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.
Ann: FY2023 Shareholder Report, page-7
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Last
$13.32 |
Change
0.020(0.15%) |
Mkt cap ! $529.3M | |||
| Open | High | Low | Value | Volume |
| $13.26 | $13.33 | $13.10 | $857.8K | 64.79K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 8 | $13.30 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $13.32 | 10294 | 1 |
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| Last trade - 16.10pm 16/07/2024 (20 minute delay) ? |
| LYL (ASX) Chart |