正文

Network Equipment stock – FFIV, who is on it now?

(2008-01-16 23:24:28) 下一个

I do not own this stock and I am not planning buying this soon,just want to share some research data.

OK some number first.

EPS Growth Rate: 24% (10 years)

Cash Growth Rate: 16% (5 years)

Equity Growth Rate: 31% (10 years)

Sales Growth Rate: 60% (10 years)

ROIC: 11% (5 years) : 11.6%

Yes this will easily pass the Rule #1 criteria.

Next the Estimated EPS growth rate is 22.9%, Future PE 45(estimated) , get a sticker price $80. Today’s trading price is $ 21.

Short term may still see off but long term this could be abargain. Check following competitors,

CTXS

JNPR

CSCO

RVBD

RDWR

FDRY

SYMC

INAP

 

None of them have more than 50% margin of safety.

1000 employee makes it has room to grow.

Weak dollar and strong internal brand may help their revenuegrowth for 2008. Recession will a worry – CSCO already issued a warning thatthe banks are ordering less expense network equipment.

[ 打印 ]
阅读 ()评论 (0)
评论
目前还没有任何评论
登录后才可评论.