ORBITAL ATK INC OA

July 09, 2016 - 9:20pm EST by

member

						2016	2017
Price:		84.43		EPS		5.65	6.82
Shares Out. (in M):		59		P/E		14.9	12.4
Market Cap (in $M):		4,944		P/FCF		15.4	12.2
Net Debt (in $M):		1,518		EBIT		542	616
TEV (in $M):		6,472		TEV/EBIT		12.0	10.5

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#	AUTHOR DATE SUBJECT
5	member 7/13/16 5:29PM Re: Re: SpaceX 4
It is also important to recognize that OA offers a very differentiated service vs SpaceX (and Sierra Nevada for that matter). OA carries the largest amount of cargo - 7,500 lbs worth and it is... login to read the rest view available tags
4	member 7/13/16 2:17PM Re: SpaceX 1
SpaceX is a very good question to bring up and discuss. There are many facets to the conversation but I would bring up two points: 1) thus far, SpaceX has had a disproportionate impact on... login to read the rest view available tags
3	member 7/13/16 1:35PM Re: Cash EPS - earnings power materially higher than GAAP earnings 2
Thanks for bringing up this point. I felt valuation was sufficiently compelling without getting into the good old-fashioned VIC debate of cash vs actual EPS, but I agree that it's a nice to have and... login to read the rest view available tags
2	member 7/11/16 3:12PM Cash EPS - earnings power materially higher than GAAP earnings
Thanks for the write-up. We have been following this stock very closely since the merger and agree with the thesis, but just wanted to contribute to the discussion. It is important to note that EPS for... login to read the rest view available tags

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