Hand of the Market Screener
Quality checklist

6 of 6 checks passed · quarter ending 2026-06-30

  • ROIC at least 10%18.8%passed
  • Operating margin up over 3 years+6.7 pppassed
  • Free cash flow at least 80% of net income91.6%passed
  • Share count up at most 5% in 3 years3.4%passed
  • Net debt at most 3× EBITDA1.5×passed
  • Revenue grew over 3 years32.2%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Conviction funds
−$28.19M −0.0 pp of the company
0 buying · 1 selling · 0 holding
Active managers
+$1.75B +0.8 pp of the company
5 buying · 1 selling · 6 holding
Mutual funds & ETFs
+$119.97M +0.1 pp of the company
7 buying · 5 selling · 15 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
APHSector12 quartersMarket cap$180.19B$9.71BEnterprise value$194.27B$13.46BAvg daily $ volume$979.15M$182.65MDaily turnover0.5%1.5%
Growth
APHSector12 quartersRevenue CAGR 3y32.2%8.2%11.1% → 32.2%Revenue CAGR 5y24.3%10.2%Revenue growth YoY55.0%14.1%-2.9% → 55.0%Revenue acceleration−3.4 pp+0.6 pp−0.3 pp → −3.4 ppFCF growth YoY67.3%17.2%29.9% → 67.3%FCF conversion91.6%137.7%105.7% → 91.6%Forward growth (HoM est.)41.1%11.4%
Valuation
APHSector12 quartersP/E (trailing)35.0×35.1×P/E (forward, HoM est.)24.8×31.5×P/E vs. sector0.8×1.0×PEG (HoM est.)0.602.92EV/EBITDA21.2×19.7×EV/Sales6.7×4.9×FCF yield2.4%3.6%Dividend yield0.6%0.0%Shareholder yield1.0%2.1%
Quality
APHSector12 quartersQuality checks passed64ROIC18.8%11.8%19.0% → 18.8%Gross profitability24.9%31.6%25.5% → 24.9%Gross margin38.5%57.6%32.3% → 38.5%Gross margin Δ 3y+6.4 pp+1.2 pp+1.8 pp → +6.4 ppOperating margin27.0%12.8%20.3% → 27.0%Operating margin Δ 3y+6.7 pp+3.6 pp+0.9 pp → +6.7 ppDebt/equity1.2×0.5×0.5× → 1.2×Net debt/EBITDA1.5×0.7×1.0× → 1.5×Interest coverage12.4×10.1×17.9× → 12.4×Share count Δ 3y3.4%-2.3%100.0% → 3.4%Stock compensation / revenue0.5%4.2%0.8% → 0.5%Accruals ratio-2.1%-5.6%-3.0% → -2.1%
Earnings & estimates
APHSector12 quartersDays to next report113
Ownership & positioning
APHSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$180.41M-$68.35KInstitutional ownership94.7%93.5%Institutional Δ QoQ+0.1 pp+1.3 ppConviction funds net buying−0.0 pp+0.0 ppActive managers net buying+0.8 pp+0.1 ppActive funds net buying+0.1 pp+0.0 ppDays to cover2.294.04Short % of shares out1.2%5.5%Short interest Δ−0.0 pp+0.1 pp

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Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.