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APH vs BELFB
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Bel Fuse Inc. (BELFB) Stock Comparison
Key Takeaways
- Amphenol is a large-cap electronic components giant with a market capitalization near $186 billion, while Bel Fuse is a smaller, high-growth specialist valued at roughly $3.76 billion.
- Both companies benefit from secular tailwinds in data centers, aerospace, and defense, but they operate at vastly different scales and serve different niches within the electronic components ecosystem.
- Amphenol delivers superior profitability metrics, including a net margin of approximately 17.2% and a return on equity (ROE) of 37.4%, compared to Bel Fuse's net margin of roughly 7.8% and ROE near 14.3%.
- Bel Fuse has posted more dramatic share-price gains — roughly 167% over the past year — reflecting its turnaround narrative and acquisition-driven growth in defense markets.
- Amphenol offers a modest dividend yield of about 0.7% and carries broad Wall Street support with 14 Buy ratings; Bel Fuse trades at a higher trailing P/E (price-to-earnings) multiple and exhibits greater share-price volatility.
- Institutional ownership is exceptionally high for both companies — approximately 97% for Amphenol and 92% for Bel Fuse — underscoring strong professional investor conviction in each name.
Introduction
Investors evaluating the electronic components sector often find themselves comparing established industry leaders against agile, high-growth challengers. This comparison between APH (Amphenol Corporation) and BELFB (Bel Fuse Inc.) captures that dynamic precisely. Amphenol is a $186-billion-market-cap behemoth that designs and manufactures connectors, sensors, and interconnect systems for virtually every major industry. Bel Fuse, with a market cap near $3.76 billion, specializes in power protection, magnetic solutions, and connectivity products for defense, aerospace, and networking. Both stocks have attracted substantial institutional interest and benefited from powerful secular demand trends, yet their risk profiles, valuation metrics, and growth trajectories differ meaningfully. This stock comparison examines how these two companies stack up across key dimensions relevant to today's market environment.
APH Overview and Recent Performance
APH, Amphenol Corporation, is one of the world's largest manufacturers of electronic and fiber optic connectors, interconnect systems, sensors, and antennas. The company serves a broad array of end markets — including automotive, broadband, data communications, industrial, military, and aerospace — with roughly 65% of its revenue generated outside the United States. In recent quarters, Amphenol has delivered exceptional financial results, driven in part by accelerating demand for high-speed interconnects tied to artificial intelligence (AI) data center buildouts. In its most recently reported quarter (Q1 2026), Amphenol posted earnings per share (EPS) of $1.06, surpassing consensus estimates by $0.11, while revenue climbed 58.4% year-over-year to $7.62 billion. Full-year 2025 revenue reached $23.09 billion, representing 51.7% growth. The company has also been active on the acquisition front, integrating CommScope's mobile networks business and Carlisle Interconnect Technologies to deepen its harsh-environment and antenna product lines. Amphenol's stock has delivered a one-year return of approximately 53%, and institutional ownership stands at roughly 97%. Analyst consensus remains broadly favorable, with 14 Buy ratings and a consensus price target around $186.
BELFB Overview and Recent Performance
BELFB, Bel Fuse Inc., designs, manufactures, and sells electronic components that power, protect, and connect circuits across three primary segments: Power Solutions and Protection (53% of sales), Connectivity Solutions (34%), and Magnetic Solutions (13%). The company has undergone a notable operational transformation in recent years — simplifying its structure, improving pricing discipline, and sharpening its focus on high-growth defense and aerospace markets. A pivotal move was the acquisition of an 80% stake in Enercon Technologies in late 2024, which materially expanded Bel Fuse's defense capabilities. In fiscal 2025, the company generated $675.5 million in revenue, a 26.3% increase year-over-year, and full-year diluted EPS of $4.64. However, Q4 2025 included a net loss driven by a full impairment charge related to an investment in innolectric AG, which weighed on reported profitability. On a trailing twelve-month basis, Bel Fuse's net margin sits at approximately 7.8%, with an ROE near 14.3%. The stock has delivered a striking one-year gain of approximately 167%, though recent weeks have shown a pullback of roughly 10%. Bel Fuse's dual-class share structure (BELFA and BELFB) introduces an additional layer of complexity, with some large shareholders advocating for a collapse of the two classes into a single structure. Institutional ownership stands at roughly 92%.
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Head-to-Head Comparison
The contrast between APH and BELFB is fundamentally one of scale, stability, and growth trajectory. Amphenol operates a massive, globally diversified business with trailing twelve-month revenue exceeding $25 billion; Bel Fuse generates roughly $702 million. Amphenol's profitability is meaningfully higher — a 17.2% net margin versus Bel Fuse's 7.8% — reflecting the advantages of scale, pricing power, and operational leverage. On valuation, Amphenol trades at a trailing P/E of approximately 43, while Bel Fuse commands a notably higher trailing P/E near 65, though its forward P/E of about 34 suggests expectations of substantial earnings improvement. From a growth perspective, Bel Fuse's one-year price return of roughly 167% dwarfs Amphenol's 53%, highlighting the smaller company's momentum-driven appeal. However, Bel Fuse's Q4 2025 impairment-related net loss and its dual-class share structure introduce governance and earnings-quality considerations that Amphenol — with its clean single-class structure and consistent profitability — does not face. Both companies are leveraged to AI and defense spending trends, but Amphenol's exposure is broader and more deeply embedded across data-center, automotive, and industrial supply chains, while Bel Fuse's is concentrated in defense-focused connectivity and power solutions. Risk-averse investors may gravitate toward Amphenol's size and consistency; growth-oriented traders may find Bel Fuse's rapid expansion and transformation narrative more compelling.
Tickeron AI Verdict
Based on observable market data, trend consistency, and relative positioning, Tickeron's AI-driven analysis would likely lean toward APH in the current environment. While BELFB has delivered superior price momentum over the trailing twelve months, its higher valuation multiples, recent share-price pullback, and Q4 2025 earnings volatility introduce a level of unpredictability that AI models trained on trend stability and risk-adjusted metrics may view with caution. Amphenol, by contrast, offers a more consistent growth trajectory supported by strong earnings beats, robust free cash flow, broad analyst endorsement, and deep institutional backing. Its diversified end-market exposure — particularly to AI data-center infrastructure — provides multiple catalysts that are less dependent on any single sector. The AI verdict is probabilistic, not definitive; Bel Fuse's turnaround and defense-focused growth story remains compelling for certain strategy types. But on a balance of trend quality, financial durability, and catalyst breadth, Amphenol appears better positioned for sustained relative performance.
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 Buy and BELFB is a StrongBuy.
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 undervalued. 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 whileBELFB’s FA Score has 2 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- BELFB’s FA Score: 2 green, 3 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 3 TA indicator(s) are bullish while BELFB’s TA Score has 4 bullish TA indicator(s).
- APH’s TA Score: 3 bullish, 5 bearish.
- BELFB’s TA Score: 4 bullish, 6 bearish.
Price Growth
APH (@Electronic Components) experienced а -3.51% price change this week, while BELFB (@Electronic Components) price change was +1.11% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +0.14%. For the same industry, the average monthly price growth was -10.64%, and the average quarterly price growth was +13.35%.
Reported Earning Dates
APH is expected to report earnings on Jul 29, 2026.
BELFB is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Electronic Components (+0.14% 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.
| APH | BELFB | APH / BELFB | |
| Capitalization | 194B | 3.91B | 4,964% |
| EBITDA | 7.96B | 129M | 6,167% |
| Gain YTD | 11.762 | 57.019 | 21% |
| P/E Ratio | 45.35 | 67.83 | 67% |
| Revenue | 25.9B | 702M | 3,689% |
| Total Cash | N/A | 58.6M | - |
| Total Debt | 18.7B | 226M | 8,274% |
APH | BELFB | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 76 | 89 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 15 | 9 | |
SMR RATING 1..100 | 26 | 62 | |
PRICE GROWTH RATING 1..100 | 50 | 38 | |
P/E GROWTH RATING 1..100 | 66 | 10 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
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.
APH's Valuation (70) in the Electronic Components industry is in the same range as BELFB (71). This means that APH’s stock grew similarly to BELFB’s over the last 12 months.
BELFB's Profit vs Risk Rating (9) in the Electronic Components industry is in the same range as APH (15). This means that BELFB’s stock grew similarly to APH’s over the last 12 months.
APH's SMR Rating (26) in the Electronic Components industry is somewhat better than the same rating for BELFB (62). This means that APH’s stock grew somewhat faster than BELFB’s over the last 12 months.
BELFB's Price Growth Rating (38) in the Electronic Components industry is in the same range as APH (50). This means that BELFB’s stock grew similarly to APH’s over the last 12 months.
BELFB's P/E Growth Rating (10) in the Electronic Components industry is somewhat better than the same rating for APH (66). This means that BELFB’s stock grew somewhat faster than APH’s over the last 12 months.
| APH | BELFB | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 49% | 2 days ago 79% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 90% |
| Momentum ODDS (%) | 2 days ago 66% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 53% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 56% | 2 days ago 85% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 69% |
| Advances ODDS (%) | 22 days ago 69% | 12 days ago 86% |
| Declines ODDS (%) | 2 days ago 53% | 6 days ago 69% |
| BollingerBands ODDS (%) | 2 days ago 45% | 2 days ago 88% |
| Aroon ODDS (%) | 2 days ago 70% | 2 days ago 86% |
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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 63% 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% | -0.46% | ||
| TEL - APH | 63% Loosely correlated | -0.08% | ||
| CLS - APH | 48% Loosely correlated | +1.99% | ||
| BELFA - APH | 46% Loosely correlated | -0.74% | ||
| BELFB - APH | 46% Loosely correlated | -1.64% | ||
| FN - APH | 44% Loosely correlated | +3.32% | ||
More | ||||
BELFB and
Correlation & Price change
A.I.dvisor indicates that over the last year, BELFB has been closely correlated with BELFA. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if BELFB jumps, then BELFA could also see price increases.
| Ticker / NAME | Correlation To BELFB | 1D Price Change % | ||
|---|---|---|---|---|
| BELFB | 100% | -1.64% | ||
| BELFA - BELFB | 95% Closely correlated | -0.74% | ||
| PLXS - BELFB | 60% Loosely correlated | +0.78% | ||
| TTMI - BELFB | 54% Loosely correlated | +0.89% | ||
| KN - BELFB | 53% Loosely correlated | +0.77% | ||
| ALNT - BELFB | 50% Loosely correlated | -1.21% | ||
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