Market Closed -
Nyse
04:00:02 2024-06-05 pm EDT
|
5-day change
|
1st Jan Change
|
164.9
USD
|
-0.13%
|
|
+3.77%
|
-10.18%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
5,147
|
5,445
|
9,246
|
6,437
|
8,488
|
7,924
|
-
|
-
|
Enterprise Value (EV)
1 |
6,329
|
6,756
|
10,693
|
8,298
|
10,123
|
9,527
|
9,601
|
9,697
|
P/E ratio
|
40.9
x
|
50
x
|
58.4
x
|
34
x
|
41.5
x
|
35.4
x
|
33.2
x
|
28.7
x
|
Yield
|
2.22%
|
2.23%
|
1.57%
|
3.17%
|
-
|
3.13%
|
3.25%
|
3.32%
|
Capitalization / Revenue
|
15.5
x
|
15
x
|
22.6
x
|
13.2
x
|
14.9
x
|
12.5
x
|
11.3
x
|
9.87
x
|
EV / Revenue
|
19.1
x
|
18.6
x
|
26.1
x
|
17
x
|
17.7
x
|
15
x
|
13.7
x
|
12.1
x
|
EV / EBITDA
|
28.6
x
|
27.5
x
|
38.3
x
|
24.6
x
|
25.2
x
|
21.5
x
|
19.5
x
|
17.5
x
|
EV / FCF
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Yield
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Price to Book
|
4.3
x
|
4.31
x
|
5.99
x
|
3.3
x
|
3.19
x
|
2.76
x
|
2.65
x
|
2.57
x
|
Nbr of stocks (in thousands)
|
38,795
|
39,437
|
40,578
|
43,473
|
46,246
|
48,064
|
-
|
-
|
Reference price
2 |
132.7
|
138.1
|
227.8
|
148.1
|
183.5
|
164.9
|
164.9
|
164.9
|
Announcement Date
|
2/6/20
|
2/9/21
|
2/8/22
|
2/7/23
|
2/7/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
331.4
|
363
|
409.5
|
487
|
570.6
|
634.8
|
698.8
|
802.7
|
EBITDA
1 |
221.5
|
245.7
|
279
|
337.5
|
401.3
|
442.6
|
492.6
|
554
|
EBIT
1 |
116.6
|
128.2
|
150.9
|
182.6
|
228.1
|
253.6
|
283.4
|
325.7
|
Operating Margin
|
35.18%
|
35.32%
|
36.85%
|
37.49%
|
39.98%
|
39.94%
|
40.56%
|
40.57%
|
Earnings before Tax (EBT)
1 |
123.3
|
108.4
|
157.6
|
186.3
|
200.5
|
216.9
|
250.7
|
289.9
|
Net income
1 |
121.7
|
108.4
|
157.6
|
186.2
|
200.5
|
225.3
|
247.8
|
284.1
|
Net margin
|
36.71%
|
29.85%
|
38.48%
|
38.23%
|
35.14%
|
35.5%
|
35.47%
|
35.39%
|
EPS
2 |
3.240
|
2.760
|
3.900
|
4.360
|
4.420
|
4.654
|
4.972
|
5.753
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF margin
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (Net income)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
2 |
2.940
|
3.080
|
3.580
|
4.700
|
-
|
5.165
|
5.361
|
5.481
|
Announcement Date
|
2/6/20
|
2/9/21
|
2/8/22
|
2/7/23
|
2/7/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q4
|
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
---|
Net sales
1 |
107.4
|
113
|
118.6
|
125.7
|
129.8
|
135
|
139.9
|
146.5
|
149.1
|
154.2
|
156.5
|
160
|
163.9
|
169.1
|
173
|
EBITDA
1 |
74.33
|
77.73
|
81.98
|
86.9
|
90.93
|
93.88
|
98
|
102.8
|
106.7
|
104.9
|
109.2
|
112.7
|
116.9
|
117
|
122.2
|
EBIT
1 |
40.92
|
41.08
|
44.2
|
47.26
|
50.01
|
52.48
|
55.29
|
59.72
|
60.65
|
59.19
|
63.19
|
65.67
|
68.69
|
68.56
|
73.03
|
Operating Margin
|
38.11%
|
36.37%
|
37.29%
|
37.61%
|
38.52%
|
38.87%
|
39.53%
|
40.76%
|
40.66%
|
38.38%
|
40.39%
|
41.04%
|
41.9%
|
40.54%
|
42.22%
|
Earnings before Tax (EBT)
1 |
71.91
|
63.6
|
46.16
|
37.82
|
38.69
|
44.7
|
43.46
|
48.91
|
63.47
|
58.66
|
53.32
|
54.62
|
59.55
|
57.66
|
61.79
|
Net income
1 |
71.89
|
63.58
|
46.14
|
37.79
|
38.67
|
44.69
|
43.45
|
48.9
|
63.46
|
58.64
|
53.78
|
56.3
|
58.53
|
57.3
|
60.95
|
Net margin
|
66.95%
|
56.28%
|
38.92%
|
30.08%
|
29.78%
|
33.1%
|
31.06%
|
33.37%
|
42.54%
|
38.03%
|
34.37%
|
35.18%
|
35.7%
|
33.89%
|
35.23%
|
EPS
2 |
1.750
|
1.540
|
1.090
|
0.8700
|
0.8900
|
1.020
|
0.9700
|
1.070
|
1.350
|
1.220
|
1.101
|
1.140
|
1.188
|
1.153
|
1.225
|
Dividend per Share
2 |
1.100
|
1.100
|
1.100
|
1.250
|
1.250
|
1.250
|
1.250
|
1.270
|
1.270
|
-
|
1.270
|
1.303
|
1.303
|
1.308
|
1.310
|
Announcement Date
|
2/8/22
|
4/26/22
|
7/26/22
|
10/25/22
|
2/7/23
|
4/25/23
|
7/25/23
|
10/24/23
|
2/7/24
|
4/23/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
1,182
|
1,311
|
1,447
|
1,862
|
1,635
|
1,603
|
1,677
|
1,774
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
5.338
x
|
5.336
x
|
5.189
x
|
5.516
x
|
4.073
x
|
3.621
x
|
3.405
x
|
3.201
x
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
ROE (net income / shareholders' equity)
|
11.6%
|
8.77%
|
11.1%
|
10.6%
|
7.98%
|
8.26%
|
8%
|
8.03%
|
ROA (Net income/ Total Assets)
|
-
|
-
|
-
|
-
|
-
|
4.76%
|
4.93%
|
-
|
Assets
1 |
-
|
-
|
-
|
-
|
-
|
4,734
|
5,032
|
-
|
Book Value Per Share
2 |
30.80
|
32.00
|
38.00
|
44.80
|
57.50
|
59.80
|
62.30
|
64.30
|
Cash Flow per Share
2 |
5.220
|
5.000
|
6.350
|
7.410
|
7.460
|
6.680
|
7.180
|
-
|
Capex
1 |
-
|
-
|
-
|
-
|
-
|
301
|
458
|
-
|
Capex / Sales
|
-
|
-
|
-
|
-
|
-
|
47.34%
|
65.57%
|
-
|
Announcement Date
|
2/6/20
|
2/9/21
|
2/8/22
|
2/7/23
|
2/7/24
|
-
|
-
|
-
|
Last Close Price
164.9
USD Average target price
181.8
USD Spread / Average Target +10.30% Consensus |
1st Jan change
|
Capi.
|
---|
| -10.18% | 7.92B | | -18.42% | 101B | | +38.66% | 43.96B | | -21.14% | 9.62B | | -9.45% | 7.79B | | -5.47% | 6.51B | | -11.54% | 6.32B | | -11.32% | 6.18B | | -11.07% | 5.39B | | +7.27% | 5.34B |
Industrial REITs
|