Amphenol Corporation

AI-generated fair value estimate for this company.

Method: 10-year unlevered FCF DCF: $4,546M blended FY2025/TTM FCF base; 12% growth yrs 1-5; 6% yrs 6-10; 8.5% discount rate; 3.5% terminal growth; $13,392M net debt; 2.47B shares outstanding.

Reasoning: Amphenol is benefiting from an AI/data-center connectivity supercycle (FCF +104% YoY) plus a long M&A track record; growth assumptions are moderated versus the recent extraordinary pace since such growth is unlikely to be fully sustained for a decade; resulting intrinsic value is below the current market price, which appears to price in continued exceptional AI-driven growth.