What is Amphenol Corp worth?
With the base-case assumptions below, a discounted cash flow model on Amphenol Corp's reported free cash flow gives $102.21 per share. The share price was $84.09 on September 25, 2026, 18% below that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 10.0% | 10.0% | $57.77 | -31% |
| Base | 15.0% | 9.0% | $102.21 | +22% |
| Bull | 20.0% | 8.0% | $184.94 | +120% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $135.84 | $146.33 | $159.15 | $175.18 | $195.78 |
| 8.0% | $110.57 | $117.38 | $125.42 | $135.06 | $146.85 |
| 9.0% | $92.19 | $96.84 | $102.21 | $108.47 | $115.86 |
| 10.0% | $78.25 | $81.55 | $85.30 | $89.59 | $94.53 |
| 11.0% | $67.34 | $69.76 | $72.47 | $75.52 | $78.98 |
Where the presets come from
Base: years 1 to 5 grow at Amphenol Corp's revenue growth rate over the last 5 fiscal years (21.8% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions