Análisis Argos
APH
APHCara
Amphenol Corporation · Technology
US$ 164.59
precio al 2026-07-04
Valor justo Argos*
US$ 98
vs. su valor justo
▼−41%
Score Argos
47/100
LA RESPUESTA
El mercado le pide crezca 55% 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 Argos47de 100Cara
Ingresos▲52%
US$ 23.1 B
Margen operativo▲20%
25.9%
Flujo de caja libre▲104%
US$ 4.4 B
Deuda neta
US$ 4.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 202.5B
P/E47.4x
EV/EBITDA30x
FCF yield2.2%
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

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.
zacks.com · 2 jul
APH's Communications Solutions Powers AI-Led Growth: What's Ahead?
Amphenol's Communications Solutions segment is powering growth with AI datacom demand, higher margins and acquisition-led portfolio expansion.
gurufocus.com · 30 jun
Amphenol Corp (APH) Shares Surge 6.0% -- What GF Score of 94 Tells Investors
On June 30, 2026, Amphenol Corp (APH) shares rose 6.0% to a current price of $176.32, continuing a strong performance over the past year with a 79.8% increase.
marketbeat.com · 29 jun
The AI Boom Has a Second Act—And It's Playing Out in Optics
The AI build-out conversation tends to start and stop with chips. But the companies quietly landing multi-year, multi-billion-dollar contracts right now aren't making semiconductors—they're making the glass, connectors, and routing systems that hold the entire data center ecosystem together.
investors.com · 26 jun
This AI Data Center Play Nears Breakout After Record Orders
SpaceX vendor Amphenol is approaching a buy point with strong relative strength and mutual fund support.
zacks.com · 26 jun
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
zacks.com · 25 jun
Is Amphenol (APH) a Solid Growth Stock? 3 Reasons to Think "Yes"
Amphenol (APH) could produce exceptional returns because of its solid growth attributes.

* 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.