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APH vs TEL
Which Stock Would AI Choose? Amphenol (APH) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- APH has delivered faster recent revenue and earnings growth, driven by surging demand for high-speed interconnects used in artificial intelligence (AI) data centers.
- TEL offers a more diversified portfolio across transportation, industrial, and data-connectivity markets, with steadier growth and a meaningful dividend.
- Both companies posted record orders and healthy book-to-bill ratios in recent quarters, signaling strong demand visibility into the year ahead.
- Amphenol carries a richer valuation and higher AI-driven momentum, while TE Connectivity trades at a comparatively lower multiple with broader end-market balance.
- Margins are expanding at both firms, though Amphenol's operating leverage from AI-scale volumes has been more pronounced in recent results.
- Explore APH Major News and APH Today's Price Move, as well as TEL Major News and TEL Today's Price Move, for the latest developments and intraday market activity.
- To see how automated systems are currently positioning across this and similar pairs, explore Trending AI Robots.
Introduction
Investors evaluating the electronic-components sector frequently compare APH (Amphenol) and TEL (TE Connectivity). Both are global leaders in connectors, sensors, and interconnect systems that carry power and data across electronic devices, yet they emphasize different end markets and growth levers. This stock comparison is particularly relevant for investors seeking exposure to AI-driven data-center infrastructure, where both companies have expanded rapidly, while also weighing diversification, valuation, and dividend income. Because the two firms sit at the center of the same secular connectivity theme, understanding their relative performance and market positioning can help clarify which profile better matches a given portfolio objective.
APH Overview and Recent Performance
Amphenol is one of the world's largest designers and manufacturers of electrical, electronic, and fiber-optic connectors and interconnect systems. In recent quarters, its performance has been dominated by accelerating demand from AI data centers. The company's IT datacom business has grown to roughly 40% or more of total sales, with recent results showing revenue growth in the high double digits on a year-over-year basis and record order levels supporting a book-to-bill ratio above 1.2.
A key catalyst has been the January 2026 closing of the acquisition of CommScope's Connectivity and Cable Solutions business, which broadened Amphenol's portfolio of high-speed copper, fiber-optic, and power interconnect products. Recent weeks have also brought evidence of strong operating leverage, with adjusted operating margins expanding meaningfully as higher volumes flow through. Investor sentiment has leaned positive, though Amphenol's valuation now trades at a premium, reflecting elevated growth expectations and concentrated AI exposure.
TEL Overview and Recent Performance
TE Connectivity is a global manufacturer of connectivity and sensor solutions spanning automotive, industrial, data-communications, aerospace, and medical markets. Recent quarters have shown solid, broad-based growth, with revenue rising in the mid-teens on a reported basis and record orders pushing the company's book-to-bill ratio above 1.1. Its Digital Data Networks business, which houses AI-related data connectivity, has been a standout, with sales up more than 30% in recent periods and orders growing even faster.
Unlike Amphenol, TE Connectivity's growth is spread more evenly across its portfolio, including electric-vehicle content, commercial transportation, and grid-modernization energy markets. The company has also returned capital aggressively through buybacks and a recently increased dividend, and it announced the acquisition of Astrodyne TDI to broaden its power capabilities. Sentiment has been constructive, though the stock's more diversified profile has produced steadier, less concentrated momentum than its AI-heavy peer.
Trending AI Robots
Tickeron operates hundreds of AI trading bots that collectively trade thousands of different tickers, each with its own trading style, strategy, timeframe, performance history, and set of covered securities. Rather than presenting every available bot, Tickeron curates a dedicated Trending AI Robots section featuring only those algorithms currently best suited to prevailing market conditions. This selection process is designed to help traders focus on systems whose recent signals and statistics align with today's environment, rather than sifting through the full catalog. If you are interested in how automated, data-driven approaches are currently positioning across stocks like APH and TEL, exploring the Trending AI Robots page can offer a useful, research-oriented perspective.
Head-to-Head Comparison
The clearest contrast between these two stocks lies in concentration versus diversification. Amphenol's recent growth has been heavily weighted toward AI data-center infrastructure, giving it exceptional momentum but also greater sensitivity to any slowdown in hyperscaler capital expenditure (capex). TE Connectivity, by comparison, derives strength from a broader mix of transportation, industrial, and energy markets, which tempers its AI upside but provides more balanced demand.
Valuation is another differentiator. Amphenol trades at a higher forward price-to-earnings (P/E) multiple, reflecting faster growth and richer AI exposure, while TE Connectivity generally trades at a lower multiple and offers a growing dividend yield. On margins, Amphenol has shown sharper operating-margin expansion in recent quarters, though TE Connectivity's margins remain strong and are improving steadily. From a risk standpoint, Amphenol's balance sheet carries elevated debt following the CommScope acquisition, whereas TE Connectivity maintains lower leverage and substantial free cash flow conversion.
Tickeron AI Verdict
Based on observable factors such as trend consistency, order momentum, margin expansion, and relative positioning, Tickeron's AI would currently lean toward APH for momentum-oriented market positioning. Amphenol's higher growth rate, record book-to-bill ratio, and accelerating AI-driven sales suggest stronger near-term trend persistence. That said, TEL presents a comparatively more balanced risk profile, supported by diversification, dividend growth, and a less demanding valuation. The favored profile depends on whether the objective emphasizes concentrated growth momentum or broader stability.
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 TEL is a Buy.
APH's RSI Indicator climbs out of oversold territory
The RSI Oscillator for APH moved out of oversold territory on October 26, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 13 similar instances when the indicator left oversold territory. In 10 of the 13 cases the stock moved higher. This puts the odds of a move higher at 77%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for APH just turned positive on November 02, 2026. Looking at past instances where APH's MACD turned positive, the stock continued to rise in 35 of 52 cases over the following month. The odds of a continued upward trend are 67%.
Following a +4.95% 3-day Advance, the price is estimated to grow further. Considering data from situations where APH advanced for three days, in 245 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 70%.
APH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 228 of 313 cases where APH Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 73%.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on APH as a result. In 48 of 84 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 57%.
APH moved below its 50-day moving average on October 30, 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 12 of 18 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 67%.
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%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 11 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 72, 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 51 (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 PE Growth Rating for this company is 70 (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.
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 (12.709) is very high in comparison to the industry average of (4.205). P/E Ratio (38.019) is within average values for comparable stocks, (5.559). Projected Growth (PEG Ratio) (0.968) is also within normal values, averaging (0.930). Dividend Yield (0.006) settles around the average of (0.020) among similar stocks. P/S Ratio (6.859) is also within normal values, averaging (4.422).
TEL in upward trend: price rose above 50-day moving average on October 26, 2026
TEL moved above its 50-day moving average on October 26, 2026 date and that indicates a change from a downward trend to an upward trend. In 38 of 56 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 68%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 27, 2026. You may want to consider a long position or call options on TEL as a result. In 62 of 100 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 62%.
The Moving Average Convergence Divergence (MACD) for TEL just turned positive on October 27, 2026. Looking at past instances where TEL's MACD turned positive, the stock continued to rise in 25 of 48 cases over the following month. The odds of a continued upward trend are 52%.
Following a +8.31% 3-day Advance, the price is estimated to grow further. Considering data from situations where TEL advanced for three days, in 204 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
The Aroon Indicator entered an Uptrend today. In 126 of 210 cases where TEL Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 60%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 34 of 66 cases where TEL's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 52%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TEL 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 53%.
TEL broke above its upper Bollinger Band on October 27, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 27 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock better than average.
The Tickeron SMR rating for this company is 41 (best 1 - 100 worst), indicating 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 52 (best 1 - 100 worst), indicating steady price growth. TEL’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 60 (best 1 - 100 worst) indicates that the company is fair valued 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 (4.754) is normal, around the industry mean (4.205). P/E Ratio (21.179) is within average values for comparable stocks, (5.559). Projected Growth (PEG Ratio) (0.919) is also within normal values, averaging (0.930). Dividend Yield (0.014) settles around the average of (0.020) among similar stocks. P/S Ratio (3.089) is also within normal values, averaging (4.422).
The Tickeron PE Growth Rating for this company is 88 (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.
APH | TEL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 26 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 60 Fair valued | |
PROFIT vs RISK RATING 1..100 | 11 | 27 | |
SMR RATING 1..100 | 27 | 41 | |
PRICE GROWTH RATING 1..100 | 51 | 52 | |
P/E GROWTH RATING 1..100 | 70 | 88 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
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.
TEL's Valuation (60) in the Electronic Components industry is in the same range as APH (77). This means that TEL’s stock grew similarly to APH’s over the last 12 months.
APH's Profit vs Risk Rating (11) in the Electronic Components industry is in the same range as TEL (27). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's SMR Rating (27) in the Electronic Components industry is in the same range as TEL (41). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's Price Growth Rating (51) in the Electronic Components industry is in the same range as TEL (52). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's P/E Growth Rating (70) in the Electronic Components industry is in the same range as TEL (88). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
| APH | TEL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | N/A |
| Stochastic ODDS (%) | 2 days ago 62% | 2 days ago 52% |
| Momentum ODDS (%) | 2 days ago 57% | 2 days ago 62% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 52% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 57% |
| TrendMonth ODDS (%) | 2 days ago 66% | 2 days ago 54% |
| Advances ODDS (%) | 6 days ago 70% | 8 days ago 61% |
| Declines ODDS (%) | 13 days ago 56% | 12 days ago 53% |
| BollingerBands ODDS (%) | 2 days ago 75% | 2 days ago 56% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 60% |
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 TEL’s FA Score has 1 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- TEL’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 TEL’s TA Score has 5 bullish TA indicator(s).
- APH’s TA Score: 5 bullish, 5 bearish.
- TEL’s TA Score: 5 bullish, 3 bearish.
Price Growth
APH (@Electronic Components) experienced а +6.07% price change this week, while TEL (@Electronic Components) price change was +1.71% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -2.74%. For the same industry, the average monthly price growth was -17.41%, and the average quarterly price growth was -14.72%.
Reported Earning Dates
APH is expected to report earnings on Jan 27, 2027.
TEL is expected to report earnings on Jan 27, 2027.
Industries' Descriptions
@Electronic Components (-2.74% 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 65% 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% | +0.68% | ||
| TEL - APH | 65% Loosely correlated | +2.10% | ||
| BHE - APH | 54% Loosely correlated | +0.47% | ||
| BELFA - APH | 53% Loosely correlated | +0.34% | ||
| BELFB - APH | 53% Loosely correlated | -0.47% | ||
| CLS - APH | 53% Loosely correlated | -6.14% | ||
More | ||||
TEL and
Correlation & Price change
A.I.dvisor indicates that over the last year, TEL has been closely correlated with APH. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEL jumps, then APH could also see price increases.