COMPARE · Reviewed August 3, 2026
APH vs CTS
Verdict: Side-by-side breakdown using the Bull Rankings model. APH scored 65.5, CTS scored 59.8 — APH leads.
Compare another set
Different reporting periods. APH's fundamentals are as of June 2026, but CTS's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
APH
Amphenol Corporation
65.5
$163.34 · $200.9B
fundamentals as of
Score gap
5.7
APH leads
CTS
CTS Corporation
59.8
$65.23 · $1.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
APH
stronger →← stronger
CTS
78
Qualityreturns · margins · balance sheet
73
98
Growthrevenue & earnings expansion
70
37
Valuevaluation vs sector peers
42
APH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APH
CTS
$4.7bB
FCF
$88mC-
+54.2%A
Rev
+7.8%B
1.20C
D/E
0.16B+
40.8xB
P/E
27.3xB+
1.07B+
PEG
1.65C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
APH
CTS
135% above
Price vs fair valuelower is cheaper
30% above
~36%/yr
Growth the price implies10-yr FCF · lower = less priced in
~13%/yr
-66%
1-yr DCF upside
-29%
-57%
5-yr DCF upside
-23%
-41%
10-yr DCF upside
-13%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
APH
Why this score
- Raising its dividend
- Durable high returns
CTS
Why this score
- Buying back stock
The companies
APHAmphenol Corporation
Why now
Electronic Components · market cap $200.9b. 9% off the 52-week high of $178.52. Revenue growing +54% — in hypergrowth territory. 17 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $198.06 (implying +21% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $200.9b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 41x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
CTSCTS Corporation
Why now
Electronic Components · market cap $1.9b. 6% off the 52-week high of $69.55.
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.