Post by
Mrlongpants on Nov 24, 2021 10:34am
TD INDUSTRY COMPARISON- FUNDAMENTALS
-Though EPS growth at PKI is declining, it is still above the industry average. The most recent EPS was $0.92, a decrease of -28.87% over the previous year.
-Investors have moderate growth expectations for PKI given its PE ratio of 37.61, compared to the Oil & Gas Refining & Marketing industry average of 27.94. Analysts do not believe the company warrants the above average valuation with a lower forward PE ratio of 16.26.
-PKI has a ROE below the Oil & Gas - Integrated industry average. Breaking down the ROE, PKI has a profit margin of 0.97%, an asset turnover of 190.93 and leverage of 5.50.
-PKI has a dividend yield of 3.58%, inline with the Oil & Gas Refining & Marketing industry average.
-PKI has been able to gain market share by growing revenues in a declining market. This trend continues from the previous year when revenue growth at PKI and the Oil & Gas Refining & Marketing industry were 71.70% and 53.79%, respectively.
Just providing some info from my sources.......GLTALongs
Comment by
jcw604 on Nov 29, 2021 11:28am
This is informative. The analyst has sold his thesis. The cost savings of the acquisition so far has not been in their EPS, even though they managed to grow their top line. Hopefully, we will see them in the coming years.
Comment by
jcw604 on Nov 29, 2021 11:31am
One thing you can argue is this, they may be writing off more than they need to especially seeing their top line growing by this much.