Originally Posted by
h2so4
Hi Snoopy
I only look at cash, (owner earnings), can't remember the last time I looked at a PE.
Believe it or not RBD had owner earnings of 42m last year, (thats a 21.5% cash yield), and a cash return on invested capital of 78%.
I can only estimate SKL, (full year not out), owner earnings 18m, cash return on invested capital 13%, thats a cash yield today of 13.2%
Sure we can't compare business models but we don't have to, just take the one offering the biggest discount.
RBD looks set for a bumper year. What are they going to do with all that cash?