Real-time Estimate
Cboe BZX
02:56:28 2024-05-03 pm EDT
|
5-day change
|
1st Jan Change
|
181.2
USD
|
+4.00%
|
|
+3.04%
|
-5.02%
|
Fiscal Period: June |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
1,830
|
2,292
|
3,536
|
2,983
|
4,714
|
6,325
|
-
|
-
|
Enterprise Value (EV)
1 |
1,702
|
2,118
|
3,273
|
2,813
|
4,495
|
5,934
|
5,797
|
5,629
|
P/E ratio
|
15.4
x
|
20.7
x
|
24.3
x
|
15.1
x
|
-
|
23.7
x
|
20.4
x
|
16.4
x
|
Yield
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capitalization / Revenue
|
1.15
x
|
1.4
x
|
1.88
x
|
1.32
x
|
1.78
x
|
2.23
x
|
2.01
x
|
1.8
x
|
EV / Revenue
|
1.07
x
|
1.29
x
|
1.74
x
|
1.24
x
|
1.7
x
|
2.09
x
|
1.84
x
|
1.61
x
|
EV / EBITDA
|
9.81
x
|
12
x
|
15.3
x
|
10.3
x
|
13.8
x
|
17
x
|
15
x
|
12.6
x
|
EV / FCF
|
13.2
x
|
19.6
x
|
43
x
|
81.2
x
|
29.6
x
|
19.3
x
|
21.4
x
|
18.3
x
|
FCF Yield
|
7.56%
|
5.11%
|
2.33%
|
1.23%
|
3.38%
|
5.19%
|
4.66%
|
5.47%
|
Price to Book
|
-
|
2.36
x
|
3.18
x
|
2.39
x
|
3.2
x
|
3.67
x
|
3.21
x
|
2.79
x
|
Nbr of stocks (in thousands)
|
36,833
|
36,722
|
36,884
|
36,785
|
36,297
|
36,308
|
-
|
-
|
Reference price
2 |
49.67
|
62.42
|
95.87
|
81.10
|
129.9
|
174.2
|
174.2
|
174.2
|
Announcement Date
|
8/19/19
|
8/17/20
|
8/16/21
|
8/15/22
|
8/21/23
|
-
|
-
|
-
|
Fiscal Period: Juni |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
1,584
|
1,642
|
1,879
|
2,262
|
2,645
|
2,840
|
3,151
|
3,505
|
EBITDA
1 |
173.5
|
176.4
|
214.1
|
272.9
|
324.7
|
348.4
|
387.2
|
447.3
|
EBIT
1 |
142.8
|
145.5
|
177.8
|
234.1
|
280.9
|
300.1
|
334.8
|
373.5
|
Operating Margin
|
9.01%
|
8.86%
|
9.46%
|
10.35%
|
10.62%
|
10.57%
|
10.62%
|
10.65%
|
Earnings before Tax (EBT)
1 |
126.2
|
119.2
|
150.5
|
-
|
-
|
284
|
323
|
397
|
Net income
1 |
121
|
113.5
|
148.3
|
-
|
-
|
269
|
309
|
380
|
Net margin
|
7.63%
|
6.91%
|
7.89%
|
-
|
-
|
9.47%
|
9.81%
|
10.84%
|
EPS
2 |
3.230
|
3.010
|
3.950
|
5.360
|
-
|
7.350
|
8.520
|
10.65
|
Free Cash Flow
1 |
128.7
|
108.3
|
76.13
|
34.66
|
152
|
308
|
270.4
|
308
|
FCF margin
|
8.13%
|
6.6%
|
4.05%
|
1.53%
|
5.74%
|
10.85%
|
8.58%
|
8.79%
|
FCF Conversion (EBITDA)
|
74.18%
|
61.42%
|
35.56%
|
12.7%
|
46.79%
|
88.41%
|
69.84%
|
68.85%
|
FCF Conversion (Net income)
|
106.43%
|
95.47%
|
51.32%
|
-
|
-
|
114.5%
|
87.52%
|
81.05%
|
Dividend per Share
2 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
8/19/19
|
8/17/20
|
8/16/21
|
8/15/22
|
8/21/23
|
-
|
-
|
-
|
Fiscal Period: June |
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
2025 Q3
|
---|
Net sales
1 |
543.3
|
566.6
|
564.4
|
587.9
|
655.4
|
668.7
|
665.3
|
655.9
|
685.5
|
712.7
|
715.1
|
726.6
|
743
|
785.5
|
787.6
|
EBITDA
1 |
62.17
|
68.5
|
69.34
|
72.89
|
81.05
|
83.67
|
86.07
|
79.98
|
84.28
|
88.61
|
88.9
|
91.75
|
95.3
|
99.3
|
97.2
|
EBIT
1 |
52.64
|
58.92
|
59.55
|
63.06
|
70
|
73.13
|
75.17
|
68.65
|
72.32
|
76.39
|
75.84
|
76.51
|
78.78
|
83.55
|
83.85
|
Operating Margin
|
9.69%
|
10.4%
|
10.55%
|
10.73%
|
10.68%
|
10.94%
|
11.3%
|
10.47%
|
10.55%
|
10.72%
|
10.61%
|
10.53%
|
10.6%
|
10.64%
|
10.65%
|
Earnings before Tax (EBT)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net income
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net margin
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
EPS
|
-
|
-
|
1.350
|
1.510
|
1.760
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
11/1/21
|
1/31/22
|
5/2/22
|
8/15/22
|
11/7/22
|
2/6/23
|
5/8/23
|
8/21/23
|
11/6/23
|
2/5/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: June |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
1 |
127
|
174
|
263
|
171
|
219
|
391
|
527
|
696
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
129
|
108
|
76.1
|
34.7
|
152
|
308
|
270
|
308
|
ROE (net income / shareholders' equity)
|
17.8%
|
15.3%
|
16.8%
|
18.3%
|
20.8%
|
18.2%
|
17.7%
|
18.3%
|
ROA (Net income/ Total Assets)
|
12.2%
|
10.7%
|
11.7%
|
13.3%
|
14.8%
|
14.6%
|
14%
|
13.9%
|
Assets
1 |
993.9
|
1,064
|
1,267
|
-
|
-
|
1,849
|
2,207
|
2,739
|
Book Value Per Share
2 |
-
|
26.40
|
30.20
|
34.00
|
40.60
|
47.50
|
54.30
|
62.40
|
Cash Flow per Share
2 |
-
|
-
|
-
|
-
|
-
|
9.590
|
10.80
|
13.30
|
Capex
1 |
18.7
|
42.3
|
42.5
|
89.6
|
61.4
|
48.4
|
65
|
83
|
Capex / Sales
|
1.18%
|
2.58%
|
2.26%
|
3.96%
|
2.32%
|
1.7%
|
2.06%
|
2.37%
|
Announcement Date
|
8/19/19
|
8/17/20
|
8/16/21
|
8/15/22
|
8/21/23
|
-
|
-
|
-
|
Last Close Price
174.2
USD Average target price
210.8
USD Spread / Average Target +21.04% Consensus |
1st Jan change
|
Capi.
|
---|
| -8.48% | 6.32B | | +22.06% | 72.67B | | +49.28% | 65.8B | | -6.52% | 34.37B | | -15.24% | 28.95B | | -9.53% | 13.9B | | -11.85% | 10.06B | | +8.41% | 9.77B | | +76.30% | 8.8B | | +75.39% | 8.48B |
Electronic Component
|