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Lifeworks Inc Com MSIXF

Morneau Shepell is a human resources company that provides consulting and administrative services in four segments: well-being, administrative outsourcing, consulting, and absence management. The well-being segment, which produces the most revenue, offers educational and counseling services aimed at supporting employee and family needs. The administrative outsourcing and consulting segment focuses on pension and benefit plans for clients' employees. Absence management provides support and admini


GREY:MSIXF - Post by User

Post by Digby8on Feb 18, 2021 12:14pm
114 Views
Post# 32596356

BMO comment

BMO commentInitiating at Outperform; Seizing Free Cash Flow

Morneau Shepell offers a long-term mid-single-digit organic growth profile, downside protection in the form of highly recurring revenue streams and upside potential from opportunistic acquisitions.
 
• We anticipate the upcoming year to be rich in financial performance improvements, with rising free
cash flow generation and declining leverage.
• We believe the shares currently provide a compelling entry point with improving free cash flow conversion presenting a valuation re-rating opportunity. We initiate coverage at Outperform with a $37 target price.
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