APH - Amphenol Corporation
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$192.33
DETAILS
HIGH:
$215.00
LOW:
$165.00
MEDIAN:
$198.50
CONSENSUS:
$192.33
UPSIDE:
21.93%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
85% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
21.8%
11.0%
3.0%
Key Value Driver
FCF growth rate (22% base case)
Terminal Value % of EV
47%
Implied Market Multiple
42.6x
Market is pricing in (growth)
19.1%
vs our 21.9% base
Plain-Language Summary
Using a two-stage FCF DCF with 22% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $195.35 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (30 analysts)
$192.33
Analyst Range
$165.00 – $215.00
Divergence from AlphaVal
2%
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions