GIBRALTAR INDUSTRIES INC ROCK S

November 02, 2016 - 10:44pm EST by

member

						2016	2017
Price:		39.20		EPS		1.58	1.78
Shares Out. (in M):		32		P/E		24.8	22.0
Market Cap (in $M):		1,224		P/FCF		10.3	19.2
Net Debt (in $M):		36		EBIT		95	106
TEV (in $M):		1,260		TEV/EBIT		13.6	12.1
Borrow Cost:		General Collateral

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

5	member 1/26/09 9:06PM RE: rating 3
i would respond in 2 ways: 1) if you look at the rents rolling over in the next few years, they are 10-20% below the asking rent as of 3Q 08 but effective rents are already off... login to read the rest view available tags
4	member 1/26/09 3:46PM Property Level Data 2
You mentioned that you track property level data monthly. Where can I get that data? view available tags
3	member 1/26/09 1:44PM rating
I gave this a 2 because I think several of your key analysis is flawed. 1) your analysis on valuation..."Its bonds trade at 15%+ YTMs which implies zero equity value", "Assuming a 200bps spread to investment... login to read the rest view available tags
2	member 1/26/09 1:17PM RE: corporate structure/liquidity 1
i think it is very unlikely that SLG will be able to utilize any unencumbered assets as NAVs are likely to fall by over 50% and many of their properties i believe are already under-water. ... login to read the rest view available tags
1	member 1/26/09 12:25AM corporate structure/liquidity
you present an interesting macro story -- but how does a company with $3-4bn (give or take) in unencumbered assets (cash, properties, structured investments, land and air rights) and less than $1bn of corporate level maturities (over the next... login to read the rest view available tags

load more messages