WALGREENS BOOTS ALLIANCE INC WBA

July 19, 2019 - 3:03pm EST by

member

						2019	2020
Price:		54.69		EPS		6	6.18
Shares Out. (in M):		903		P/E		0	0
Market Cap (in $M):		49,385		P/FCF		0	0
Net Debt (in $M):		16,800		EBIT		0	0
TEV (in $M):		66,185		TEV/EBIT		0	0

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6	member 7/08/23 6:27AM I found this interesting
https://twitter.com/hikingskiing/status/1677280314123534337?s=46&t=52zEM2DZB2-qBtOYDtkiFA view available tags
5	member 8/09/22 3:11PM Re: Re: BMW - Updated Thoughts 4
Thanks for your question MadDog. While Mercedes is trading at an attractive valuation, we believe BMW offers an incredibly unique risk/reward as the stock price is almost fully underpinned by the value of its FinCo... login to read the rest 1 view available tags
4	member 8/09/22 9:26AM Re: BMW - Updated Thoughts 3
Thanks for the update Hawkeye, really appreciate your work. You mentioned two years back preferring BMW vs. the other OEMs, including Daimler. Is that still the case after Mercedes spun Daimler trucks? view available tags
3	member 8/08/22 12:25PM BMW - Updated Thoughts
Since our original write-up in May 2020, BMW’s financial performance has been unquestionably strong, and we think the risk/reward is one of the best we see in the market today. BMW has grown its cash... login to read the rest 3 view available tags
2	member 5/28/20 12:57PM Re: Comparison to other comps 1
We think the whole sector is arguably cheap, but there are several reasons why we think BMW is the most compelling investment. First, BMW is a pure-play investment in a premium brand with a track record... login to read the rest 1 view available tags
1	member 5/27/20 4:09PM Comparison to other comps
Thank you for the report. How do you think about BMW's valuation in relation to other auto manufactuers? How do you see its competitive positioning? view available tags

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