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NOVT vs. APH
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NOVT vs. APH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Novanta Inc. (NOVT) and Amphenol Corporation (APH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NOVT achieves a 30.82% return, which is significantly higher than APH's 23.05% return. Over the past 10 years, NOVT has underperformed APH with an annualized return of 25.89%, while APH has yielded a comparatively higher 29.01% annualized return.


NOVT

1D
0.23%
1M
-2.53%
YTD
30.82%
6M
29.46%
1Y
29.11%
3Y*
-2.65%
5Y*
3.95%
10Y*
25.89%

APH

1D
1.22%
1M
25.67%
YTD
23.05%
6M
23.05%
1Y
77.83%
3Y*
61.78%
5Y*
38.82%
10Y*
29.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NOVT vs. APH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NOVT
Novanta Inc.
30.82%-22.11%-9.29%23.95%-22.95%49.15%33.67%40.38%26.00%138.10%
APH
Amphenol Corporation
23.05%96.08%41.30%31.85%-11.96%35.25%22.09%34.91%-6.82%31.81%

Correlation

The correlation between NOVT and APH is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (5Y)
Calculated over the trailing 5-year period

0.54

Correlation (10Y)
Calculated over the trailing 10-year period

0.53

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2016

0.53

Over the past year, the correlation between NOVT and APH has dropped to 0.28 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

NOVT:

$6.41B

APH:

$214.04B

EPS

NOVT:

$1.41

APH:

$4.58

PE Ratio

NOVT:

110.08

APH:

36.20

PEG Ratio

NOVT:

30.70

APH:

1.20

PS Ratio

NOVT:

5.88

APH:

8.22

PB Ratio

NOVT:

4.89

APH:

15.31

Total Revenue (TTM)

NOVT:

$1.00B

APH:

$25.90B

Gross Profit (TTM)

NOVT:

$444.51M

APH:

$9.67B

EBITDA (TTM)

NOVT:

$150.84M

APH:

$7.45B

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Return for Risk

NOVT vs. APH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NOVT
NOVT Risk / Return Rank: 6161
Overall Rank
NOVT Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
NOVT Sortino Ratio Rank: 5858
Sortino Ratio Rank
NOVT Omega Ratio Rank: 5858
Omega Ratio Rank
NOVT Calmar Ratio Rank: 6464
Calmar Ratio Rank
NOVT Martin Ratio Rank: 6464
Martin Ratio Rank

APH
APH Risk / Return Rank: 8383
Overall Rank
APH Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
APH Sortino Ratio Rank: 8181
Sortino Ratio Rank
APH Omega Ratio Rank: 8383
Omega Ratio Rank
APH Calmar Ratio Rank: 8282
Calmar Ratio Rank
APH Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NOVT vs. APH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Novanta Inc. (NOVT) and Amphenol Corporation (APH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NOVTAPHDifference
Sharpe ratioReturn per unit of total volatility

-1.29

Sortino ratioReturn per unit of downside risk

-1.13

Omega ratioGain probability vs. loss probability

1.15

1.32

-0.17

Calmar ratioReturn relative to maximum drawdown

1.08

2.78

-1.69

Martin ratioReturn relative to average drawdown

2.26

7.15

-4.88

NOVT vs. APH - Sharpe Ratio Comparison

The current NOVT Sharpe Ratio is 0.59, which is lower than the APH Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of NOVT and APH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

NOVT vs. APH - Drawdown Comparison

The maximum NOVT drawdown since its inception was -46.71%, smaller than the maximum APH drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for NOVT and APH.


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Drawdown Indicators


NOVTAPHDifference

Max Drawdown

Largest peak-to-trough decline

-46.71%

-63.41%

+16.70%

Max Drawdown (1Y)

Largest decline over 1 year

-26.97%

-28.19%

+1.22%

Max Drawdown (3Y)

Largest decline over 3 years

-46.71%

-28.19%

-18.52%

Max Drawdown (5Y)

Largest decline over 5 years

-46.71%

-28.73%

-17.98%

Max Drawdown (10Y)

Largest decline over 10 years

-46.71%

-37.56%

-9.15%

Current Drawdown

Current decline from peak

-16.40%

0.00%

-16.40%

Average Drawdown

Average peak-to-trough decline

-12.30%

-13.55%

+1.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.90%

10.93%

+1.97%

Volatility

NOVT vs. APH - Volatility Comparison

The current volatility for Novanta Inc. (NOVT) is 12.82%, while Amphenol Corporation (APH) has a volatility of 13.67%. This indicates that NOVT experiences smaller price fluctuations and is considered to be less risky than APH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NOVTAPHDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.82%

13.67%

-0.85%

Volatility (6M)

Calculated over the trailing 6-month period

34.45%

36.74%

-2.29%

Volatility (1Y)

Calculated over the trailing 1-year period

49.78%

41.80%

+7.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.19%

30.80%

+9.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.05%

27.97%

+11.08%

Dividends

NOVT vs. APH - Dividend Comparison

NOVT has not paid dividends to shareholders, while APH's dividend yield for the trailing twelve months is around 0.40%.


PositionTTM20252024202320222021202020192018201720162015
APH
Amphenol Corporation
0.40%0.55%0.79%1.07%1.06%0.89%0.80%0.89%1.09%0.80%0.86%1.01%
NOVT
Novanta Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

NOVT vs. APH - Financials Comparison

This section allows you to compare key financial metrics between Novanta Inc. and Amphenol Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B20222023202420252026
257.71M
7.62B
(NOVT) Total Revenue
(APH) Total Revenue
Values in USD except per share items

NOVT vs. APH - Profitability Comparison

The chart below illustrates the profitability comparison between Novanta Inc. and Amphenol Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%20222023202420252026
44.1%
36.8%
Portfolio components
NOVT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Novanta Inc. reported a gross profit of 113.58M and revenue of 257.71M. Therefore, the gross margin over that period was 44.1%.

APH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported a gross profit of 2.80B and revenue of 7.62B. Therefore, the gross margin over that period was 36.8%.

NOVT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Novanta Inc. reported an operating income of 27.54M and revenue of 257.71M, resulting in an operating margin of 10.7%.

APH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported an operating income of 1.83B and revenue of 7.62B, resulting in an operating margin of 24.0%.

NOVT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Novanta Inc. reported a net income of 21.10M and revenue of 257.71M, resulting in a net margin of 8.2%.

APH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported a net income of 2.35B and revenue of 7.62B, resulting in a net margin of 30.8%.


Frequently Asked Questions


NOVT and APH have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

APH has higher volatility (13.67%) compared to NOVT (12.82%). In terms of maximum drawdown, NOVT dropped -46.71% vs APH's -63.41%.

APH currently has the higher Sharpe Ratio (1.88 vs 0.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for NOVT and APH

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