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Data Communications Management Corp T.DCM

Alternate Symbol(s):  DCMDF

DATA Communications Management Corp. is a Canadian tech-enabled provider of print and digital solutions that help simplify complex marketing communications and operations workflow. The Company is engaged in delivering individualized services to its clients that simplify their communications, including customized printing, highly personalized marketing communications, campaign management, digital signage and digital asset management. The Company’s solutions include DCM Digital, Print & Communications Management, Marketing and Technology & Innovation. Its DCM Digital solutions include customer communications management, digital asset management, personalized video, location-specific marketing, multichannel marketing workflow management, and digital signage. It serves brands in various vertical markets, including financial services, retail, emerging markets, healthcare and wellness, not-for-profit, energy, hospitality, lottery, government, and others.


TSX:DCM - Post by User

Comment by Torontojayon Jul 26, 2021 10:37am
128 Views
Post# 33604108

RE:RE:RE:Supremex Vs DCM

RE:RE:RE:Supremex Vs DCM
nozzpack wrote:

Print.................................................. $1.82 per share
FLEX........................................... .....$1.60 per share
Dam.................................................. $1.03 per share

Weighted Trailing EV Valuation.........$ 4.45 per share.


From this we remove $41 million in debt ( rounded to $1 per share ), and we have a trailing market cap valuation per share at peer multiples of about  $3.50 per share.

This is a much better valuation as it disaggregates, and then weights, the contributions of the 3 operating divisions to the composite valuation, all of which have different  valuation multiples.

You can quibble about some of these parameter inputs, but cannot avoid the clear observation that, relative to its peers, DCM is grossly undervalued on its trailing 12 month financial metrics.


One thing to keep in mind is that if you're going to use EV to ebitda calculations then enterprise value should also include capital lease if the ebitda includes depreciation and interest expense of right of use assets. 

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