HERBALIFE NUTRITION LTD HLF

June 03, 2022 - 12:13pm EST by

member

						2022	2023
Price:		21.76		EPS		3.75	4.50
Shares Out. (in M):		108		P/E		6	5
Market Cap (in $M):		2,432		P/FCF		0	0
Net Debt (in $M):		2,484		EBIT		0	0
TEV (in $M):		4,916		TEV/EBIT		0	0

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7	member 4/19/22 4:17PM Outstanding Q2 for CWL (but remains a sleepy gem)
And this was a low point in terms of IQTP working days in the quarter. The next couple quarters correct upward on this metric and we should eventually see the margin improvements they talked about... login to read the rest view available tags
6	member 3/20/22 2:17PM Annual Meeting Presentation
A video presentation (with slide deck) from the Feb 22 Annual meeting is available which includes some new and updated info. Long term thesis remains very much intact. My notes follow. https://www.caldwell.com/executive-search-agency-investor-relations/executive-search-solutions-annual-meetings/ Re. IQTP: ~12:00. Potential commercial purpose... login to read the rest view available tags
5	member 1/18/22 4:10PM Re: Questions 3
I did a quick comparison below as to multiple paid for IQTP vs the multiple CWL traded for at the time. For simplicity I just used price/sales. The premium is almost 4x just using the... login to read the rest view available tags
4	member 1/17/22 7:14PM Re: Questions 3
Hi ChapterTwelve, thanks for the questions. 1. The 10-15% EBITDA/operating margin range for IQTP comes from the July/21 presentation below (starting around 60 minutes). In my blended op margin calcs, I am using a more cautious... login to read the rest 1 view available tags
3	member 1/17/22 1:45PM Questions
Hi dpdt, Thanks very much for the detailed write-up!1. For the IQTP acquisition, based on your 10-15% normalized EBITDA margin expectation, it looks like CWL acquired the business at a low multiple, definitely sub-4x including all... login to read the rest view available tags
2	member 1/16/22 12:54AM Re: welcome to the VIC, DD 1
Thanks. view available tags
1	member 1/15/22 8:11PM welcome to the VIC, DD
<eom> 1 view available tags

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