Professional
Added to YB: 2025-08-26
Pitch date: 2025-06-30
APH [neutral]
Amphenol Corporation
+31.93%
current return
Author Info
No bio for this author
Company Info
Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.
Market Cap
$170.6B
Pitch Price
$98.27
Price Target
N/A
Dividend
0.72%
EV/EBITDA
28.12
P/E
46.45
EV/Sales
8.34
Sector
Electronic Equipment, Instruments and Components
Category
growth
Baron Durable Advantage Fund New Position: Amphenol Corporation
APH (new position): Leading interconnect/sensor provider (6% global share) with diversified exposure across 7 end markets. Strong competitive advantages from entrepreneurial culture (140 GMs) and tech leadership. 11% sales CAGR (10yr), 13% EPS CAGR. AI datacenter acceleration with higher content opportunity. 50% capital to M&A (50+ acquisitions in 10yrs).
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