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The Company provides 'best practices' research, decision support tools and executive education focusing on corporate strategy, operations and general management issues.
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scottidog (77.88) Submitted: 3/03/08 8:51 AM : Start Price: $39.77 EXBD Score: -3.45
P/E = 18.7x v.17.7x for S&P 500Price/Sales = 2.7x v 1.5x Price/Cash Flow = 15.3x v 11.6Profit Margin = 15.1% v 7.8% Return on Equity = 93.9% v 15.6% Return on Assets = 17.4% v 3.0% Long Term Growth Rate = 27.7% v 13.0%PEG Ratio = 0.7x v 1.4x
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doglov (78.21) Submitted: 4/17/08 5:04 PM
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Good info presented here, but I've come to a different conclusion. Yes, the returns and growth look good, but they don't justify the high P/E and P/S (high price) given the relatively low book value.
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scottidog (77.88) Submitted: 4/19/08 1:05 PM
I don't disagree with you. In fact, I have different weights assigned to each of these factors. I have a lot more weight on the PEG ratio than say the P/S or P/E ratio. In fact, that is something I am strongly looking at because I think I have a lot of weight on growth adn quality and not as much on valuation. That may have skewed my view to this stock a bit.
doglov (78.21) Submitted: 5/09/08 4:41 PM
I think you might find that these weights will kind of shift over time, depending on market sentiment. For example, in tough times investors will put less weight in growth estimates because of all the uncertainties (the percieved risks are greater) and will give more weight to current earnings. But as the market starts to settle down, growth will start to make more of an impact. At least this is what I think I have been seeing.Fool on fellow dog!
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