APH vs SANM: which is the better buy in 2026?
On Alexandria's Compass, Amphenol Corporation has the edge with a 95/100 score versus 90/100 for SANM. Here is how they stack up, factor by factor.
Amphenol Corporation
NYSE:APH
The connector company nobody thinks about is now the second-derivative AI trade with hyperscaler-grade growth and industrial-grade margins.
Full APH analysisSanmina Corporation
NASDAQ:SANM
Sanmina is finally getting the AI manufacturing premium it deserved, but the easy money has been made at 3x in twelve months.
Full SANM analysisFactor by factor
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Frequently asked questions
Is APH or SANM the better buy in 2026?
By Compass Score, Amphenol Corporation (NYSE:APH) edges it at 95/100 versus 90/100 for SANM. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.
How does Alexandria compare APH and SANM?
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.