Amphenol (APH) Stock Analysis
This is a peer-relative look at Amphenol (APH): its performance, risk, profitability, financial strength, dividend, and valuation are each measured against its Technology Hardware & Equipment peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | APH |
|---|---|
| Name | Amphenol Corporation |
| Country/Region | United States |
| GICS Sector | Information Technology |
| GICS Industry Group | Technology Hardware & Equipment |
| GICS Industry | Electronic Equipment, Instruments & Components |
| GICS Sub-Industry | Electronic Components |
| Market Capitalization | 205.22 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | November 8, 1991 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: APH | Industry group median |
|---|---|---|
| Total Return (1Y) | 68.86% | 49.67% |
| Total Return (3Y, Annualized) | 59.84% | 24.79% |
| Total Return (5Y, Annualized) | 38.17% | 14.27% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: APH | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 42.88% | 54.58% |
| Beta (5Y) | 1.24 | 1.32 |
| Max Drawdown (5Y) | -28.73% | -55.14% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: APH | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | 1.51 | 0.99 |
| Sortino Ratio (1Y) | 2.16 | 1.52 |
Profitability
ROE (TTM)
Amphenol (APH) posts ROE of 36.83%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.
APH
Technology Hardware & Equipment industry group
36.83%
Group distribution
- Max
- 44.16%
- APH
- 36.83%
- Q3
- 19.42%
- Median
- 10.99%
- Q1
- 1.30%
- Min
- -25.17%
Largest peers
- AAPL
- 141.47%
- WDC
- 85.92%
- SNDK
- 39.30%
- APH
- 36.83%
- ANET
- 31.52%
- CSCO
- 25.23%
- DELL
- --
Net Margin (TTM)
Amphenol (APH) keeps 17.24% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
APH
Technology Hardware & Equipment industry group
17.24%
Group distribution
- Max
- 30.43%
- APH
- 17.24%
- Q3
- 12.35%
- Median
- 4.70%
- Q1
- 0.00%
- Min
- -14.09%
Largest peers
- WDC
- 55.29%
- ANET
- 38.32%
- SNDK
- 34.19%
- AAPL
- 27.15%
- CSCO
- 19.69%
- APH
- 17.24%
- DELL
- 6.28%
Operating Margin (TTM)
Amphenol (APH) turns 27.31% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.
APH
Technology Hardware & Equipment industry group
27.31%
Group distribution
- Max
- 32.28%
- APH
- 27.31%
- Q3
- 15.55%
- Median
- 6.62%
- Q1
- 2.19%
- Min
- -11.92%
Largest peers
- SNDK
- 69.98%
- ANET
- 42.74%
- WDC
- 37.01%
- AAPL
- 32.28%
- APH
- 27.31%
- CSCO
- 24.99%
- DELL
- 8.86%
Profitability Metrics
| Metric | Current stock: APH | Industry group median |
|---|---|---|
| ROE (TTM) | 36.83% | 10.99% |
| ROA (TTM) | 13.45% | 4.31% |
| Net Margin (TTM) | 17.24% | 4.70% |
| Operating Margin (TTM) | 27.31% | 6.62% |
| Gross Margin (TTM) | 37.92% | 38.82% |
Financial Strength
Current Ratio (MRQ)
Amphenol (APH) has current ratio of 1.71, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
APH
Technology Hardware & Equipment industry group
1.71
Group distribution
- Max
- 5.80
- Q3
- 3.18
- Median
- 1.90
- APH
- 1.71
- Q1
- 1.28
- Min
- 0.37
Largest peers
- SNDK
- 4.78
- ANET
- 2.83
- APH
- 1.71
- WDC
- 1.49
- AAPL
- 1.07
- DELL
- 0.95
- CSCO
- 0.93
Debt / Equity (MRQ)
Amphenol (APH) has debt-to-equity ratio of 1.33, in the higher-leverage quartile for its industry. The heavier reliance on borrowing can make earnings, rates, or refinancing conditions matter more.
APH
Technology Hardware & Equipment industry group
1.33
Group distribution
- Max
- 2.02
- APH
- 1.33
- Q3
- 0.88
- Median
- 0.31
- Q1
- 0.06
- Min
- 0.00
Largest peers
- APH
- 1.33
- AAPL
- 0.80
- CSCO
- 0.68
- WDC
- 0.18
- SNDK
- 0.02
- DELL
- --
- ANET
- --
Financial Strength Metrics
| Metric | Current stock: APH | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 1.71 | 1.90 |
| Debt / Equity (MRQ) | 1.33 | 0.31 |
| Net Debt / EBITDA | 1.73 | 0.91 |
Dividends
Dividend Yield (TTM)
Amphenol (APH) has dividend yield of 0.50%, in the upper peer-yield quartile while still inside the industry range. The dividend offers more cash income per dollar of share price than most peers, though payout coverage still matters.
APH
Technology Hardware & Equipment industry group
0.50%
Group distribution
- Max
- 0.87%
- APH
- 0.50%
- Q3
- 0.35%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- CSCO
- 1.46%
- DELL
- 0.56%
- APH
- 0.50%
- AAPL
- 0.34%
- WDC
- 0.08%
- SNDK
- 0.00%
- ANET
- 0.00%
Dividend Payout Ratio (TTM)
Amphenol (APH) has payout ratio of 23.85%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.
APH
Technology Hardware & Equipment industry group
23.85%
Group distribution
- Max
- 36.36%
- APH
- 23.85%
- Q3
- 14.56%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- CSCO
- 55.00%
- APH
- 23.85%
- DELL
- 17.57%
- AAPL
- 12.59%
- WDC
- 2.69%
- SNDK
- 0.00%
- ANET
- 0.00%
Dividend Metrics
| Metric | Current stock: APH | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.50% | 0.00% |
| Dividend Payout Ratio (TTM) | 23.85% | 0.00% |
Valuation
P/E Ratio (TTM)
Amphenol (APH) trades at P/E ratio of 48.07, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
APH
Technology Hardware & Equipment industry group
48.07
Group distribution
- Max
- 159.86
- Q3
- 80.52
- APH
- 48.07
- Median
- 38.02
- Q1
- 23.45
- Min
- 8.37
Largest peers
- ANET
- 59.55
- SNDK
- 59.50
- APH
- 48.07
- CSCO
- 37.99
- AAPL
- 37.81
- WDC
- 34.56
- DELL
- 32.84
P/S Ratio (TTM)
Amphenol (APH) trades at 7.92 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.
APH
Technology Hardware & Equipment industry group
7.92
Group distribution
- Max
- 16.90
- APH
- 7.92
- Q3
- 7.86
- Median
- 3.64
- Q1
- 1.41
- Min
- 0.00
Largest peers
- ANET
- 22.47
- SNDK
- 19.59
- WDC
- 16.90
- AAPL
- 10.17
- APH
- 7.92
- CSCO
- 7.40
- DELL
- 1.99
P/B Ratio (MRQ)
Amphenol (APH) trades at 14.67 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.
APH
Technology Hardware & Equipment industry group
14.67
Group distribution
- Max
- 17.76
- APH
- 14.67
- Q3
- 8.60
- Median
- 4.14
- Q1
- 2.10
- Min
- -3.40
Largest peers
- AAPL
- 43.07
- WDC
- 27.61
- SNDK
- 18.74
- ANET
- 16.18
- APH
- 14.67
- CSCO
- 9.19
- DELL
- -190.38
Valuation Metrics
| Metric | Current stock: APH | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 48.07 | 38.02 |
| P/S Ratio (TTM) | 7.92 | 3.64 |
| P/B Ratio (MRQ) | 14.67 | 4.14 |
| Free Cash Flow Yield (TTM) | 1.74% | 1.99% |