Amphenol Corporation

Valuation Analysis

About the Company

Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including high speed, radio frequency, power, fiber optic and other interconnect products; busbars and power distribution systems; power interconnect products; and other products. It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products; and other products comprising flexible and rigid printed circuit boards, hinges, other mechanical, and produc

Amphenol Corporation Stock at a Glance

Amphenol Corporation (APH) is currently trading at $153.80 with a market capitalization of $189.2B. The trailing P/E ratio stands at 44.2x, with a forward P/E of 27.05x. The 52-week range spans from $92.22 to $167.04; the current price is 7.9% below the yearly high. Year-over-year revenue growth stands at +58.4%. The net profit margin stands at 17.24%.

💰 Dividend

Amphenol Corporation pays an annual dividend of $1.00 per share, representing a yield of 0.65%. The payout ratio stands at 23.85%.

📊 Analyst Rating

18 analysts rate Amphenol Corporation (APH) on consensus: Buy. The average price target is $183.28, implying +19.17% from the current price. Analyst price targets range from $135.00 to $215.00.

Amphenol Corporation: The Investment Case in Detail

Amphenol Corporation (APH) operates in the Technology — specifically Electronic Components — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Top-line momentum is unusually strong with revenue expanding 58.4% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind. Return on equity of 36.83% places management among the most capital-efficient operators in the public market — every euro of shareholder capital is working hard. Free cash flow is positive and net margins stand at 17.24%, meaning reported earnings translate into real cash that can fund buybacks, dividends or strategic acquisitions.

The Bear Case

Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.

Valuation in Context

The PEG ratio at 1.32 sits in the reasonable zone — the price tag is roughly aligned with the company's growth profile, neither punishing nor euphoric.

What to Watch Next

• The forward P/E of 27.05x is meaningfully below the trailing 44.2x — analysts expect earnings to step up; the next earnings release is the test.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Risk Profile

The data points to market-like volatility, higher leverage relative to equity.

Trading Data

💵 Dividend Info

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