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APH vs CLS
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Celestica Inc. (CLS) Stock Comparison
Key Takeaways
- APH and CLS are both Electronic Components sector stocks benefiting from AI and data center demand in recent market activity.
- APH maintains a significantly larger market capitalization and revenue base compared to CLS, reflecting broader end-market exposure.
- Recent performance shows APH with stronger year-to-date returns than CLS, amid elevated valuations for both.
- CLS operates primarily in electronics manufacturing services with high exposure to hyperscalers, while APH focuses on interconnect solutions across diversified markets.
- Both companies exhibit robust profitability metrics and analyst interest, with upcoming quarterly earnings reports expected to provide further clarity on momentum.
- Risk factors include sector concentration in technology and sensitivity to supply chain dynamics and macroeconomic conditions.
Introduction
Amphenol Corporation (APH) and Celestica Inc. (CLS) represent two prominent players in the Electronic Components industry, each with distinct business models tied to the ongoing expansion of AI infrastructure and data communications. This comparison examines their relative positioning, recent stock behavior, and key operational contrasts to assist investors and traders evaluating opportunities in the technology hardware space. Market participants seeking diversified exposure within high-growth segments or comparative analysis of scale versus specialized manufacturing may find this overview relevant for assessing portfolio allocation decisions.
APH Overview and Recent Performance
Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors, serving end markets including automotive, commercial aerospace, defense, industrial, information technology and data communications, and mobile devices. In recent weeks, APH shares have reflected steady demand for its interconnect solutions, particularly in IT datacom applications supporting AI and data centers. The company reported strong first-quarter results earlier in the year, with record orders and a favorable book-to-bill ratio exceeding 1.0x across segments. Recent market activity has seen APH maintain resilience amid broader technology sector volatility, supported by its diversified revenue streams and consistent analyst coverage with upward price target revisions.
CLS Overview and Recent Performance
Celestica Inc. provides supply chain solutions, including electronics manufacturing, design, and related services, primarily to original equipment manufacturers and cloud service providers in communications, enterprise, aerospace, defense, and industrial markets. In recent market activity, CLS has demonstrated notable sensitivity to AI-driven demand from hyperscalers, with prior quarterly results highlighting substantial revenue growth and raised full-year guidance. The stock has experienced fluctuations aligned with sector sentiment, while maintaining elevated trailing returns over longer periods. Upcoming second-quarter earnings are anticipated to offer additional insights into operational execution and margin trends amid ongoing platform developments.
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Head-to-Head Comparison
APH and CLS operate in the same Electronic Components sector yet differ in scale and focus. APH emphasizes proprietary interconnect products with broad geographic and end-market diversification, resulting in higher absolute revenue and market capitalization. CLS specializes in electronics manufacturing services and supply chain solutions, offering deeper integration with specific large-scale customers such as hyperscalers. Recent momentum favors APH on a year-to-date basis, while CLS has shown outsized longer-term returns in prior periods. Risk profiles reflect APH’s larger balance sheet versus CLS’s higher beta and concentrated customer exposure. Market sentiment for both remains tied to AI infrastructure spending, with valuations reflecting growth expectations in a competitive environment.
Tickeron AI Verdict
Based on observable factors including trend consistency, earnings stability, and relative market positioning in recent activity, Tickeron’s AI models would currently assign a higher probabilistic preference to APH. Its larger scale, diversified revenue base, and sustained performance across multiple segments provide a more balanced profile compared to CLS’s specialized but higher-volatility positioning. This assessment remains subject to evolving catalysts and broader market dynamics.
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 StrongBuy and CLS 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 whileCLS’s FA Score has 2 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- CLS’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 4 TA indicator(s) are bullish while CLS’s TA Score has 5 bullish TA indicator(s).
- APH’s TA Score: 4 bullish, 5 bearish.
- CLS’s TA Score: 5 bullish, 3 bearish.
Price Growth
APH (@Electronic Components) experienced а +5.26% price change this week, while CLS (@Electronic Components) price change was +8.57% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -2.35%. For the same industry, the average monthly price growth was -15.65%, and the average quarterly price growth was +8.45%.
Reported Earning Dates
APH is expected to report earnings on Oct 28, 2026.
CLS is expected to report earnings on Oct 26, 2026.
Industries' Descriptions
@Electronic Components (-2.35% 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 | CLS | APH / CLS | |
| Capitalization | 198B | 38.1B | 520% |
| EBITDA | 9.26B | 1.36B | 681% |
| Gain YTD | 19.329 | 12.121 | 159% |
| P/E Ratio | 40.17 | 36.40 | 110% |
| Revenue | 29B | 13.8B | 210% |
| Total Cash | 5.42B | 536M | 1,011% |
| Total Debt | 18.8B | 810M | 2,321% |
APH | CLS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 81 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 63 Fair valued | 60 Fair valued | |
PROFIT vs RISK RATING 1..100 | 12 | 24 | |
SMR RATING 1..100 | 26 | 20 | |
PRICE GROWTH RATING 1..100 | 45 | 50 | |
P/E GROWTH RATING 1..100 | 56 | 78 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
CLS's Valuation (60) in the Electronic Components industry is in the same range as APH (63). This means that CLS’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 CLS (24). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
CLS's SMR Rating (20) in the Electronic Components industry is in the same range as APH (26). This means that CLS’s stock grew similarly to APH’s over the last 12 months.
APH's Price Growth Rating (45) in the Electronic Components industry is in the same range as CLS (50). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
APH's P/E Growth Rating (56) in the Electronic Components industry is in the same range as CLS (78). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
| APH | CLS | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 63% | 4 days ago 80% |
| Stochastic ODDS (%) | 4 days ago 61% | 4 days ago 74% |
| Momentum ODDS (%) | 4 days ago 64% | 4 days ago 84% |
| MACD ODDS (%) | 4 days ago 60% | 4 days ago 81% |
| TrendWeek ODDS (%) | 4 days ago 69% | 4 days ago 84% |
| TrendMonth ODDS (%) | 4 days ago 65% | 4 days ago 70% |
| Advances ODDS (%) | 4 days ago 69% | 7 days ago 84% |
| Declines ODDS (%) | 7 days ago 53% | 11 days ago 72% |
| BollingerBands ODDS (%) | 4 days ago 78% | 4 days ago 80% |
| Aroon ODDS (%) | 4 days ago 66% | 4 days ago 70% |
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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% | +0.55% | ||
| TEL - APH | 63% Loosely correlated | -0.43% | ||
| TTMI - APH | 48% Loosely correlated | -0.06% | ||
| CLS - APH | 48% Loosely correlated | -6.00% | ||
| BELFA - APH | 46% Loosely correlated | +6.39% | ||
| BELFB - APH | 46% Loosely correlated | +7.32% | ||
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