Amphenol Continues To Impress: Reiterating Buy

Impact · against what's priced in

The article provides no catalyst for APH as it exclusively highlights historical performance and existing market moats. These factors are already baked into the valuation, which continues to discount the hyper-growth bull case despite the company's track record.

APH+0.00

Already priced in

The price assumes

A revenue compound annual growth rate of roughly 17.4% over the next decade

The article's mention of 16% annual revenue growth over the past decade aligns with the growth rates the market already assumes for the future.

What APH's price assumes · Sep 11

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