Obermatt

Amphenol

NYQ:APH · US0320951017
Electronic Equipment, Instruments & ComponentsLarge

360

57
EV / EBIT57
Price / Owner Earnings59
Owner Earnings Yield64
Dividend Yield93
Price/Sales23
EV / Gross Profit38
Price/Book14
Return on Capital92
Cash Return on Capital88
Return on Equity94
EBIT Margin93
Gross Profitability69
Cash Conversion37
Accruals1
Owner Earnings Margin88
Sales growth85
Profit Growth100
Long-Term EPS Growth52
Owner Earnings Growth78
Reinvestment66
Price momentum49
Debt load9
Refinancing27
Debt Payback20
Liquidity80
Analyst ratings49
Opinion Changes50
Price Target Upside82
Market mood98
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Amphenol generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryElectronic Equipment, Instruments & Components
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1986
Employees2,608
ISINUS0320951017
Last UpdateApr 2, 2026
Themes
Industrial AutomationRFID (Radio Frequency Identification)Network BackboneElectric VehicleData Center TechnologySensorsOptical Infrastructure5GDetectors, Sensors and MemsDefenseTechAutomotiveHardwareManufacturing

Description

Amphenol Corporation (Amphenol) is a designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial, high-speed, fiber optic and specialty ca…

Analysis

Middle-of-the-road

Amphenol Corporation is a middle-of-the-road business: neither the economics nor the price stand out from the peer group. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is expensive. You pay 41.2× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 16% yearly growth; analysts expect 16%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is stretched. The company scores 20/20 on our value-creation score: strong value creator.

What to watch: Some accounting patterns deserve a closer look. A large part of the company's book value is the price paid for past acquisitions. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
68
2023202420252026

All-time high

81

Jan 2023

All-time low

31

Mar 2026

Average rank

57

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
23
30
23
49
Price/Earnings
44
50
28
36
Price/Book
14
16
7
26
Dividend Yield
93
84
89
95
Value (overall)
57
32
41
67

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →