Share
1,411 Posts.
lightbulb Created with Sketch. 117
clock Created with Sketch. 25/09/21
09:05
Share
Originally posted by Swage_17:
↑
That makes sense. I often adopt that top down high level approach and it works for me. It's obvious that clients continue to use Data 3 evidenced by the more than doubling of revenue over the past 10 years while maintaining EBITDA to revenue rationand importantly with no share dilution. That's all great but it's difficult for me to decide whether now is a good time to add to my position. Looking at historical growth rates the average is around mid single digits and with inflation it's reasonable to assume this level of growth will continue into the future. A PE of 30 seems about right for mid single digit growth in the current environment so I am leaning towards holding on tight.
Expand
Just on the margins point that you raise - I'd suggest splitting out product/services revenue streams and looking at margins for each.
(20min delay)