In short: BUY. ER 13.00%; fwd PE 30.5 vs 29.0 (5.2% over); RDCF 11.0% vs 12.9%. Fair value $57.0 vs $36.16.
In short: BUY despite being 5.2% expensive against its own history (fwd PE 30.5 vs a 29.0 average). ER 12.70% on 12.9% growth and a 1.6% yield; RDCF 11.8% required vs 12.9% expected (+1.1pp). Five-year CAGR 18.4%, ten-year 26.4%.
In short: BUY. FV $56.3 vs $37.8 = 32.9% under; ER 12.7%; fwd PE 30.5 against a 29.0 average = 5.2% over; RDCF 10.1% vs 12.9% expected. YTD −8.7% on a 28.0% ten-year CAGR.
In short: BUY. FV $53.1 vs $35.0 = 34.1% under; ER 12.8%; fwd PE 30.5 against a 29.0 average = 5.2% over; RDCF 12.9% vs 12.9% — exactly fair. A 26.8% ten-year CAGR against a −15.4% year.
In short: Fourth-worst performer at -19.7%, from the published table. No commentary.
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