Amphenol vs Corning: Which Is the Stronger Buy Today?

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Trefis
GLW: Corning logo
GLW
Corning

Corning surged 19% during the past month. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Amphenol gives you more. Amphenol (APH) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Corning (GLW) stock, suggesting you may be better off investing in APH

  • APH’s quarterly revenue growth was 58.4%, vs. GLW’s 20.0%.
  • In addition, its last 12 months of revenue growth came in at 54.4%, ahead of GLW’s 20.1%.
  • APH leads on profitability over both periods – LTM margin of 26.5% and 3-year average of 23.1%.

These differences become even clearer when you look at the financials side by side. The table highlights how GLW’s fundamentals stack up against those of APH on growth, margins, momentum, and valuation multiples.

Trefis: GLW Stock Insights

Valuation & Performance Overview

GLW APH Preferred
Valuation
P/EBIT Ratio 63.3 26.5 APH
Revenue Growth
Last Quarter 20.0% 58.4% APH
Last 12 Months 20.1% 54.4% APH
Last 3 Year Average 6.8% 28.9% APH
Operating Margins
Last 12 Months 15.2% 26.5% APH
Last 3 Year Average 10.6% 23.1% APH
Momentum
Last 3 Year Return 525.7% 295.4% GLW

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.

Relevant Articles
  1. Corning Stock To $126?
  2. Stress Testing GLW: Historical Drawdowns and Macro Risks
  3. Markets Don’t Lie: The Hidden Risk Priced Into GLW Right Now
  4. Better Value & Growth: CLS, APH Lead Corning Stock
  5. Is Corning Stock A Buy At 50 Times Earnings?
  6. The Bear Case: How GLW Behaves During Market Shocks

See detailed fundamentals on Buy or Sell APH Stock and Buy or Sell GLW Stock. Below we compare market return and related metrics across years.

Historical Market Performance

2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
GLW Return 6% -12% -1% 61% 88% 118% 510% <===
APH Return 35% -12% 32% 41% 96% 4% 350%
S&P 500 Return 27% -19% 24% 23% 16% 10% 100%
Monthly Win Rates [3]
GLW Win Rate 50% 42% 42% 92% 67% 80% 62%
APH Win Rate 75% 25% 58% 75% 75% 60% 61%
S&P 500 Win Rate 75% 42% 67% 75% 67% 60% 64% <===
Max Drawdowns [4]
GLW Max Drawdown -23% -31% -26% -18% -28% -23% -25%
APH Max Drawdown -12% -28% -11% -17% -25% -28% -20%
S&P 500 Max Drawdown -5% -25% -10% -8% -19% -9% -13% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 5/28/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read APH Dip Buyer Analyses and GLW Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about GLW or APH? Consider a portfolio approach.

The Right Way To Invest Is Through Portfolios

Stocks can jump or crash, but long-term success comes from staying invested. The right portfolio helps you ride gains and cushion single stock drops.

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? HQ Portfolio has posted more than 105% in cumulative return since inception, with less risk versus the benchmark index, as evident in HQ Portfolio performance metrics.