SOLAREDGE TECHNOLOGIES INC SEDG S

November 12, 2018 - 2:14pm EST by

member

						2018	2019
Price:		36.00		EPS		3.22	2.75
Shares Out. (in M):		48		P/E		11.2	13.1
Market Cap (in $M):		1,738		P/FCF		11.2	13.1
Net Debt (in $M):		-363		EBIT		180	186
TEV (in $M):		1,375		TEV/EBIT		7.6	7.4
Borrow Cost:		General Collateral

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#	AUTHOR DATE SUBJECT
5	member 11/09/24 7:45AM Updated thoughts pursuant to 10M share buyback announcement
Hi moneytr33, this is not a name I've looked at in depth in recent years but the magnitude of the this week's buyback announcement which represents over 20% of the outstanding led me to your... login to read the rest view available tags
2	member 3/26/24 8:17AM Re: Hard P&C Market 1
Thanks for Q siri. We're not at a trough, except for EG's book multiple. Market conditions have been broadly favorable since 2020 and even better since 2023. Arch has one of the best management teams... login to read the rest 1 view available tags
1	member 3/25/24 10:36PM Hard P&C Market
Thank you for this. You seem confident that we’re at a trough in the cycle. How do you square this with primary P&C market sharply hardening in the past 2-3yrs? 1 view available tags

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