Análisis Argos
APH
APHCara
Amphenol Corporation · Technology
US$ 143.85
precio al 2026-07-28
Valor justo Argos*
US$ 95
vs. su valor justo
−34%
Score Argos
49/100
LA RESPUESTA
El mercado le pide crezca 51.3% al año — más de lo que ha demostrado (16.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 76% el último año.
Retorno sobre el capital alto (26%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO4/6PASADO5/6SALUD5/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO5/6SALUD5/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos49de 100Cara
Ingresos52%
US$ 23.1 B
Margen operativo20%
25.9%
Flujo de caja libre104%
US$ 4.4 B
Deuda neta
US$ 4.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 177.0B
P/E41.4x
EV/EBITDA26.3x
FCF yield2.5%
ROIC25.8%
Margen operativo25.9%
Crecim. ingresos+51.7%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 10 jul
Will Amphenol (APH) Beat Estimates Again in Its Next Earnings Report?
Amphenol (APH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
zacks.com · 10 jul
Here's Why Amphenol (APH) is a Strong Growth Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
seekingalpha.com · 10 jul
Amphenol Is A Force To Reckon With
Amphenol is well-positioned as Nvidia's primary connector supplier, benefiting from hyperscaler AI data center capex and robust IT Datacom growth. APH's IT Datacom segment contributed 41% of revenues in Q1 2026. Strong execution is reflected in APH's 26% operating and 30% cash flow margins, even amid ongoing acquisitions and integration.
zacks.com · 8 jul
Amphenol Rises 17% Year to Date: Buy, Sell or Hold the Stock?
APH's AI data center demand, acquisitions and diversified end-markets support growth, but debt, supply pressures and stretched valuation add risk.
seekingalpha.com · 8 jul
Top 50 High-Quality Dividend Growth Stocks For July 2026
I track a curated universe of 50 high-quality dividend growth stocks to identify opportune entry points based on valuation and future return potential. Year-to-date through June, the investable universe returned 8.69%, trailing SPY (10.10%) and SCHD (17.50%), but several individual stocks outperformed significantly. Currently, 39 out of 50 stocks offer a forward return estimate of at least 10%, with 22 appearing potentially undervalued by my free cash flow model.
gurufocus.com · 7 jul
Amphenol Corp (APH) Shares Fall 4.9% -- What GF Score of 94 Tells Investors
On July 07, 2026, Amphenol Corp (APH) shares fell 4.9% today to a current price of $158.61. This decline comes as the stock has seen a 52-week range from a low
gurufocus.com · 2 jul
Amphenol Corp (APH) Shares Fall 4.4% -- GF Value Says Still Overvalued
On July 02, 2026, Amphenol Corp (APH) shares fell 4.4% to $164.59, reflecting a slight dip over the past week but a significant increase of 68.2% over the last
investors.com · 2 jul
Merck Stock, JPMorgan And Two Others Hit New Highs
Merck stock is in a buy zone after hitting a new high. Fellow Dow stock JPMorgan Chase and Amphenol are both trading around entry points.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.