HERC HOLDINGS INC HRI

July 19, 2016 - 10:38am EST by

member

						2016	2017
Price:		32.60		EPS		0	0
Shares Out. (in M):		28		P/E		0	0
Market Cap (in $M):		923		P/FCF		0	0
Net Debt (in $M):		2,083		EBIT		0	0
TEV (in $M):		3,006		TEV/EBIT		0	0

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

You are not eligible to view 1 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
7	member 11/29/23 10:35AM anyone still following?
nice pick spike. HRI didnt end up beating URI or AHT... but it beat the S&P over a 7 year stretch!! that's hard to do!! do you still follow HRI? because it looks like your fundamental... login to read the rest 1 view available tags
5	member 2/06/19 2:03PM Re: Current thoughts? 4
Maggie, sorry for the late reply. Herc has rebounded a bit along with the sector. We've made money on this, but frankly we're disappointed with the rate of progress so far. EBITDA has increased, but... login to read the rest view available tags
4	member 12/05/18 9:34PM Current thoughts?
Congratulations on what did almost double, as you called it, but with the stock now back below where you shared the initial recommendation, can you share current thoughts if still following. URI has an investor... login to read the rest view available tags
3	member 7/14/17 3:14PM NEFF read-across
NEFF being taken out by HEES gives an interesting data point for HRI. The deal price is about 1.35 x OEC (original equipment cost) and 2x tangible assets. HRI trades around 0.9x OEC and 1.1x tangible... login to read the rest view available tags
2	member 7/19/16 4:22PM Re: Margin bridging 1
Mencken, Let’s go through your points and see who has their facts wrong: 1. Energy Exposure. You are comparing two different metrics: What I am referring to, from P.66 of the information statement: "Revenue from upstream... login to read the rest 6 view available tags
1	member 7/19/16 11:31AM Margin bridging
This is an interesting "margin bridging" situation. The basic premise is "they can get margins / ROIC up to larger peers," but this ignores some pretty basic tenets of fixed-cost leverage in a commodity asset-based... login to read the rest 1 view available tags

load more messages