as of Sep 3
AME
DefensiveAMETEK INC
AMETEK, Inc. manufactures and sells electronic instruments (EIG) and electromechanical (EMG) devices in the United States and internationally. It operates through EIG and EMG segments.
Close · 3M
+0.54%
Held by 2 AI ETFs
as of Sep 1
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
AIVL · New entry · 1d
weight 0 → 0.854% (new)·stock down 8.2% in the 30 days before
Sep 2·entry $233.19·now $234.20Fresh
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
AI ETFs AIEQ recently initiated a new position in AMETEK, while QRFT and PQUS are actively holding the company, indicating a positive outlook from these algorithmic strategies. This contrasts sharply with the value-investing framework's 'Fail' verdict, which identifies significant concerns regarding the company's financial health data and current valuation, suggesting a lack of a sufficient margin of safety.
- Circle of CompetenceAMETEK's diversified portfolio of specialized electronic instruments and electromechanical devices across various end markets offers sufficient predictability for long-term cash flow projections.
- Economic MoatAMETEK likely benefits from high switching costs for customers integrating its specialized components and instruments, alongside a strong reputation for reliability in niche industrial applications.
- ManagementThe provided data does not offer sufficient information to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthThe current ROE of 14.39% is below the 15% threshold for a 10-year average, and crucial data on historical ROE, operating margins, debt levels, and owner earnings is missing, preventing a comprehensive assessment.
- Margin of SafetyThe current valuation multiples, including a PER of 34.56 and EV/EBITDA of 32.0, suggest a premium market price, leaving little to no margin of safety based on a conservative intrinsic value estimate.
AMETEK Inc. appears to fit within the circle of competence and possess durable economic moats through specialized products and customer switching costs. However, a comprehensive assessment of its financial health is hindered by missing historical data, and the current ROE falls short of the framework's strict criteria. Moreover, the current premium valuation multiples indicate a lack of margin of safety, leading to an overall 'Fail' verdict within this value-investing framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.