AMPHENOL CORP /DE/ vs Broadcom Inc., two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Amphenol and Broadcom both ride electronics demand, but Broadcom sits higher up the value chain. Broadcom's 38% net margin more than doubles Amphenol's 17, the gap between proprietary chips-and-software and the connectors that link them. Amphenol is the cheaper of the two, near 46 times earnings to Broadcom's 68, and earns a strong 32% return on equity. Amphenol actually carries the heavier debt load here, 1.18 to equity against Broadcom's 0.77; both pay a small dividend. Broadcom is the high-value silicon, Amphenol the indispensable plumbing around it.
Comparison updated 2026-06-15.
| Metric | APH | AVGO |
|---|---|---|
| Price | $159.07 | $400.07 |
| Market cap | $205.2B | $1.95T |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Mature |
| P/E | 45.7 | 66.6 |
| P/B | 14.57 | 22.25 |
| P/S | 7.92 | 25.85 |
| EV/EBITDA | 27.7 | 60.8 |
| Revenue growth | +54.4% | +31.9% |
| Gross margin | 36.8% | 69.5% |
| Operating margin | 24.0% | 48.6% |
| Net margin | 17.2% | 37.8% |
| Return on equity | 31.7% | 32.5% |
| Return on assets | 10.6% | 15.9% |
| Return on invested capital | 12.5% | 19.4% |
| FCF yield | 2.3% | 1.7% |
| Dividend yield | 0.5% | 0.6% |
| Debt / equity | 1.18 | 0.77 |
| Current ratio | 1.71 | 2.24 |
| Altman Z (solvency) | 5.68 | 6.87 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.