VONTIER CORP VNT

October 19, 2020 - 8:13pm EST by

member

						2020	2021
Price:		28.25		EPS		2.35	2.55
Shares Out. (in M):		170		P/E		12.0	11.1
Market Cap (in $M):		4,790		P/FCF		11.5	10.6
Net Debt (in $M):		1,600		EBIT		0	0
TEV (in $M):		6,390		TEV/EBIT		0	0

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9	member 12/13/22 10:40AM Re: Re: Author Exit Recommendation 8
Have to admit I've also disengaged for a while. Earnings estimates are not hugely different than what they were a couple years ago. But the company remains (as feared) a perceived melting ice cube, and... login to read the rest view available tags
8	member 12/11/22 8:33PM Re: Author Exit Recommendation 7
Hi Sancho, I haven't kept up with this name for the past year, but was wondering why it didn't work out? Last I looked at it, it seemed to have at least a 2 decade runway... login to read the rest view available tags
6	member 9/04/21 6:00PM Re: The Long Term 5
Might be, though you could well argue the stock already prices that in. I believe I recently read that ABB was looking to monetize/IPO its EV charging business, which should provide an interesting valuation marker. view available tags
5	member 9/03/21 8:57PM The Long Term 4
Looking to the long term it seems like these guys are mostly a gas pump company by revenue. With #1 and #2 in charger stations already occupied by other companies, do we think VNT will 3 view available tags
4	member 1/14/21 9:21PM FTV sell-down
FTV sold its remaining 20% in VNT last night. We believe this was relatively expected (stock up 4% today), and removes what had been a big short-term overhang on the stock. 1 view available tags
3	member 11/04/20 11:09AM Re: General questions 1
For the core gas stations biz, do you have a sense of what their market share is? Market share is 60% GVR / 40% Dover Fueling Solutions (Combination of Wayne/OPW/Tokheim) Internationally they both have 45% of the market How... login to read the rest view available tags
2	member 10/29/20 11:27AM nice first qtr out of the gate
Nice results, especially free cash flow. Any updated thoughts? They reaffirmed mid single digit organic revenue growth. Do you think they can maintain this over the longer term considering increased electric car penetration? Thx 1 view available tags

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