AMPHENOL CORP /DE/ vs TEXAS INSTRUMENTS INCORPORATED, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
The margin gap runs against the diversified name: Texas Instruments keeps 37.5% of revenue as operating profit from its analog catalog, Amphenol 24% from connectors and sensors, and TI's 58% gross margin sits well above Amphenol's 36.8%. Returns on equity are a coin flip, 32% and 31.7%, though Amphenol gets there with more leverage, 1.18 against 0.91. The multiples nearly touch, 47 and 48.8 times earnings, so the market is pricing the two as equals and letting the buyer argue about texture: TI pays a 1.9% dividend and rides the semiconductor cycle; Amphenol pays 0.5% and rides everything with a wire in it. Same price of admission, different weather exposure.
Comparison updated 2026-07-10.
| Metric | APH | TXN |
|---|---|---|
| Price | $163.47 | $285.42 |
| Market cap | $210.8B | $260.9B |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Growth |
| P/E | 47.0 | 48.8 |
| P/B | 14.97 | 15.55 |
| P/S | 8.14 | 14.15 |
| EV/EBITDA | 28.4 | 38.7 |
| Revenue growth | +54.4% | +14.9% |
| Gross margin | 36.8% | 58.0% |
| Operating margin | 24.0% | 37.5% |
| Net margin | 17.2% | 29.1% |
| Return on equity | 31.7% | 32.0% |
| Return on assets | 10.6% | 15.6% |
| Return on invested capital | 12.5% | 18.3% |
| FCF yield | 2.2% | 1.4% |
| Dividend yield | 0.5% | 1.9% |
| Debt / equity | 1.18 | 0.91 |
| Current ratio | 1.71 | 4.46 |
| Altman Z (solvency) | 5.80 | 9.22 |
| 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.