0.724
Revenue$B
1.000
1.019
1.034
1.058
1.069
1.078
1.092
1.141
1.155
1.212
0.810
2.54%
2.47%
9
28.21
Revenue growth%
0.40
0.40
0.40
0.40
0.40
0.86
1.76
1.82
3.51
1.57
8.47
1.76
0.63
20
4.04
Gross margin%
39.89
37.83
38.37
39.86
42.22
44.73
47.04
46.20
44.34
43.49
27.99
44.73
42.86
28
10.61
Operating margin%
24.40
22.05
19.91
21.10
18.15
19.06
17.02
14.58
16.31
16.60
26.20
16.60
18.60
27
19.47
Net margin%
4.90
3.53
2.96
1.78
1.90
1.13
3.94
3.12
4.89
4.52
21.08
3.94
3.33
12
22.18
P/E ratio (avg)x
34.47
29.83
28.79
27.84
25.77
25.52
24.60
24.05
23.80
25.46
24.04
24.60
25.64
95
13.06
EV/EBITx
46.52
51.01
60.21
64.83
70.31
67.78
78.30
91.34
107.1
102.6
37.34
91.34
69.05
43
11.59
FCF yield (avg)%
23.69
21.44
24.23
21.90
21.04
23.98
23.59
23.40
21.29
19.91
5.04
23.40
22.65
86
4.93
FCF margin%
20.01
20.44
19.19
18.94
19.65
22.00
23.95
25.89
28.47
28.26
2.35
25.89
21.22
48
0.188
FCF / Net incomex
1.173
1.246
1.450
1.662
1.874
2.197
2.222
2.408
2.729
3.236
1.525
2.408
2.036
25
10.90
ROIC%
11.63
11.87
10.24
9.84
7.01
9.90
12.64
12.23
10.78
13.37
19.23
12.23
11.21
39
15.99
Return on equity%
4.13
1.20
2.93
0.40
2.29
3.29
3.03
5.98
5.81
3.32
13.03
3.32
3.16
19
5.50
Return on assets%
12.71
13.56
10.93
11.20
8.50
9.62
9.62
8.20
8.64
9.12
24.08
9.12
9.62
56
5.10
EPS$
12.61
13.54
13.39
14.38
15.03
14.55
13.96
14.95
14.55
14.69
5.65
(0.46%)
0.92%
—
29.51
EPS growth%
32.02
31.32
34.16
35.58
36.85
38.44
36.26
36.99
37.98
35.30
26.51
36.99
35.92
57
6.68
Bookvalue per sh$
12.87
12.63
14.60
14.52
17.11
19.27
18.55
18.34
21.33
24.22
11.92
7.19%
6.06%
—
10.39
FCF per share$
21.81
22.20
23.35
22.35
22.76
21.65
24.30
24.25
26.10
25.81
2.85
2.55%
3.11%
—
6.65
Dividend per sh$
15.93
14.86
16.05
16.79
17.49
20.23
23.47
23.01
25.78
26.07
3.09
8.30%
4.79%
—
14.50
Div yield (avg)%
23.81
26.42
24.80
22.96
23.22
20.90
18.20
20.66
20.97
19.31
5.38
20.66
21.97
15
6.31
Payout ratio%
13.25
10.48
8.12
8.13
8.35
7.44
4.76
6.99
7.47
6.87
26.68
6.99
7.79
84
106.5
Shares (diluted)M
104.3
92.53
88.44
85.62
77.26
74.36
77.15
66.60
56.07
47.61
107.0
(9.23%)
(7.12%)
77
20.99
Buyback yield%
11.78
13.20
11.63
13.12
15.58
17.05
19.27
20.04
20.92
22.19
11.59
20.04
16.32
19
0.204
D/E ratiox
0.477
0.441
0.512
0.571
0.627
0.633
0.688
0.660
0.683
0.719
0.397
0.683
0.630
24
1,340
Enterprise value$M
822.9
859.1
850.4
837.9
705.7
715.4
632.7
579.7
500.7
535.7
314.5
(5.36%)
(3.47%)
87
1.181
LT debt$B
1.898
2.253
2.626
2.950
2.940
3.098
3.317
3.941
4.152
4.248
0.654
7.64%
10.46%
22
Revenue
$1.212B
2.47%
1.00×
Cost of revenue
$700.6M
2.52%
1.00×
Operating expenses
$227.2M
2.20%
0.97×
Goodwill & intangibles
16.14%
Spread over hurdle
(0.72%)