A2M 1.35% $5.99 the a2 milk company limited

I don't know how you analyse a F&B company:Let's use...

  1. 390 Posts.
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    I don't know how you analyse a F&B company:

    Let's use Nestle  (OTCPK:NSRGY)  as an example,  Nestle SA's PE= 36.33. Nestle SA's 5-year average EBITDA growth rate is -1.80%

    During the past 12 months, Nestle SA's average EPS without NRI Growth Rate was -11.00% per year. 


    A2M's sales had shrinking growth in % term, but not the profitability, the operating margin had increased over time. 

    The shrinking growth in % term shall be interpreted in light of the supply constrain, which is not reflecting a lack of demand scenario.

    Let's go back to NSRGY, if Nestle is trading at PE of 30+ and had negative EBITDA growth rate for the past 5 years, would you still think A2M is overpriced relatively base on it's PE and EG? 


    A2M's 2018 EPS growth at 106% is very unusual and remarkable. What do you make of that?

 
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$5.99
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$5.92 $6.00 $5.92 $5.887M 984.7K

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Last trade - 16.10pm 03/05/2024 (20 minute delay) ?
Last
$5.98
  Change
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Last updated 15.59pm 03/05/2024 ?
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