CONSTELLATION ENE CORP CEG

February 16, 2023 - 2:45pm EST by

member

						2023	2024
Price:		85.75		EPS		4.4	5.35
Shares Out. (in M):		330		P/E		19	16
Market Cap (in $M):		28,000		P/FCF		12	11
Net Debt (in $M):		4,400		EBIT		2,000	2,360
TEV (in $M):		3,200		TEV/EBIT		16	14

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6	member 2/15/22 10:33AM Should be at a minimum >$250 stock
I expect them to do about $17.3B in rev in FY22. @ FY19 margins of 4.5% = $20EPS @ FY21 margins of 8% = $40 EPS Somewhere in between at 6.3% OM = $30 EPS If you take peak... login to read the rest view available tags
5	member 11/26/21 5:25AM Re: Recent Weakness / Larry Miller 4
Thanks for the question. I really don't have any updated thoughts. I wrote this write up pre acquisition but mentioned acquisitions were a key part of the thesis. This one was much bigger than I... login to read the rest view available tags
4	member 11/22/21 5:58PM Recent Weakness / Larry Miller
Cupmachine - thanks for the thoughtful post. Any updated thoughts after the Larry Miller acquisition / equity offering? Thanks in advance. Cubbie view available tags
3	member 9/20/21 9:28AM Mercedes
I thought this note from Jefferies was interesting about Mercedes shifting their franchisees to agents in Australia - perhaps this is a test to see if Mercedes is better off using this model before changing... login to read the rest 2 view available tags
2	member 9/17/21 2:38PM Re: LT Value of Franchise Dealers 1
Thanks for the question. My answers below: What ways do you think Dealers could reposition themselves to take a higher value royalty stream? This really depends how the industry evolves, but today they could operate as more... login to read the rest 2 view available tags

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