Mulya.ai
Ticker
APH
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.260
Beta (levered) ?1.355
Terminal OM% ?19.1%
Segment conc. ?52% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

APH · Amphenol Corporation

$128.002026-05-17
Sector: Technology; Industry: Hardware, Equipment & Parts; Sub-Industry: Electronic Components

Intrinsic Value Range Comparison · Mulya.ai

Very High Uncertainty
Bull
$308
+140.2% vs market
Base · active
$96
-24.9% vs market
Bear
$51
-60.3% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $51
Base $96
Market $128
Median $174
Bull $308
Market Price $128
Mulya.ai Base $96
Analysts Median $174
Mulya.ai IV range ($51 · $308)
Analysts Range ($139 · $210)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$10.9B20.0%20.6%$1.7B−$2.6B−$876MM9.0%17.4%$9.9B$1.23
2022.Q4$12.6B16.1%20.7%22.3%$2.0B−$498MM$1.5B9.6%20.1%$10.2B$1.48
2023.Q4$12.6B-0.5%20.7%20.7%$2.1B−$794MM$1.3B9.3%19.3%$11.1B$1.50
2024.Q4$15.2B21.3%21.6%18.9%$2.7B−$2.5B$192MM9.9%21.7%$13.5B$1.88
2025.Q4$23.1B51.7%25.9%23.1%$4.6B−$3.6B$950MM10.0%29.7%$17.5B$3.3127.6
italics below = DCF projection · 10yr Rev CAGR: 11.3%
2026.Q4$31.3B+35.6%26.1%22.8%$6.3B−$3.1B$3.2B9.6%$3.0B33.2%$20.6B$4.9026.1
2027.Q4$35.1B+12.2%27.7%22.5%$7.5B−$1.7B$5.8B9.5%$4.8B35.2%$22.3B$5.8521.9
2028.Q4$38.0B+8.1%28.9%22.2%$8.6B−$1.6B$7.0B9.4%$5.3B37.1%$23.9B$6.6419.3
2029.Q4$44.0B+15.9%28.9%21.9%$10.0B−$2.8B$7.2B9.3%$5.0B39.4%$26.7B$7.7316.6
2030.Q4$48.7B+10.6%28.9%21.6%$11.1B−$2.3B$8.7B9.2%$5.6B39.7%$29.0B$8.5814.9
Term. Yr+$70.0B4.1%19.1%20.0%$10.7B−$1.9B$8.8B8.6%$82.0B23.6%
Active scenario IV: $96 (-24.9% vs market)