AMPHENOL CORP /DE/·Technology
Great business, but priced for perfection.
66/100B
Price at last run$153as of Jul 8, 2026
quality techHigh returns on capitalROIC ~80% — it earns well on the money it puts to work.
Fat operating margins25% operating margin — pricing power / a real moat hint.
GrowingRevenue growing ~52%.
Clean balance sheetLow leverage (debt/equity 0.00).
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- Paying up here — we'd want a better entry price.
- Growth slowing while the multiple stays rich.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.