Littelfuse, Inc. was trading at $253.56 on December 1st with trailing P/E of 53.42 and forward P/E of 20.33. Morningstar rates the company with a narrow moat. However, concerns arise due to weak financial metrics, including lagging revenue growth, low net margin, and below-threshold returns on equity and invested capital. QVI maintains a bullish view on the value proposition but a bearish rating on business fundamentals.

In contrast, Amphenol Corporation’s stock price has increased by 121.58% since TMTMoats’ bullish thesis in March 2025. The company’s diversified end-market exposure, strategic acquisitions, and AI-driven growth potential continue to support its positive outlook. David J. Waldron agrees with this sentiment but points out weaker fundamentals at Littelfuse, emphasizing the importance of monitoring business metrics.

Read more at Yahoo Finance: Littelfuse, Inc. (LFUS): A Bear Case Theory