Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

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Equity Bottom-Up

<ul><li>Comer Industries, an Italian family-owned company, specializes in producing mission-critical components for agricultural and construction vehicles.</li><li>Operating under an asset-light assembler business model in an industry marked by consolidation and significant barriers to entry, Comer Industries has consistently delivered impressive returns on capital, boasting a ROCE exceeding 20% for the past three years.</li><li>Despite its strong performance, the company’s shares trade at a normalized 12.4% free cash flow yield and a 7.2 EV/EBIT, considerably lower than industry peers.</li></ul>

Comer Industries, an Italian family-owned company, specializes in producing mission-critical components for agricultural and construction vehicles.Operating under an asset-light assembler business model in an industry marked by consolidation and significant barriers to entry, Comer Industries has consistently delivered impressive returns on capital, boasting a ROCE exceeding 20% for the past three years.Despite its strong performance, the company’s shares trade at a normalized 12.4% free cash flow yield and a 7.2 EV/EBIT, considerably lower than industry peers.

Comer Industries : Unveiling a Hidden Champion with a Sustainable 12% Free Cashflow Yield

United States

Dana Incorporated engineers, manufactures, and distributes components and systems for worldwide automotive, heavy truck, off-highway, engine, and industrial markets. The Company also provides leasing services in selected markets.

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