In short: BUY. ER 10.16%; fwd PE 19.6 vs 25.6 (23.4% under); fair value 229.0 vs 226.2 (1.2% under); RDCF 9.5% vs 5.4%.
In short: BUY. The Swiss hearing-aid maker. Fwd PE 19.6 against a 25.6 average (23.4% under); ER 10.16% — the second-lowest on the Buy list — on 5.4% growth and a 2.0% yield; the reverse DCF dissents at 10.4% required vs 5.4% expected (−5.0pp). YTD +14.8%; five-year CAGR −6.1%.
In short: BUY on a 3.6% discount — FV CHF 209.5 vs CHF 202.0; ER 10.5%; fwd PE 19.6 against 25.6 (23.4% under); RDCF 4.3% vs 5.4% — now positive, where June's was negative. YTD −3.0%.
In short: BUY on the thinnest margin of all: FV CHF 214.8 against CHF 208.8 = 2.8% under. ER 10.4% on 5.4% expected growth; fwd PE 19.6 against 25.6 (23.4% under); RDCF 6.0% required vs 5.4% expected — negative. Flat on the year (+0.2%).
In short: BUY, barely. EPS growth 5.4%, dividend 2.60%, FWD PE 19.6 against a fair exit 25, expected return 10.76%, fair value 182.0 against 171.2 = 5.92% undervalued.
In short: BUY. 9.6x forward against a 25.6x five-year average (32.4% under), an 11.9% expected return on 5.4% growth, and a −0.6pp reverse DCF. The thinnest fair-value gap on the sheet at 3.6%; down 4.0% year to date.
In short: BUY, and the weakest case on the list. 19.6x forward against a 25.6x average (23.4% under) but only 1.2% under on the Earnings Growth Model (CHF 218.1 against CHF 215.4), the lowest expected return of any Buy at 10.2%, and a dissenting reverse DCF (8.2% required against 5.4% expected).
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