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STOCK COMPARISON

Amphenol vs Lem Holding: Fair Value & Quality

Both stocks run through our valuation models. Here is how Amphenol (APH) and Lem Holding (LEHN) compare, as of Sep 29, 2026.

As of Sep 29, 2026, Fair Value Calculator sees Amphenol as the less overvalued of the two: Amphenol trades at $84.62 versus a fair value of $71.77 (−15.2%), while Lem Holding trades at CHF 644 versus CHF 327 (−49.2%).
Amphenol
APH · USD · Information Technology
−15.2%
upside to fair value
overvalued
Price$84.62
Fair Value$71.77
Quality56/100
Lem Holding
LEHN.SW · CHF · Industrials
−49.2%
upside to fair value
overvalued
PriceCHF 644
Fair ValueCHF 327
Quality66/100
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Head-to-head numbers

Green is the better side of a row, red the weaker one (for valuation multiples: lower = cheaper). Grey rows are for reference only and are not scored.

betterweakerfor reference, not scored

AmphenolLem Holding
Valuation
41.9×P/E (TTM)74.5×
50.7×P/E ex one-offs67.6×
25.8×Forward P/E (FY2027)n/a
7.52×P/S (TTM)2.55×
16.27×P/B5.45×
23.4×EV/EBITDA17.3×
0.93×PEGn/a
−15.2%Fair value upside−49.2%
0.5%Dividend yield12.6%
$0.46Dividend per sharen/a
Profitability
29.8%Operating margin9.2%
1.35×EBIT margin trend (5Y)0.45×
38.1%Return on equity7.6%
14.5%Return on assets4.9%
Growth
55.0%Revenue growth (YoY)-8.9%
22.3%Avg. growth/yr (3Y)-10.9%
21.8%Avg. growth/yr (5Y)-0.9%
+24.0%Value creation/yr−17.9%
Balance & size
16.2×Interest coverage (EBIT/interest)5.2×
1.09×Debt / equity0.44×
$218BMarket cap$881M
healthyGrowth qualityweak
The P/E excluding one-off items is only shown where the special items are documented in the accounts (our own raw data or SEC filings). If one side lacks it, the reported P/E stays scored.
Forward P/E: price divided by the analyst consensus for the first fiscal year that has not started yet. The current year carries special items from quarters already reported. Amphenol: FY 2026 earnings estimate probably distorted by a special item known to analysts (2.67 is not between the FY 2025 actual of 3.34 and the FY 2027 estimate of 3.28).
Valuation multiples (P/E, P/S, P/B, EV/EBITDA) are shown but not scored here: the two companies sit in different sectors, and multiples only compare fairly between similar business models. PEG stays scored, as it relates the P/E to growth.

Amphenol leads: 9 to 2 metric wins.

n/a = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Amphenolof which business quality 57 · market factors 63 Lem Holdingof which business quality 64 · market factors 67
ProfitabilityMargins and returns on capital today
67
45
Quality GrowthAre margins and returns improving?
70
45
CashflowEarnings quality: real cash, not paper profit
72
71
Fin. StrengthBalance sheet, leverage, solvency risk
78
59
InvestmentDisciplined investing over empire-building
29
99
Low VolatilityCalm price path (market factor)
37
36
MomentumPrice trend over the last 3–12 months (market factor)
69
79
52W MomentumDistance to the 52-week high (market factor)
83
80
Net IssuanceShare count: buybacks or dilution?
0
83

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyAmphenolPrice $84.62Lem HoldingPrice CHF 644
DCF Models−37.1%below the price$53.19−56.0%below the priceCHF 283
Earnings-Based−72.1%below the price$23.64−82.7%below the priceCHF 112
Dividend Discount−92.7%below the price$6.22−24.8%below the priceCHF 485
Multiples−53.6%below the price$39.29−64.5%below the priceCHF 229
Asset-Based−95.7%below the price$3.64−87.7%below the priceCHF 79.32
Growth DCF−47.2%below the price$44.66−53.1%below the priceCHF 302
Economic Profit−73.4%below the price$22.50−83.0%below the priceCHF 110
Growth Earnings−50.7%below the price$41.71−78.6%below the priceCHF 138
Minimum−95.7%below the price$3.64−87.7%below the priceCHF 79.32
Maximum−37.1%below the price$53.19−24.8%below the priceCHF 485
Median−62.8%below the price$31.47−71.6%below the priceCHF 183
Geometric mean−74.5%below the price$21.57−71.6%below the priceCHF 183

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Amphenol: 26 of 26 models see the stock below the current price.

Lem Holding: 24 of 24 models see the stock below the current price.

Scenario ranges

From our cautious bear scenario to the optimistic bull scenario. The white tick is the current price (value above it), the green tick the fair value (value below it): if the price sits left of the fair value, there is room to rise.

Amphenol
Price $84.62
Fair Value $71.77
Bear $46.41Bull $103
Lem Holding
Price CHF 644
Fair Value CHF 327
Bear CHF 245Bull CHF 409

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Amphenol · Information Technology

Quality score56 · above median
Fair value upside−15.2% · above median

Lem Holding · Industrials

Quality score66 · Top 25%
Fair value upside−49.2% · below median

Bottom line

As of Sep 29, 2026, Fair Value Calculator sees Amphenol as the less overvalued of the two: Amphenol trades at $84.62 versus a fair value of $71.77 (−15.2%), while Lem Holding trades at CHF 644 versus CHF 327 (−49.2%).

Lem Holding has the higher quality score (66/100).

Open Amphenol live analysis →

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.