COMPUTER SERVICES INC CSVI

March 15, 2018 - 12:14pm EST by

member

						2018	2019
Price:		44.50		EPS		$3	0
Shares Out. (in M):		14		P/E		15	0
Market Cap (in $M):		620		P/FCF		16	0
Net Debt (in $M):		-44		EBIT		55	0
TEV (in $M):		577		TEV/EBIT		10.6	0

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#	AUTHOR DATE SUBJECT
9	member 10/14/22 4:53PM Re: acquired 7
Agree - sad...i should have raised some $ to lever up and buy this and collect 2/20 along the way...I am in the wrong business view available tags
7	member 8/22/22 10:23AM acquired
https://www.businesswire.com/news/home/20220822005177/en/CSI-to-be-Acquired-by-Centerbridge-and-Bridgeport-for-1.6-billion This is a great company, sorry to see it go. 4 view available tags
5	member 3/16/18 12:57PM Valuation etc
Thanks for the idea. It seems like a sleepy, 3rd/4th tier player serving 3rd/4th tier banks. It certainly generates good cash but the company seems to be going nowhere. As smaller banks consolidate over time... login to read the rest view available tags
4	member 3/15/18 3:52PM board member
Bruce Gall sold his biz Fed Reporter to Jack Henry last year. Management here is "caretaker, slow and steady" in a changing industry with shrinking customer base - looks ok now with all the recurring... login to read the rest 2 view available tags
3	member 3/15/18 2:35PM Re: Re: wish list 2
Thanks. Sounds about right to me on the tax benefit. My guess is that part of the reason that the peer group is pulling away in terms of valuation is the lower tax rate being... login to read the rest 1 view available tags
1	member 3/15/18 2:05PM wish list
This is something that has always been slightly more than I want to pay, but very much agree with your assessment on the quality here. It is interesting to note the current valuation gap between... login to read the rest 2 view available tags

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