TSX:GVC - Post Discussion
Post by
nozzpack on Oct 26, 2021 2:48pm
Direct Proxy Valuation..PNC.A to GVC
Direct Proxy Valuation..PNC.A to GVC
PNC.A is post Media, very similar to GVC in its Print industry except that GVC has several other divsions outside of Print that are rapidly growing.
The comparison in the Table below is conservative in that PNC.a is exclusively print.
Nevertheless, using PNC.A as Fair value, GVC would be valued at $1.90 at PNC EV to Ebitda multiple. To this, you can add about $1 per share for the $120 m of negative book for PNC.A.
That is a Fair value adjusted for PNC.A negative book ( $120 m Fair value of GVC t would be close to $3 per share PNC.A has a substantial negative Book value, so that comparison with P/Book cannot be made.
H
owever, using the Industry niche for P/Book for GVC., its fair value would be over $4 per share Trailing Price to Book for Media, Broadcasting advert
https://csimarket.com/Industry/industry_valuation_ttm.php?pb&ind=902 | | | | |
| Post Media | | Glacier Media | |
| | | | |
Shares o/s | 98,800,000 | | 132,500,000 | |
Market cap | $201m | | $61 m | |
Debt | $238 m | | $0.0 m | |
Cash | $52 m | | $15.9 m | |
lease debt | $40 m | | $2.9 m | |
Revene | $425 m | | | |
Gross Margin | 28% | | 35% | |
Book Value | - $120 m | | $183 m | |
Enterprise value | $427 m | | $48 m | |
Ebitda | $33.2 m | | $15.6m | |
| | | | |
EV / Ebitda | 12.8 | | 3.1 | |
Price to book Multiple | | | 2.97 | |
Fair value vs PNC | | | $1.90 /share | |
Fair Value P/Book | $0.0 /share | | $4.10 /share | |
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