GREY:ISYRF - Post by User
Comment by
natioson Nov 15, 2018 8:00am
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Post# 28978354
RE:BEST RESULTS EVER
RE:BEST RESULTS EVERThe report looks to be a unanimous blow out from all metrics and backlog should support strong results going forward. I especially like the positive cash flow to date despite working capital pressure to support future sales on top of revenue, ebitda, and EPS growth.
Just looking at the valuation, it appears currently at around 5x EBITDA, 6x EPS (ex cash). Future growth should make the valuation even more attractive not to mention the net cash on balance sheet (in USD).
Not sure how the buyback works but would think the company should be active when off quiet period should we not see a big bounce in the share price. Otherwise I would think that this would be on a few radar screens as an opportunity to saddle up to QCOM.