Verdict: Side-by-side breakdown using the Bull Rankings model. APH scored 70.9, TEL scored 70.5 — APH leads.
Compare another set
APH
Amphenol Corporation
Electronic Components · Quality-Growth
70.9
$87.24 · $215.1B
fundamentals as of
Score gap
0.4
APH leads
TEL
TE Connectivity plc
Electronic Components · Quality-Growth
70.5
$218.29 · $63.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTEL21.4x
Fastest growthAPH+51.7%
Strongest balance sheetTEL0.43
Highest qualityTEL81 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
APH
stronger →← stronger
TEL
78
Qualityreturns · margins · balance sheet
81
95
Growthrevenue & earnings expansion
81
48
Valuevaluation vs sector peers
54
TEL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APH
TEL
$4.6bB
FCF
$3.3bB
+51.7%A
Rev
+16.5%B+
1.20C
D/E
0.43B
43.6xC+
P/E
21.4xB+
0.98B+
PEG
0.92B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
APH
TEL
142% above
Price vs fair valuelower is cheaper
16% above
~39%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~13%/yr
-68%
1-yr DCF upside
-24%
-59%
5-yr DCF upside
-14%
-41%
10-yr DCF upside
+2%
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
Electronic Components · $87.24 · beta 1.24
Why now
Electronic Components · market cap $215.1b. Trading near 52-week high of $89.93 — momentum setup, limited technical margin of safety. Revenue growing +52% — in hypergrowth territory. PEG 0.98 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $101.66 (implying +17% 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 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $215.1b 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
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 44x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
TELTE Connectivity plc
Electronic Components · $218.29 · beta 1.14
Why now
Electronic Components · market cap $63.2b. 14% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.92 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $250.74 (implying +15% 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% is above 15% — 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.
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
TEL leads APH by 3.1 points (69.0 to 65.9), its sharpest advantage coming in D/E (grade B). A contrarian could still prefer APH for its stronger Rev (grade A). Note they play different roles — APH screens as growth, TEL screens as value — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where APH and TEL diverge
The two are effectively level on the headline score. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
GrowthAPH 95.1 · TEL 80.9APH +14.2
ValueAPH 48.2 · TEL 53.6TEL +5.4
QualityAPH 77.8 · TEL 80.9TEL +3.1
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is APH or TEL the better stock?
APH scores higher: APH 70.9, TEL 70.5 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do APH and TEL differ most?
The widest gap is growth, where APH leads by 14 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are APH and TEL scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.