Added to YB: 2026-09-28
Pitch date: 2026-09-23
APH [neutral]
Amphenol Corporation
+4.48%
current return
Author Info
Oakridge Capital Research provides systematic equity research powered by data, code & discipline. Sign up for the newsletter.
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
$202.7B
Pitch Price
$80.48
Price Target
53.99 (-35%)
Dividend
0.61%
EV/EBITDA
22.37
P/E
41.12
EV/Sales
7.45
Sector
Electronic Equipment, Instruments and Components
Category
value
Amphenol: When Exceptional Growth Becomes a Valuation Test
APH (pass): Amphenol is an exceptional interconnect supplier benefiting from AI infrastructure, but at $82.57 versus a $53.99 blended fair value, 41.3x trailing earnings and a 1.42% FCF yield, new capital lacks a margin of safety. Q2 revenue grew 55%, including 30% organically, yet even healthy high-teens growth could trigger multiple compression; a more forgiving entry price is warranted.
Read full article (11 min)