Buffett Brain · Research note
Score updated 26 Sept 2026
APH· Technology
Amphenol
Amphenol's top-quintile ROIC of 16.7% suggests a strong competitive position, but a P/E of 41.4 challenges valuation.
Buffett fit
Strong fit
Owner
55
Durability
100
Management
71
Price
2
Score updated 26 Sept 2026
Buffett's checklist
Each number against Buffett's bar, and where it ranks among Technology stocks in our database.
How much profit the business makes on each dollar invested in it. Higher is better.
What is left of each sale after the cost of making the product. A high number often means pricing power.
The cash the business earns for its owners, compared with the price of the whole company.
How fast sales grew each year over the last five years.
How many years of today's profit you pay for at today's price. Lower means cheaper.
How much the company owes compared with what it owns outright. Lower is safer.
The four pillars
How the business measures up on each of Buffett's four tests.
If we owned 100% of Amphenol, we'd appreciate its strong of 16.7%, indicating efficient capital use.
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Amphenol's durability is underscored by its consistent profitability and top-quintile .
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Amphenol's share count CAGR of 0.94% and yield of 0.37% suggest moderate capital return to shareholders.
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The current earnings yield of 2.41% and yield of 2.47% are low, suggesting the stock is priced for high growth.
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- The full reasoning behind all four pillars
- The 5-year price target and the return it implies
- What would change the call
- Graham, Lynch and Greenblatt on the same stock
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For and against
The strongest points on each side, with the numbers behind them.
In its favor
7- 1Top-quintile of 16.7% in the Technology sector.
- 2 of 25.9% exceeds sector top-quintile cutoff of 18.0%.
- 3Net margin of 18.5% ranks in the top-quintile in the sector.
- 4Consistent profitability over the last 5 years with minimal EPS decline.
Concerns
6- 1 of 41.4 suggests high growth expectations are priced in.
- 2 of 36.9% is below the sector's top-quintile cutoff of 60.6%.
- 3 yield of 2.47% is low, indicating limited .
- 4High valuation multiples (EV/ of 30.4) may limit future returns.
Price history
$86.96+129.6%· 5-year return
Weekly closing prices. Touch or hover the line for a date.
The business
How the business works
Amphenol designs, manufactures, and markets connectors and interconnect systems across three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. With $23.09B in revenue and a net margin of 18.5%, the company shows strong profitability. The of 25.9% places it in the top-quintile of its sector, indicating efficient operations.
How this analysis has moved
The call has held across 2 reviews.
Sep 27, 2026 → Oct 4, 2026
What other investors would say
The same company, judged by three other documented playbooks.
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