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.
I must say I was very surprised to hear the MD make comment on...
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Last
$12.72 |
Change
0.420(3.41%) |
Mkt cap ! $497.9M | |||
| Open | High | Low | Value | Volume |
| $12.30 | $12.72 | $12.30 | $351.9K | 28.03K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 9 | $12.68 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $12.75 | 160 | 3 |
View Market Depth
| Last trade - 15.32pm 28/06/2024 (20 minute delay) ? |
| LYL (ASX) Chart |