Zarodya Otis ZOT

October 30, 2018 - 3:41pm EST by

member

						2018	2019
Price:		5.93		EPS		0.34	0
Shares Out. (in M):		470		P/E		17.2	0
Market Cap (in $M):		3,162		P/FCF		16.6	0
Net Debt (in $M):		-68		EBIT		242	0
TEV (in $M):		3,094		TEV/EBIT		12.8	0

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#	AUTHOR DATE SUBJECT
2	member 10/30/18 8:59PM Long shot
I dont question the quality or recurring nature of the business, but betting on a UTX takeout sounds like a long shot. Assuming UTX closes COL in the next month or two, and then announces... login to read the rest 2 view available tags
1	member 10/30/18 5:43PM two q's
1) bloomberg shows the following: 2015 2016 2017 2018 2019 2020 EPS 0.33 0.33 0.32 0.32 0.33 0.34 it doesn't seem like EPS grows that much. Are your #'s different? If not, 18x PE doesn't seem like a mispricing. 2) are the regs dictating elevator maintenance frequency reasonable vs.... login to read the rest view available tags

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