Vitec Software Group VITB SS

February 14, 2024 - 9:05am EST by

member

						2024	2025
Price:		557.00		EPS		0	0
Shares Out. (in M):		35		P/E		0	0
Market Cap (in $M):		1,978		P/FCF		0	0
Net Debt (in $M):		2,000		EBIT		809	1,000
TEV (in $M):		3,978		TEV/EBIT		27.0	22.5

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#	AUTHOR DATE SUBJECT
9	member 2/19/24 8:41AM Re: Re: Re: Re: Re: Re: I think it's a short 8
Yes unfortunately its very tough to have your cake and eat it too. If you are buying higher quality cos you oftentimes have to pay higher valns, which compresses ROIC, but its not a bad... login to read the rest -4 view available tags
7	member 2/17/24 12:50PM Re: Re: Re: Re: I think it's a short 6
Yes ROIC could be trending down because they are now buying better companies as well. They are now buying stuff w 30% margins, not 10-15% like the past. I just look at their high margins... login to read the rest -6 view available tags
5	member 2/15/24 7:56PM Re: Re: I think it's a short 4
meaning you pay for the whole company but you are only looking at partial earnings contributions. view available tags
4	member 2/15/24 7:52PM Re: I think it's a short 2
Good observations. But They break organic growth ex-fx if you care to read the filings. The large decline in ROIC is tied to recent large deals. Who the tourist here? -12 view available tags
3	member 2/15/24 7:45PM Re: Sweden 1
Sorry I should’ve checked that box. I own it in my fund view available tags

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