In short: BUY. ER 14.52%; fwd PE 10.3 vs 13.0 (20.8% under); RDCF 2.2% vs 10.5%. Fair value $124.4 vs $79.85.
In short: BUY, with all three models agreeing. Fwd PE 10.3 against a 13.0 average (20.8% under); ER 14.42%; RDCF 2.2% required vs 10.5% expected (+8.3pp). Fair value $123.9 vs $80.48 (35.0% under). YTD −6.1%.
In short: BUY. FV $104.7 vs $65.5 = 37.4% under; ER 14.7%; fwd PE 10.3 against 13.0 — the cheapest absolute multiple on the list; RDCF 1.0% required vs 10.5% expected, a 9.5pp margin, the second-widest. YTD −23.6%.
In short: BUY. FV $111.7 vs $69.9 = 37.4% under; ER 14.7%; fwd PE 10.3 against 13.0 (20.8% under) — one of the two cheapest absolute multiples on the list; RDCF 1.5% required vs 10.5% expected, a 9.0pp margin.
In short: BUY. EPS growth 10.5%, dividend 1.6%, FWD PE 10.3 against a fair exit 13.0, expected return 14.7%, fair value 110.8 against 69.3 = 37.4% undervalued.
In short: BUY. The lowest absolute multiple on the sheet at 10.5x forward against a 13.0x five-year average (19.2% under), a 12.3% expected return and +7.0pp of reverse-DCF margin (1.5% required against 8.5% expected).
In short: BUY. Trades 3.8% above its own five-year multiple (13.5x against 13.0x — this business has always been cheap), so the case is the DCF: 2.9% growth required against 10.8% expected, a +7.9pp margin, with an 11.7% expected return and a $104.6 fair value against $85.78.
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