Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including high speed, radio frequency, power, fiber optic and other interconnect products; busbars and power …
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Competitive advantage assessment
Key strengths
ROIC Sustainably Above PeersROIC at 87.5th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Margins Stable Across CyclesOperating margin volatility is low (stability score 0.73), demonstrating pricing resilience across cycles.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Amphenol Corporation ranks #2 of 52
scored companies in Electronic Components by moat score — the top 4%.
The widest moat in the group is Universal Display Corporation (OLED)
at 82/100.
Moat scores for companies ranked near APH in Electronic Components
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 83
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 75
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 86
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 65
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 75
· 15% of the moat score
Scale matters only when it converts into economics.
Amphenol Corporation (APH) scores 77 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #2 of 52 scored companies in Electronic Components, the top 4%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 51 companies in Electronic Components. Its strongest defense is Capital Efficiency (86/100) and its weakest is Resilience (65/100).
How does Amphenol Corporation compare with other Electronic Components companies?
Amphenol Corporation ranks #2 of 52 scored companies in Electronic Components by moat score. The widest moat in Electronic Components is Universal Display Corporation (OLED) at 82/100. The companies ranked closest are Universal Display Corporation (OLED) at 82 just above it and M-tron Industries, Inc. (MPTI) at 76 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 51 companies in Electronic Components. The defenses are then weighted to produce the overall score out of 100.
Why is Amphenol Corporation scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Amphenol Corporation?
The Corporate Default template measures 6 defenses, and APH scores: Pricing Power (76), Cost Advantage (83), Customer Stickiness (75), Capital Efficiency (86), Resilience (65), Scale & Market Position (75). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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