AMETEK INC (AME) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:AME - US0311001004 - Common Stock
215.65 USD
+0.63 (+0.29%)
215.65 USD
0 (0%)
AME gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 91 industry peers in the Electrical Equipment industry. AME gets an excellent profitability rating and is at the same time showing great financial health properties. AME is not valued too expensively and it also shows a decent growth rate. This makes AME very considerable for quality investing!
1. Profitability
1.1 Basic Checks
- In the past year AME was profitable.
- AME had a positive operating cash flow in the past year.
- AME had positive earnings in each of the past 5 years.
- AME had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- Looking at the Return On Assets, with a value of 9.08%, AME belongs to the top of the industry, outperforming 89.01% of the companies in the same industry.
- AME has a better Return On Equity (13.95%) than 85.71% of its industry peers.
- The Return On Invested Capital of AME (11.51%) is better than 86.81% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for AME is in line with the industry average of 9.92%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 9.08% | ||
| ROE | 13.95% | ||
| ROIC | 11.51% |
ROA(3y)9.16%
ROA(5y)8.84%
ROE(3y)14.93%
ROE(5y)14.77%
ROIC(3y)11.54%
ROIC(5y)10.91%
1.3 Margins
- AME has a better Profit Margin (20.50%) than 96.70% of its industry peers.
- AME's Profit Margin has improved in the last couple of years.
- Looking at the Operating Margin, with a value of 26.43%, AME belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
- AME's Operating Margin has improved in the last couple of years.
- AME has a Gross Margin of 36.18%. This is amongst the best in the industry. AME outperforms 80.22% of its industry peers.
- In the last couple of years the Gross Margin of AME has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 26.43% | ||
| PM (TTM) | 20.5% | ||
| GM | 36.18% |
OM growth 3Y2.81%
OM growth 5Y2.35%
PM growth 3Y3.56%
PM growth 5Y3.5%
GM growth 3Y1.14%
GM growth 5Y-1.15%
2. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so AME is still creating some value.
- The number of shares outstanding for AME remains at a similar level compared to 1 year ago.
- AME has more shares outstanding than it did 5 years ago.
- The debt/assets ratio for AME has been reduced compared to a year ago.
2.2 Solvency
- AME has an Altman-Z score of 7.14. This indicates that AME is financially healthy and has little risk of bankruptcy at the moment.
- AME has a better Altman-Z score (7.14) than 90.11% of its industry peers.
- AME has a debt to FCF ratio of 1.50. This is a very positive value and a sign of high solvency as it would only need 1.50 years to pay back of all of its debts.
- The Debt to FCF ratio of AME (1.50) is better than 91.21% of its industry peers.
- AME has a Debt/Equity ratio of 0.14. This is a healthy value indicating a solid balance between debt and equity.
- AME's Debt to Equity ratio of 0.14 is fine compared to the rest of the industry. AME outperforms 71.43% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.14 | ||
| Debt/FCF | 1.5 | ||
| Altman-Z | 7.14 |
ROIC/WACC1.35
WACC8.53%
2.3 Liquidity
- AME has a Current Ratio of 1.16. This is a normal value and indicates that AME is financially healthy and should not expect problems in meeting its short term obligations.
- AME's Current ratio of 1.16 is on the low side compared to the rest of the industry. AME is outperformed by 68.13% of its industry peers.
- AME has a Quick Ratio of 1.16. This is a bad value and indicates that AME is not financially healthy enough and could expect problems in meeting its short term obligations.
- AME has a worse Quick ratio (0.72) than 69.23% of its industry peers.
- AME does not score too well on the current and quick ratio evaluation. However, as it has excellent solvency and profitability, these ratios do not necessarly indicate liquidity issues and need to be evaluated against the specifics of the business.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.16 | ||
| Quick Ratio | 0.72 |
3. Growth
3.1 Past
- AME shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 9.79%, which is quite good.
- AME shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 10.27% yearly.
- AME shows a small growth in Revenue. In the last year, the Revenue has grown by 3.67%.
- Measured over the past years, AME shows a small growth in Revenue. The Revenue has been growing by 6.12% on average per year.
EPS 1Y (TTM)9.79%
EPS 3Y12.09%
EPS 5Y10.27%
EPS Q2Q%13.86%
Revenue 1Y (TTM)3.67%
Revenue growth 3Y7.76%
Revenue growth 5Y6.12%
Sales Q2Q%10.77%
3.2 Future
- The Earnings Per Share is expected to grow by 8.10% on average over the next years. This is quite good.
- AME is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.72% yearly.
EPS Next Y8.54%
EPS Next 2Y8.5%
EPS Next 3Y8.21%
EPS Next 5Y8.1%
Revenue Next Year4.66%
Revenue Next 2Y6.14%
Revenue Next 3Y6.11%
Revenue Next 5Y7.72%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
- The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 29.58, which means the current valuation is very expensive for AME.
- 76.92% of the companies in the same industry are more expensive than AME, based on the Price/Earnings ratio.
- Compared to an average S&P500 Price/Earnings ratio of 27.47, AME is valued at the same level.
- AME is valuated quite expensively with a Price/Forward Earnings ratio of 26.82.
- Based on the Price/Forward Earnings ratio, AME is valued a bit cheaper than 72.53% of the companies in the same industry.
- AME's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 24.26.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.58 | ||
| Fwd PE | 26.82 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AME indicates a somewhat cheap valuation: AME is cheaper than 76.92% of the companies listed in the same industry.
- 81.32% of the companies in the same industry are more expensive than AME, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 30.22 | ||
| EV/EBITDA | 22.34 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
- AME has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)3.46
PEG (5Y)2.88
EPS Next 2Y8.5%
EPS Next 3Y8.21%
5. Dividend
5.1 Amount
- With a yearly dividend of 0.59%, AME is not a good candidate for dividend investing.
- Compared to an average industry Dividend Yield of 0.27, AME pays a better dividend. On top of this AME pays more dividend than 85.71% of the companies listed in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.89, AME's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.59% |
5.2 History
- The dividend of AME is nicely growing with an annual growth rate of 14.93%!
- AME has been paying a dividend for at least 10 years, so it has a reliable track record.
- AME has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)14.93%
Div Incr Years5
Div Non Decr Years27
5.3 Sustainability
- 19.00% of the earnings are spent on dividend by AME. This is a low number and sustainable payout ratio.
- The dividend of AME is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP19%
EPS Next 2Y8.5%
EPS Next 3Y8.21%
215.65
+0.63 (+0.29%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)10-30 2025-10-30/bmo
Earnings (Next)02-02 2026-02-02/amc
Inst Owners90.06%
Inst Owner Change0.65%
Ins Owners0.28%
Ins Owner Change-5.47%
Market Cap49.64B
Revenue(TTM)7.16B
Net Income(TTM)1.47B
Analysts75.65
Price Target223.76 (3.76%)
Short Float %1.17%
Short Ratio1.84
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.59% |
Yearly Dividend1.12
Dividend Growth(5Y)14.93%
DP19%
Div Incr Years5
Div Non Decr Years27
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)5.42%
Min EPS beat(2)4.48%
Max EPS beat(2)6.35%
EPS beat(4)3
Avg EPS beat(4)3.13%
Min EPS beat(4)-0.93%
Max EPS beat(4)6.35%
EPS beat(8)6
Avg EPS beat(8)2.26%
EPS beat(12)10
Avg EPS beat(12)2.57%
EPS beat(16)14
Avg EPS beat(16)3.07%
Revenue beat(2)2
Avg Revenue beat(2)2.17%
Min Revenue beat(2)1.49%
Max Revenue beat(2)2.86%
Revenue beat(4)2
Avg Revenue beat(4)-0.36%
Min Revenue beat(4)-4.16%
Max Revenue beat(4)2.86%
Revenue beat(8)2
Avg Revenue beat(8)-1.37%
Revenue beat(12)4
Avg Revenue beat(12)-0.89%
Revenue beat(16)7
Avg Revenue beat(16)-0.31%
PT rev (1m)0.14%
PT rev (3m)6.23%
EPS NQ rev (1m)0.24%
EPS NQ rev (3m)2.98%
EPS NY rev (1m)0%
EPS NY rev (3m)2.36%
Revenue NQ rev (1m)0.15%
Revenue NQ rev (3m)0.51%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.1%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.58 | ||
| Fwd PE | 26.82 | ||
| P/S | 6.93 | ||
| P/FCF | 30.22 | ||
| P/OCF | 28.09 | ||
| P/B | 4.72 | ||
| P/tB | N/A | ||
| EV/EBITDA | 22.34 |
EPS(TTM)7.29
EY3.38%
EPS(NY)8.04
Fwd EY3.73%
FCF(TTM)7.14
FCFY3.31%
OCF(TTM)7.68
OCFY3.56%
SpS31.12
BVpS45.73
TBVpS-3.93
PEG (NY)3.46
PEG (5Y)2.88
Graham Number86.61
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 9.08% | ||
| ROE | 13.95% | ||
| ROCE | 13.99% | ||
| ROIC | 11.51% | ||
| ROICexc | 11.9% | ||
| ROICexgc | 93.74% | ||
| OM | 26.43% | ||
| PM (TTM) | 20.5% | ||
| GM | 36.18% | ||
| FCFM | 22.93% |
ROA(3y)9.16%
ROA(5y)8.84%
ROE(3y)14.93%
ROE(5y)14.77%
ROIC(3y)11.54%
ROIC(5y)10.91%
ROICexc(3y)11.92%
ROICexc(5y)11.49%
ROICexgc(3y)93.58%
ROICexgc(5y)86.23%
ROCE(3y)14.02%
ROCE(5y)13.26%
ROICexgc growth 3Y3.6%
ROICexgc growth 5Y1.71%
ROICexc growth 3Y3.76%
ROICexc growth 5Y-0.05%
OM growth 3Y2.81%
OM growth 5Y2.35%
PM growth 3Y3.56%
PM growth 5Y3.5%
GM growth 3Y1.14%
GM growth 5Y-1.15%
F-Score7
Asset Turnover0.44
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.14 | ||
| Debt/FCF | 1.5 | ||
| Debt/EBITDA | 0.62 | ||
| Cap/Depr | 30.26% | ||
| Cap/Sales | 1.74% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 76.63% | ||
| Profit Quality | 111.83% | ||
| Current Ratio | 1.16 | ||
| Quick Ratio | 0.72 | ||
| Altman-Z | 7.14 |
F-Score7
WACC8.53%
ROIC/WACC1.35
Cap/Depr(3y)39.02%
Cap/Depr(5y)36.8%
Cap/Sales(3y)2.05%
Cap/Sales(5y)1.96%
Profit Quality(3y)110.86%
Profit Quality(5y)115.39%
High Growth Momentum
Growth
EPS 1Y (TTM)9.79%
EPS 3Y12.09%
EPS 5Y10.27%
EPS Q2Q%13.86%
EPS Next Y8.54%
EPS Next 2Y8.5%
EPS Next 3Y8.21%
EPS Next 5Y8.1%
Revenue 1Y (TTM)3.67%
Revenue growth 3Y7.76%
Revenue growth 5Y6.12%
Sales Q2Q%10.77%
Revenue Next Year4.66%
Revenue Next 2Y6.14%
Revenue Next 3Y6.11%
Revenue Next 5Y7.72%
EBIT growth 1Y6.1%
EBIT growth 3Y10.79%
EBIT growth 5Y8.61%
EBIT Next Year28.97%
EBIT Next 3Y14.79%
EBIT Next 5Y12.18%
FCF growth 1Y13.68%
FCF growth 3Y17.47%
FCF growth 5Y10.95%
OCF growth 1Y11.9%
OCF growth 3Y16.37%
OCF growth 5Y10.41%
AMETEK INC / AME FAQ
What is the fundamental rating for AME stock?
ChartMill assigns a fundamental rating of 7 / 10 to AME.
What is the valuation status of AMETEK INC (AME) stock?
ChartMill assigns a valuation rating of 5 / 10 to AMETEK INC (AME). This can be considered as Fairly Valued.
What is the profitability of AME stock?
AMETEK INC (AME) has a profitability rating of 8 / 10.
Can you provide the PE and PB ratios for AME stock?
The Price/Earnings (PE) ratio for AMETEK INC (AME) is 29.58 and the Price/Book (PB) ratio is 4.72.
What is the financial health of AMETEK INC (AME) stock?
The financial health rating of AMETEK INC (AME) is 7 / 10.