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Gartner Inc T.IT.R


Primary Symbol: IT

Gartner, Inc. delivers actionable, objective insight to executives and their teams. The Company operates through three segments: Research, Conferences and Consulting. The Research segment delivers independent, objective insight to leaders across an enterprise through subscription services that include on-demand access to published research content, data and benchmarks, and direct access to a network of research experts located around the globe. Gartner Conferences are designed for information technology (IT) and business executives as well as decision makers looking to adapt and evolve their organizations through disruption and uncertainty, navigate risks and prioritize investments. The Consulting segment serves chief information officers and other senior executives to optimize technology investments and drive business impact. The Company also provides solutions for a range of IT-related priorities, including IT cost optimization, digital transformation, and IT sourcing optimization.


NYSE:IT - Post by User

Bullboard Posts
Comment by GMAN66on Dec 18, 2015 11:39am
188 Views
Post# 24395395

RE:RE:RE:RE:RE:RE:Dundee report out

RE:RE:RE:RE:RE:RE:Dundee report outVALUATION Comparable Valuation Analysis IT currently now trades at 5.3x our F16 adj. EPS estimate, while our $27 per share target implies a multiple of 14.5x, both at a significant discount to comps at 21x. Note, we focus our valuation on P/E multiples rather than EV/EBITDA given Intertain's lack of capex requirements and higher cash conversion business model. Thus, shifting our view to valuation on a FCF basis, once adjusted for one-time M&A fees and annualizing the anticipated Jackpotjoy contribution, IT currently trades near 12.6x F15E FCF vs. peers at 20x. While on an F16 basis, the discount is more pronounced at 9.5x FCF vs. peers trading near 21x. Our $27 target price implies an F16E EV/FCF multiple of 18x, slight discount to peers, with room to expand given Intertain’s organic and inorganic growth potential.
Bullboard Posts