I am holding both SIQ and MMS No special insights here, just using Comsec Summary snapshot for comparison....
SIQ sitting on a 12 month return of about 20%, with a PE of 15 - and a Div of 4.6% MMS shows a neutral 2% return with a PE of about 10, and a Div of 5.2%
I like both companies, and think SIQ has shown great abilities to purchase and integrate businesses - which speaks of strong management and IT capabilities. Coming from an IT background, I think these abilities can be fundamental competitive advantages, if retained over time.
However with MMS currently sitting on a PE of 10, with recovering markets, and a growth engine with their Plan Partners business wonder whether it offers a better potential in the short term.
All comments welcome.
MMS Price at posting:
$11.99 Sentiment: Hold Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)