ROG’s One-Month Rally Offers a Chance to Reevaluate APH
Amphenol (APH) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Rogers (ROG), suggesting you may be better off investing in APH
- APH’s quarterly revenue growth was 56.5%, vs. ROG’s -5.3%.
- In addition, its Last 12 Months revenue growth came in at 40.5%, ahead of ROG’s -7.6%.
- APH leads on profitability over both periods – LTM margin of 23.0% and 3-year average of 21.6%.
ROG designs and manufactures engineered materials and components for electronics, cushioning, sealing, vibration management, and elastomer applications across multiple industry segments. APH designs and manufactures electrical, electronic, and fiber optic connectors across harsh environment, communications, and sensor segments, distributing products via sales teams, representatives, and electronics distributors.
Valuation & Performance Overview
| ROG | APH | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 37.7 | 30.9 | APH |
| Revenue Growth | |||
| Last Quarter | -5.3% | 56.5% | APH |
| Last 12 Months | -7.6% | 40.5% | APH |
| Last 3 Year Average | -6.3% | 17.5% | APH |
| Operating Margins | |||
| Last 12 Months | 4.9% | 23.0% | APH |
| Last 3 Year Average | 5.9% | 21.6% | APH |
| Momentum | |||
| Last 3 Year Return | -68.8% | 200.2% | APH |
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.
See more revenue details: ROG Revenue Comparison | APH Revenue Comparison
See more margin details: ROG Operating Income Comparison | APH Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell APH Stock to see if Amphenol’s edge holds up under the hood or if Rogers still has cards to play (see Buy or Sell ROG Stock).
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| ROG Return | 25% | 76% | -56% | 11% | -23% | -22% | -36% | ||
| APH Return | 22% | 35% | -12% | 32% | 41% | 59% | 326% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 10% | 100% | ||
| Monthly Win Rates [3] | |||||||||
| ROG Win Rate | 42% | 75% | 25% | 58% | 50% | 29% | 46% | ||
| APH Win Rate | 58% | 75% | 25% | 58% | 75% | 71% | 61% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 57% | 62% | <=== | |
| Max Drawdowns [4] | |||||||||
| ROG Max Drawdown | -38% | -2% | -63% | -1% | -26% | -48% | -30% | ||
| APH Max Drawdown | -37% | -8% | -28% | -4% | -5% | -15% | -16% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 8/27/2025 (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 ROG Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.