Originally Posted by
BlackPeter
Just curious - what input parameters do you use to get for SUM a PE of 7.5? Is this a backward PE based on one exceptional year (FY2017)? Not sure it makes a lot of sense to compare companies based on one stellar result (particularly lying in the past).
In my books is OCA with a forward PE (3 years averaged) of 9, while SUM commands a forward PE (dto) of 12.2. This makes somehow more sense to me, particularly considering that SUM's CAGR (20) is ways higher than OCA's (~7).