AIR TRANSPORT SERVICES GROUP ATSG

March 07, 2017 - 8:29am EST by

member

						2017	2018
Price:		17.30		EPS		0	0
Shares Out. (in M):		68		P/E		0	0
Market Cap (in $M):		1,175		P/FCF		0	0
Net Debt (in $M):		442		EBIT		0	0
TEV (in $M):		1,615		TEV/EBIT		0	0

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18	member 4/11/20 9:21AM Re: Growth and unit economics 17
Yes. We have a similar question. Margins went up in 09 vs 08 on down revenues which probably shows a mix to service in a downturn.. Flat EBIT is very impressive in that type of... login to read the rest 1 view available tags
16	member 4/10/20 9:55AM Re: Valuation 14
coffee, thanks for your comments. To be honest I have no clue how far Otis tax rate can fall. Aren't dividends and buybacks a reason for structural higher tax due to need for repatriation? what is... login to read the rest view available tags
13	member 4/08/20 7:33AM Re: Re: Re: Re: Re: OTIS vs. CARR 12
Thanks, useful! I haven't gotten a grip on how to think about valuation when comparing to Kone, which is arguably planting high maintenance growth seeds thru high NE? I want to find a way to correct... login to read the rest 1 view available tags
10	member 3/24/20 8:50AM Re: Re: OTIS vs. CARR 8
Hi coffee, I think your idea is interesting & have not rated it. Think a few thoughts and numbers about valuation / liquidity&debt (maturities) are missing! Thanks for pointing out the name anyways! 1 view available tags
5	member 3/19/20 9:37PM Re: Re: Valuation 4
Let's not be disingenuous. Today was the first day and it traded $300k. This is a $20bn market cap company. There's been no real price discovery here yet. What is your price target? 1 view available tags
3	member 3/19/20 8:06PM Valuation
What's your price target? Not sure what to compare it against, given the stock hasnt even started trading? 2 view available tags

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