AMPHENOL CORP /DE/ vs Marvell Technology, Inc., two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
The capital structures split the pair before the products do: Amphenol runs 1.18 of debt to equity, gearing a steady connector business the way industrial compounders do, while Marvell holds 0.27 with a 3.3 current ratio, the caution of a chip designer mid-transition. What the leverage buys Amphenol is visible in returns: 31.7% on equity against Marvell's 3.3%. Marvell's 91.4 times earnings is a bet that AI networking silicon turns its 14% operating margin into something much larger; Amphenol's 47 times is a bet that the connector franchise keeps compounding as it has. One multiple needs a transformation, the other only continuation, and the second is the cheaper of the two.
Comparison updated 2026-07-10.
| Metric | APH | MRVL |
|---|---|---|
| Price | $159.07 | $236.84 |
| Market cap | $205.2B | $211.6B |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Growth |
| P/E | 45.7 | 81.4 |
| P/B | 14.57 | 11.61 |
| P/S | 7.92 | 24.27 |
| EV/EBITDA | 27.7 | 152.8 |
| Revenue growth | +54.4% | +36.0% |
| Gross margin | 36.8% | 52.1% |
| Operating margin | 24.0% | 14.0% |
| Net margin | 17.2% | 6.9% |
| Return on equity | 31.7% | 3.3% |
| Return on assets | 10.6% | 2.2% |
| Return on invested capital | 12.5% | 4.7% |
| FCF yield | 2.3% | 0.8% |
| Dividend yield | 0.5% | 0.1% |
| Debt / equity | 1.18 | 0.27 |
| Current ratio | 1.71 | 3.28 |
| Altman Z (solvency) | 5.68 | 6.67 |
| Piotroski F (quality) | 6 / 9 | 6 / 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.