VASCO Data Security International, Inc. (VDSI)

TheGarcipian (99.40) Submitted: 5/31/07 9:37 PM : Start Price: $22.95 VDSI Score: -17.97

The forward P/E is pretty high at 31, but look at that RoA of 27% and the RoE of 43%. Margins are in the neighborhood of 20%, which is decent for a mixed software/hardware company. Gotta love that year-over-year and quarterly revenue growth though; both are at or well-over 100%. And virtually no debt. Very nice. Plus, with a 30%+ inside ownership, I think management is aligned with the shareholder interests. So, while this stock has had a great run-up, I don't think it's too late to get a little more out of it. I might very well add some real money to it via my real-world portfolio by stepping in gingerly with a 1/3 position.

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