Amphenol Valuation

Is 0HFB undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0HFB when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
US$53.04
Fair Value
45.7% overvalued intrinsic discount
16
Number of Analysts

Below Fair Value: 0HFB ($77.26) is trading above our estimate of fair value ($53.04)

Significantly Below Fair Value: 0HFB is trading above our estimate of fair value.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0HFB?

Key metric: As 0HFB is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0HFB. This is calculated by dividing 0HFB's market cap by their current earnings.
What is 0HFB's PE Ratio?
PE Ratio42.8x
EarningsUS$2.19b
Market CapUS$87.67b

Price to Earnings Ratio vs Peers

How does 0HFB's PE Ratio compare to its peers?

The above table shows the PE ratio for 0HFB vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average37.2x
HLMA Halma
38.9x8.3%UK£10.7b
KETL Strix Group
14.8x43.5%UK£105.4m
SXS Spectris
9.7x-23.7%UK£2.6b
DELTA Delta Electronics (Thailand)
85.3x11.9%฿1.8t
0HFB Amphenol
42.8x16.5%US$87.7b

Price-To-Earnings vs Peers: 0HFB is expensive based on its Price-To-Earnings Ratio (42.8x) compared to the peer average (37.2x).


Price to Earnings Ratio vs Industry

How does 0HFB's PE Ratio compare vs other companies in the European Electronic Industry?

4 CompaniesPrice / EarningsEstimated GrowthMarket Cap
0HFB 42.8xIndustry Avg. 19.3xNo. of Companies14PE01224364860+
4 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0HFB is expensive based on its Price-To-Earnings Ratio (42.8x) compared to the European Electronic industry average (19.3x).


Price to Earnings Ratio vs Fair Ratio

What is 0HFB's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0HFB PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio42.8x
Fair PE Ratio42.5x

Price-To-Earnings vs Fair Ratio: 0HFB is expensive based on its Price-To-Earnings Ratio (42.8x) compared to the estimated Fair Price-To-Earnings Ratio (42.5x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0HFB forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$77.26
US$79.35
+2.7%
10.1%US$90.00US$64.00n/a16
Jan ’26US$69.11
US$77.09
+11.5%
11.2%US$90.00US$63.00n/a18
Dec ’25US$72.65
US$76.25
+5.0%
10.1%US$87.00US$63.00n/a18
Nov ’25US$67.96
US$75.53
+11.1%
10.0%US$87.00US$63.00n/a18
Oct ’25US$63.25
US$72.15
+14.1%
10.1%US$82.00US$55.00n/a18
Sep ’25US$66.78
US$72.65
+8.8%
10.3%US$82.00US$55.00n/a18
Aug ’25US$61.42
US$72.59
+18.2%
10.4%US$82.00US$55.00n/a18
Jul ’25US$67.63
US$68.73
+1.6%
11.5%US$81.00US$50.00n/a16
Jun ’25US$65.02
US$66.14
+1.7%
13.7%US$80.00US$45.00n/a16
May ’25US$59.71
US$61.61
+3.2%
11.2%US$69.00US$45.00n/a16
Apr ’25US$57.62
US$55.52
-3.7%
9.9%US$62.50US$43.50n/a15
Mar ’25US$55.38
US$55.02
-0.6%
9.4%US$60.50US$43.50n/a15
Feb ’25US$50.79
US$53.93
+6.2%
10.7%US$60.50US$43.50n/a14
Jan ’25US$49.51
US$48.12
-2.8%
9.9%US$54.50US$37.50US$69.1113
Dec ’24US$46.17
US$46.62
+1.0%
7.9%US$51.50US$37.50US$72.6513
Nov ’24US$40.74
US$46.67
+14.6%
7.7%US$51.50US$37.50US$67.9613
Oct ’24US$41.94
US$47.23
+12.6%
8.7%US$51.50US$37.50US$63.2512
Sep ’24US$44.24
US$47.23
+6.7%
8.7%US$51.50US$37.50US$66.7812
Aug ’24US$44.02
US$45.98
+4.5%
9.5%US$51.50US$37.50US$61.4213
Jul ’24US$42.48
US$42.69
+0.5%
8.1%US$47.50US$35.00US$67.6313
Jun ’24US$37.60
US$42.38
+12.7%
8.1%US$47.50US$35.00US$65.0213
May ’24US$37.50
US$43.23
+15.3%
6.6%US$47.50US$37.50US$59.7113
Apr ’24US$40.68
US$43.71
+7.5%
6.6%US$48.50US$37.50US$57.6214
Mar ’24US$39.06
US$43.47
+11.3%
7.2%US$48.50US$37.50US$55.3815
Feb ’24US$39.94
US$43.47
+8.8%
7.2%US$48.50US$37.50US$50.7915
Jan ’24US$37.87
US$43.13
+13.9%
7.3%US$48.50US$37.50US$49.5116
Analyst Price Target
Consensus Narrative from 16 Analysts
US$78.76
Fair Value
1.9% undervalued intrinsic discount
16
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/22 02:32
End of Day Share Price 2025/01/22 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Amphenol Corporation is covered by 39 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Luke JunkBaird
Ishan MajumdarBaptista Research
Andrew BuscagliaBNP Paribas Exane