of success at 61%.
The 50-day moving average for BELFA moved below the 200-day moving average on October 01, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BELFA declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 66%.
The Aroon Indicator for BELFA entered a downward trend on November 03, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 9 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 39 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 75, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 65 (best 1 - 100 worst), indicating steady price growth. BELFA’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 73 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.607) is normal, around the industry mean (3.803). P/E Ratio (42.097) is within average values for comparable stocks, (5.825). Projected Growth (PEG Ratio) (1.392) is also within normal values, averaging (0.930). Dividend Yield (0.001) settles around the average of (0.021) among similar stocks. P/S Ratio (3.358) is also within normal values, averaging (4.422).
The Tickeron SMR rating for this company is 76 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
APH | BELFA | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 39 | |
SMR RATING 1..100 | 27 | 76 | |
PRICE GROWTH RATING 1..100 | 61 | 65 | |
P/E GROWTH RATING 1..100 | 78 | 9 | |
SEASONALITY SCORE 1..100 | 50 | 33 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BELFA's Valuation (73) in the Electronic Components industry is in the same range as APH (77). This means that BELFA’s stock grew similarly to APH’s over the last 12 months.
APH's Profit vs Risk Rating (12) in the Electronic Components industry is in the same range as BELFA (39). This means that APH’s stock grew similarly to BELFA’s over the last 12 months.
APH's SMR Rating (27) in the Electronic Components industry is somewhat better than the same rating for BELFA (76). This means that APH’s stock grew somewhat faster than BELFA’s over the last 12 months.
APH's Price Growth Rating (61) in the Electronic Components industry is in the same range as BELFA (65). This means that APH’s stock grew similarly to BELFA’s over the last 12 months.
BELFA's P/E Growth Rating (9) in the Electronic Components industry is significantly better than the same rating for APH (78). This means that BELFA’s stock grew significantly faster than APH’s over the last 12 months.
| APH | BELFA | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 62% | 2 days ago 80% |
| Stochastic ODDS (%) | 2 days ago 72% | 2 days ago 81% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 49% | 2 days ago 61% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 62% |
| TrendMonth ODDS (%) | 2 days ago 66% | 2 days ago 66% |
| Advances ODDS (%) | 5 days ago 70% | 5 days ago 80% |
| Declines ODDS (%) | 3 days ago 56% | 3 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 75% | 2 days ago 82% |
| Aroon ODDS (%) | 2 days ago 70% | 2 days ago 68% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
APH’s FA Score shows that 2 FA rating(s) are green while BELFA’s FA Score has 1 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- BELFA’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
APH’s TA Score shows that 5 TA indicator(s) are bullish while BELFA’s TA Score has 5 bullish TA indicator(s).
- APH’s TA Score: 5 bullish, 5 bearish.
- BELFA’s TA Score: 5 bullish, 4 bearish.
Price Growth
APH (@Electronic Components) experienced а -5.94% price change this week, while BELFA (@Electronic Components) price change was -13.09% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -8.27%. For the same industry, the average monthly price growth was -22.17%, and the average quarterly price growth was -23.38%.
Reported Earning Dates
APH is expected to report earnings on Jan 27, 2027.
BELFA is expected to report earnings on Feb 24, 2027.
Industries' Descriptions
@Electronic Components (-8.27% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
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APH and
Correlation & Price change
A.I.dvisor indicates that over the last year, APH has been loosely correlated with TEL. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if APH jumps, then TEL could also see price increases.
| Ticker / NAME | Correlation To APH | 1D Price Change % | ||
|---|---|---|---|---|
| APH | 100% | +4.12% | ||
| TEL - APH | 66% Loosely correlated | +0.31% | ||
| BELFB - APH | 58% Loosely correlated | +5.54% | ||
| BELFA - APH | 58% Loosely correlated | +6.09% | ||
| BHE - APH | 57% Loosely correlated | +1.79% | ||
| CLS - APH | 55% Loosely correlated | +0.51% | ||
More | ||||
BELFA and
Correlation & Price change
A.I.dvisor indicates that over the last year, BELFA has been closely correlated with BELFB. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if BELFA jumps, then BELFB could also see price increases.
| Ticker / NAME | Correlation To BELFA | 1D Price Change % | ||
|---|---|---|---|---|
| BELFA | 100% | +6.09% | ||
| BELFB - BELFA | 96% Closely correlated | +5.54% | ||
| PLXS - BELFA | 69% Closely correlated | +2.37% | ||
| LFUS - BELFA | 65% Loosely correlated | +2.10% | ||
| TTMI - BELFA | 63% Loosely correlated | +6.89% | ||
| GLW - BELFA | 57% Loosely correlated | +2.61% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JMID | 28.72 | 0.09 | +0.32% |
| Janus Henderson Mid Cap Growth Alpha ETF (JMID) | |||
| IBIE | 25.73 | 0.01 | +0.04% |
| iShares iBonds Oct 2028 Term TIPS ETF (IBIE) | |||
| ITDB | 34.45 | N/A | N/A |
| iShares LifePath Target Date 2030 ETF (ITDB) | |||
| IBDY | 24.90 | -0.01 | -0.04% |
| iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | |||
| TRUF | 29.83 | -0.18 | -0.61% |
| VanEck Financials TruSector ETF (TRUF) | |||