SNL 1.62% $22.00 supply network limited

Sam Koch "Those companies trade on 25 to 30 times earnings. We...

  1. 232 Posts.
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    Sam Koch "Those companies trade on 25 to 30 times earnings. We believe that a similar multiple can be attained for Supply Networks over time and the catalyst is continued execution and earnings upgrades."

    It appears that they already trade on 29 times earnings. A bit of overegging from WAM?
    I only wish I'd discovered this company a few years ago, but is there still value on that multiple and 60x FCF with forecast earnings growth around 13-14% over the next couple of years?
    Happy to hear contrary views from those more knowledgeable about SNL.

    Last edited by StephenB: 30/05/24
 
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