DAVE & BUSTER'S ENTMT INC PLAY

October 27, 2014 - 8:20pm EST by

member

						2014	2015
Price:		19.50		EPS		$0.00	$0.00
Shares Out. (in M):		40		P/E		0.0x	0.0x
Market Cap (in $M):		780		P/FCF		9.3x	7.7x
Net Debt (in $M):		365		EBIT		83	93
TEV (in $M):		1,145		TEV/EBIT		13.7x	12.3x

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6	member 1/17/19 10:09AM Re: Re: Fiserv buyout 5
I really like the deal and think it's pretty logical why it happened: 1) For FDC: - There were only two buyers for FDC (FISV or FIS) that could pay you a premium. With big corporate deals,... login to read the rest 1 view available tags
5	member 1/17/19 9:44AM Re: Fiserv buyout 4
I'm a bit surprised as well - the stock was obviously higher not long ago. I can only surmise that the all-stock deal, which allows everyone to roll into (superior) Fiserv paper, explains the relatively low... login to read the rest view available tags
4	member 1/16/19 9:28AM Fiserv buyout
Congrats on the buyout here although I am perplexed by the seemingly small premium, especially for an all stock deal. Any particular thoughts? view available tags
3	member 1/12/19 1:22PM Re: Re: Breakdown between Enterprise and SMB 2
I appreciate the thorough response. One interesting point I think is less appreciated on the Square side (vis a vis Clover) is that Square does not in fact have in-house processing capabilities. In fact, Vantiv... login to read the rest view available tags
2	member 1/03/19 3:20PM Re: Breakdown between Enterprise and SMB 1
Unfortunately, I don’t have a precise answer to your questions. Disclosure is uneven, but here are some general conclusions that we’ve pieced together: · 50% of revenue is North American GBS o Of the 50% of revenue... login to read the rest 1 view available tags
1	member 12/30/18 6:22PM Breakdown between Enterprise and SMB
Hi Krusty, thanks for the write up. I was wondering if you had a directional sense of 1) what First Data’s breakdown is between enterprise and SMB, 2) of SMB what fraction are on traditional POS... login to read the rest view available tags

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