379.3
RevenueR M
235.0
253.4
276.0
290.6
317.8
335.5
355.5
381.4
403.5
437.3
421.3
6.59%
6.95%
20
20.40
Revenue growth%
27.96
29.12
30.69
28.69
28.78
30.31
31.85
33.10
32.88
30.87
5.62
31.85
30.50
94
27.09
Gross margin%
9.90
12.15
12.84
12.03
9.91
12.61
10.33
12.02
12.24
10.33
10.92
12.02
12.02
93
19.03
Operating margin%
2.36
4.82
5.42
7.05
7.23
9.73
11.27
9.21
8.36
11.02
27.62
9.73
7.80
94
7.42
Net margin%
34.00
34.73
31.76
34.18
35.05
37.55
37.37
36.53
35.74
38.52
27.76
37.37
35.39
70
36.65
P/E ratio (avg)x
5.209
5.508
5.902
6.405
5.553
5.667
5.039
5.300
4.914
4.671
30.97
5.039
5.404
74
13.71
EV/EBITx
11.64
12.55
11.39
11.53
10.95
12.20
13.51
13.00
13.01
14.34
18.78
13.01
12.38
85
3.64
FCF yield (avg)%
1.58
2.94
4.64
6.74
6.90
4.23
1.80
0.84
0.43
0.40
18.57
0.84
2.37
34
2.78
FCF margin%
17.72
17.38
18.71
17.29
16.12
13.95
13.10
12.73
14.95
17.06
20.08
13.95
16.59
61
1.075
FCF / Net incomex
2.307
2.559
2.673
2.978
2.990
3.172
3.376
3.310
3.738
3.863
1.661
3.376
3.081
85
12.92
ROIC%
16.38
14.11
12.79
15.58
13.84
15.36
15.23
16.85
15.11
14.95
24.11
15.23
15.17
75
18.90
Return on equity%
13.14
15.50
13.86
13.88
16.65
17.61
16.09
14.17
13.33
12.75
10.40
14.17
14.02
68
5.19
Return on assets%
22.52
20.55
22.61
25.46
25.03
27.72
29.10
30.32
27.75
28.95
10.53
28.95
26.59
42
1.68
EPSR
2.19
2.54
2.76
2.71
2.78
3.15
3.12
3.12
3.11
3.01
1.83
1.60%
4.25%
—
16.49
EPS growth%
23.29
25.55
24.70
25.69
25.49
27.37
24.91
26.01
27.56
26.49
15.50
26.49
25.62
14
1.50
Bookvalue per shR
1.10
1.06
1.07
1.11
1.05
1.12
1.00
1.04
1.03
1.05
1.54
(0.16%)
(0.12%)
—
0.36
FCF per shareR
0.40
0.38
0.36
0.34
0.34
0.37
0.40
0.40
0.43
0.46
1.93
6.57%
1.38%
—
0.88
Dividend per shR
1.29
1.41
1.57
1.55
1.62
1.49
1.40
1.54
1.56
1.81
1.03
2.20%
3.99%
—
10.62
Div yield (avg)%
21.77
21.38
21.79
23.35
21.63
21.36
19.21
19.86
18.36
16.33
27.42
19.21
21.37
5
23.02
Payout ratio%
30.86
31.50
32.82
30.97
31.47
28.91
31.46
33.17
33.33
33.48
9.54
33.17
31.48
35
150.3
Shares (diluted)M
152.7
155.9
155.1
168.5
150.8
134.0
142.0
142.7
139.5
142.0
147.3
(1.20%)
(0.94%)
73
16.03
Buyback yield%
9.07
6.99
5.90
7.44
5.22
7.02
4.33
1.59
3.11
5.18
21.04
4.33
5.56
51
0.964
D/E ratiox
1.433
1.469
1.755
1.851
1.881
1.971
2.038
2.376
2.501
2.782
1.239
2.376
1.926
67
255.7
Enterprise valueR M
119.6
128.5
135.9
121.5
117.2
116.0
123.5
119.9
109.6
94.66
280.5
(4.18%)
(2.94%)
41
212.3
LT debtR M
507.4
483.5
483.9
475.6
502.6
478.6
497.7
513.7
562.5
623.7
111.9
4.41%
2.50%
22
Revenue
R 437.3M
6.95%
1.00×
Cost of revenue
R 291.2M
6.93%
1.00×
Operating expenses
R 79.41M
6.87%
0.99×
Goodwill & intangibles
19.57%
Spread over hurdle
(3.55%)