VRT 0.00% $8.10 virtus health limited

A straw hat in winter, possibly..., page-69

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    I don't like the metrics for this one @madamswer at least from the organic Australian business.


    If you do the sums over the past 5 years of Market Share Loss (44% to 40%) / Revenue Per Client (+1% CAGR) / Industry Growth (+2% CAGR) indicates around +1% Revenue Growth P.A.


    Which of those metrics can you pull the lever upwards for the next 5 years given low cost competitor impact will continue?  And that doesn't factor any downside from costs increases / margin compression.













    Last edited by Mr-Chow: 10/11/18
 
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