AMPHENOL CORP /DE/ (APH)

Electronic Connectors

Latest Price

$81.34

TTM P/E

23.08

Normalized P/E

30.81

Div Yield

1.12%

Book Value

12.60

P/B Ratio

6.46

Valuation metrics

EPS: $3.34

Book value / share: $10.94

Formula: √(22.5 × EPS × BVPS)

Graham Number

$28.67

65% downside

Norm. op. income: $2.6B (median of 7yr)

Tax rate: 21%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$13.99

83% downside

Base FCF: $2.1B (median of recent 5yr)

Growth: 15%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$58.67

28% downside

EPS: $3.34

Target P/E: 31×

Formula: EPS × P/E

P/E Fair Value

$103.54

+27% upside

95.1% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	101.25M	$17.85B	8.23%	-714.0K	2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC	80.35M	$14.17B	6.53%	+471.8K	2026-06-30
FMR LLC	70.57M	$12.44B	5.74%	-8.91M	2026-06-30
STATE STREET CORP	59.49M	$10.50B	4.84%	+2.10M	2026-06-30
Capital International Investors	43.04M	$7.59B	3.50%	+7.70M	2026-06-30
JPMORGAN CHASE & CO	39.20M	$6.52B	3.19%	+4.87M	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC	35.69M	$6.29B	2.90%	-161.4K	2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/	32.01M	$5.64B	2.60%	+5.82M	2026-06-30
GEODE CAPITAL MANAGEMENT, LLC	31.07M	$5.47B	2.53%	-227.1K	2026-06-30
Capital Research Global Investors	29.49M	$5.20B	2.40%	+2.86M	2026-06-30