300.2
Revenue$M
456.8
478.4
500.2
537.5
574.7
601.6
632.5
654.3
700.3
333.6
333.7
5.44%
5.52%
35
4.39
Revenue growth%
3.85
5.65
6.99
5.03
7.39
7.54
9.62
7.50
7.99
13.36
23.04
7.54
7.19
32
11.76
Gross margin%
27.16
26.78
29.20
26.30
23.77
24.19
26.64
24.02
22.30
9.39
3.58
24.02
26.47
29
15.54
Operating margin%
13.42
13.93
13.17
15.42
13.49
15.30
18.29
21.28
22.09
8.36
13.29
18.29
14.66
89
11.56
Net margin%
19.91
21.46
20.96
23.75
25.65
25.95
25.26
23.77
26.28
22.54
15.98
25.65
23.76
48
8.562
P/E ratio (avg)x
27.23
27.86
31.97
35.50
37.45
43.99
45.05
45.24
49.07
23.79
25.31
45.05
36.48
83
24.23
EV/EBITx
58.93
61.11
71.67
71.57
71.75
74.88
74.95
74.39
87.16
25.47
12.13
74.88
71.71
60
13.17
FCF yield (avg)%
20.81
20.66
20.63
20.82
20.02
22.50
24.61
26.67
25.09
11.30
8.56
24.61
21.66
16
13.91
FCF margin%
15.71
17.87
16.58
15.29
16.05
18.38
17.82
18.10
17.18
25.57
2.71
17.82
16.88
12
0.863
FCF / Net incomex
1.441
1.586
1.816
1.820
2.074
2.050
2.275
2.606
2.680
0.453
0.284
2.275
1.935
35
3.09
ROIC%
20.03
19.09
18.92
20.19
20.88
20.51
20.50
21.95
23.85
5.31
29.74
20.88
20.51
16
29.22
Return on equity%
26.66
24.83
23.35
24.31
26.46
29.18
27.63
25.42
27.28
16.41
19.44
27.28
26.56
10
29.18
Return on assets%
19.48
17.66
19.63
20.11
17.80
18.26
18.56
20.09
21.93
25.84
6.06
18.56
19.02
17
5.04
EPS$
4.14
4.41
4.13
3.96
4.26
4.38
4.29
4.60
4.51
5.53
5.73
2.64%
0.94%
—
15.56
EPS growth%
32.86
30.08
28.45
29.71
32.17
29.31
30.97
29.85
32.75
22.17
25.66
30.97
30.16
74
1.88
Bookvalue per sh$
5.48
5.45
5.82
6.07
6.09
5.57
6.10
6.26
6.77
6.35
1.37
2.20%
2.02%
—
6.83
FCF per share$
3.51
3.70
4.48
5.03
6.05
6.37
7.09
7.34
8.87
3.04
4.48
12.00%
11.94%
—
3.25
Dividend per sh$
3.24
3.25
3.32
2.95
2.63
2.77
2.45
2.58
2.57
6.51
1.80
(2.70%)
(3.54%)
—
18.55
Div yield (avg)%
14.73
14.35
11.93
9.04
7.62
9.34
7.71
8.35
7.37
3.80
9.65
7.71
9.19
75
16.44
Payout ratio%
15.39
12.61
12.46
13.54
14.10
14.74
15.86
15.76
16.77
9.42
24.56
15.76
15.06
31
60.16
Shares (diluted)M
75.76
88.87
84.92
88.61
90.35
88.79
101.3
102.6
118.2
59.92
60.02
5.93%
5.59%
87
18.28
Buyback yield%
14.08
14.77
13.05
10.62
11.67
14.48
13.85
12.20
11.20
17.42
14.55
12.20
13.45
94
1.688
D/E ratiox
2.291
2.279
2.331
2.226
2.590
2.512
2.491
2.852
2.763
0.776
1.754
2.590
2.411
36
255.3
Enterprise value$M
148.2
165.4
182.9
210.1
246.4
253.0
272.2
295.5
308.5
64.44
355.0
7.98%
8.36%
77
178.9
LT debt$M
40.54
44.10
42.76
44.02
40.20
39.83
36.15
38.47
36.20
233.0
295.0
(3.84%)
(0.40%)
72
Revenue
$700.3M
5.52%
1.00×
Cost of revenue
$329.3M
5.44%
0.99×
Operating expenses
$130.0M
5.39%
0.99×
Goodwill & intangibles
19.41%
Spread over hurdle
22.92%