Amphenol Corporation (APH)

Amphenol Corporation (APH $144.22)
- $144.22 P/E (TTM): 44.82X Cap: $182.74B
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Amphenol Corporation (APH $144.22)
- $144.22 P/E (TTM): 44.82X Cap: $182.74B
- View APH Profile
- View Questions on APH
Eaton Corporation PLC (ETN $413.05)
- $413.05 P/E (TTM): 40.57X Cap: $161.69B
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Quanta Services Inc. (PWR $627.69)
- $627.69 P/E (TTM): 91.89X Cap: $95.62B
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Monolithic Power Systems Inc. (MPWR $1,490.09)
- $1,490.09 P/E (TTM): 126.91X Cap: $77.97B
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EnerSys (ENS $204.99)
- $204.99 P/E (TTM): 25.94X Cap: $7.75B
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Powell Industries Inc. (POWL $254.16)
- $254.16 P/E (TTM): 16.41X Cap: $8.77B
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Hubbell Inc (HUBB $543.95)
- $543.95 P/E (TTM): 33.42X Cap: $29.32B
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GE Vernova Inc. (GEV $1,079.79)
- $1,079.79 P/E (TTM): 64.96X Cap: $301.02B
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Q: Hi,

Have close to a 5% position in HPS.A and love the recent momentum. Do you think electrification still has long term secular tailwinds?

Which of the companies mentioned would be the largest beneficiaries of upgrading or growth of grid equipment (transformers, transmission lines, substations, breakers)?

How would you rank them to buy currently in terms of risk/reward looking at their fundamentals/valuation/growth and which 2-3 would you own? Thank you!

Read Answer Asked by Keith on April 28, 2026

Amphenol Corporation (APH $144.22)
- $144.22 P/E (TTM): 44.82X Cap: $182.74B
- View APH Profile
- View Questions on APH
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $273.25)
- $273.25 P/E (TTM): 45.75X Cap: $3.33B
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Monolithic Power Systems Inc. (MPWR $1,490.09)
- $1,490.09 P/E (TTM): 126.91X Cap: $77.97B
- View MPWR Profile
- View Questions on MPWR
EnerSys (ENS $204.99)
- $204.99 P/E (TTM): 25.94X Cap: $7.75B
- View ENS Profile
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Q: Hi,

Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?

Read Answer Asked by Keith on March 17, 2026

Amphenol Corporation (APH $144.22)
- $144.22 P/E (TTM): 44.82X Cap: $182.74B
- View APH Profile
- View Questions on APH
Arista Networks Inc. (ANET $163.13)
- $163.13 P/E (TTM): 64.33X Cap: $217.16B
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Q: Can I please have your feedback on APH vs ANET.

What would you prefer and why for buying today with long term hold?

APH seems to be safer and more diversified (bonus points for unique decentralized management approach) whereas ANET is a bit more growthy but comes with higher concentration risk. Both have similar market caps and P/E and have minimal to no dividends so easy comparison there.

Appreciate your thoughts...

Read Answer Asked by Marco on January 29, 2026