COMPARE · Reviewed August 3, 2026
APH vs TEL
Verdict: Side-by-side breakdown using the Bull Rankings model. APH scored 65.5, TEL scored 71.0 — TEL leads.
Compare another set
APH
Amphenol Corporation
65.5
$163.34 · $200.9B
fundamentals as of
Score gap
5.5
TEL leads
TEL
TE Connectivity plc
71
$204.97 · $59.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
APH
stronger →← stronger
TEL
78
Qualityreturns · margins · balance sheet
81
98
Growthrevenue & earnings expansion
84
37
Valuevaluation vs sector peers
52
TEL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APH
TEL
$4.7bB
FCF
$3.3bB
+54.2%A
Rev
+16.5%B+
1.20C
D/E
0.43B
40.8xB
P/E
20.1xB+
1.07B+
PEG
0.89B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
APH
TEL
135% above
Price vs fair valuelower is cheaper
11% above
~36%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-66%
1-yr DCF upside
-20%
-57%
5-yr DCF upside
-10%
-41%
10-yr DCF upside
+7%
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
TEL
Why this score
- Buying back stock
- Raising its dividend
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.
TELTE Connectivity plc
Why now
Electronic Components · market cap $59.4b. 19% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $246.79 (implying +20% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.