invirtiendo.site
Contexto sectorial
20-07-2026
Valoración exigente pero razonable→ Momentum neutro
Empresas
33
US-listed · Electronic Components · EMS
Cap. combinada
$715B
suma del universo
Sector 5Y
+554%
vs S&P 500 +73%
Motor común
Infra. IA
potencia · óptica · EMS
Estadísticas de Equipamiento Electrónico
PEG mediano1.34
PER fwd mediano27.1x
Crecimiento mediano20%
Empresas33
Momentum de Equipamiento Electrónico
Últimos 3M-15%
Últimos 12M+86%
S&P 500 últimos 12M+15%
Los veredictos por empresa son relativos a este sector.
Performance del sector vs. índices · 5 años (base 100)
Cesta del sector ponderada por capitalización vs. sus índices de referencia.
Mayor crecimiento de ingresos (YoY)
Clic para abrir el análisis individual.
Las mayores del sector
Por capitalización de mercado.
Métricas clave por empresa
Valoración y calidad de un vistazo. Clic en una fila para el análisis individual.
| Empresa | Cap. ▼ | Crec. ingresos ↕ | Fwd P/E ↕ | Crec. EPS (est.) ↕ | ROIC ↕ | Margen neto ↕ |
|---|---|---|---|---|---|---|
APHAmphenol Corporation | $194.9B | +58.4% | 30.4x | +19.41% | 25.8% | 17.24% |
GLWCorning Incorporated | $133B | +20% | 48.78x | +33.9% | 9.9% | 11.09% |
LITELumentum Holdings Inc | $64.3B | +90.1% | 38.91x | +122.32% | -4.4% | 17.68% |
TELTE Connectivity Ltd | $60.4B | +14.5% | 16.03x | +12.1% | 10.6% | 15.54% |
FLEXFlex Ltd | $44.6B | +16.9% | 25.77x | +12.94% | 14.8% | 3.15% |
COHRCoherent Inc | $43.2B | +20.5% | 28.09x | +51.1% | 2.5% | 7.1% |
CLSCelestica Inc. | $34.9B | +52.8% | 29.76x | +46.42% | 35.4% | 6.95% |
JBLJabil Circuit Inc | $32.6B | +11.8% | 18.87x | +31.22% | 28.4% | 2.57% |
FNFabrinet | $17.3B | +39.3% | 12.82x | +24.99% | 19.7% | 9.94% |
TTMITTM Technologies Inc | $14.1B | +30.4% | 5.62x | +33.75% | 9.1% | 6.29% |
VICRVicor Corporation | $11B | +20.2% | 75.19x | +83.71% | 29.4% | 32.03% |
SANMSanmina Corporation | $10.9B | +102.3% | 15.46x | +16.34% | 15.1% | 2.29% |
LFUSLittelfuse Inc | $9.9B | +18.5% | 28.17x | +17.01% | 0.7% | -1.61% |
RALRalliant Corporation Common Stock | $8B | +11% | 37.17x | +16.08% | -38% | -58.55% |
PLXSPlexus Corp | $6.8B | +18.7% | 26.18x | +15.12% | 13.9% | 4.35% |
OLEDUniversal Display | $3.8B | -14.5% | 16.08x | +15.25% | 14.5% | 34.08% |
OSISOSI Systems Inc | $3.7B | +2% | 18.55x | +9.65% | 11.5% | 8.42% |
BELFBBel Fuse B Inc | $3.4B | +17.2% | 33.67x | +14.66% | 14.5% | 7.84% |
KNKnowles Cor | $3.1B | +15.8% | 15.24x | +20.5% | 6.7% | 9.1% |
BHEBenchmark Electronics Inc | $2.8B | +7.2% | 14.14x | +12.85% | 3.4% | 1.27% |
ROGRogers Corporation | $2.4B | +5.2% | 6.47x | +19.96% | -3.4% | -6.81% |
OUSTOuster, Inc. Common Stock | $2.4B | +48.9% | — | — | -23.7% | -30.12% |
CTSCTS Corporation | $1.7B | +10.7% | 24.45x | +18.93% | 11.8% | 12.46% |
ALNTAllient Inc. | $1.5B | +4.6% | 34.48x | +22.63% | 9.4% | 4.25% |
DAKTDaktronics Inc | $0.9B | +20.9% | 15.8x | +26.88% | 23.7% | 5.41% |
LYTSLSI Industries Inc | $0.8B | +13.6% | 17.51x | +13.88% | 9.1% | 3.92% |
KOPNKopin Corporation | $0.7B | +0.1% | 33x | — | — | 5% |
LPTHLightPath Technologies Inc | $0.5B | +108.9% | 217.39x | — | -27.6% | -37.38% |
MEIMethode Electronics Inc | $0.5B | +15.9% | 10.24x | — | 1.2% | -3.5% |
MPTIM-tron Industries, Inc. | $0.3B | +15.3% | 33.56x | +31.95% | 19.9% | 16.33% |
RELLRichardson Electronics Ltd | $0.2B | +3.1% | 44.05x | +52.94% | 1.7% | 1.75% |
CPSHCps Technologies | $0.1B | -6.4% | 108.7x | +350% | 2% | 0.09% |
KULRKULR Technology Group Inc | $0.1B | +97.9% | 128.21x | — | -44.4% | 0% |