Using the PEG framework with analyst consensus forward EPS growth of 21.9% plus 0.5% dividend yield, Amphenol Corporation has a fair value of $95.84 based on NTM EPS (FY2026) of $4.37. The current PEG ratio is 1.29.
PEG < 1 = bargain, 1–1.5 = fair, > 2 = expensive.
PEG is most informative for high-growth companies — the PEG sweet spot.
| EPS Growth RateForward | 21.4% |
| Dividend Yield | +0.5% |
| Adjusted Growth (clamped 8–25%) | 21.9% |
| Fair P/E | 21.9x |
| NTM EPS (FY2026) | $4.37 |
| Fair Value | $95.84 |
| Period | EPS Est. | Growth | Analysts |
|---|---|---|---|
| FY2025 (actual) | $3.34 | — | — |
| FY2026E | $4.37 | +31.0% | 12 |
| FY2027E | $5.13 | +17.4% | 11 |
| FY2028E | $5.74 | +11.8% | 9 |
| FY2029E | $7.25 | +26.3% | 4 |
4Y Forward EPS CAGR: 21.4%
| Year | Net Income | EPS | YoY |
|---|---|---|---|
| FY2021 | $1.6B | $1.27 | — |
| FY2022 | $1.9B | $1.53 | +20.5% |
| FY2023 | $1.9B | $1.56 | +2.0% |
| FY2024 | $2.4B | $1.92 | +23.1% |
| FY2025 | $4.3B | $3.34 | +74.0% |
4Y Historical EPS CAGR: 27.3%
The PEG Fair Value uses the Price/Earnings-to-Growth framework. A stock is fairly valued when its P/E ratio equals its earnings growth rate (PEG = 1.0). This model adds dividend yield to the growth rate per the original PEGY formula.
Growth rate priority: analyst consensus forward EPS CAGR (when ≥ 3 analysts cover the stock), falling back to historical EPS CAGR. Using EPS rather than net income avoids distortion from share buybacks. The growth rate is clamped between 8% and 25% — below 8% would undervalue stable earners, while above 25% would overvalue unsustainable spikes.