Head to Head

APH vs CLS: which is the better buy in 2026?

On Alexandria's Compass, Amphenol Corporation has the edge with a 93/100 score versus 91/100 for CLS. Here is how they stack up, factor by factor.

Amphenol Corporation

NYSE:APH

Edge
93/100 Compass
True NorthAccumulate$210.4B

The connector company nobody thinks about is now the second-derivative AI trade with hyperscaler-grade growth and industrial-grade margins.

Full APH analysis

Celestica Inc.

NYSE:CLS

91/100 Compass
True NorthAccumulate$45.0B

The hyperscaler's favourite hardware partner has graduated from contract manufacturer to AI infrastructure designer, and the multiple still doesn't reflect it.

Full CLS analysis

Factor by factor

FactorAPHCLS
Revenue Growth9898
Profitability6755
Valuation4238
Momentum7953
Theme Purity7777
Moat6053
Catalysts8284
Market Position6050

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Frequently asked questions

Is APH or CLS the better buy in 2026?

By Compass Score, Amphenol Corporation (NYSE:APH) edges it at 93/100 versus 91/100 for CLS. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare APH and CLS?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.