Pernod Ricard RI

August 07, 2011 - 6:22pm EST by

member

						2011	2012
Price:		63.55		EPS		$4.15	$4.75
Shares Out. (in M):		264		P/E		15.3x	13.3x
Market Cap (in $M):		23,924		P/FCF		13.8x	11.7x
Net Debt (in $M):		13,860		EBIT		2,816	3,094
TEV (in $M):		37,784		TEV/EBIT		13.4x	12.2x

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19	member 1/15/09 10:47AM RE: RE: RE: gi03's questions 18
By under writing margins, do you mean 95% MLR, in which case the profit is really just overhead absorbtion since on an operating margin basis, after expenses, MA would be unprofitable? Thanks. view available tags
13	member 1/12/09 4:24PM statutory capital 12
Curious if you share the math behind the $6 excess capital at statutory subsidaries? thank you. view available tags
12	member 1/12/09 1:32PM RE: RE: RE: RE: RE: RE: MLR 11
as well as your estimate that LCA's MLR is 85%? view available tags
11	member 1/12/09 1:28PM RE: RE: RE: RE: RE: MLR 10
curious how you arrive at your $20m purchase price estimate for LCA? view available tags
6	member 1/08/09 2:54PM Question
Thanks for this idea. Can you expand on why GTS should be acquired by WLP? Because this is a basically local business, it's not clear to me what the leverage is in adding lives in... login to read the rest view available tags
1	member 12/31/08 4:25PM Puerto Rico and healthcare cha
nice idea and nice write up. I would appreciate your thoughts on the following: 1.) What is competition like in Puerto Rico 2.) What is worst case scenario for possible downside risks from healthcare reform for view available tags

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