Crane Co T.CR

Primary Symbol: CR Alternate Symbol(s): CXT

Technology Scientific & Technical Instruments

Crane Company is a manufacturer of engineered components for mission-critical applications focused on the aerospace, defense, space and process flow industry end markets. Its segments include Aerospace & Electronics, Process Flow Technologies, and Engineered Materials. The Aerospace & Electronics segment supplies critical components and systems, including original equipment and aftermarket parts, primarily for the commercial aerospace, and the military aerospace, defense and space markets. The Process Flow Technologies segment is a provider of engineered fluid handling equipment for critical applications. The Engineered Materials segment manufactures fiberglass-reinforced plastic panels and coils, primarily for use in the manufacturing of recreational vehicles, truck bodies and trailers (Transportation). It also designs and manufacturers multi-stage lubrication pumps and lubrication system components technology for critical aerospace and defense applications.

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Crane Co > Comparisons

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Comment by gonatgasgoon May 06, 2021 7:25pm

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Post# 33149116

RE:RE:RE:Comparisons

Cheadle, I totally agree that they need to sell something even if it is below market value. Unfortunately, I am not holding my breath.

Cheadle12 wrote: Best way to do it for fair comparison is to take:

1) Total AFF divide it by EV (not the full picture as we need to look at what was invested back into the company - CapEx & OpEx - including debt servicing). I noted that Crew paid about $2.50 per boe in interest on debt for the quarter.. that's quite a bit given this could be cleared off by an asset sale.

What matters to shareholders:
2) Total CapEx, divide it by EV.
3) Total FCF divide it by EV (and note if there were share buybacks, debt reduction, dividends - return of capital to shareholders).

Cheadle12 wrote: gonat, you know I'm a fan ... but you have to do the same calcs on EV.. not on the just the market cap. This is the full picture..

Crew is like a giant barge, held back by a massive debt anchor. They need to lighten the debt to become somewhere in between a speedboat and a barge.

gonatgasgo wrote: Let's compare Crew with companies that released earnings earlier today and yesterday. I am trying to compare similar figures, as much as I can.

CR: Operating CF of $0.20/share

TOU: Cash flows of $2.11/share

ARX: Funds from operations: $0.77/share

Kelt: Funds from operations: $0.14/share

Now, let's divide the figures above by the share price (yesterday's closing for the 3 and today's close for Crew).

CR: cash flow per share is 17.2% of stock price

TOU: 7.5%

ARX: 9.4%

KEL: 4.8%