This report should not be construed as providing investment
advice. It is for educational purposes only.
Before making any investment decision, you should always do your own
research or consult a investment professional. |
Estimates |
Estimates |
Estimates |
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While I try to
be accurate, I assume no responsibility for any figure in this spreadsheet. |
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See my
website on stocks or see my blog at the following sites. |
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https://spbrunner.com/stocks.html |
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https://spbrunner.blogspot.com/ |
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Alaris Equity
Partners Income Trust |
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TSX |
AD.UN |
OTC |
ALARF |
https://www.alarisroyalty.com/ |
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Fiscal Yr: |
Dec 31 |
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Year |
12/31/11 |
12/31/12 |
12/31/13 |
12/31/14 |
12/31/15 |
12/31/16 |
12/31/17 |
12/31/18 |
12/31/19 |
12/31/20 |
12/31/21 |
12/31/22 |
12/31/23 |
12/31/24 |
12/31/25 |
12/31/26 |
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Value |
Description |
#Y |
Item |
Total G |
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Accounting Rules |
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IFRS |
IFRS |
IFRS |
IFRS |
IFRS |
IFRS |
IFRS |
IFRS |
IFRS |
IFRS |
IFRS |
IFRS |
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Accounting Rules |
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Revenue from annual
statements |
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$100.0 |
$89.1 |
$100.1 |
$116.0 |
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Other |
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$23.7 |
$27.9 |
$19.6 |
-$46.5 |
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Revenue |
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Total Revenue &
Other Op Inc |
$49.3 |
$32.1 |
$52.7 |
$66.7 |
$77.7 |
$123.8 |
$117.0 |
$119.7 |
$69.5 |
$68.3 |
$214.9 |
$198.1 |
$241.3 |
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357.72% |
<-Total Growth |
10 |
Revenue |
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Increase |
195.78% |
-34.84% |
64.17% |
26.50% |
16.51% |
59.35% |
-5.47% |
2.28% |
-41.94% |
-1.77% |
214.79% |
-7.82% |
21.79% |
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16.43% |
<-IRR #YR-> |
10 |
Revenue |
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5 year Running Average |
$22.9 |
$27.0 |
$33.8 |
$43.5 |
$55.7 |
$70.6 |
$87.6 |
$101.0 |
$101.5 |
$99.6 |
$117.9 |
$134.1 |
$158.4 |
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15.05% |
<-IRR #YR-> |
5 |
Revenue |
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Revenue per Share |
$2.53 |
$1.44 |
$1.84 |
$2.08 |
$2.14 |
$3.41 |
$3.18 |
$3.28 |
$1.89 |
$1.75 |
$4.76 |
$4.39 |
$5.30 |
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16.72% |
<-IRR #YR-> |
10 |
5 yr Running Average |
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Increase |
149.48% |
-43.19% |
27.80% |
13.18% |
2.93% |
59.21% |
-6.69% |
3.17% |
-42.27% |
-7.53% |
171.89% |
-7.82% |
20.86% |
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9.42% |
<-IRR #YR-> |
5 |
5 yr Running Average |
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5 year Running Average |
$2.96 |
$1.73 |
$1.68 |
$1.78 |
$2.00 |
$2.18 |
$2.53 |
$2.82 |
$2.78 |
$2.70 |
$2.97 |
$3.21 |
$3.62 |
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11.18% |
<-IRR #YR-> |
10 |
Revenue per Share |
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P/S (Price/Sales) Med |
5.89 |
14.48 |
16.66 |
14.60 |
13.72 |
7.19 |
6.65 |
5.67 |
10.28 |
8.45 |
3.73 |
4.03 |
2.93 |
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10.09% |
<-IRR #YR-> |
5 |
Revenue per Share |
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P/S (Price/Sales) Close |
7.11 |
16.50 |
16.26 |
17.01 |
10.98 |
7.03 |
6.50 |
5.18 |
11.58 |
8.63 |
3.95 |
3.66 |
3.07 |
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7.98% |
<-IRR #YR-> |
10 |
5 yr Running Average |
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* Total Revenue in M
CDN $ |
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P/S Med |
20 yr |
6.65 |
15 yr |
7.19 |
10 yr |
6.92 |
5 yr |
4.03 |
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-100.00% |
Diff M/C |
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5.14% |
<-IRR #YR-> |
5 |
5 yr Running Average |
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-$52.7 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$241.3 |
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-$119.7 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$241.3 |
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-$33.8 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$158.4 |
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-$101.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$158.4 |
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-$1.84 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$5.30 |
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-$3.28 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$5.30 |
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-$1.68 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$3.62 |
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-$2.82 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$3.62 |
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$167 |
<-12 mths |
2.55% |
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Estimates |
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last 12 months from Qtr. |
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Total Distributions* |
$21.5 |
$32.1 |
$51.6 |
$68.2 |
$81.9 |
$98.5 |
$86.7 |
$98.0 |
$111.3 |
$106.7 |
$143.5 |
$190.9 |
$165.6 |
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221.09% |
<-Total Growth |
10 |
Revenue |
MANAGEMENT DISCUSSION AND ANALYSIS |
Other Income |
$0.1 |
$0.0 |
$1.1 |
$1.1 |
$9.5 |
$1.6 |
$2.4 |
$2.1 |
$4.6 |
$2.7 |
$4.2 |
-$0.8 |
-$3.0 |
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-368.59% |
<-Total Growth |
10 |
Revenue |
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Total Revenue*
(adjusted) |
$21.6 |
$32.1 |
$52.7 |
$69.3 |
$91.4 |
$100.0 |
$89.1 |
$100.1 |
$116.0 |
$109.5 |
$147.7 |
$190.046 |
$162.567 |
$172 |
$180 |
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208.44% |
<-Total Growth |
10 |
Revenue |
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Increase |
29.46% |
48.89% |
64.15% |
31.49% |
31.90% |
9.44% |
-10.95% |
12.34% |
15.88% |
-5.59% |
34.87% |
28.70% |
-14.46% |
6.05% |
4.41% |
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11.92% |
<-IRR #YR-> |
10 |
Revenue |
208.44% |
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5 year Running Average |
$17.3 |
$21.5 |
$28.2 |
$38.5 |
$53 |
$69 |
$81 |
$90 |
$99 |
$103 |
$112 |
$133 |
$145 |
$156.4 |
$170.5 |
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10.19% |
<-IRR #YR-> |
5 |
Revenue |
62.44% |
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Revenue per Share |
$1.27 |
$1.53 |
$1.97 |
$2.28 |
$2.69 |
$2.75 |
$2.44 |
$2.72 |
$3.17 |
$3.03 |
$3.36 |
$4.20 |
$3.58 |
$3.79 |
$3.96 |
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17.79% |
<-IRR #YR-> |
10 |
5 yr Running Average |
414.29% |
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Increase |
-0.42% |
21.16% |
28.72% |
15.29% |
18.25% |
2.29% |
-11.23% |
11.37% |
16.41% |
-4.35% |
10.74% |
25.13% |
-14.84% |
5.93% |
4.41% |
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10.03% |
<-IRR #YR-> |
5 |
5 yr Running Average |
61.30% |
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5 year Running Average |
$3.21 |
$2.00 |
$1.59 |
$1.66 |
$1.95 |
$2.25 |
$2.43 |
$2.58 |
$2.76 |
$2.82 |
$2.94 |
$3.30 |
$3.47 |
$3.59 |
$3.78 |
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6.12% |
<-IRR #YR-> |
10 |
Revenue per Share |
81.17% |
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P/S (Price/Sales) Med |
11.77 |
13.57 |
15.50 |
13.33 |
10.91 |
8.90 |
8.64 |
6.83 |
6.14 |
4.88 |
5.28 |
4.21 |
4.34 |
4.40 |
0.00 |
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5.61% |
<-IRR #YR-> |
5 |
Revenue per Share |
31.40% |
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P/S (Price/Sales) Close |
14.22 |
15.46 |
15.13 |
15.53 |
8.73 |
8.70 |
8.46 |
6.24 |
6.92 |
4.99 |
5.60 |
3.82 |
4.55 |
4.41 |
4.22 |
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8.13% |
<-IRR #YR-> |
10 |
5 yr Running Average |
118.50% |
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*Revenue in M CDN $ |
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P/S Med |
20 yr |
6.83 |
15 yr |
7.95 |
10 yr |
6.48 |
5 yr |
4.88 |
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-31.99% |
Diff M/C |
|
6.11% |
<-IRR #YR-> |
5 |
5 yr Running Average |
34.50% |
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-$52.7 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$162.6 |
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-$100.1 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$162.6 |
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-$28.2 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$145.1 |
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-$90.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$145.1 |
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-$1.97 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$3.58 |
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-$2.72 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$3.58 |
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-$1.59 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$3.47 |
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-$2.58 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$3.47 |
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$3.24 |
<-12 mths |
10.66% |
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Estimates |
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Last 12 months from Qtr |
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Difference Basic and
Diluted |
3.43% |
2.33% |
2.68% |
1.86% |
1.18% |
1.09% |
3.03% |
1.20% |
1.01% |
0.00% |
4.57% |
3.46% |
3.93% |
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0.02 |
<-Median-> |
10 |
Difference Basic and Diluted |
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EPS Basic |
$2.04 |
$0.86 |
$1.12 |
$1.61 |
$1.70 |
$1.83 |
$0.33 |
$1.67 |
$0.99 |
$0.56 |
$3.28 |
$2.89 |
$3.05 |
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172.32% |
<-Total Growth |
10 |
EPS Basic |
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EPS Diluted* |
$1.97 |
$0.84 |
$1.09 |
$1.58 |
$1.68 |
$1.81 |
$0.32 |
$1.65 |
$0.98 |
$0.56 |
$3.13 |
$2.79 |
$2.93 |
$1.87 |
$1.84 |
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168.81% |
<-Total Growth |
10 |
EPS Diluted |
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Increase |
169.86% |
-57.36% |
29.76% |
44.95% |
6.33% |
7.74% |
-82.32% |
415.63% |
-40.61% |
-42.86% |
458.93% |
-10.86% |
5.02% |
-36.04% |
-1.76% |
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10 |
0 |
10 |
Years of Data, EPS P or N |
100.00% |
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Earnings Yield |
10.94% |
3.54% |
3.65% |
4.47% |
7.15% |
7.56% |
1.55% |
9.71% |
4.47% |
3.71% |
16.66% |
17.39% |
17.99% |
11.21% |
11.02% |
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10.39% |
<-IRR #YR-> |
10 |
Earnings per Share |
168.81% |
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5 year Running Average |
$1.14 |
$1.06 |
$1.29 |
$1.24 |
$1.43 |
$1.40 |
$1.30 |
$1.41 |
$1.29 |
$1.06 |
$1.33 |
$1.82 |
$2.08 |
$2.26 |
$2.51 |
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12.17% |
<-IRR #YR-> |
5 |
Earnings per Share |
77.58% |
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10 year Running Average |
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|
$1.27 |
$1.18 |
$1.35 |
$1.27 |
$1.25 |
$1.36 |
$1.56 |
$1.74 |
$1.77 |
$1.79 |
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4.87% |
<-IRR #YR-> |
10 |
5 yr Running Average |
81.71% |
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* Diluted ESP per
share |
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E/P |
10 Yrs |
7.35% |
5Yrs |
16.66% |
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8.10% |
<-IRR #YR-> |
5 |
5 yr Running Average |
75.22% |
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-$1.09 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.93 |
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-$1.65 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.93 |
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-$1.29 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.08 |
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-$1.41 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.08 |
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Dividend Estimate |
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$1.39 |
$1.42 |
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Estimates |
|
Dividend Estimate |
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Increase |
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|
|
1.84% |
2.38% |
|
|
|
Estimates |
|
Increase |
|
|
|
|
|
Payout Ratio EPS |
|
|
|
|
|
|
|
|
|
|
|
|
|
73.91% |
77.02% |
|
|
|
Estimates |
|
Payout Ratio EPS |
|
|
|
|
|
Special Dividends |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
|
$0.00 |
<-Median-> |
10 |
Special Dividends |
|
|
|
|
|
Dividend* |
$1.04 |
$1.17 |
$1.35 |
$1.47 |
$1.56 |
$1.62 |
$1.62 |
$1.62 |
$1.65 |
$1.15 |
$1.26 |
$1.32 |
$1.36 |
$1.36 |
$1.36 |
$1.36 |
|
1.12% |
<-Total Growth |
10 |
Dividends |
|
|
|
|
|
Increase |
11.83% |
12.50% |
14.96% |
9.29% |
5.78% |
4.18% |
0.00% |
0.15% |
1.69% |
-30.30% |
9.57% |
4.76% |
3.03% |
0.00% |
0.00% |
0.00% |
|
11 |
2 |
14 |
Years of data, Count P, N |
|
|
|
|
|
Average Increases 5
Year Running |
|
|
|
8.50% |
10.87% |
9.34% |
6.84% |
3.88% |
2.36% |
-4.85% |
-3.78% |
-2.83% |
-2.25% |
-2.59% |
3.47% |
1.56% |
|
3.12% |
<-Median-> |
10 |
Average Incr 5 Year Running |
|
|
|
|
Dividends 5 Yr Running |
|
|
$1.10 |
$1.19 |
$1.32 |
$1.43 |
$1.52 |
$1.58 |
$1.61 |
$1.53 |
$1.46 |
$1.40 |
$1.35 |
$1.29 |
$1.33 |
$1.35 |
|
2.43% |
<-Total Growth |
10 |
Dividends 5 Yr Running |
|
|
|
|
|
Yield H/L Price |
6.98% |
5.62% |
4.39% |
4.84% |
5.30% |
6.61% |
7.67% |
8.73% |
8.48% |
7.77% |
7.10% |
7.47% |
8.76% |
8.15% |
|
|
|
7.57% |
<-Median-> |
10 |
Yield H/L Price |
Item |
|
|
|
|
Yield on High Price |
5.78% |
4.93% |
3.66% |
4.01% |
4.23% |
5.21% |
6.72% |
7.81% |
7.39% |
4.93% |
6.10% |
6.40% |
7.36% |
7.84% |
|
|
|
6.25% |
<-Median-> |
10 |
Yield on High
Price |
EPS |
|
|
|
|
Yield on Low Price |
8.81% |
6.53% |
5.49% |
6.13% |
7.09% |
9.03% |
8.93% |
9.90% |
9.95% |
18.40% |
8.51% |
8.96% |
10.81% |
8.49% |
|
|
|
8.99% |
<-Median-> |
10 |
Yield on Low Price |
CFPS |
|
|
|
|
Yield on Close Price |
5.78% |
4.93% |
4.50% |
4.16% |
6.62% |
6.76% |
7.84% |
9.55% |
7.52% |
7.61% |
6.71% |
8.23% |
8.35% |
8.14% |
8.14% |
8.14% |
|
7.57% |
<-Median-> |
10 |
Yield on Close Price |
FCF |
|
|
|
|
Payout Ratio EPS |
52.79% |
139.29% |
123.39% |
93.04% |
92.56% |
89.50% |
506.25% |
98.33% |
168.37% |
205.36% |
40.26% |
47.31% |
46.42% |
72.57% |
73.87% |
#DIV/0! |
|
92.80% |
<-Median-> |
10 |
DPR EPS |
|
|
|
|
|
DPR EPS 5 Yr Running |
|
|
84.75% |
95.89% |
91.90% |
102.29% |
117.44% |
112.04% |
125.27% |
144.03% |
109.98% |
76.87% |
64.87% |
57.16% |
53.00% |
#DIV/0! |
|
106.13% |
<-Median-> |
10 |
DPR EPS 5 Yr Running |
|
|
|
|
|
Payout Ratio CFPS |
138.63% |
98.75% |
88.22% |
94.96% |
101.13% |
80.32% |
81.36% |
74.81% |
81.00% |
62.40% |
54.62% |
39.10% |
74.59% |
67.33% |
64.15% |
#DIV/0! |
|
77.56% |
<-Median-> |
10 |
DPR CF |
|
|
|
|
|
DPR CF 5 Yr Running |
|
|
101.09% |
103.61% |
100.53% |
91.65% |
88.30% |
85.15% |
82.73% |
76.19% |
70.58% |
59.69% |
59.19% |
56.73% |
57.19% |
#DIV/0! |
|
83.94% |
<-Median-> |
10 |
DPR CF 5 Yr Running |
|
|
|
|
|
Payout Ratio CFPS WC |
111.44% |
95.72% |
84.91% |
76.42% |
82.42% |
67.47% |
72.40% |
74.01% |
60.02% |
46.66% |
40.61% |
34.85% |
52.31% |
67.33% |
64.15% |
#DIV/0! |
|
63.75% |
<-Median-> |
10 |
DPR CF WC |
|
|
|
|
|
DPR CF WC 5 Yr Running |
|
|
96.30% |
92.62% |
87.16% |
79.40% |
75.85% |
74.12% |
70.36% |
63.62% |
57.29% |
48.98% |
45.84% |
46.16% |
48.86% |
#DIV/0! |
|
72.24% |
<-Median-> |
10 |
DPR CF WC 5 Yr Running |
|
|
|
|
|
Median Values |
10 Yr Med |
10 Yr Cl |
7.57% |
7.57% |
5 Yr Med |
5 Yr Cl |
7.77% |
7.61% |
5 Yr Med |
Payout |
47.31% |
62.40% |
46.66% |
|
|
|
|
-3.47% |
<-IRR #YR-> |
5 |
Dividends |
-16.18% |
|
|
|
|
* Dividends per
share |
10 Yr Med |
and Cur. |
7.54% |
7.55% |
5 Yr Med |
and Cur. |
4.71% |
6.94% |
Last Div Inc ---> |
$0.330 |
$0.340 |
3.03% |
|
|
|
|
0.11% |
<-IRR #YR-> |
10 |
Dividends |
1.12% |
|
|
|
|
Dividends Growth 15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2.29% |
<-IRR #YR-> |
14 |
Dividends |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dividends Growth 5 |
|
|
|
|
|
|
|
-$1.62 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$1.36 |
|
|
|
|
|
|
|
Dividends Growth 5 |
|
|
|
|
|
Dividends Growth 10 |
|
|
-$1.35 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$1.36 |
|
|
|
|
|
|
|
Dividends Growth 10 |
|
|
|
|
|
Dividends Growth 15 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$1.36 |
|
|
|
|
|
|
|
Dividends Growth 15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Historical Dividends |
Historical |
High Div |
19.47% |
Low Div |
3.87% |
10 Yr High |
17.64% |
10 Yr Low |
4.03% |
Med Div |
7.47% |
Close Div |
7.52% |
|
|
|
|
|
|
|
Historical Dividends |
|
|
|
|
|
High/Ave/Median Values |
Curr diff |
Exp. |
-58.20% |
|
110.31% |
Exp. |
-53.86% |
|
101.96% |
Cheap |
8.95% |
Cheap |
8.17% |
|
|
|
|
|
|
|
High/Ave/Median |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Future Dividend Yield |
|
|
|
|
Div Yd |
6.82% |
earning in |
5.00 |
Years |
at IRR of |
-3.47% |
Div Inc. |
-16.18% |
|
|
|
|
|
|
|
Future Dividend Yield |
|
|
|
|
|
Future Dividend Yield |
|
|
|
|
Div Yd |
5.72% |
earning in |
10.00 |
Years |
at IRR of |
-3.47% |
Div Inc. |
-29.74% |
|
|
|
|
|
|
|
Future Dividend Yield |
|
|
|
|
|
Future Dividend Yield |
|
|
|
|
Div Yd |
4.79% |
earning in |
15.00 |
Years |
at IRR of |
-3.47% |
Div Inc. |
-41.11% |
|
|
|
|
|
|
|
Future Dividend Yield |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Future Dividend Paid |
|
|
|
|
Div Paid |
$1.14 |
earning in |
5 |
Years |
at IRR of |
-3.47% |
Div Inc. |
-16.18% |
|
|
|
|
|
|
|
Future Dividend Paid |
|
|
|
|
|
Future Dividend Paid |
|
|
|
|
Div Paid |
$0.96 |
earning in |
10 |
Years |
at IRR of |
-3.47% |
Div Inc. |
-29.74% |
|
|
|
|
|
|
|
Future Dividend Paid |
|
|
|
|
|
Future Dividend Paid |
|
|
|
|
Div Paid |
$0.80 |
earning in |
15 |
Years |
at IRR of |
-3.47% |
Div Inc. |
-41.11% |
|
|
|
|
|
|
|
Future Dividend Paid |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dividend Covering Cost |
|
|
|
|
Total Div |
$6.34 |
over |
5 |
Years |
at IRR of |
-3.47% |
Div Cov. |
37.97% |
|
|
|
|
|
|
|
Dividend Covering Cost |
|
|
|
|
|
Dividend Covering Cost |
|
|
|
|
Total Div |
$10.52 |
over |
10 |
Years |
at IRR of |
-3.47% |
Div Cov. |
62.97% |
|
|
|
|
|
|
|
Dividend Covering Cost |
Item |
|
|
|
|
Dividend Covering Cost |
|
|
|
|
Total Div |
$14.02 |
over |
15 |
Years |
at IRR of |
-3.47% |
Div Cov. |
83.93% |
|
|
|
|
|
|
|
Dividend Covering Cost |
Revenue Growth |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EPS Growth |
|
|
|
|
Yield if held 5 years |
|
|
14.86% |
21.23% |
15.39% |
10.87% |
7.78% |
5.30% |
5.44% |
3.92% |
5.14% |
6.25% |
7.32% |
6.99% |
9.19% |
7.67% |
|
6.78% |
<-Median-> |
10 |
Paid Median Price |
Net Income Growth |
|
|
|
Yield if held 10 years |
|
|
|
|
|
|
|
17.93% |
23.83% |
11.38% |
8.46% |
6.34% |
4.44% |
4.48% |
4.63% |
5.55% |
|
9.92% |
<-Median-> |
6 |
Paid Median Price |
Cash Flow Growth |
|
|
|
Yield if held 15 years |
|
|
|
|
|
|
|
|
|
|
|
|
|
19.64% |
13.46% |
9.13% |
|
#NUM! |
<-Median-> |
0 |
Paid Median Price |
Dividend Growth |
|
|
|
Yield if held 20 years |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
#DIV/0! |
|
#NUM! |
<-Median-> |
0 |
Paid Median Price |
Stock Price Growth |
|
|
|
Yield if held 25 years |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
#DIV/0! |
|
#NUM! |
<-Median-> |
0 |
Paid Median Price |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Revenue Growth |
|
|
|
Cost covered if held 5
years |
|
|
60.50% |
85.99% |
65.12% |
48.05% |
36.57% |
25.77% |
26.59% |
26.10% |
29.79% |
33.15% |
36.27% |
33.14% |
45.02% |
38.12% |
|
34.71% |
<-Median-> |
10 |
Paid Median Price |
EPS Growth |
|
|
|
|
Cost covered if held 10
years |
|
|
|
|
|
|
|
147.65% |
202.49% |
140.95% |
97.06% |
70.22% |
47.79% |
47.84% |
48.78% |
57.37% |
|
119.00% |
<-Median-> |
6 |
Paid Median Price |
Net Income Growth |
|
|
|
Cost covered if held 15
years |
|
|
|
|
|
|
|
|
|
|
|
|
|
295.63% |
206.85% |
142.43% |
|
#NUM! |
<-Median-> |
0 |
Paid Median Price |
Cash Flow Growth |
|
|
|
Cost covered if held 20
years |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
#DIV/0! |
|
#NUM! |
<-Median-> |
0 |
Paid Median Price |
Dividend Growth |
|
|
|
Cost covered if held 25
years |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
#DIV/0! |
|
#NUM! |
<-Median-> |
0 |
Paid Median Price |
Stock Price Growth |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
I am earning GC |
|
|
|
|
Div Gr |
-16.05% |
7/24/17 |
# yrs -> |
7 |
2017 |
$22.09 |
Cap Gain |
-24.35% |
|
|
|
|
|
|
|
I am earning GC |
|
|
|
|
|
I am earning Div |
|
|
|
|
org yield |
7.33% |
12/31/24 |
TFSA |
Div G Yrly |
-2.32% |
Div start |
$1.62 |
-7.33% |
6.16% |
|
|
|
|
|
|
I am earning Div |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yr |
Item |
Tot. Growth |
|
|
|
|
Revenue Growth |
|
|
|
|
|
|
|
$100.1 |
$116.0 |
$109.5 |
$147.7 |
$190.0 |
$162.6 |
$167 |
<-12 mths |
2.55% |
|
62.44% |
<-Total Growth |
5 |
Revenue Growth |
62.44% |
|
|
|
|
EPS Growth |
|
|
|
|
|
|
|
$1.65 |
$0.98 |
$0.56 |
$3.13 |
$2.79 |
$2.93 |
$1.87 |
<-12 mths |
-36.04% |
|
77.58% |
<-Total Growth |
5 |
EPS Growth |
77.58% |
|
|
|
|
Net Income Growth |
|
|
|
|
|
|
|
$60.8 |
$36.3 |
$20.3 |
$144.2 |
$130.7 |
$138.4 |
$154 |
<-12 mths |
11.34% |
|
127.73% |
<-Total Growth |
5 |
Net Income Growth |
127.73% |
|
|
|
|
Cash Flow Growth |
|
|
|
|
|
|
|
$79.2 |
$74.8 |
$71.9 |
$104.2 |
$152.4 |
$83.0 |
|
|
|
|
4.81% |
<-Total Growth |
5 |
Cash Flow Growth |
4.81% |
|
|
|
|
Dividend Growth |
|
|
|
|
|
|
|
$1.62 |
$1.65 |
$1.15 |
$1.26 |
$1.32 |
$1.36 |
$1.36 |
<-12 mths |
0.00% |
|
-16.18% |
<-Total Growth |
5 |
Dividend Growth |
-16.18% |
|
|
|
|
Stock Price Growth |
|
|
|
|
|
|
|
$16.99 |
$21.93 |
$15.11 |
$18.79 |
$16.04 |
$16.29 |
$16.71 |
<-12 mths |
2.58% |
|
-4.12% |
<-Total Growth |
5 |
Stock Price Growth |
-4.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Revenue Growth |
|
|
$52.7 |
$69.3 |
$91.4 |
$100.0 |
$89.1 |
$100.1 |
$116.0 |
$109.5 |
$147.7 |
$190.0 |
$162.6 |
$172 |
<-this year |
6.05% |
|
208.44% |
<-Total Growth |
10 |
Revenue Growth |
208.44% |
|
|
|
|
EPS Growth |
|
|
$1.09 |
$1.58 |
$1.68 |
$1.81 |
$0.32 |
$1.65 |
$0.98 |
$0.56 |
$3.13 |
$2.79 |
$2.93 |
$1.87 |
<-this year |
-36.04% |
|
168.81% |
<-Total Growth |
10 |
EPS Growth |
168.81% |
|
|
|
|
Net Income Growth |
|
|
$29.8 |
$49.0 |
$57.9 |
$66.6 |
$11.9 |
$60.8 |
$36.3 |
$20.3 |
$144.2 |
$130.7 |
$138.4 |
$91 |
<-this year |
-33.95% |
|
364.22% |
<-Total Growth |
10 |
Net Income Growth |
364.22% |
|
|
|
|
Cash Flow Growth |
|
|
$43.7 |
$49.6 |
$55.8 |
$73.3 |
$73.3 |
$79.2 |
$74.8 |
$71.9 |
$104.2 |
$152.4 |
$83.0 |
$92 |
<-this year |
10.78% |
|
89.65% |
<-Total Growth |
10 |
Cash Flow Growth |
89.65% |
|
|
|
|
Dividend Growth |
|
|
$1.35 |
$1.47 |
$1.56 |
$1.62 |
$1.62 |
$1.62 |
$1.65 |
$1.15 |
$1.26 |
$1.32 |
$1.36 |
$1.39 |
<-this year |
1.84% |
|
1.12% |
<-Total Growth |
10 |
Dividend Growth |
1.12% |
|
|
|
|
Stock Price Growth |
|
|
$29.87 |
$35.36 |
$23.50 |
$23.95 |
$20.67 |
$16.99 |
$21.93 |
$15.11 |
$18.79 |
$16.04 |
$16.29 |
$16.71 |
<-this year |
2.58% |
|
-45.46% |
<-Total Growth |
10 |
Stock Price Growth |
-45.46% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dividends on Shares |
|
|
|
$49.98 |
$52.87 |
$55.08 |
$55.08 |
$55.17 |
$56.10 |
$39.10 |
$42.84 |
$44.88 |
$46.24 |
$46.24 |
$46.24 |
$46.24 |
|
$497.34 |
No of Years |
10 |
Total Dividends |
12/31/13 |
|
|
|
|
Paid |
|
|
$1,015.58 |
$1,202.24 |
$799.00 |
$814.30 |
$702.78 |
$577.66 |
$745.62 |
$513.74 |
$638.86 |
$545.36 |
$553.86 |
$568.14 |
$568.14 |
$568.14 |
|
$553.86 |
No of Years |
10 |
Worth |
$29.87 |
|
|
|
|
Total |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
$1,051.20 |
|
|
Total |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Graham Number 3 years
Trailing |
$15.17 |
$20.82 |
$20.28 |
$22.31 |
$22.41 |
$24.47 |
$25.16 |
$22.46 |
$21.75 |
$18.65 |
$20.54 |
$26.85 |
$32.65 |
$38.21 |
$30.67 |
$21.98 |
|
61.02% |
<-Total Growth |
10 |
Graham Number |
|
|
|
|
|
Change |
5.11% |
37.27% |
-2.60% |
10.05% |
0.42% |
9.19% |
2.83% |
-10.74% |
-3.16% |
-14.23% |
10.13% |
30.69% |
21.61% |
17.05% |
-19.73% |
-28.34% |
|
6.01% |
<-Median-> |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Graham Number |
$23.20 |
$15.36 |
$19.17 |
$24.23 |
$26.55 |
$27.09 |
$10.87 |
$25.43 |
$19.05 |
$13.98 |
$35.08 |
$35.34 |
$37.31 |
$29.84 |
$29.58 |
$0.00 |
|
94.68% |
<-Total Growth |
10 |
Graham Number |
|
|
|
|
|
Change |
88.05% |
-33.81% |
24.79% |
26.43% |
9.58% |
2.02% |
-59.86% |
133.90% |
-25.08% |
-26.62% |
150.89% |
0.75% |
5.58% |
-20.03% |
-0.88% |
-100.00% |
|
3.80% |
<-Median-> |
10 |
Graham Price |
|
|
|
|
|
Price/GP Ratio Med |
0.64 |
1.36 |
1.60 |
1.25 |
1.11 |
0.90 |
1.94 |
0.73 |
1.02 |
1.06 |
0.51 |
0.50 |
0.42 |
0.56 |
|
|
|
0.96 |
<-Median-> |
10 |
Price/GP Ratio |
|
|
|
|
|
Price/GP Ratio High |
0.78 |
1.54 |
1.92 |
1.51 |
1.39 |
1.15 |
2.22 |
0.82 |
1.17 |
1.67 |
0.59 |
0.58 |
0.50 |
0.58 |
|
|
|
1.16 |
<-Median-> |
10 |
Price/GP Ratio |
|
|
|
|
|
Price/GP Ratio Low |
0.51 |
1.17 |
1.28 |
0.99 |
0.83 |
0.66 |
1.67 |
0.64 |
0.87 |
0.45 |
0.42 |
0.42 |
0.34 |
0.54 |
|
|
|
0.65 |
<-Median-> |
10 |
Price/GP Ratio |
|
|
|
|
|
Price/GP Ratio Close |
0.78 |
1.54 |
1.56 |
1.46 |
0.89 |
0.88 |
1.90 |
0.67 |
1.15 |
1.08 |
0.54 |
0.45 |
0.44 |
0.56 |
0.56 |
#DIV/0! |
|
0.88 |
<-Median-> |
10 |
Price/GP Ratio |
|
|
|
|
|
Prem/Disc Close |
-22.42% |
54.38% |
55.85% |
45.93% |
-11.49% |
-11.59% |
90.10% |
-33.20% |
15.09% |
8.07% |
-46.43% |
-54.61% |
-56.34% |
-44.00% |
-43.50% |
#DIV/0! |
|
-11.54% |
<-Median-> |
10 |
Graham Price |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Month, Year |
Dec-11 |
Dec-12 |
Dec-13 |
Dec-14 |
Dec-15 |
Dec-16 |
Dec-17 |
Dec-18 |
Dec-19 |
Dec-20 |
Dec-21 |
Dec-22 |
Dec-23 |
Dec-24 |
Dec-25 |
Dec-26 |
|
16.00 |
<Count Years> |
|
Month, Year |
|
|
|
|
|
Price Close |
$18.00 |
$23.71 |
$29.87 |
$35.36 |
$23.50 |
$23.95 |
$20.67 |
$16.99 |
$21.93 |
$15.11 |
$18.79 |
$16.04 |
$16.29 |
$16.71 |
$16.71 |
$16.71 |
|
-45.46% |
<-Total Growth |
10 |
Stock Price |
|
|
|
|
|
Increase |
54.64% |
31.72% |
25.98% |
18.38% |
-33.54% |
1.91% |
-13.70% |
-17.80% |
29.08% |
-31.10% |
24.35% |
-14.64% |
1.56% |
2.58% |
0.00% |
0.00% |
|
13.18 |
<-Median-> |
10 |
CAPE (10 Yr P/E) |
|
|
|
|
|
P/E Ratio |
9.14 |
28.23 |
27.40 |
22.38 |
13.99 |
13.23 |
64.59 |
10.30 |
22.38 |
26.98 |
6.00 |
5.75 |
5.56 |
8.92 |
9.08 |
#DIV/0! |
|
-0.84% |
<-IRR #YR-> |
5 |
Stock Price |
-4.12% |
|
|
|
|
Trailing P/E Ratio |
24.66 |
12.04 |
35.56 |
32.44 |
14.87 |
14.26 |
11.42 |
53.09 |
13.29 |
15.42 |
33.55 |
5.12 |
5.84 |
5.70 |
8.92 |
9.08 |
|
-5.88% |
<-IRR #YR-> |
10 |
Stock Price |
-45.46% |
|
|
|
|
CAPE (10 Yr P/E) |
|
|
|
|
|
18.87 |
17.54 |
12.59 |
17.34 |
12.11 |
13.78 |
10.29 |
9.35 |
9.43 |
9.34 |
#DIV/0! |
|
7.26% |
<-IRR #YR-> |
5 |
Price & Dividend |
24.21% |
|
|
|
|
Median 10, 5 Yrs |
|
D. per yr |
6.33% |
8.10% |
% Tot Ret |
1420.87% |
111.54% |
T P/E |
$14.56 |
$13.29 |
P/E: |
$13.61 |
$6.00 |
|
|
|
|
0.45% |
<-IRR #YR-> |
10 |
Price & Dividend |
224.10% |
|
|
|
|
Price 15 |
|
D. per yr |
11.48% |
|
% Tot Ret |
73.99% |
|
|
|
|
|
CAPE Diff |
-32.35% |
|
|
|
|
4.03% |
<-IRR #YR-> |
15 |
Stock Price |
81.00% |
|
|
|
|
Price 20 |
|
D. per yr |
9.35% |
|
% Tot Ret |
75.11% |
|
|
|
|
|
|
|
|
|
|
|
3.10% |
<-IRR #YR-> |
16 |
Stock Price |
|
|
|
|
|
Price & Dividend 15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
15.52% |
<-IRR #YR-> |
15 |
Price & Dividend |
508.53% |
|
|
|
|
Price & Dividend 20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12.44% |
<-IRR #YR-> |
16 |
Price & Dividend |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Price 5 |
|
|
|
|
|
|
|
-$16.99 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$16.29 |
|
|
|
|
|
|
|
Price 5 |
|
|
|
|
|
Price 10 |
|
|
-$29.87 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$16.29 |
|
|
|
|
|
|
|
Price 10 |
|
|
|
|
|
Price & Dividend 5 |
|
|
|
|
|
|
|
-$16.99 |
$1.65 |
$1.15 |
$1.26 |
$1.32 |
$17.65 |
|
|
|
|
|
|
|
Price & Dividend 5 |
|
|
|
|
|
Price & Dividend 10 |
|
|
-$29.87 |
$1.47 |
$1.56 |
$1.62 |
$1.62 |
$1.62 |
$1.65 |
$1.15 |
$1.26 |
$1.32 |
$17.65 |
|
|
|
|
|
|
|
Price & Dividend 10 |
|
|
|
|
|
Price 15 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$16.29 |
|
|
|
|
|
|
|
Price 15 |
|
|
|
|
|
Price 20 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$16.29 |
|
|
|
|
|
|
|
Price 20 |
|
|
|
|
|
Price & Dividend 15 |
$1.04 |
$1.17 |
$1.35 |
$1.47 |
$1.56 |
$1.62 |
$1.62 |
$1.62 |
$1.65 |
$1.15 |
$1.26 |
$1.32 |
$17.65 |
|
|
|
|
|
|
|
Price & Dividend 15 |
|
|
|
|
|
Price & Dividend 20 |
$1.04 |
$1.17 |
$1.35 |
$1.47 |
$1.56 |
$1.62 |
$1.62 |
$1.62 |
$1.65 |
$1.15 |
$1.26 |
$1.32 |
$17.65 |
|
|
|
|
|
|
|
Price & Dividend 20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Price H/L Median |
$14.90 |
$20.81 |
$30.61 |
$30.35 |
$29.36 |
$24.51 |
$21.13 |
$18.59 |
$19.46 |
$14.80 |
$17.74 |
$17.68 |
$15.53 |
$16.68 |
|
|
|
-49.26% |
<-Total Growth |
10 |
Stock Price |
|
|
|
|
|
Increase |
47.45% |
39.66% |
47.09% |
-0.87% |
-3.25% |
-16.52% |
-13.81% |
-12.02% |
4.71% |
-23.97% |
19.87% |
-0.34% |
-12.14% |
7.41% |
|
|
|
-6.56% |
<-IRR #YR-> |
10 |
Stock Price |
-49.26% |
|
|
|
|
P/E Ratio |
7.56 |
24.77 |
28.08 |
19.21 |
17.48 |
13.54 |
66.02 |
11.26 |
19.86 |
26.42 |
5.67 |
6.34 |
5.30 |
8.90 |
|
|
|
-3.53% |
<-IRR #YR-> |
5 |
Stock Price |
-16.44% |
|
|
|
|
Trailing P/E Ratio |
20.41 |
10.56 |
36.44 |
27.84 |
18.58 |
14.59 |
11.67 |
58.08 |
11.79 |
15.10 |
31.67 |
5.65 |
5.57 |
5.69 |
|
|
|
-0.19% |
<-IRR #YR-> |
10 |
Price & Dividend |
#DIV/0! |
|
|
|
|
P/E on Running 5 yr
Average |
13.08 |
19.61 |
23.69 |
24.43 |
20.50 |
17.51 |
16.30 |
13.20 |
15.11 |
13.91 |
13.35 |
9.70 |
7.47 |
7.39 |
|
|
|
4.25% |
<-IRR #YR-> |
5 |
Price & Dividend |
43.70% |
|
|
|
|
P/E on Running 10 yr
Average |
|
|
|
|
|
|
17.93 |
13.77 |
15.38 |
11.85 |
13.00 |
11.34 |
8.91 |
9.41 |
|
|
|
13.69 |
P/E Ratio |
|
Historical Median |
|
|
|
|
|
Median 10, 5 Yrs |
|
D. per yr |
6.37% |
7.78% |
% Tot Ret |
0.00% |
182.95% |
T P/E |
14.84 |
11.79 |
P/E: |
15.51 |
6.34 |
|
|
|
|
|
Count |
16 |
Years of data |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$30.61 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$15.53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$18.59 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$15.53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$30.61 |
$1.47 |
$1.56 |
$1.62 |
$1.62 |
$1.62 |
$1.65 |
$1.15 |
$1.26 |
$1.32 |
$16.89 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$18.59 |
$1.65 |
$1.15 |
$1.26 |
$1.32 |
$16.89 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
High Months |
Dec |
Dec |
Nov |
Dec |
Jan |
Apr |
Jan |
Sep |
Dec |
Feb |
Nov |
Mar |
Feb |
Mar |
|
|
|
|
|
|
|
|
|
|
|
|
Price High |
$18.00 |
$23.71 |
$36.72 |
$36.70 |
$36.80 |
$31.08 |
$24.11 |
$20.78 |
$22.34 |
$23.34 |
$20.67 |
$20.61 |
$18.48 |
$17.35 |
|
|
|
-49.67% |
<-Total Growth |
10 |
Stock Price |
|
|
|
|
|
Increase |
54.37% |
31.72% |
54.87% |
-0.05% |
0.27% |
-15.54% |
-22.43% |
-13.81% |
7.51% |
4.48% |
-11.44% |
-0.29% |
-10.33% |
-6.11% |
|
|
|
-6.64% |
<-IRR #YR-> |
10 |
Stock Price |
-49.67% |
|
|
|
|
P/E Ratio |
9.14 |
28.23 |
33.69 |
23.23 |
21.90 |
17.17 |
75.34 |
12.59 |
22.80 |
41.68 |
6.60 |
7.39 |
6.31 |
9.26 |
|
|
|
-2.32% |
<-IRR #YR-> |
5 |
Stock Price |
-11.07% |
|
|
|
|
Trailing P/E Ratio |
24.66 |
12.04 |
43.71 |
33.67 |
23.29 |
18.50 |
13.32 |
64.94 |
13.54 |
23.82 |
36.91 |
6.58 |
6.62 |
5.92 |
|
|
|
16.57 |
P/E Ratio |
|
Historical Median |
|
|
|
|
|
Median 10, 5 Yrs |
|
|
|
|
|
|
|
T P/E |
20.90 |
13.54 |
P/E: |
19.54 |
7.39 |
|
|
|
|
31.50 |
P/E Ratio |
|
Historical High |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$36.72 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$18.48 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$20.78 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$18.48 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Low Months |
Jan |
Jan |
Jan |
Feb |
Dec |
Nov |
Dec |
Mar |
Jan |
Mar |
Jan |
Sep |
Oct |
Jan |
|
|
|
|
|
|
|
|
|
|
|
|
Price Low |
$11.80 |
$17.91 |
$24.50 |
$23.99 |
$21.92 |
$17.94 |
$18.14 |
$16.39 |
$16.58 |
$6.25 |
$14.80 |
$14.74 |
$12.58 |
$16.01 |
|
|
|
-48.65% |
<-Total Growth |
10 |
Stock Price |
|
|
|
|
|
Increase |
38.01% |
51.78% |
36.80% |
-2.08% |
-8.63% |
-18.16% |
1.11% |
-9.65% |
1.16% |
-62.30% |
136.80% |
-0.41% |
-14.65% |
27.27% |
|
|
|
-6.45% |
<-IRR #YR-> |
10 |
Stock Price |
-48.65% |
|
|
|
|
P/E Ratio |
5.99 |
21.32 |
22.48 |
15.18 |
13.05 |
9.91 |
56.69 |
9.93 |
16.92 |
11.16 |
4.73 |
5.28 |
4.29 |
8.54 |
|
|
|
-5.15% |
<-IRR #YR-> |
5 |
Stock Price |
-23.25% |
|
|
|
|
Trailing P/E Ratio |
16.16 |
9.09 |
29.17 |
22.01 |
13.87 |
10.68 |
10.02 |
51.22 |
10.05 |
6.38 |
26.43 |
4.71 |
4.51 |
5.46 |
|
|
|
10.55 |
P/E Ratio |
|
Historical Median |
|
|
|
|
|
Median 10, 5 Yrs |
|
|
|
|
|
|
|
T P/E |
10.36 |
6.38 |
P/E: |
10.55 |
5.28 |
|
|
|
|
4.47 |
P/E Ratio |
|
Historical Low |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$24.50 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$12.58 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$16.39 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$12.58 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Free Cash Flow WSJ |
$14.60 |
$26.45 |
$43.73 |
$49.58 |
$55.03 |
$73.25 |
$67.22 |
$78.31 |
$74.78 |
$71.86 |
$104.16 |
$152.42 |
$82.96 |
$112.30 |
$127.00 |
|
|
89.71% |
<-Total Growth |
10 |
Free Cash Flow |
|
|
|
|
|
Change |
|
|
|
|
|
33.11% |
-8.23% |
16.50% |
-4.51% |
-3.90% |
44.95% |
46.33% |
-45.57% |
35.36% |
13.09% |
|
|
1.16% |
<-IRR #YR-> |
5 |
Free Cash Flow MS |
5.94% |
|
|
|
|
FCF/CF from Op Ratio |
1.00 |
1.00 |
1.00 |
1.00 |
0.99 |
1.00 |
0.92 |
0.99 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.22 |
1.32 |
|
|
6.61% |
<-IRR #YR-> |
10 |
Free Cash Flow MS |
89.71% |
|
|
|
|
Dividends paid |
$17.56 |
$24.46 |
$35.70 |
$44.71 |
$53.00 |
$59.00 |
$59.00 |
$59.20 |
$60.37 |
$41.51 |
$54.84 |
$59.72 |
$59.72 |
$61.88 |
$61.88 |
|
|
67.29% |
<-Total Growth |
10 |
Dividends paid |
|
|
|
|
|
Percentage paid |
|
|
|
|
96.31% |
80.55% |
87.77% |
75.60% |
80.73% |
57.77% |
52.65% |
39.18% |
71.99% |
55.10% |
48.72% |
|
|
$0.76 |
<-Median-> |
9 |
Percentage paid |
|
|
|
|
|
5 Year Coverage |
|
|
|
|
|
|
|
|
83.36% |
76.37% |
69.37% |
57.24% |
56.80% |
53.02% |
51.49% |
|
|
|
|
|
5 Year Coverage |
|
|
|
|
|
Dividend
Coverage Ratio |
|
|
|
|
1.04 |
1.24 |
1.14 |
1.32 |
1.24 |
1.73 |
1.90 |
2.55 |
1.39 |
1.81 |
2.05 |
|
|
1.32 |
<-Median-> |
9 |
Dividend Coverage Ratio |
|
|
|
|
|
5 Year of Coverage |
|
|
|
|
|
|
|
|
1.20 |
1.31 |
1.44 |
1.75 |
1.76 |
1.89 |
1.94 |
|
|
|
|
|
5 Year of Coverage |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$78 |
$0 |
$0 |
$0 |
$0 |
$83 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$44 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$83 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Market Cap in $M |
$350.6 |
$529.6 |
$857.1 |
$1,134.1 |
$853.1 |
$870.2 |
$760.9 |
$620.1 |
$805.0 |
$589.2 |
$848.3 |
$724.2 |
$741.2 |
$760.3 |
$760.3 |
$760.3 |
|
-13.52% |
<-Total Growth |
10 |
Market Cap |
-13.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diluted # of Shares in
Million |
17.60 |
21.48 |
27.41 |
31.10 |
34.39 |
36.71 |
36.75 |
36.49 |
36.89 |
36.48 |
48.43 |
49.73 |
50.01 |
50.01 |
|
|
|
82.47% |
<-Total Growth |
10 |
Diluted |
|
|
|
|
|
Change |
28.89% |
22.05% |
27.62% |
13.45% |
10.60% |
6.75% |
0.11% |
-0.71% |
1.09% |
-1.10% |
32.76% |
2.68% |
0.57% |
0.00% |
|
|
|
0.02 |
<-Median-> |
10 |
Change |
|
|
|
|
|
Difference
Diluted/Basic |
-3.18% |
-2.52% |
-2.60% |
-2.09% |
-1.25% |
-1.02% |
-0.82% |
0.76% |
-0.79% |
-0.99% |
-9.16% |
-9.01% |
-9.12% |
-9.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Average # of Shares in
Million |
17.04 |
20.93 |
26.70 |
30.45 |
33.96 |
36.34 |
36.45 |
36.77 |
36.60 |
36.12 |
43.99 |
45.25 |
45.45 |
45.45 |
|
|
|
70.25% |
<-Total Growth |
10 |
Average |
used in CFPS |
|
|
|
Change |
30.01% |
22.88% |
27.52% |
14.05% |
11.54% |
6.99% |
0.32% |
0.87% |
-0.46% |
-1.30% |
21.80% |
2.85% |
0.44% |
0.00% |
|
|
|
0.02 |
<-Median-> |
10 |
Change |
|
|
|
|
|
Difference
Basic/Outstanding |
14.32% |
6.70% |
7.48% |
5.34% |
6.90% |
0.00% |
0.99% |
-0.73% |
0.31% |
7.96% |
2.63% |
-0.22% |
0.11% |
0.11% |
|
|
|
0.01 |
<-Median-> |
10 |
Difference Basic/Outstanding |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Voting Shares |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Voting Shares |
|
|
|
|
|
Non-Voting Shares |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Non-Voting Shares |
|
|
|
|
|
# of Share in Millions |
19.475 |
22.337 |
28.694 |
32.072 |
36.303 |
36.336 |
36.812 |
36.496 |
36.709 |
38.996 |
45.149 |
45.149 |
45.498 |
45.498 |
45.498 |
45.498 |
|
4.72% |
<-IRR #YR-> |
10 |
Shares |
58.56% |
|
|
|
|
Increase |
18.56% |
14.69% |
28.46% |
11.77% |
13.19% |
0.09% |
1.31% |
-0.86% |
0.58% |
6.23% |
15.78% |
0.00% |
0.77% |
0.00% |
0.00% |
0.00% |
|
4.51% |
<-IRR #YR-> |
5 |
Shares |
24.67% |
|
|
|
|
CF fr Op $Millon |
$14.6 |
$26.5 |
$43.7 |
$49.6 |
$55.8 |
$73.3 |
$73.3 |
$79.2 |
$74.8 |
$71.9 |
$104.2 |
$152.4 |
$83.0 |
$91.9 |
$96.5 |
|
|
89.65% |
<-Total Growth |
10 |
Cash Flow |
|
|
|
|
|
Increase |
20.23% |
81.13% |
65.31% |
13.49% |
12.44% |
31.29% |
0.01% |
7.99% |
-5.53% |
-3.90% |
44.94% |
46.33% |
-45.57% |
10.78% |
4.95% |
|
|
SO |
Share Issue |
|
Warrants exercised |
|
|
|
|
|
5 year Running Average |
$9.6 |
$14.8 |
$22.2 |
$29.3 |
$38.1 |
$49.8 |
$59.2 |
$66.2 |
$71.3 |
$74.5 |
$80.7 |
$96.5 |
$97.2 |
$100.7 |
$105.6 |
|
|
338.30% |
<-Total Growth |
10 |
CF 5 Yr Running |
|
|
|
|
|
CFPS |
$0.75 |
$1.18 |
$1.52 |
$1.55 |
$1.54 |
$2.02 |
$1.99 |
$2.17 |
$2.04 |
$1.84 |
$2.31 |
$3.38 |
$1.82 |
$2.02 |
$2.12 |
|
|
19.60% |
<-Total Growth |
10 |
Cash Flow per Share |
|
|
|
|
|
Increase |
1.41% |
57.93% |
28.68% |
1.54% |
-0.67% |
31.17% |
-1.28% |
8.92% |
-6.08% |
-9.54% |
25.19% |
46.33% |
-45.99% |
10.78% |
4.95% |
|
|
6.61% |
<-IRR #YR-> |
10 |
Cash Flow |
89.65% |
|
|
|
|
5 year Running Average |
$0.76 |
$0.93 |
$1.08 |
$1.15 |
$1.31 |
$1.56 |
$1.72 |
$1.85 |
$1.95 |
$2.01 |
$2.07 |
$2.35 |
$2.28 |
$2.27 |
$2.33 |
|
|
0.94% |
<-IRR #YR-> |
5 |
Cash Flow |
4.81% |
|
|
|
|
P/CF on Med Price |
19.86 |
17.56 |
20.08 |
19.60 |
19.09 |
12.15 |
10.61 |
8.57 |
9.55 |
8.03 |
7.69 |
5.24 |
8.52 |
8.26 |
0.00 |
|
|
1.81% |
<-IRR #YR-> |
10 |
Cash Flow per Share |
19.60% |
|
|
|
|
P/CF on Closing Price |
23.99 |
20.01 |
19.59 |
22.84 |
15.28 |
11.87 |
10.38 |
7.83 |
10.77 |
8.20 |
8.14 |
4.75 |
8.93 |
8.27 |
7.88 |
|
|
-3.41% |
<-IRR #YR-> |
5 |
Cash Flow per Share |
-15.93% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-8.70% |
Diff M/C |
|
7.71% |
<-IRR #YR-> |
10 |
CFPS 5 yr Running |
110.22% |
|
|
|
|
Excl.Working Capital CF |
$3.6 |
$0.8 |
$1.7 |
$12.0 |
$12.7 |
$13.9 |
$9.1 |
$0.8 |
$26.1 |
$24.2 |
$35.9 |
$18.6 |
$35.3 |
$0.0 |
$0.0 |
|
|
4.21% |
<-IRR #YR-> |
5 |
CFPS 5 yr Running |
22.92% |
|
|
|
|
CF fr Op $M WC |
$18.2 |
$27.3 |
$45.4 |
$61.7 |
$68.5 |
$87.2 |
$82.4 |
$80.0 |
$100.9 |
$96.1 |
$140.1 |
$171.0 |
$118.3 |
$91.9 |
$96.5 |
|
|
91.74% |
<-Total Growth |
10 |
Cash Flow less WC |
|
|
|
|
|
Increase |
44.31% |
50.22% |
66.47% |
35.73% |
11.03% |
27.37% |
-5.58% |
-2.87% |
26.13% |
-4.76% |
45.75% |
22.09% |
-30.83% |
-22.30% |
4.95% |
|
|
10.04% |
<-IRR #YR-> |
10 |
Cash Flow less WC |
91.74% |
|
|
|
|
5 year Running Average |
$10.7 |
$15.7 |
$23.4 |
$33.0 |
$44.2 |
$58.0 |
$69.0 |
$76.0 |
$83.8 |
$89.3 |
$99.9 |
$117.6 |
$125.3 |
$123.5 |
$123.5 |
|
|
8.13% |
<-IRR #YR-> |
5 |
Cash Flow less WC |
47.85% |
|
|
|
|
CFPS Excl. WC |
$0.93 |
$1.22 |
$1.58 |
$1.92 |
$1.89 |
$2.40 |
$2.24 |
$2.19 |
$2.75 |
$2.46 |
$3.10 |
$3.79 |
$2.60 |
$2.02 |
$2.12 |
|
|
18.26% |
<-IRR #YR-> |
10 |
CF less WC 5 Yr Run |
435.20% |
|
|
|
|
Increase |
21.72% |
30.98% |
29.59% |
21.43% |
-1.91% |
27.25% |
-6.80% |
-2.03% |
25.40% |
-10.34% |
25.88% |
22.09% |
-31.36% |
-22.30% |
4.95% |
|
|
10.52% |
<-IRR #YR-> |
5 |
CF less WC 5 Yr Run |
64.93% |
|
|
|
|
5 year Running Average |
$1.03 |
$0.98 |
$1.14 |
$1.29 |
$1.51 |
$1.80 |
$2.01 |
$2.13 |
$2.29 |
$2.41 |
$2.55 |
$2.86 |
$2.94 |
$2.79 |
$2.73 |
|
|
5.08% |
<-IRR #YR-> |
10 |
CFPS - Less WC |
64.13% |
|
|
|
|
P/CF on Median Price |
15.97 |
17.02 |
19.32 |
15.78 |
15.56 |
10.21 |
9.44 |
8.48 |
7.08 |
6.00 |
5.72 |
4.67 |
5.97 |
8.26 |
0.00 |
|
|
3.47% |
<-IRR #YR-> |
5 |
CFPS - Less WC |
18.60% |
|
|
|
|
P/CF on Closing Price |
19.29 |
19.40 |
18.86 |
18.38 |
12.46 |
9.98 |
9.24 |
7.75 |
7.98 |
6.13 |
6.06 |
4.23 |
6.27 |
8.27 |
7.88 |
|
|
9.97% |
<-IRR #YR-> |
10 |
CFPS 5 yr Running |
158.63% |
|
|
|
|
*Operational Cash Flow. |
|
|
CF/-WC |
P/CF Med |
10 yr |
9.06 |
5 yr |
8.03 |
P/CF Med |
10 yr |
7.78 |
5 yr |
5.97 |
5.97 |
6.35% |
Diff M/C |
|
6.68% |
<-IRR #YR-> |
5 |
CFPS 5 yr Running |
38.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-28.7 |
0.0 |
0.0 |
0.0 |
0.0 |
0.0 |
0.0 |
0.0 |
0.0 |
0.0 |
45.5 |
|
|
|
|
|
|
|
Shares |
|
|
|
|
|
|
|
|
|
|
|
|
|
-36.5 |
0.0 |
0.0 |
0.0 |
0.0 |
45.5 |
|
|
|
|
|
|
|
Shares |
|
|
|
|
|
|
|
|
-$43.7 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$83.0 |
|
|
|
|
|
|
|
Cash Flow |
|
|
|
|
|
|
|
|
|
|
|
|
|
-$79.2 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$83.0 |
|
|
|
|
|
|
|
Cash Flow |
|
|
|
|
|
|
|
|
-$1.52 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$1.82 |
|
|
|
|
|
|
|
Cash Flow per Share |
|
|
|
|
|
|
|
|
|
|
|
|
|
-$2.17 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$1.82 |
|
|
|
|
|
|
|
Cash Flow per Share |
|
|
|
|
|
|
|
|
-$1.08 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.28 |
|
|
|
|
|
|
|
CFPS 5 yr Running |
|
|
|
|
|
|
|
|
|
|
|
|
|
-$1.85 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.28 |
|
|
|
|
|
|
|
CFPS 5 yr Running |
|
|
|
|
|
|
|
|
-$45.4 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$118.3 |
|
|
|
|
|
|
|
Cash Flow less WC |
|
|
|
|
|
|
|
|
|
|
|
|
|
-$80.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$118.3 |
|
|
|
|
|
|
|
Cash Flow less WC |
|
|
|
|
|
|
|
|
-$23.4 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$125.3 |
|
|
|
|
|
|
|
CF less WC 5 Yr Run |
|
|
|
|
|
|
|
|
|
|
|
|
|
-$76.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$125.3 |
|
|
|
|
|
|
|
CF less WC 5 Yr Run |
|
|
|
|
|
|
|
|
-$1.58 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.60 |
|
|
|
|
|
|
|
CFPS - Less WC |
|
|
|
|
|
|
|
|
|
|
|
|
|
-$2.19 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.60 |
|
|
|
|
|
|
|
CFPS - Less WC |
|
|
|
|
|
|
|
|
-$1.14 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.94 |
|
|
|
|
|
|
|
CFPS 5 yr Running |
|
|
|
|
|
|
|
|
|
|
|
|
|
-$2.13 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$2.94 |
|
|
|
|
|
|
|
CFPS 5 yr Running |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Reakuzed gaub Investments |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
trade and other receivables |
-$2.76 |
$0.03 |
-$0.63 |
-$6.96 |
-$9.76 |
-$13.02 |
-$1.69 |
$7.176 |
-$4.428 |
$0.422 |
-$2.200 |
$0.492 |
-$0.3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
prepayments |
$0.23 |
-$0.06 |
$0.06 |
-$1.34 |
-$2.23 |
$0.34 |
$0.23 |
-$0.313 |
$0.672 |
-$0.605 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
trade and other payables |
$0.19 |
$0.23 |
$0.55 |
-$0.98 |
$2.53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Finance costs |
-$1.24 |
-$1.03 |
-$1.68 |
-$2.76 |
-$3.21 |
-$5.88 |
-$6.58 |
-$8.858 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
income tax receivable / payable |
|
|
|
|
|
$3.69 |
$0.32 |
-$0.815 |
-$3.594 |
-$11.424 |
-$15.997 |
$9.056 |
-$8.5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
Long Term Assets |
|
|
|
|
|
|
|
|
|
|
|
-$7.448 |
$0.1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
accounts payable and accrued liabilities |
|
|
|
|
|
$0.92 |
-$1.35 |
$1.962 |
-$0.957 |
$2.327 |
$2.805 |
$1.466 |
-$1.5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash Interest Paid |
|
|
|
|
|
|
|
|
-$17.824 |
-$14.965 |
-$20.523 |
-$22.164 |
-$25.1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sum |
-$3.56 |
-$0.84 |
-$1.70 |
-$12.04 |
-$12.67 |
-$13.949 |
-$9.070 |
-$0.848 |
-$26.131 |
-$24.245 |
-$35.915 |
-$18.598 |
-$35.323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
Google -->TD |
|
-$0.84 |
-$1.70 |
-$12.04 |
-$12.67 |
-$13.95 |
-$1 |
-$1 |
-$26 |
-$24 |
-$36 |
-$19 |
-$35.0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
Difference |
|
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
-$8 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
TD |
|
|
|
-$12 |
-$13 |
-$14 |
-$9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Difference |
|
|
|
$0 |
$0 |
$0 |
$0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
OPM Ratio |
67.74% |
82.42% |
83.00% |
71.64% |
61.07% |
73.26% |
82.28% |
79.09% |
64.48% |
65.64% |
70.54% |
80.20% |
51.03% |
53.31% |
|
|
|
-38.51% |
<-Total Growth |
10 |
OPM |
|
|
|
|
|
Increase |
-7.12% |
21.66% |
0.71% |
-13.69% |
-14.75% |
19.97% |
12.31% |
-3.87% |
-18.47% |
1.79% |
7.46% |
13.70% |
-36.37% |
4.46% |
|
|
|
|
Should increase |
|
or be stable. |
|
|
|
|
|
Diff from Median |
-4.7% |
15.9% |
16.8% |
0.8% |
-14.1% |
3.1% |
15.7% |
11.3% |
-9.3% |
-7.7% |
-0.8% |
12.8% |
-28.2% |
-25.0% |
|
|
|
0.00 |
<-Median-> |
10 |
OPM |
|
|
|
|
|
*Operational
Profit Margin (CF/Revenue) Ratio |
|
|
|
|
|
|
|
OPM |
10 Yrs |
71.09% |
5 Yrs |
65.64% |
|
|
|
|
should be |
zero, it is a |
|
check on
calculations |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EBITDA |
|
|
$44.05 |
$57.37 |
$69.69 |
$81.84 |
$76.98 |
$80.81 |
$100.94 |
$53.37 |
$191.24 |
$183.36 |
$201.98 |
|
|
|
|
358.53% |
<-Total Growth |
10 |
EBITDA |
|
|
|
|
|
Chge |
|
|
|
30.25% |
21.46% |
17.44% |
-5.94% |
4.98% |
24.90% |
-47.12% |
258.32% |
-4.12% |
10.15% |
|
|
|
|
13.80% |
<-Median-> |
10 |
Chge |
|
|
|
|
|
Margin |
|
|
63.56% |
62.76% |
69.66% |
91.87% |
76.92% |
69.68% |
92.19% |
36.14% |
100.63% |
112.79% |
117.15% |
|
|
|
|
84.39% |
<-Median-> |
10 |
Margin |
|
|
|
|
|
Per Share |
|
|
$1.65 |
$1.87 |
$2.10 |
$2.25 |
$2.11 |
$2.76 |
$2.22 |
$1.48 |
$4.35 |
$4.05 |
$4.44 |
|
|
|
|
169.09% |
<-Total Growth |
10 |
Per Share |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Long Term Debt |
$6.50 |
$50.00 |
$44.50 |
$35.50 |
$77.45 |
$99.38 |
$173.46 |
$228.10 |
$285.19 |
$229.48 |
$326.57 |
$278.69 |
$305.47 |
$305.47 |
|
|
|
|
|
|
Debt |
Type |
|
|
|
|
Change |
-77.74% |
669.23% |
-11.00% |
-20.22% |
118.16% |
28.32% |
74.54% |
31.50% |
25.03% |
-19.54% |
42.31% |
-14.66% |
9.61% |
0.00% |
|
|
|
26.68% |
<-Median-> |
10 |
Change |
Lg Term R |
|
|
|
|
Debt/Market Cap Ratio |
0.02 |
0.09 |
0.05 |
0.03 |
0.09 |
0.11 |
0.23 |
0.37 |
0.35 |
0.39 |
0.38 |
0.38 |
0.41 |
0.40 |
|
|
|
0.36 |
<-Median-> |
10 |
Debt/Market Cap Ratio |
Intang/GW |
|
|
|
|
Assets/Current
Liabilities Ratio |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
11.86 |
|
|
|
1.16 |
<-Median-> |
10 |
Assets/Current Liab. Ratio |
Liquidity |
|
|
|
|
Debt to Cash Flow
(Years) |
0.44 |
1.89 |
1.02 |
0.72 |
1.39 |
1.36 |
2.37 |
2.88 |
3.81 |
3.19 |
3.14 |
1.83 |
3.68 |
3.32 |
|
|
|
2.62 |
<-Median-> |
10 |
Debt to Cash Flow (Years) |
Liq. + CF |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liq. + CF+D |
|
|
|
|
Intangibles |
$6.66 |
$6.57 |
$6.48 |
$6.39 |
$6.30 |
$6.21 |
$6.12 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
Yes, 0 |
|
|
|
|
|
Intangibles |
Debt Ratio |
|
|
|
|
Goodwill |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
|
|
|
|
|
|
Goodwill |
Leverage |
|
|
|
|
Total |
$6.66 |
$6.57 |
$6.48 |
$6.39 |
$6.30 |
$6.21 |
$6.12 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
|
|
|
|
Intangibles |
|
Total |
D/E Ratio |
|
|
|
|
Change |
-48.35% |
-1.37% |
-1.38% |
-1.40% |
-1.42% |
-1.44% |
-1.39% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
|
|
|
0.00% |
<-Median-> |
10 |
Change |
|
|
|
|
|
Intangible/Market Cap
Ratio |
0.02 |
0.01 |
0.01 |
0.01 |
0.01 |
0.01 |
0.01 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
|
|
|
0.00 |
<-Median-> |
10 |
Intangible/Market Cap Ratio |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Assets |
$7.5 |
$7.2 |
$18.6 |
$31.3 |
$53.1 |
$73.9 |
$66.3 |
$53.4 |
$129.4 |
$35.6 |
$65.2 |
$88.1 |
$48.3 |
$48.3 |
|
|
|
159.81% |
<-Total Growth |
10 |
Current Assets |
-$48.90 |
|
|
|
|
Current Liabilities |
$3.5 |
$4.2 |
$6.5 |
$7.0 |
$14.2 |
$10.7 |
$7.2 |
$11.3 |
$69.3 |
$18.0 |
$24.4 |
$30.4 |
$124.4 |
$124.4 |
|
|
|
1822.54% |
<-Total Growth |
10 |
Current Liabilities |
$64.10 |
|
|
|
|
Liquidity Ratio |
2.15 |
1.73 |
2.87 |
4.47 |
3.73 |
6.92 |
9.21 |
4.74 |
1.87 |
1.98 |
2.68 |
2.90 |
0.39 |
0.39 |
|
|
|
3.31 |
<-Median-> |
10 |
Ratio |
15.20 |
|
|
|
|
Liq. with CF aft div |
0.52 |
1.81 |
3.67 |
4.83 |
3.69 |
8.27 |
11.11 |
6.51 |
2.07 |
3.48 |
4.62 |
5.95 |
0.56 |
0.63 |
|
|
|
3.48 |
<-Median-> |
5 |
Ratio |
|
|
|
|
|
Liq. CF re Inv+Div |
0.10 |
0.08 |
0.16 |
0.40 |
0.35 |
3.56 |
0.97 |
0.89 |
0.58 |
1.81 |
0.44 |
5.95 |
0.31 |
0.63 |
|
|
|
0.58 |
<-Median-> |
5 |
Ratio |
|
|
|
|
|
Current Portion of Debt |
|
|
|
|
|
|
|
|
|
|
|
0.00 |
$97.7 |
$97.7 |
|
|
|
|
|
|
|
|
|
|
|
|
Liquidity Less CLTD |
|
|
|
|
|
|
|
|
|
|
|
2.90 |
1.81 |
1.81 |
|
|
|
|
|
|
|
|
|
|
|
|
Liq. with CF aft div |
|
|
|
|
|
|
|
|
|
|
|
5.95 |
2.60 |
2.93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Assets |
$246.5 |
$332.9 |
$480.7 |
$579.9 |
$788.2 |
$787.2 |
$793.4 |
$891.4 |
$1,054.6 |
$956.4 |
$1,275.2 |
$1,370.1 |
$1,474.9 |
$1,474.9 |
|
|
|
206.80% |
<-Total Growth |
10 |
Assets |
|
|
|
|
|
Liabilities |
$10.0 |
$54.2 |
$51.0 |
$50.2 |
$111.2 |
$132.5 |
$188.9 |
$255.5 |
$450.1 |
$351.4 |
$486.4 |
$471.8 |
$514.1 |
$514.1 |
|
|
|
908.57% |
<-Total Growth |
10 |
Liabilities |
|
|
|
|
|
Debt Ratio |
24.74 |
6.14 |
9.43 |
11.55 |
7.09 |
5.94 |
4.20 |
3.49 |
2.34 |
2.72 |
2.62 |
2.90 |
2.87 |
2.87 |
|
|
|
3.20 |
<-Median-> |
10 |
Ratio |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Estimates BVPS |
|
|
|
|
|
|
|
|
|
|
|
|
|
$22.00 |
$22.80 |
|
|
|
Estimates |
|
Estimates BVPS |
|
|
|
|
|
Estimate Book Value |
|
|
|
|
|
|
|
|
|
|
|
|
|
$1,001.0 |
$1,037.4 |
|
|
|
Estimates |
|
Estimate Book Value |
|
|
|
|
|
P/B Ratio (Close) |
|
|
|
|
|
|
|
|
|
|
|
|
|
0.76 |
0.73 |
|
|
|
Estimates |
|
P/B Ratio (Close) |
|
|
|
|
|
Difference from 10 year
median |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-32.44% |
Diff M/C |
|
|
Estimates |
|
Difference from 10 yr med. |
|
|
|
|
|
Book Value |
236.51 |
278.75 |
429.76 |
529.68 |
677.05 |
654.70 |
604.50 |
635.87 |
604.45 |
605.01 |
788.86 |
898.26 |
960.82 |
960.82 |
|
|
|
|
|
|
|
|
|
|
|
|
Warrents |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
|
|
|
|
|
|
|
|
|
|
|
|
Book Value |
$236.5 |
$278.7 |
$429.8 |
$529.7 |
$677.0 |
$654.7 |
$604.5 |
$635.9 |
$604.4 |
$605.0 |
$788.9 |
$898.3 |
$960.8 |
$960.8 |
$960.8 |
$960.8 |
|
123.57% |
<-Total Growth |
10 |
Book Value |
|
|
|
|
|
Book Value per share |
$12.14 |
$12.48 |
$14.98 |
$16.52 |
$18.65 |
$18.02 |
$16.42 |
$17.42 |
$16.47 |
$15.51 |
$17.47 |
$19.90 |
$21.12 |
$21.12 |
$21.12 |
$21.12 |
|
41.00% |
<-Total Growth |
10 |
Book Value per Share |
|
|
|
|
|
Increase |
31.04% |
2.76% |
20.02% |
10.27% |
12.93% |
-3.39% |
-8.86% |
6.10% |
-5.49% |
-5.78% |
12.62% |
13.87% |
6.15% |
0.00% |
0.00% |
0.00% |
|
-27.43% |
P/B Ratio |
|
Current/Historical Median |
|
|
|
|
|
P/B Ratio (Median) |
1.23 |
1.67 |
2.04 |
1.84 |
1.57 |
1.36 |
1.29 |
1.07 |
1.18 |
0.95 |
1.02 |
0.89 |
0.74 |
0.79 |
0.00 |
0.00 |
|
1.09 |
P/B Ratio |
|
Historical Median |
|
|
|
|
|
P/B Ratio (Close) |
1.48 |
1.90 |
1.99 |
2.14 |
1.26 |
1.33 |
1.26 |
0.98 |
1.33 |
0.97 |
1.08 |
0.81 |
0.77 |
0.79 |
0.79 |
0.79 |
|
3.50% |
<-IRR #YR-> |
10 |
Book Value per Share |
41.00% |
|
|
|
|
Change |
18.01% |
28.18% |
4.97% |
7.36% |
-41.15% |
5.49% |
-5.30% |
-22.53% |
36.58% |
-26.87% |
10.42% |
-25.03% |
-4.32% |
2.58% |
0.00% |
0.00% |
|
3.92% |
<-IRR #YR-> |
5 |
Book Value per Share |
21.21% |
|
|
|
|
Leverage (A/BK) |
1.04 |
1.19 |
1.12 |
1.09 |
1.16 |
1.20 |
1.31 |
1.40 |
1.74 |
1.58 |
1.62 |
1.53 |
1.54 |
1.54 |
|
|
|
1.58 |
<-Median-> |
5 |
A/BV |
|
|
|
|
|
Debt/Equity Ratio |
0.04 |
0.19 |
0.12 |
0.09 |
0.16 |
0.20 |
0.31 |
0.40 |
0.74 |
0.58 |
0.62 |
0.53 |
0.54 |
0.54 |
|
|
|
0.58 |
<-Median-> |
5 |
Debt/Eq Ratio |
|
|
|
|
|
Shareholders'
Equity (Assets less Liabilities) |
|
|
|
|
|
|
|
P/BV |
10 yr Med |
1.12 |
5 yr Med |
0.95 |
|
-29.62% |
Diff M/C |
|
1.38 |
Historical |
|
Leverage (A/BK) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$14.98 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$21.12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$17.42 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$21.12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Comprehensive Income |
$14.53 |
$17.94 |
$24.07 |
$57.17 |
$82.95 |
$32.13 |
$5.52 |
$87.75 |
$20.61 |
$15.65 |
$146.87 |
$167.02 |
$120.77 |
|
|
|
|
401.74% |
<-Total Growth |
10 |
Comprehensive Income |
|
|
|
|
|
Increase |
45.51% |
23.46% |
34.18% |
137.50% |
45.11% |
-61.27% |
-82.82% |
1489.75% |
-76.52% |
-24.08% |
838.67% |
13.72% |
-27.69% |
|
|
|
|
-24.08% |
<-Median-> |
5 |
Comprehensive Income |
|
|
|
|
|
5 Yr Running Average |
$8.16 |
$11.38 |
$16.80 |
$24.74 |
$39.33 |
$42.85 |
$40.37 |
$53.10 |
$45.79 |
$32.33 |
$55.28 |
$87.58 |
$94.18 |
|
|
|
|
17.50% |
<-IRR #YR-> |
10 |
Comprehensive Income |
401.74% |
|
|
|
|
ROE |
6.1% |
6.4% |
5.6% |
10.8% |
12.3% |
4.9% |
0.9% |
13.8% |
3.4% |
2.6% |
18.6% |
18.6% |
12.6% |
|
|
|
|
6.60% |
<-IRR #YR-> |
5 |
Comprehensive Income |
37.62% |
|
|
|
|
5Yr Median |
6.1% |
6.4% |
6.4% |
6.4% |
6.4% |
6.4% |
5.6% |
10.8% |
4.9% |
3.4% |
3.4% |
13.8% |
12.6% |
|
|
|
|
18.81% |
<-IRR #YR-> |
10 |
5 Yr Running Average |
460.45% |
|
|
|
|
% Difference from Net
Income |
-58.14% |
-0.54% |
-19.29% |
16.55% |
43.37% |
-51.73% |
-53.61% |
44.34% |
-43.16% |
-22.89% |
1.82% |
27.81% |
-12.77% |
|
|
|
|
12.14% |
<-IRR #YR-> |
5 |
5 Yr Running Average |
77.35% |
|
|
|
|
Median Values |
|
|
|
|
|
|
|
|
|
Diff |
5, 10 yr |
-5.5% |
-12.8% |
|
|
|
|
12.6% |
<-Median-> |
5 |
Return on Equity |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$24.1 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$120.8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$87.8 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$120.8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$16.8 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$94.2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$53.1 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$94.2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Liability
Coverage Ratio |
4.22 |
6.31 |
6.76 |
7.09 |
3.92 |
6.86 |
10.18 |
7.02 |
1.08 |
3.99 |
4.28 |
5.02 |
0.67 |
0.74 |
|
|
|
|
|
|
CFO / Current Liabilities |
|
|
|
|
|
5 year Median |
1.25 |
4.22 |
4.31 |
6.31 |
6.31 |
6.76 |
6.86 |
7.02 |
6.86 |
6.86 |
4.28 |
4.28 |
3.99 |
3.99 |
|
|
|
3.99 |
<-Median-> |
5 |
Current Liability Cov Ratio |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Asset Efficiency Ratio |
5.93% |
7.95% |
9.10% |
8.56% |
7.08% |
9.31% |
9.24% |
8.88% |
7.09% |
7.51% |
8.17% |
11.12% |
5.62% |
6.23% |
|
|
|
|
|
|
CFO / Total Assets |
|
|
|
|
|
5 year Median |
5.8% |
5.9% |
7.9% |
7.9% |
7.95% |
8.56% |
9.10% |
8.88% |
8.88% |
8.88% |
8.17% |
8.17% |
7.51% |
7.51% |
|
|
|
7.5% |
<-Median-> |
5 |
Return on Assets |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Return on Assets ROA |
14.08% |
5.42% |
6.20% |
8.46% |
7.34% |
8.45% |
1.50% |
6.82% |
3.44% |
2.12% |
11.31% |
9.54% |
9.39% |
6.20% |
|
|
|
Net |
Income/Assets |
|
Return on Assets |
|
|
|
|
|
5Yr Median |
4.76% |
5.42% |
6.20% |
6.20% |
7.34% |
7.34% |
7.34% |
7.34% |
6.82% |
3.44% |
3.44% |
6.82% |
9.39% |
9.39% |
|
|
|
9.4% |
<-Median-> |
5 |
Asset Efficiency Ratio |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Return on Equity ROE |
14.68% |
6.47% |
6.94% |
9.26% |
8.55% |
10.17% |
1.97% |
9.56% |
6.00% |
3.35% |
18.29% |
14.55% |
14.41% |
9.52% |
|
|
|
Net Inc/ |
Shareholders' equity |
|
Return on Equity |
|
|
|
|
|
5Yr Median |
6.56% |
6.56% |
6.94% |
6.94% |
8.55% |
8.55% |
8.55% |
9.26% |
8.55% |
6.00% |
6.00% |
9.56% |
14.41% |
14.41% |
|
|
|
14.4% |
<-Median-> |
5 |
Return on Equity |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
$154 |
<-12 mths |
11.34% |
|
|
Estimates |
|
Last 12 months from Qtr |
|
|
|
|
|
Net Income |
$34.7 |
$18.0 |
$29.8 |
$49.0 |
$57.9 |
$66.6 |
$11.9 |
$60.8 |
$36.3 |
$20.3 |
$144.2 |
$130.7 |
$138.4 |
$91.5 |
$92.2 |
|
|
364.22% |
<-Total Growth |
10 |
Net Income |
|
|
|
|
|
Increase |
247.62% |
-48.04% |
65.36% |
64.46% |
17.97% |
15.02% |
-82.12% |
410.89% |
-40.36% |
-44.04% |
610.88% |
-9.41% |
5.95% |
-33.95% |
0.84% |
|
|
EPS/CF Ratio should not be higher than 1.00 |
|
|
|
|
|
5 Yr Running Average |
$12.2 |
$15.4 |
$22.0 |
$28.3 |
$38 |
$44 |
$43 |
$49 |
$47 |
$39 |
$55 |
$78 |
$94 |
$105.0 |
$119.4 |
|
|
16.59% |
<-IRR #YR-> |
10 |
Net Income |
139.27% |
|
|
|
|
Operating Cash Flow |
$14.6 |
$26.5 |
$43.7 |
$49.6 |
$55.8 |
$73.3 |
$73.3 |
$79.2 |
$74.8 |
$71.9 |
$104.2 |
$152.4 |
$83.0 |
|
|
|
|
17.89% |
<-IRR #YR-> |
5 |
Net Income |
127.73% |
|
|
|
|
Investment Cash Flow |
-$14.0 |
-$91.2 |
-$143.3 |
-$77.4 |
-$134.6 |
-$14.2 |
-$74.9 |
-$71.3 |
-$179.9 |
-$16.6 |
-$229.0 |
$14.9 |
-$99.0 |
|
|
|
|
15.62% |
<-IRR #YR-> |
10 |
5 Yr Running Average |
101.36% |
|
|
|
|
Total Accruals |
$34.1 |
$82.7 |
$129.4 |
$76.8 |
$136.7 |
$7.4 |
$13.5 |
$52.9 |
$141.4 |
-$35.0 |
$269.1 |
-$36.6 |
$154.4 |
|
|
|
|
13.80% |
<-IRR #YR-> |
5 |
5 Yr Running Average |
101.36% |
|
|
|
|
Total Assets |
$246.5 |
$332.9 |
$480.7 |
$579.9 |
$788.2 |
$787.2 |
$793.4 |
$891.4 |
$1,054.6 |
$956.4 |
$1,275.2 |
$1,370.1 |
$1,474.9 |
|
|
|
|
|
Balance Sheet |
|
Assets |
|
|
|
|
|
Accruals Ratio |
13.82% |
24.85% |
26.91% |
13.25% |
17.34% |
0.94% |
1.70% |
5.93% |
13.41% |
-3.66% |
21.10% |
-2.67% |
10.47% |
|
|
|
|
10.47% |
<-Median-> |
5 |
Ratio |
|
|
|
|
|
EPS/CF Ratio (WC) |
2.11 |
0.69 |
0.69 |
0.82 |
0.89 |
0.75 |
0.14 |
0.75 |
0.36 |
0.23 |
1.01 |
0.74 |
1.13 |
|
|
|
|
0.75 |
<-Median-> |
10 |
EPS/CF Ratio |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$29.8 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$138.4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$60.8 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$138.4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$22.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$94.0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-$49.2 |
$0.0 |
$0.0 |
$0.0 |
$0.0 |
$94.0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Change in Close |
54.64% |
31.72% |
25.98% |
18.38% |
-33.54% |
1.91% |
-13.70% |
-17.80% |
29.08% |
-31.10% |
24.35% |
-14.64% |
1.56% |
2.58% |
0.00% |
0.00% |
|
|
Count |
17 |
Years of data |
|
|
|
|
|
up/down |
Down |
Down |
Down |
Down |
Down |
Down |
|
|
Down |
Down |
|
Down |
|
Down |
|
|
|
|
Count |
13 |
76.47% |
|
|
|
|
|
Meet Prediction? |
|
|
|
|
Yes |
|
|
|
|
Yes |
|
Yes |
|
|
|
|
|
% right |
Count |
5 |
38.46% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Cash Flow |
$1.4 |
$64.4 |
$104.9 |
$31.9 |
$85.2 |
-$42.3 |
$18.8 |
-$19.0 |
$100.9 |
-$52.9 |
$128.5 |
-$125.2 |
-$29.9 |
|
|
|
|
|
C F Statement |
|
Financial Cash Flow |
|
|
|
|
|
Total Accruals |
$32.6 |
$18.3 |
$24.5 |
$45.0 |
$51.5 |
$49.7 |
-$5.3 |
$71.9 |
$40.5 |
$17.9 |
$140.6 |
$88.6 |
$184.4 |
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Accruals |
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Accruals Ratio |
13.24% |
5.49% |
5.09% |
7.75% |
6.54% |
6.31% |
-0.67% |
8.06% |
3.84% |
1.87% |
11.03% |
6.46% |
12.50% |
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6.46% |
<-Median-> |
5 |
Ratio |
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Cash |
$3.9 |
$3.6 |
$9.0 |
$13.5 |
$21.0 |
$29.5 |
$35.5 |
$22.8 |
$17.1 |
$16.5 |
$18.4 |
$60.2 |
$15.2 |
$15.2 |
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Cash |
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Cash per Share |
$0.20 |
$0.16 |
$0.31 |
$0.42 |
$0.58 |
$0.81 |
$0.96 |
$0.62 |
$0.47 |
$0.42 |
$0.41 |
$1.33 |
$0.33 |
$0.33 |
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$0.42 |
<-Median-> |
5 |
Cash per Share |
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Percentage of Stock
Price |
1.11% |
0.69% |
1.05% |
1.19% |
2.46% |
3.39% |
4.67% |
3.67% |
2.12% |
2.80% |
2.17% |
8.31% |
2.05% |
2.00% |
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2.17% |
<-Median-> |
5 |
% of Stock Price |
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Notes |
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April 6,
2024. Last estimates were for 2023 and
2024 of $160M, $170M for Revenue, $1.84, $1.89 for
EPS, 1.35, $1.40 for Dividends, R96.6M, $116M for FCF, |
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$2.24 and
$2.57 for Cash Flow per Share, $20.50, $21.30 for BVPS, $84.9M, $92.1M for Net Income |
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April 8,
2023. Last estimates were for 2022 and
2023 of $163M and $180M for Revenue, $2.32 and
$2.35 for EPS, $1.32 and $1.45 for dividends, |
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$95.6M and
$104M for FCF, $2.10 and $2.32 for CFPS, $18.60 and $19.60 for BVPS, $108M and $110M for Net Income. |
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April 4,
2022. Last estimates were for 2021,
and 2022 of $140M and $157M for Revenue, $1.94 and
$2.01 for EPS, $1.23 and $1.32 for Dividends, |
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-$143M and
$1.00M for FCF, $1.86 and $2.11 for CFPS and $86.5M and $91.1M for Net Income. |
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April 4,
2021. Last estimates were for 2020 and
2021 o $101M and $119M for Revenue, $1.48 and 1.61
for EPS, $1.39 and 1.50 for Dividends, $1.80 and 1.98 for CFPS and $54.7M and
$59.3M for Net Income. |
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September 1,
2020. Alaris Equity Partners Income
Trust acquired all the common shares of Alaris
Royalty Corp. All will trade on TSX as
AD.UN |
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March 29,
2020. Last estimates were for 2019 and
2020 of $114M and $124M for Revenue, $1.66 and
1.79 for EPS, $1.62 and $1.81 for CFPS and $62.8M and $65.1M for Net Income. |
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March 30,
2019. Last estimates were for 2018 and
2020 of $102M and $121M for Revenue, $1.80 and
$2.02 for EPS, $1.74 for CFPS for 2018 and $72.3M for Net Income fo 2018. |
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March 31,
2018. Last estimates were for 2017,
2018 and 2019 of 100M, 106M and 119M for Revenue,
$1.15, $1.80 and $2.02 for EPS, $1.66, $1.75 and $1.74 for CFPS, $34M, $66.8M
and $87.1M for Net Income. |
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January 8,
2018 added Q3 2017 as I had before had Q1 2017. Also updated estimates. They all seem
to go down. |
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January 8,
2017 last estimates were for 2017, 2018 and 2019 of $94M, $109M and $114M for Revenue, $1.51 and $1.78 for EPS for 2017 and
2018, $1.74 and $1.94 for 2017 and 2018 and $59.8M and $72.3M for Net Income
for 2017 anmd 2018. |
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July 16,
2017. Last estimates were for 2016,
2017 and 2018 of $124M, $136M and $166M for
Revenue, $1.88, $2.14 and $2.41 for EPS, $1.88, $2.06 and $3.24 for CFPS |
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and $72.6M,
$89.8M and $112M for Net Income. |
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August 31,
2020, Alaris Royalty Corp changed its name to Alaris Equity Partners Income Trust effective September 1, 2020. |
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This company
was started at the end of 2007. It
went public in December 2008. It
started to pay dividends in 2009. |
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Sector: |
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Financial Services,
Financials |
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What should
this stock accomplish? |
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You should
expect a good dividend with low growth.
Good dividend would be over 4% and low growth
would be 1 to 7%. |
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Also, expect
some volatility as this company is in Financial Services. |
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Would I buy
this company and Why. |
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Yes. There is a lot of things I like about this
stock. How they make their money is
different than other financial companies. Debt Ratios are very good. |
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It is a
dividend growth company with a high dividend yield. |
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Why am I
following this stock. |
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I own this
stock of Alaris Equity Partners Income Trust (TSX-AD, OTC-ALARF). This is a stock that <a
href="http://www.dividendsinhand.com/" |
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target="_top">
Dividends in Hand </a> Blogger had bought in July 2016. |
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It was also
recommended by Acumen Capital report in a report by Brian Pow and Oliver Shao
via Investor’s Digest. |
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The Blogger
Dividends in Hand sold his position in this company in April 29, 2020. |
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Dividends |
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Dividends
will be paid quarterly after the March 2020 dividend. Mar, Jun, Sep and Dec |
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Dividends are
paid monthly. Dividends are declared
in one month for shareholders of record of that
month and paid in the following month. |
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For example,
on June 20, 2016 the company declared a dividends for shareholders of
record of June 30, 2016, payable on July 15, 2016. |
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Misson
Statement or closes thing I can find. |
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What I am
looking for is a statement that the company wants to do well by their customers, employees, and community and and thereby earn
shareholders a reasonable return. |
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For customers |
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For employees |
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For community |
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For investors |
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How they make their
money. |
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Alaris
Equity Partners Income Trust is an open-ended trust. The Trust, through its
subsidiaries, indirectly provides alternative financing to private
companies |
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(Partners)
in exchange for distributions with the principal objective of generating
stable and predictable cash flows for payment of distributions to unitholders
of the Trust. |
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Shares; '%, Value $M |
%, Val $M |
Shares |
%, Val $M |
Shares |
%, Val $M |
Shares |
%, Val $M |
Shares |
%, Val $M |
Shares |
%, Val $M |
Shares |
%, Val $M |
Shares |
%, Val $M |
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Shares |
%, Val $M |
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Change |
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Date |
2016 |
Jul 16 |
2017 |
Mar 18 |
2018 |
Mar 30 |
2019 |
Mar 29 |
2020 |
Apr 4 |
2021 |
Apr 4 |
2022 |
Apr 8 |
2023 |
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Apr 6 |
2024 |
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King, Stephen Walter |
1.82% |
0.696 |
1.89% |
0.706 |
1.93% |
0.736 |
2.01% |
0.788 |
2.02% |
0.798 |
1.77% |
0.824 |
1.82% |
0.864 |
1.90% |
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0.864 |
1.90% |
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0.00% |
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CEO - Shares - Amount |
$15.840 |
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$14.392 |
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$11.995 |
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$16.144 |
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$11.900 |
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$14.992 |
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$13.211 |
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$14.067 |
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$14.430 |
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Options - percentage |
2.26% |
0.823 |
2.24% |
0.725 |
1.99% |
0.725 |
1.97% |
0.516 |
1.32% |
0.517 |
1.14% |
0.353 |
0.78% |
0.386 |
0.85% |
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0.386 |
0.85% |
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0.00% |
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Options - amount |
$19.691 |
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$17.008 |
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$12.318 |
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$15.895 |
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$7.794 |
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$9.705 |
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$5.661 |
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$6.282 |
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$6.444 |
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Frazer, Amanda Mai |
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0.013 |
0.03% |
0.021 |
0.05% |
0.027 |
0.06% |
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0.027 |
0.06% |
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0.00% |
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CFO - Shares - Amount |
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$0.243 |
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$0.337 |
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$0.445 |
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$0.456 |
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Options - percentage |
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0.198 |
0.44% |
0.036 |
0.08% |
0.151 |
0.33% |
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0.151 |
0.33% |
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0.00% |
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Options - amount |
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$3.715 |
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$0.583 |
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$2.468 |
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$2.532 |
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Driscoll, Darren |
0.88% |
0.348 |
0.94% |
0.355 |
0.97% |
0.358 |
0.98% |
0.406 |
1.04% |
0.427 |
0.94% |
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Ceased insider Nov 2021 |
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CFO - Shares - Amount |
$7.697 |
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$7.190 |
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$6.031 |
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$7.854 |
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$6.141 |
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$8.014 |
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Options - percentage |
1.29% |
0.521 |
1.41% |
0.481 |
1.32% |
0.481 |
1.31% |
0.359 |
0.92% |
0.359 |
0.80% |
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Options - amount |
$11.228 |
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$10.764 |
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$8.172 |
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$10.549 |
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$5.427 |
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$6.750 |
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Ervin, Michael Donald |
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|
0.006 |
0.02% |
0.023 |
0.06% |
0.032 |
0.07% |
0.045 |
0.10% |
0.064 |
0.14% |
|
|
0.064 |
0.14% |
|
|
0.00% |
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|
Officer - Shares -
Amount |
|
|
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|
|
|
$0.138 |
|
$0.348 |
|
$0.595 |
|
$0.723 |
|
$1.043 |
|
|
|
$1.070 |
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|
Options - percentage |
|
|
|
|
|
0.246 |
0.67% |
0.227 |
0.58% |
0.230 |
0.51% |
0.169 |
0.37% |
0.180 |
0.40% |
|
|
0.141 |
0.31% |
|
|
-21.32% |
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|
Options - amount |
|
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|
|
$5.402 |
|
$3.434 |
|
$4.324 |
|
$2.707 |
|
$2.929 |
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$2.364 |
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Bertram, Daniel James |
|
0.000 |
0.00% |
0.002 |
0.01% |
0.002 |
0.01% |
|
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Officer - Shares -
Amount |
|
|
$0.000 |
|
$0.034 |
|
$0.044 |
|
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Options - percentage |
|
0.143 |
0.39% |
0.266 |
0.73% |
0.186 |
0.51% |
|
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|
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Options - amount |
|
|
$2.961 |
|
$4.519 |
|
$4.089 |
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Bertram, Robert |
0.07% |
0.033 |
0.09% |
0.037 |
0.10% |
0.043 |
0.12% |
0.053 |
0.14% |
0.058 |
0.13% |
0.063 |
0.14% |
0.068 |
0.15% |
|
|
0.068 |
0.15% |
|
|
0.00% |
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|
Director - Shares -
Amount |
$0.611 |
|
$0.682 |
|
$0.629 |
|
$0.950 |
|
$0.806 |
|
$1.096 |
|
$1.016 |
|
$1.113 |
|
|
|
$1.142 |
|
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|
Options - percentage |
0.04% |
0.014 |
0.04% |
0.015 |
0.04% |
0.015 |
0.04% |
0.015 |
0.04% |
0.018 |
0.04% |
0.018 |
0.04% |
0.019 |
0.04% |
|
|
0.011 |
0.02% |
|
|
-42.32% |
|
|
|
|
Options - amount |
$0.343 |
|
$0.296 |
|
$0.255 |
|
$0.329 |
|
$0.227 |
|
$0.339 |
|
$0.295 |
|
$0.308 |
|
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|
$0.182 |
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|
Shler, J. Mitchell |
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|
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|
|
|
0.033 |
0.07% |
|
|
0.033 |
0.07% |
|
|
0.00% |
|
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|
|
Director - Shares -
Amount |
|
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|
|
|
|
|
$0.529 |
|
|
|
$0.543 |
|
|
|
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|
|
|
Options - percentage |
|
|
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|
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|
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|
|
|
|
0.019 |
0.04% |
|
|
0.011 |
0.02% |
|
|
-42.71% |
|
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|
|
Options - amount |
|
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|
|
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|
|
|
|
$0.308 |
|
|
|
$0.181 |
|
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Grosskoft, Peter |
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|
|
0.010 |
0.02% |
|
Chairman in 2024 |
#DIV/0! |
|
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|
Chairman - Shares - Amt |
|
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|
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|
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|
|
|
$0.167 |
|
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|
|
Options - percentage |
|
|
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|
|
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|
|
0.000 |
0.00% |
|
|
#DIV/0! |
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|
Options - amount |
|
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|
|
|
$0.000 |
|
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Ripley, John Frederick |
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|
|
|
0.300 |
0.77% |
0.462 |
1.02% |
0.469 |
1.04% |
0.151 |
0.33% |
|
|
|
|
|
Ceased insider May 2023 |
|
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|
Chairman - Shares - Amt |
|
|
|
|
|
|
|
|
$4.533 |
|
$8.672 |
|
$7.528 |
|
$2.454 |
|
|
|
|
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|
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|
|
Options - percentage |
|
|
|
|
|
|
|
0.015 |
0.04% |
0.021 |
0.05% |
0.217 |
0.48% |
0.017 |
0.04% |
|
|
|
|
|
|
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|
|
Options - amount |
|
|
|
|
|
|
|
|
$0.227 |
|
$0.393 |
|
$3.484 |
|
$0.277 |
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|
Lee, Jack Chuck |
0.60% |
0.230 |
0.63% |
0.235 |
0.64% |
0.240 |
0.65% |
0.250 |
2.44% |
|
|
|
|
|
|
|
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|
|
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|
|
Chairman - Shares - Amt |
$5.248 |
|
$4.762 |
|
$3.993 |
|
$5.257 |
|
$3.771 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Options - percentage |
0.05% |
0.017 |
0.05% |
0.019 |
0.05% |
0.186 |
0.51% |
0.019 |
0.05% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
Options - amount |
$0.400 |
|
$0.345 |
|
$0.323 |
|
$4.080 |
|
$0.283 |
|
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|
Increase in O/S Shares |
0.80% |
0.033 |
0.09% |
0.145 |
0.39% |
0.015 |
0.04% |
0.213 |
0.58% |
0.097 |
0.25% |
0.244 |
0.54% |
0.132 |
0.29% |
|
|
0.217 |
0.48% |
|
Average |
0.43% |
|
|
|
|
Due to SO |
$6.771 |
|
$0.786 |
|
$2.997 |
|
$0.255 |
|
$4.671 |
|
$2.127 |
|
$4.585 |
|
$2.117 |
|
|
|
$3.535 |
|
|
|
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|
|
Book Value |
$4.444 |
|
$0.000 |
|
$2.512 |
|
$0.240 |
|
$4.231 |
|
$1.351 |
|
$4.347 |
|
$2.598 |
|
|
|
$3.671 |
|
|
|
|
|
|
|
Insider Buying |
-$0.499 |
|
-$0.324 |
|
-$0.447 |
|
-$0.493 |
|
-$4.224 |
|
-$2.634 |
|
-$0.160 |
|
-$0.115 |
|
|
|
-$0.005 |
|
|
|
|
|
|
|
Insider Selling |
$0.644 |
|
$0.202 |
|
$0.159 |
|
$0.000 |
|
$0.753 |
|
$0.318 |
|
$1.625 |
|
$6.553 |
|
|
|
$0.000 |
|
|
|
|
|
|
|
Net Insider Selling |
$0.145 |
|
-$0.121 |
|
-$0.288 |
|
-$0.493 |
|
-$3.471 |
|
-$2.315 |
|
$1.466 |
|
$6.439 |
|
|
|
-$0.005 |
|
|
|
|
|
|
|
Net Selling % of Market
Cap |
0.02% |
|
-0.02% |
|
-0.05% |
|
-0.06% |
|
-0.59% |
|
-0.27% |
|
0.20% |
|
0.87% |
|
|
|
0.00% |
|
|
|
|
|
|
|
|
|
|
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|
Directors |
|
7 |
|
7 |
|
7 |
|
7 |
|
6 |
|
7 |
|
6 |
|
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|
6 |
|
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|
|
Women |
14% |
1 |
14% |
1 |
14% |
1 |
14% |
1 |
14% |
2 |
33% |
3 |
43% |
2 |
33% |
|
|
2 |
33% |
|
|
|
|
|
|
|
Minorities |
0% |
0 |
0% |
0 |
0% |
0 |
0% |
0 |
0% |
0 |
0% |
0 |
0% |
0 |
0% |
|
|
0 |
0% |
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|
|
Institutions/Holdings |
37.61% |
63 |
35.66% |
63 |
35.66% |
59 |
29.55% |
20 |
20.51% |
20 |
10.56% |
20 |
7.73% |
20 |
6.44% |
|
|
20 |
5.91% |
|
|
|
|
|
|
|
Total Shares Held |
37.58% |
12.994 |
35.30% |
11.120 |
30.47% |
10.821 |
29.48% |
7.511 |
19.26% |
4.740 |
10.50% |
3.489 |
7.73% |
2.917 |
6.41% |
|
|
2.687 |
5.91% |
|
|
|
|
|
|
|
Increase/Decrease 3
Mths |
-2.31% |
-0.149 |
-1.13% |
-0.932 |
-7.73% |
-0.430 |
-3.82% |
0.165 |
2.24% |
0.365 |
8.34% |
0.090 |
2.63% |
-0.243 |
-7.70% |
|
|
0.544 |
25.38% |
|
|
|
|
|
|
|
Starting No. of Shares |
|
13.143 |
|
12.052 |
|
11.251 |
|
7.347 |
Top 20 MS |
4.375 |
Top 20 MS |
3.400 |
Top 20 MS |
3.160 |
Top 20 MS |
|
2.143 |
Top 20 MS |
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Copyright ©
2008 Website of SPBrunner. All rights reserved. |
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My Stock |
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