Investment Q&A

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Amphenol Corporation (APH $123.40)
- $123.40 P/E (TTM): 48.69X Cap: $150.66B
- View APH Profile
- View Questions on APH
Celestica Inc. (CLS $328.53)
- $328.53 P/E (TTM): 52.5X Cap: $37.79B
- View CLS Profile
- View Questions on CLS
Comfort Systems USA Inc. (FIX $825.42)
- $825.42 P/E (TTM): 42.04X Cap: $29.12B
- View FIX Profile
- View Questions on FIX

Q: Hi again,
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you

Asked by GeeMac on September 16, 2025

5i Research Answer:

FIX has been benefiting from the AI trade for its cooling systems, as just under half of its...

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