Amphenol Stock Valuation Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 28 2026
0mins
Should l Buy APH?
Source: Yahoo Finance
- Stock Performance: Amphenol's latest closing price is $146.06, reflecting a 3.3% decline over the past week, a mere 0.1% return over 30 days, a 4.5% increase year-to-date, a remarkable 121.0% rise over the past year, and an impressive 396.9% growth over three years, indicating strong long-term growth potential.
- Valuation Score: Despite its strong stock performance, Amphenol's valuation score is only 1 out of 6, suggesting a lack of market confidence in its current price and indicating potential overvaluation risks.
- Discounted Cash Flow Analysis: With the latest figures showing Amphenol's free cash flow at approximately $4.45 billion over the past twelve months, projected to reach $8.05 billion by 2030, the estimated intrinsic value per share is around $117.11, indicating that the current stock price is 24.7% above this valuation.
- Price-to-Earnings Analysis: Amphenol's current P/E ratio stands at 42.04x, which is above the electronic industry average of 27.20x and below the peer group average of 48.91x, suggesting a high valuation in terms of profitability that may influence investor decisions.
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Analyst Views on APH
Wall Street analysts forecast APH stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 136.060
Low
135.00
Averages
172.92
High
210.00
Current: 136.060
Low
135.00
Averages
172.92
High
210.00
About APH
Amphenol Corporation is a designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial and high-speed specialty cables. The Company operates through three segments. The Harsh Environment Solutions segment designs, manufactures and markets a range of ruggedized interconnect products and other products for use in the industrial, defense, commercial aerospace, automotive, mobile networks, medical and other markets. Communications Solutions segment designs, manufactures and markets a range of connector and interconnect systems for use in the information technology and data communications, mobile devices, industrial, mobile networks, broadband communications, automotive, commercial aerospace and defense end markets. Its Interconnect and Sensor Systems segment designs, manufactures and markets a range of sensors, sensor-based systems, connectors and value-add interconnect systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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McKesson's Resilience: McKesson Corporation is noted for its stable dividend payments and growth potential, despite short-term challenges, supported by its diversified business model in healthcare.
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- Fiber Optics Outlook: While Tan mentioned that customers might continue using direct-attached copper until 2028, Corning CEO Wendell Weeks emphasized the growing application of fiber optics in data centers during the January earnings call, particularly following the $6 billion agreement with Meta, showcasing the company's strong potential in the fiber market.
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- Capacity Expansion: The company is nearing 10 gigawatts of capacity, with analysts estimating revenue of $12 billion to $15 billion per gigawatt by 2027, which is expected to drive substantial revenue growth and further solidify Broadcom's leadership position in the semiconductor industry.
- Supply Chain Assurance: Despite facing shortages in high-bandwidth memory, Tan assured analysts that the company has secured memory and leading-edge wafer supply through 2028, which will support ongoing growth and alleviate concerns about profitability.
- Competitive Market Advantage: Tan emphasized that Broadcom's AI chips offer cost and performance advantages over competitors like Nvidia, which is expected to attract more hyperscaler customers and ensure the company's market share and profitability in the coming years.
See More
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- Capacity Assurance: Tan confirmed that Broadcom has secured memory and leading-edge wafer supply through 2028, which will help alleviate the market shortage of high-bandwidth memory and enhance the company's competitive position in the AI market.
- Positive Market Reaction: Broadcom's stock surged about 5% on Thursday, reflecting investor confidence in the company's strong AI chip demand and better-than-expected quarterly results, with analysts estimating revenue of $12 billion to $15 billion per gigawatt by 2027.
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