Electronic Components. Scored on the same transparent model behind the daily rankings.
★
APH
Amphenol Corporation · Electronic Components
70.9Score
$87.24Oct 9 close$215.1B
1Y Target$101.66Analyst consensus · 19 analysts
5Y Target$148.84Compound horizon
10Y Target$220.79Long-dated conviction
FCF$4.6bTTM · 03/26B
FCF $4.6b — solid, comfortably covers operations and capital return · Trailing twelve months to 03/26 (operating cash flow − capex).
Rev+51.7%FY YoYA
Revenue +51.7% — hypergrowth, top decile · Computed from the last two annual revenue figures (FY YoY).
D/E1.20C
D/E 1.20 — more levered than most Technology peers (≈90th pctile)
P/E43.6xC+
P/E 43.6 — above the Technology median (≈75th pctile)
PEG0.98B+
PEG 0.98 — near fair value (1.0 is the usual benchmark)
Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology
Quality-growth score · 70.9
Quality77.8
Growth95.1
Value48.2
Why this score
Raising its dividend
Durable high returns
Entry · Margin of safety
52-week rangeNear 52-week high
3% off the 12-month high
vs DCF fair value142% aboveest. fair value ~$36
What the price assumes: free cash flow growing about 39% next year, slowing to 4% a year by year ten — vs a starting rate of ~24% our model takes as the middle of three readings — analyst estimates, last year's revenue growth, and the company's own multi-year record.
Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards
Why now
Electronic Components · market cap $215.1b. Trading near 52-week high of $89.93 — momentum setup, limited technical margin of safety. Revenue growing +52% — in hypergrowth territory. PEG 0.98 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $101.66 (implying +17% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $215.1b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 44x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Horizon
1-3 yr $101.66 (19-analyst consensus) — fundamentals + valuation re-rating. 5 yr $148.84 at ~11% CAGR — compounding case rests on the competitive position widening. 10 yr $220.79 if current growth sustains into durable earnings power.
APH vs the Top Picks average
Pillar
APH
Book avg
Diff
Quality
78
83
-5
Growth
95
89
+6
Value
48
76
-28
Average of today's Top 30 (mean score 82.6); size and sector limits also decide the book.
Score history · APH
Trend
+9.3 over 81 daily scores
From 61.6 (Jun 22) → 70.9 (now)
One point per daily run; read From → To for the actual range.
APH at a glance
Same audited fundamentals as the score, unless a card says otherwise.
Analyst estimate revisions
30-day change
+2.8%
90-day change
+16.1%
Forward EPS estimate
$3.33
Over the last 90 days, what analysts expect APH to earn is materially higher (+16.1%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
A fiscal-year roll fell inside this window: the forward horizon moved on to the next financial year, which shifts the earnings figure without any analyst changing their view. That step is excluded, so the number above covers the rest of the window rather than all of it.
Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →
Position sizing · APH
$
%
%
Shares to buy
22
Position size
$1,919
3.8% of portfolio
Stop price
$65.43
25% below $87.24
$ at risk if stopped
$479.82
budget $500.00 · 1% of portfolio
Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.
Amphenol Corporation (APH) is an Electronic Components company that scores 70.9 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are Rev (A) and PEG (B+). On valuation, APH sits about 142% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 39% next year, slowing to 4% a year by year ten.
Is APH a good stock to buy?
Bull Rankings scores APH 70.9 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by Rev (A) and PEG (B+). A score is a quantitative screen of Amphenol Corporation's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does APH score 70.9 on Bull Rankings?
The score leans on growth at 95.1 out of 100, with value the weakest pillar at 48.2 — the three combine geometrically, so a weak one cannot be papered over by a strong one. APH earns its highest marks on Rev (A) and PEG (B+). Each signal is graded against sector-aware thresholds rather than one absolute bar, so APH is measured against Electronic Components peers, not against the market as a whole.
Is APH overvalued or undervalued?
Based on $87.24, APH sits about 142% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 39% next year, slowing to 4% a year by year ten. It trades at a 43.6x P/E (graded C+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in APH?
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 44x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.