Hillenbrand, Inc. (NYSE:HI)

CAPS Rating: 4 out of 5

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Member Avatar PebbledShore (87.58) Submitted: 5/20/2014 10:22:28 PM : Outperform Start Price: $16.11 HI Score: +60.80

Don't own this company, but it looks like a long-term winner through organic growth and dividend raises.

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Member Avatar TMFPennyWise (< 20) Submitted: 4/18/2014 12:50:18 PM : Outperform Start Price: $26.71 HI Score: +12.25

Hillenbrand, pretty much under the radar with just $1.6B market cap, is refashioning itself from an old line casket maker into a diversified industrial holding company. Revenues from the casket division have been flat in recent years so the company leadership was looking to gain growth by acquisition of higher growth companies to complement its casket division (that maintains excellent cash flow). So it went on an acquisition hunt to develop its b2b component and gain global presence. In the past two years Hillenbrand has acquired Rotex, Coterion, K-tron and Terra Source, all process equipment manufacturers giving Hillenbrand offices and facilities in forty countries.

Some have said the new chairman, Joseph Loughrey, is keen on turning the one time casket maker into something like a 'mini-Berkshire'. To achieve that goal Hillenbrand recently named Joe Raver who recently ran the European operations for the company the new CEO. Hillenbrand is still a very small company with 1.6 billion market cap so it has lots of room to run and I expect it will. I think it's a good company worth taking a position in--the future looks very interesting for Hillenbrand.

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Member Avatar mutantgeezer (87.64) Submitted: 3/31/2014 4:56:06 PM : Underperform Start Price: $32.21 HI Score: +3.25

HI is a perfect short opportunity.

Something is going on, not sure what. Insider Selling accelerating (almost $3mn in last month)....certain insiders selling large portions of their total stock holdings. No insider has bought stock in almost a year!

It is estimated that 38% of sales (TTM) and 57% of EBITDA are attributed to the casket business. Compared to its peers, HI does not appear expensive. However, 9.6x EBITDA for a company that will grow sales less than 5% and likely exhibit further EBITDA margin compression seems expensive. Moreover, the current P/E (fwd) of 14.6x is nearly 25% higher than the average P/E (fwd) 11.9x

Consensus expectations appear bullish when, in fact, Hillenbrand has missed revenue estimates over the past four quarters. Sooner or later, the spate of top-line misses will probably begin to weigh on the valuation.

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Member Avatar wimmreuter (31.02) Submitted: 9/11/2013 6:45:29 AM : Outperform Start Price: $25.82 HI Score: +10.37

Their German buy will boost the share

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Member Avatar DAG1996MF (< 20) Submitted: 8/20/2013 2:33:12 PM : Outperform Start Price: $17.39 HI Score: +52.53

I've consistently found a winning combination in companies in a "boring" business that are making accretive acquisitions and that are executing on their growth plan ... Hillenbrand fits the mold and has been a winner so far, although I'm just getting around to writing pitches for most of my picks from a year or two ago. Even so, I still see more upside for HI.

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Member Avatar vanliew (78.90) Submitted: 7/18/2013 5:31:01 PM : Outperform Start Price: $24.34 HI Score: +18.14

real money: mom and kids

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Member Avatar jaegermeister85 (72.58) Submitted: 1/22/2013 4:36:16 PM : Outperform Start Price: $23.09 HI Score: +10.09

Let's face it, people die...EVERYDAY and someone has to take care of the dirty work, Hillenbrand has sort of a death dealers moat and I love them going forward in the future

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Member Avatar NICKELSNICKELS (< 20) Submitted: 10/29/2012 2:02:00 PM : Outperform Start Price: $19.32 HI Score: +31.39

Building the Material Handling side of their business will grow this company. Now is the ideal time to invest while the stock is cheap. This is a no miss situation

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Member Avatar Rendition (67.59) Submitted: 10/19/2012 2:39:25 PM : Outperform Start Price: $19.66 HI Score: +29.78

Should start seeing the effect of their recent acquistions

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Member Avatar TMFSymington (98.86) Submitted: 10/4/2012 10:47:31 AM : Outperform Start Price: $17.20 HI Score: +55.09

It's hard to argue Hillenbrand, Inc. won't be much busier 10 years from now. What do I say when I find a company that dominates its industry, has a sound balance sheet, a current P/E of 11.28, and a 4.1% dividend? Yes please.

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Member Avatar cmrk3 (39.91) Submitted: 9/29/2012 1:46:44 PM : Outperform Start Price: $17.38 HI Score: +53.25

I am reading Peter Lynch's book "One up on One Wall Street" so I figured I should pick a company that does something disagreeable. It has 5 stars and it makes coffins.

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Member Avatar Manifest (83.51) Submitted: 6/14/2012 9:47:04 AM : Outperform Start Price: $16.80 HI Score: +46.99

OK, so it's not exactly a stock to die for, but the 4% yield and decent return forecast (the price has sagged of late) looks pretty good at a sales growth forecast of 8%. Maintaining or improving profitability could bolster returns and the P/E is unexciting. All things considered, sentiment is bullish and the stock is nearly potentially oversold levels. Quality is excellent. We might not be fond of cemeteries, but apparently President Lincoln did a whole lot more than we ever suspected? Cryptic, indeed.

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Member Avatar jsn1080 (54.12) Submitted: 6/12/2012 1:14:50 PM : Outperform Start Price: $17.14 HI Score: +43.36

Management appears to doing the right things. Current value combined with dividend % and superb FCF/Rev ratio. Almost seems to good to be true for a small growth company. The company is like a mini Berkshire of 45 years ago. Hopefully management can exponentially increase the intrinsic value of this company like Buffet did for Berkshire owners. The BV has increased by an average of 23% per since 2007.

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Member Avatar midnightmoney (< 20) Submitted: 10/25/2011 7:23:36 PM : Outperform Start Price: $19.12 HI Score: +13.19

amen!

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Member Avatar robertm348 (55.70) Submitted: 10/18/2011 11:17:06 PM : Outperform Start Price: $18.44 HI Score: +17.08

People are dying to get in this stock! OK, that was a bad joke, but looking at the demographics of death, this company has to continue to grow.

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Member Avatar robertshrestha (60.67) Submitted: 9/13/2011 5:13:59 PM : Outperform Start Price: $17.66 HI Score: +19.45

Play on one of the few certainties of life, stable business model, solid margins and returns on capital, attractive dividend yield. A lot to like here.

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Member Avatar TarynOne (34.98) Submitted: 9/9/2011 3:23:18 AM : Outperform Start Price: $16.49 HI Score: +28.29

Hillenbrand is in an often overlooked area of the "diversified services" sector of the market. How on earth do you categorize a "death" stock besides categorizing it as a death stock? Currently at %3.8 dividend yield. Hillenbrand largely dominates the casket market. However, Costco and even Walmart do pose a threat Hillenbrand, especially if we are returning to a sideways market. For the medium term., however, death rates will only rise and it would be unwise not to have your foot in at least one reliable company in the "death services" area

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Member Avatar guzclues1996 (37.92) Submitted: 5/11/2011 5:32:37 PM : Outperform Start Price: $20.27 HI Score: +15.04

This stock is winning like charlie sean and it looks like (unlike charlie) that it is not going to stop. I think you could make a moderate profit within 25% just within the year.

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Member Avatar GunnarVagotis (96.68) Submitted: 2/3/2011 2:53:58 PM : Outperform Start Price: $19.35 HI Score: +19.02

Dead people. Can't live with em, can't live without em.

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Member Avatar SmoothHughes (87.67) Submitted: 2/3/2011 9:43:52 AM : Outperform Start Price: $19.43 HI Score: +17.71

Demand is always there in the funeral business.

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