Final Trades: Alphabet, Uber, Amphenol and the IYC
The Investment Committee give you their top stocks to watch for the second half.
Fiscal Year: January - December
Amphenol Corporation (APH), listed on the NYSE, has a market capitalization of $. As of Aug 19, 2025, the stock is trading at $111.06 per share, offering investors a clear view of its current market value. Amphenol Corporation is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 44.25, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Amphenol Corporation also offers a dividend yield of 0.6%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Amphenol Corporation (APH) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Amphenol Corporation is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Amphenol Corporation, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Amphenol Corporation is 48.13, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Amphenol Corporation (APH) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Amphenol Corporation (APH) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Amphenol Corporation (APH) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Amphenol Corporation. To access the full SS Score, consider upgrading your subscription.
Amphenol Corporation is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 44.25. Investors should compare these metrics with industry peers to gauge whether Amphenol Corporation is outperforming or underperforming within its sector.
Amphenol delivered record revenue, profit, and margins in 2025, but the current share price already reflects these achievements, limiting further upside. Strong growth was driven by M&A, demand from A...
Amphenol will buy cable assembly firm Trexon for about $1 billion in cash, the electronic equipment maker said on Monday, as it aims to tap into rising defense spending and expand its military-focused...
BOSTON & SAN FRANCISCO--(BUSINESS WIRE)--Audax Private Equity (“Audax”), a capital partner for middle and lower middle market companies, announced today it has agreed to the sale of Trexon (“The Compa...
WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today announced a definitive agreement to acquire Trexon for approximately $1 billion in cash, subject to customary post-closing a...
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Fiber-optic cable maker Amphenol said on Monday it will buy CommScope's connectivity and cable solutions business for $10.5 billion in an all-cash deal.
WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today announced a definitive agreement to acquire CommScope's (NASDAQ: COMM) Connectivity and Cable Solutions (CCS) business for $...
CLAREMONT, N.C.--(BUSINESS WIRE)-- #CommScope--CommScope (NASDAQ: COMM) has entered into a definitive agreement to sell Connectivity and Cable Solutions segment to Amphenol Corporation (NYSE: APH).
The fiber-optic cable maker is set to buy CommScope's broadband connectivity and cable unit.
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Amphenol Corporation (APH) shares up 4,587% since first Big Money outlier signal in 2005.
WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) announced today that its Board of Directors approved the third quarter 2025 dividend on its Common Stock in the amount of $0.165 p...
Amphenol Corporation (NYSE:APH) Q2 2025 Earnings Conference Call July 23, 2025 1:00 PM ET Company Participants Craig Lampo - Senior VP & CFO R. Norwitt - President, CEO & Director Conference Call Par...
NEW YORK , July 23, 2025 /PRNewswire/ -- J.F. Lehman & Company ("JFLCO"), a leading alternative asset manager focused exclusively on the aerospace, defense, maritime, government, environmental and inf...
Amphenol Corp APH stock is up after it reported its fiscal second-quarter 2025 results on Wednesday.
Amphenol forecast third-quarter results above Wall Street estimates on Wednesday, after seeing strong demand for its products such as cables, sensors and antennas, sending its shares up 4%.
WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today reported record second quarter 2025 results. “We are pleased to have closed the second quarter of 2025 with record sales and...
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Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 3.18B | 48.08% | Est @48.1% |
2026 | 4.22B | 32.47% | Analyst x7 |
2027 | 4.85B | 14.95% | Analyst x5 |
2028 | 5.59B | 15.31% | Analyst x1 |
2029 | 6.04B | 8.05% | Est @8.0% |
2030 | 6.40B | 5.98% | Est @6.0% |
2031 | 6.71B | 4.88% | Est @4.9% |
2032 | 6.99B | 4.10% | Est @4.1% |
2033 | 7.24B | 3.57% | Est @3.6% |
2034 | 7.45B | 2.97% | Est @3.0% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2023A | 2.16B | 1.00 | 2.16B |
2024A | 2.15B | 1.00 | 2.15B |
2025E | 3.18B | 1.09 | 2.91B |
2026E | 4.22B | 1.20 | 3.52B |
2027E | 4.85B | 1.31 | 3.69B |
2028E | 5.59B | 1.44 | 3.89B |
2029E | 6.04B | 1.57 | 3.84B |
2030E | 6.40B | 1.72 | 3.71B |
2031E | 6.71B | 1.89 | 3.56B |
2032E | 6.99B | 2.07 | 3.38B |
2033E | 7.24B | 2.26 | 3.20B |
2034E | 7.45B | 2.48 | 3.01B |
Terminal | 109.25B | 2.48 | 44.13B |
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