Amphenol Corp (APH) is undervalued and TE Connectivity plc (TEL) is undervalued.
Against our estimates of intrinsic value, TEL trades at the wider discount: a margin of safety of +63%, against +38% for APH.
Values as of the 22 Sept 2026 close.
A 11.4x revenue multiple, adjusted for growth and margin, values the shares at $133.20; the price of $82.84 is 38% below that value.
Leak Score 81/100 on 10 of 12 signals
A 8.8x revenue multiple, adjusted for growth and margin, values the shares at $571.63; the price of $213.48 is 63% below that value.
Leak Score 100/100 on 3 of 12 signals
| Metric | APH | TEL |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $82.84 | $213.48 |
| Intrinsic value | $133.20 | $571.63 |
| Margin of safety | +38% | +63% |
| Leak Score | 81/100 (10/12) | 100/100 (3/12) |
| Market cap | $204.3B | $61.8B |
| Revenue growth, 5 years | 21.9% | 7.2% |
| Operating margin | 28.1% | 21.2% |
| Net margin | 17.7% | 15.6% |
| Return on equity | 38.1% | 23.6% |
| Debt to equity | 1.21 | 0.43 |
| P/E | 41.5x | 20.9x |
| Forward P/E | 25.6x | 16.4x |
| P/B | 13.2x | 4.7x |
| Dividend yield | 0.6% | 1.3% |