Head to Head

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

On Alexandria's Compass, Amphenol Corporation has the edge with a 96/100 score versus 92/100 for NOC. Here is how they stack up, factor by factor.

Amphenol Corporation

NYSE:APH

Edge
96/100 Compass
True NorthAccumulate$216.9B

The connector company nobody calls sexy is quietly becoming the AI datacenter's most indispensable supplier outside of Nvidia.

Full APH analysis

Northrop Grumman

NYSE:NOC

92/100 Compass
True NorthAccumulate$73.9B

B-21 ramps, Sentinel resets, and Golden Dome opens a second growth engine — yet the stock trades 29% below its 52-week high.

Full NOC analysis

Factor by factor

FactorAPHNOC
Revenue Growth9835
Profitability6685
Valuation3574
Momentum8823
Theme Purity7766
Moat6099
Catalysts8249
Market Position6099

Get head-to-heads like this, free

Join the Alexandria e-letter for Compass verdicts, earnings intelligence, and the contrarian calls the crowd misses. Twice a week, no noise.

Free forever. Unsubscribe anytime. We never share your email.

Frequently asked questions

Is APH or NOC the better buy in 2026?

By Compass Score, Amphenol Corporation (NYSE:APH) edges it at 96/100 versus 92/100 for NOC. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare APH and NOC?

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.