BEAM INC BEAM S

March 18, 2013 - 12:40am EST by

member

						2013	2014
Price:		62.81		EPS		$2.41	$2.63
Shares Out. (in M):		161		P/E		25.4x	23.8x
Market Cap (in $M):		10,099		P/FCF		91.0x	na
Net Debt (in $M):		2,500		EBIT		575	621
TEV (in $M):		12,250		TEV/EBIT		21.0x	20.0x
Borrow Cost:		NA

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9	member 4/17/24 2:02PM CFO Interview
The company has released preliminary FY23 numbers, the full release and call will be next week. FX and various other issues continue to be a drag, and calendar effects have hit monthly comps in March... login to read the rest view available tags
8	member 9/20/23 10:51PM Re: Overearning? 7
Is there a risk? Sure. But that view is already baked in at these prices, IMO. I see a strong case for the upside. I’m not projecting 20%+ compounded sales growth (despite 25% sales growth in... login to read the rest view available tags
7	member 9/20/23 1:52PM Overearning?
What is the risk that the current earnings are a result of COVID impacts, and that the current earnings are unsustainably high? It compounded sales of 30% and 22% in 2021 and 2022, combined with... login to read the rest view available tags
6	member 9/14/23 12:34AM Re: Re: Questions 5
Thank you. Appreciate the thoughtful response. view available tags
5	member 9/12/23 1:38PM Re: Questions 4
Do you understand why they got into car dealerships and selling trucks? Seem relatively recent and not obvious why that would make sense esp. if the core business is growing and has attractive returns. I think... login to read the rest view available tags
4	member 9/12/23 6:21AM Questions
Thank you for the write-up. Three questions: 1. Do you understand why they got into car dealerships and selling trucks? Seem relatively recent and not obvious why that would make sense esp. if the core business... login to read the rest view available tags
2	member 9/08/23 10:42PM Re: super interesting. Thank you 1
Versus other companies in Europe, why are they growing so fast? Are they just executing well? Or is it a reflection of their geo mix? It’s the geography. If you look at the charts in the... login to read the rest 3 view available tags

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