Moody's MCO

June 01, 2009 - 5:28pm EST by

member

						2009	2010
Price:		28.55		EPS		$1.89	$1.80
Shares Out. (in M):		236		P/E		16.4x	17.0x
Market Cap (in $M):		6,729		P/FCF		14.6x	15.0x
Net Debt (in $M):		1,000		EBIT		708	708
TEV (in $M):		7,800		TEV/EBIT		11.0x	11.0x

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13	member 11/25/09 7:47PM RE: RE: Finally a reason for optimism! 12
I don't follow it closely any longer so couldn't opine on the current valuation. Obviously, it's nicely off the 52-week low so it's no longer a no-brainer. Whether the numbers still work from here, I'm view available tags
12	member 11/25/09 2:27AM RE: Finally a reason for optimism! 11
sea, do you still follow IDT? what are your thoughts on the turnaround so far? you are clearly getting the core business for free, although it seems to be a shrinking earnings stream with a... login to read the rest view available tags
7	member 12/09/04 1:08PM Questions
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4	member 12/09/04 8:43AM Abrams, You make good point
Abrams, You make good points. My choice of examples for IDT vs. enjoyprepaid wasn't an intentional cherry pick - it just so happens that China and Peru are the two international locales that I... login to read the rest view available tags
3	member 12/08/04 10:23PM Reply to zzz, part 2
Now, let’s explore how realistic this drastic scenario for the card unit is. Competition is fierce and heating up, but losing all your free cash flow in four years? The progressive decline in... login to read the rest view available tags
2	member 12/08/04 10:21PM Reply to zzz
Thanks for the comments, zzz - There’s no doubt that the prepaid card market is getting extremely competitive, just like the rest of the telecom industry. Before delving further into the card unit, though, let... login to read the rest view available tags
1	member 12/08/04 4:29PM Pricing pressures
What scares me most about this as an investment is the enormous pricing pressure in the prepaid calling card biz. After remaining steady for a number of years prepaid rates available to consumers have... login to read the rest view available tags

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