Real-time Estimate
Cboe BZX
02:42:04 2024-05-02 pm EDT
|
5-day change
|
1st Jan Change
|
43.56
USD
|
+2.75%
|
|
+0.88%
|
-22.67%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
5,056
|
6,398
|
12,268
|
10,011
|
11,823
|
9,215
|
-
|
-
|
Enterprise Value (EV)
1 |
5,835
|
7,438
|
13,624
|
11,911
|
14,015
|
12,770
|
13,609
|
14,253
|
P/E ratio
|
97.2
x
|
96.3
x
|
101
x
|
59.4
x
|
50.1
x
|
38.2
x
|
30.2
x
|
22.3
x
|
Yield
|
1.62%
|
1.75%
|
1.18%
|
2.31%
|
2.71%
|
3.92%
|
4.19%
|
4.41%
|
Capitalization / Revenue
|
18.9
x
|
19.4
x
|
27.1
x
|
15.9
x
|
14.8
x
|
9.74
x
|
8.04
x
|
6.72
x
|
EV / Revenue
|
21.8
x
|
22.5
x
|
30.1
x
|
18.9
x
|
17.6
x
|
13.5
x
|
11.9
x
|
10.4
x
|
EV / EBITDA
|
33.6
x
|
34.8
x
|
46.1
x
|
28.6
x
|
26
x
|
19.7
x
|
17.1
x
|
14.6
x
|
EV / FCF
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Yield
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Price to Book
|
2.03
x
|
1.83
x
|
2.37
x
|
1.58
x
|
1.53
x
|
1.1
x
|
1.1
x
|
-
|
Nbr of stocks (in thousands)
|
110,703
|
130,289
|
151,251
|
183,217
|
210,748
|
217,382
|
-
|
-
|
Reference price
2 |
45.67
|
49.11
|
81.11
|
54.64
|
56.10
|
42.39
|
42.39
|
42.39
|
Announcement Date
|
2/11/20
|
2/10/21
|
2/9/22
|
2/8/23
|
2/6/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
267.2
|
330.1
|
452.2
|
631.2
|
797.8
|
946.5
|
1,146
|
1,370
|
EBITDA
1 |
173.6
|
213.6
|
295.5
|
416.4
|
538.3
|
649.7
|
795.3
|
977.9
|
EBIT
1 |
74.75
|
98.36
|
144.3
|
219.6
|
293.8
|
369.9
|
462.6
|
574.4
|
Operating Margin
|
27.97%
|
29.79%
|
31.9%
|
34.8%
|
36.83%
|
39.08%
|
40.37%
|
41.92%
|
Earnings before Tax (EBT)
1 |
64
|
80.9
|
136.2
|
177.2
|
249.6
|
279.1
|
325.5
|
-
|
Net income
1 |
50.48
|
61.35
|
111.8
|
157.5
|
227.4
|
234.4
|
310.3
|
-
|
Net margin
|
18.89%
|
18.58%
|
24.71%
|
24.95%
|
28.51%
|
24.76%
|
27.08%
|
-
|
EPS
2 |
0.4700
|
0.5100
|
0.8000
|
0.9200
|
1.120
|
1.111
|
1.403
|
1.900
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF margin
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (Net income)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
2 |
0.7400
|
0.8600
|
0.9600
|
1.260
|
1.520
|
1.663
|
1.777
|
1.868
|
Announcement Date
|
2/11/20
|
2/10/21
|
2/9/22
|
2/8/23
|
2/6/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q4
|
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
|
---|
Net sales
1 |
132.7
|
140.8
|
149.1
|
162.7
|
178.6
|
186.2
|
195.8
|
205.4
|
210.4
|
214.1
|
235.4
|
243.3
|
254.3
|
264.8
|
276.6
|
EBITDA
1 |
85.61
|
92.61
|
98.85
|
108.2
|
116.8
|
125.2
|
133.2
|
138.7
|
141.2
|
146.6
|
162.2
|
168
|
174.9
|
186.2
|
191.2
|
EBIT
1 |
44.39
|
-
|
52.24
|
57.04
|
60.23
|
65.78
|
74.4
|
78.29
|
75.34
|
80.36
|
93.63
|
97.14
|
100.2
|
106.8
|
-
|
Operating Margin
|
33.45%
|
-
|
35.03%
|
35.05%
|
33.73%
|
35.32%
|
38%
|
38.12%
|
35.8%
|
37.53%
|
39.78%
|
39.93%
|
39.4%
|
40.34%
|
-
|
Earnings before Tax (EBT)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
67.32
|
-
|
-
|
-
|
-
|
-
|
-
|
Net income
1 |
34.77
|
43.9
|
36.09
|
36.76
|
40.72
|
57.87
|
51.56
|
56.34
|
61.68
|
58.64
|
58.1
|
59.62
|
62.1
|
62.27
|
46.14
|
Net margin
|
26.2%
|
31.19%
|
24.2%
|
22.59%
|
22.8%
|
31.07%
|
26.34%
|
27.43%
|
29.31%
|
27.39%
|
24.68%
|
24.51%
|
24.42%
|
23.52%
|
16.68%
|
EPS
2 |
0.2300
|
0.2700
|
0.2200
|
0.2100
|
0.2200
|
0.3000
|
0.2600
|
0.2700
|
0.2900
|
0.2700
|
0.2755
|
0.2819
|
0.2938
|
-
|
-
|
Dividend per Share
2 |
0.2400
|
0.3150
|
0.3150
|
0.3150
|
0.3150
|
0.3800
|
0.3800
|
0.3800
|
0.3800
|
0.4175
|
0.4195
|
0.4195
|
0.4195
|
0.4392
|
0.4500
|
Announcement Date
|
2/9/22
|
4/19/22
|
7/20/22
|
10/19/22
|
2/8/23
|
4/19/23
|
7/19/23
|
10/18/23
|
2/6/24
|
4/17/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
779
|
1,040
|
1,356
|
1,900
|
2,192
|
3,326
|
4,036
|
4,562
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
4.486
x
|
4.868
x
|
4.587
x
|
4.562
x
|
4.073
x
|
5.085
x
|
5.057
x
|
4.672
x
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
ROE (net income / shareholders' equity)
|
2.28%
|
2.12%
|
2.78%
|
2.78%
|
3.18%
|
4.42%
|
3.23%
|
3.16%
|
ROA (Net income/ Total Assets)
|
1.57%
|
1.43%
|
1.91%
|
1.96%
|
2.25%
|
2.12%
|
2.21%
|
-
|
Assets
1 |
3,213
|
4,295
|
5,866
|
8,020
|
10,094
|
11,218
|
14,140
|
-
|
Book Value Per Share
2 |
22.50
|
26.80
|
34.20
|
34.70
|
36.60
|
38.40
|
38.40
|
-
|
Cash Flow per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capex
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capex / Sales
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
2/11/20
|
2/10/21
|
2/9/22
|
2/8/23
|
2/6/24
|
-
|
-
|
-
|
Last Close Price
42.39
USD Average target price
53.53
USD Spread / Average Target +26.29% Consensus |
1st Jan change
|
Capi.
|
---|
| -22.67% | 9.21B | | -22.46% | 94.32B | | +25.57% | 38.87B | | -13.58% | 7.54B | | -26.25% | 6.35B | | -10.50% | 6.33B | | -11.59% | 6.09B | | -9.75% | 5.85B | | -13.20% | 5.24B | | -12.56% | 5.23B |
Industrial REITs
|