I must say I was very surprised to hear the MD make comment on the value of LYL shares relative to other players in the sector : MND, SRG and GNG. As we know management are quite modest, conservative and more focused on building the business rather than talking themselves up.
So I looked at the comparative numbers that count for FY23, as of today.
EV/EBIT MND 16.2x SRG 6.8x GNG 7.3x LYL 4.1x
5 Year Average NPAT Margin MND 2.9% SRG 2.4% GNG 3.3% LYL 10.4%
I contend that LYL are the best managers in the sector and the net margin over a number of years backs this up.
Compelling value.
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$13.68 |
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Mkt cap ! $544.4M |
Open | High | Low | Value | Volume |
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Buyers (Bids)
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---|---|---|
3 | 211 | $13.66 |
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Price($) | Vol. | No. |
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No. | Vol. | Price($) |
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2 | 762 | 13.640 |
1 | 750 | 13.610 |
1 | 289 | 13.600 |
1 | 673 | 13.570 |
Price($) | Vol. | No. |
---|---|---|
13.780 | 961 | 4 |
13.790 | 407 | 2 |
13.800 | 554 | 2 |
13.810 | 31 | 1 |
13.820 | 880 | 2 |
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