Ebos Limited EBO

[winner69]

EBOS cheap compared to MFT on a price to earning basis!! Imagine if it got re-rated to a MFT p/e

PE relativities to a certain extent depend on ROE - higher returns often rewarded with higher multiples

Look at these to see what I'm getting at. I've added FPH to further highlight thsi

...... ROE PE
EBO 14% 26
MFT 18% 33
FPH 42% 36


Also remember EBO is a low margin business - Profit Margin of 2% v MFT of 5% and FPH 26%

Marketscreener numbers

[Mr Slothbear]

PE relativities to a certain extent depend on ROE - higher returns often rewarded with higher multiples

Look at these to see what I'm getting at. I've added FPH to further highlight thsi

...... ROE PE
EBO 14% 26
MFT 18% 33
FPH 42% 36


Also remember EBO is a low margin business - Profit Margin of 2% v MFT of 5% and FPH 26%

Marketscreener numbers

geez throw ATM’s ROE and PE multiple in and in makes those three look pretty steep, or makes ATM look very very cheap.

[winner69]

geez throw ATM’s ROE and PE multiple in and in makes those three look pretty steep, or makes ATM look very very cheap.

But ATM’s ROE likely to be <10% this year ….with prospects of it never reaching its past stellar heights for a few years (if ever) ……makes ATM expensive but one needs hope eh

[Rawz]

PE relativities to a certain extent depend on ROE - higher returns often rewarded with higher multiples

Look at these to see what I'm getting at. I've added FPH to further highlight thsi

...... ROE PE
EBO 14% 26
MFT 18% 33
FPH 42% 36


Also remember EBO is a low margin business - Profit Margin of 2% v MFT of 5% and FPH 26%

Marketscreener numbers

Lots of upside for EBO. Those ratio's can only get better

Love your work W69

[Rawz]

EBO kinda like MFT and FPH combined from an operations/product point of view. The ultimate company?

[winner69]

EBO slowly but surely getting rerated

Updated this chart

[winner69]

This chart highlights gradual PE expansion over the years

Rawz (and others no doubt) will say it will continue to go up

[iceman]

EBO slowly but surely getting rerated

Updated this chart

Thanks for the charts w69. The EPS growth is pretty impressive. Been watching it for a long time but only dipped my toe in last week with a long term view much like MFT & FPH.

[winner69]

Thanks for the charts w69. The EPS growth is pretty impressive. Been watching it for a long time but only dipped my toe in last week with a long term view much like MFT & FPH.

EPS growth steady as she goes though not spectacular

[Waltzing]

up up and away...

https://www.youtube.com/watch?v=2-UQ0-8ktAM