TPW just posted the results this morning and I am scratching my head with the valuation.
With Rev of $100m and EBITDA of $1.1, TPW is valued at $200m, while ADH with Rev of $340m and EBITDA of $50m, is valued around $250m.
TPW Gross margin @ 44.2% Vs ADH of 59.5%, TPW CODB @ 43.41% vs ADH @ 44.68% and both the business are growing their online sales @ 40% ( ADH with smaller base though).
TPW Dividend yield 0%, while ADH with around 10%.Am I missing something obvious here why ADH valuation is so low? Or Markets are just mysterious
@madamswer any thoughts on ADH if you happen to look at this business?
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$2.24 |
Change
0.040(1.82%) |
Mkt cap ! $391.2M | |||
| Open | High | Low | Value | Volume |
| $2.20 | $2.27 | $2.16 | $1.104M | 493.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 3895 | $2.23 |
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| Price($) | Vol. | No. |
|---|---|---|
| $2.26 | 3915 | 2 |
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