TWE trades on a multiple of 33.5X earnings. Their recent performance pales in comparison with AVG.
Dividend yield for TWE is 2.4% whereas AVG at 3.2%. There is no comparison between the two, AVG offers much more value, growth potential and yield. The balance sheet is more healthier with a solid working capital position although I would like to see them reduce their inventory levels. Stock level is equivalent to one years COGS. However in this environment with supply chain constraints due to COVID it understandable.
The other positive to note is that AVG have 26 mill of tax losses. They won’t be paying any cash tax for sometime yet !
Ann: AVL 2021 Annual Report, page-13
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AVG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
14.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $47.77M | |||
| Open | High | Low | Value | Volume |
| 14.5¢ | 14.5¢ | 14.5¢ | $756 | 5.213K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 499685 | 14.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.5¢ | 182737 | 2 |
View Market Depth
| Last trade - 16.10pm 01/11/2024 (20 minute delay) ? |
| AVG (ASX) Chart |