IESC IESC

September 21, 2016 - 1:08pm EST by

member

						2016	2017
Price:		15.42		EPS		1.32	1.69
Shares Out. (in M):		21		P/E		11.7	9.1
Market Cap (in $M):		331		P/FCF		10	8
Net Debt (in $M):		7		EBIT		29	37
TEV (in $M):		338		TEV/EBIT		11.6	9

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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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