Набор данных из Zenodo · Linh, Nguyen
Ashtead Technologies Holdings Balance Sheet Analysis
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- 30 апр. 2025 г.
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Description Thesis Ashtead Technology is a subsea equipment rental company with a 40-year history. Since initiation of its M&A strategy in 2017, it has compounded revenues at 45% and EBITA at 63% to 2024. Since IPO in 2021, revenues have compounded at 44%, EBITA and EPS at ~50%. Importantly this growth has been realised through own cash flows and debt, no equity dilution. The share price however, has fallen 42% from its 52-week highs to around its 52-week low, while fundamentals remain extremely strong. I expect double digit organic growth for the next five years, with M&A providing additional growth. Given their competitive position and growth potential, the business is severely mis-priced. It currently trades at 11x 2024 earnings and 9.6x run-rate earnings including the contribution of the meaningful acquisition of Seatronics in Nov 2024. Over a five-year horizon, I expect an IRR of ~38% driven by EPS compounding of 20% a year (50% organic and 50% M&A) and multiple expansion to ~20x earnings. Apple CAPM Apple Forward P/E Apple Gross Margin Apple Net Margin Apple ROE Return on Equity Apple ROA Return on Asset Apple Graham Number Apple Current Ratio History Ashtead was founded in…
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