Professional
Added to YB: 2024-07-23
Pitch date: 2024-06-30
APH [bullish]
Amphenol Corporation
+93.8%
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
$66.90
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
Mar Vista Strategic Growth Portfolio Holding: Amphenol Corporation
APH: Leading interconnect/sensor supplier. Smart device demand tailwind. Entrepreneurial culture, savvy capital allocation, diverse markets -> top margins, high ROIC. Integrating Carlisle Interconnect Tech acquisition. Poised for growth from AI factory build-out. Strong returns expected as it provides critical interconnect solutions for next-gen tech.
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