Amphenol (APH) vs Sanmina (SANM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Sanmina (SANM) has outperformed Amphenol (APH) over the past year, gaining 74.7% versus a gain of 40.6%. Over five years, SANM leads with a +455.2% price change compared with +354.4% for APH. Amphenol is the larger company by market cap ($210.40 billion vs $11.28 billion), about 18.7 times the size.
On valuation, Sanmina trades at a lower forward P/E (15.1x vs 25.6x for Amphenol). Amphenol pays a dividend yielding 0.54%, while Sanmina does not currently pay one. Amphenol converts more of its revenue into profit, with a net margin of 18.5% versus 3.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | APH | SANM |
|---|---|---|
| Share price | $85.32 | $210.48 |
| Market cap | $210.40B | $11.28B |
| 1-day change | -2.55% | -4.07% |
| YTD return | +29.57% | +46.21% |
| 1-year return | +40.61% | +74.66% |
| 5-year return | +354.39% | +455.19% |
| P/E ratio (TTM) | 42.66 | 37.65 |
| Forward P/E | 25.62 | 15.12 |
| EPS (TTM) | $2.00 | $5.59 |
| Dividend yield | 0.54% | 0.00% |
| Annual dividend | $0.458 | $0.00 |
| Revenue (latest FY) | $23.09B | $8.13B |
| Revenue growth (YoY) | +51.71% | +7.40% |
| Net income (latest FY) | $4.27B | $245.89M |
| Gross margin | 36.88% | 8.81% |
| Operating margin | 25.41% | 4.36% |
| Net margin | 18.49% | 3.03% |
| 52-week high | $89.93 | $288.68 |
| 52-week low | $59.01 | $118.10 |
| Distance from 52-week high | -5.13% | -27.09% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +18.72% | +23.53% |
| Average volume | 12.35M | 678.65K |
| Shares outstanding | 2.47B | 53.60M |
| Employees | 170,000 | 35,000 |
| Sector | Technology | Technology |
| Industry | Electrical Products | Electrical Products |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Amphenol is about 18.7 times larger than Sanmina by market value ($210.40B vs $11.28B).
- SANM has outperformed APH by 34.1 percentage points over the past year.
- Amphenol is more profitable, keeping 18.5 cents of every revenue dollar as net income versus 3.0 cents for Sanmina.
- Amphenol grew revenue faster in its latest fiscal year (+51.71% vs +7.40%).
About Amphenol
APH stock →Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems.
Technology · Electrical Products · 170,000 employees
About Sanmina
SANM stock →Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services.
Technology · Electrical Products · 35,000 employees
APH vs SANM FAQ
Which is bigger, Amphenol or Sanmina?
Amphenol (APH) is larger, with a market capitalization of $210.40B compared with $11.28B for Sanmina (SANM).
Which stock has performed better over the past year, APH or SANM?
SANM returned +74.66% over the past 12 months, compared with +40.61% for APH (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, APH or SANM?
SANM has the lower trailing P/E at 37.7, versus 42.7 for APH. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Amphenol or Sanmina?
Amphenol pays a dividend yielding 0.54%, while Sanmina does not currently pay a regular dividend.
Are Amphenol and Sanmina in the same industry?
Yes. Both are classified in the Electrical Products industry within the Technology sector.