Amphenol Corporation

NYSE:APH Stock Report

Market Cap: US$84.4b

Amphenol Valuation

Is APH 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 APH when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: APH ($70.58) is trading above our estimate of fair value ($52.68)

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

Key Valuation Metric

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

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

The above table shows the Price to Earnings ratio for APH. This is calculated by dividing APH's market cap by their current earnings.
What is APH's PE Ratio?
PE Ratio38.8x
EarningsUS$2.19b
Market CapUS$84.40b

Price to Earnings Ratio vs Peers

How does APH's PE Ratio compare to its peers?

The above table shows the PE ratio for APH vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average30x
LFUS Littelfuse
29.9x17.6%US$5.8b
BDC Belden
25.7x20.0%US$4.6b
VSH Vishay Intertechnology
26.9x42.7%US$2.3b
ROG Rogers
37.5x29.6%US$1.9b
APH Amphenol
38.8x13.2%US$84.4b

Price-To-Earnings vs Peers: APH is expensive based on its Price-To-Earnings Ratio (38.8x) compared to the peer average (30x).

Price to Earnings Ratio vs Industry

How does APH's PE Ratio compare vs other companies in the US Electronic Industry?

5 CompaniesPrice / EarningsEstimated GrowthMarket Cap
SHMD SCHMID Group
3.7xn/aUS$137.95m
DSWL Deswell Industries
3.8xn/aUS$37.93m
SGE Strong Global Entertainment
3.8xn/aUS$12.27m
SMX SMX (Security Matters)
0.5xn/aUS$671.95k
APH 38.8xIndustry Avg. 24.9xNo. of Companies10PE01632486480+
5 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: APH is expensive based on its Price-To-Earnings Ratio (38.8x) compared to the US Electronic industry average (24.9x).

Price to Earnings Ratio vs Fair Ratio

What is APH'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.

APH PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio38.8x
Fair PE Ratio28.8x

Price-To-Earnings vs Fair Ratio: APH is expensive based on its Price-To-Earnings Ratio (38.8x) compared to the estimated Fair Price-To-Earnings Ratio (28.8x).

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 APH forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$70.58
US$77.09
+9.2%
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$67.86
US$75.53
+11.3%
10.0%US$87.00US$63.00n/a18
Oct ’25US$63.62
US$72.15
+13.4%
10.1%US$82.00US$55.00n/a18
Sep ’25US$67.45
US$72.65
+7.7%
10.3%US$82.00US$55.00n/a18
Aug ’25US$62.12
US$72.59
+16.9%
10.4%US$82.00US$55.00n/a18
Jul ’25US$67.52
US$68.73
+1.8%
11.5%US$81.00US$50.00n/a16
Jun ’25US$66.19
US$66.14
-0.08%
13.7%US$80.00US$45.00n/a16
May ’25US$59.63
US$61.61
+3.3%
11.2%US$69.00US$45.00n/a16
Apr ’25US$57.03
US$55.52
-2.6%
9.9%US$62.50US$43.50n/a15
Mar ’25US$55.41
US$55.02
-0.7%
9.4%US$60.50US$43.50n/a15
Feb ’25US$51.21
US$53.93
+5.3%
10.7%US$60.50US$43.50n/a14
Jan ’25US$49.57
US$48.12
-2.9%
9.9%US$54.50US$37.50n/a13
Dec ’24US$46.14
US$46.62
+1.0%
7.9%US$51.50US$37.50US$72.6513
Nov ’24US$40.82
US$46.67
+14.3%
7.7%US$51.50US$37.50US$67.8613
Oct ’24US$42.00
US$47.23
+12.5%
8.7%US$51.50US$37.50US$63.6212
Sep ’24US$44.29
US$47.23
+6.6%
8.7%US$51.50US$37.50US$67.4512
Aug ’24US$44.31
US$45.98
+3.8%
9.5%US$51.50US$37.50US$62.1213
Jul ’24US$42.48
US$42.69
+0.5%
8.1%US$47.50US$35.00US$67.5213
Jun ’24US$37.91
US$42.38
+11.8%
8.1%US$47.50US$35.00US$66.1913
May ’24US$38.22
US$43.23
+13.1%
6.6%US$47.50US$37.50US$59.6313
Apr ’24US$40.86
US$43.71
+7.0%
6.6%US$48.50US$37.50US$57.0314
Mar ’24US$38.86
US$43.47
+11.9%
7.2%US$48.50US$37.50US$55.4115
Feb ’24US$40.57
US$43.47
+7.1%
7.2%US$48.50US$37.50US$51.2115
Jan ’24US$38.07
US$43.13
+13.3%
7.3%US$48.50US$37.50US$49.5716
Dec ’23US$40.44
US$42.90
+6.1%
7.3%US$48.50US$37.50US$46.1415

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 Analysis2024/12/20 22:43
End of Day Share Price 2024/12/20 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 41 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard RadbourneAtlantic Equities LLP
Luke JunkBaird
Ishan MajumdarBaptista Research