AMPHENOL CORPORATION vs Micron Technology, Inc., two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where APH and MU diverge most: on debt / equity, APH reads 1.10 and MU reads 0.01; on dividend yield, APH reads 0.5% and MU reads 0.1%. The rest of the comparable metrics sit closer together. What APH's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | APH | MU |
|---|---|---|
| Price | $160.71 | $818.91 |
| Market cap | $198.2B | $937.7B |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | +26.4% |
| P/E | 40.3 | 18.5 |
| P/B | 12.69 | 9.31 |
| P/S | 6.83 | 10.39 |
| EV/EBITDA | 22.9 | 13.8 |
| Revenue growth | +54.0% | +161.2% |
| Gross margin | 40.5% | 84.6% |
| Operating margin | 29.5% | 80.4% |
| Net margin | 17.7% | 55.9% |
| Return on equity | 32.9% | 50.1% |
| Return on assets | 11.5% | 37.6% |
| Return on invested capital | 17.9% | 46.2% |
| FCF yield | 2.4% | 2.8% |
| Dividend yield | 0.5% | 0.1% |
| Debt / equity | 1.10 | 0.01 |
| Current ratio | 1.89 | 3.42 |
| Altman Z (solvency) | 5.50 | 8.90 |
| Piotroski F (quality) | 7 / 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.