2022, Dividends and EBIT - Business Valuation Zone

Will Pressure on Kohl’s Management Drive Share Price?

Andrew Stolz

JANUARY 16, 2022

Share repurchases and dividends. The dividend yield could return to 5% in 2022. Strong operating cash flow allows the company to pay out dividends which are in line with its pre-pandemic policy. We expect that the dividend yield over the near-term to range between 5-6% like in 2019 and 2020. Advancing ESG issues.

Dividends

Dividends EBIT Marketability Business Valuation

Will the IPO of ABB’s E-Mobility division give the share price a new boost?

Valutico

NOVEMBER 28, 2022

Weekly Valuation – Valutico | 28 November 2022. billion with EBIT margin increasing to 16.6% The IPO of ABB’s E-Mobility division was planned for mid-2022 but has been delayed due to unfavorable market conditions. At this level the dividend yield is 2.8%. . Link to valuation. Sales rose 5% to CHF 7.1

Discounted Cash Flow

Discounted Cash Flow EBIT Market Capitalization Equity

Will the IPO of ABB’s E-Mobility division give the share price a new boost?

Valutico

NOVEMBER 28, 2022

Weekly Valuation – Valutico | 28 November 2022. billion with EBIT margin increasing to 16.6% The IPO of ABB’s E-Mobility division was planned for mid-2022 but has been delayed due to unfavorable market conditions. At this level the dividend yield is 2.8%. . Link to valuation. Sales rose 5% to CHF 7.1

Discounted Cash Flow

Discounted Cash Flow EBIT Market Capitalization Equity

Has Volvo’s Strong Value Creation Been Overlooked by the Market?

Andrew Stolz

JANUARY 17, 2022

Value play with strong dividend growth potential. Volvo’s biggest competitor Daimler followed a similar strategy by spinning-off its truck segment in January 2022. Strong operating cash flow allows the company to resume its dividend payments in line with its pre-pandemic policy. EBIT margin expansion in 21E likely to stay.

Marketability

Marketability Dividends Net Debt Start-ups

Can the World’s Largest Carmaker Handle the ESG Pressure?

Andrew Stolz

NOVEMBER 21, 2021

Strong demand from the US and Asia brings car sales almost back to normal by March 2022. The company announced that by March 2022, it will buy back shares worth JPY150bn ($1.3bn). That should improve in 2022. The company pays out dividends on a consistent basis. Dividend payout ratio is almost constant around 30%.

Dividends

Dividends EBIT Treasury Equity

Will TotalEnergies keep on outperforming all indices this year?

Valutico

NOVEMBER 14, 2022

Weekly Valuation – Valutico | 14 November 2022. Two weeks ago TotalEnergies announced its net income for the third quarter of 2022 which increased by 43% compared to 2021 and amounted to €6.6 In the first three quarters of 2022 the company generated a net income of €17.3 TotalEnergies SE. Link to detailed valuation.

EBIT

EBIT Equity Dividends EBITDA

Will TotalEnergies keep on outperforming all indices this year?

Valutico

NOVEMBER 14, 2022

Weekly Valuation – Valutico | 14 November 2022. Two weeks ago TotalEnergies announced its net income for the third quarter of 2022 which increased by 43% compared to 2021 and amounted to €6.6 In the first three quarters of 2022 the company generated a net income of €17.3 TotalEnergies SE. Link to detailed valuation.

EBIT

EBIT Equity Dividends EBITDA

Can the World’s Least Profitable Carmaker Turnaround?

Andrew Stolz

NOVEMBER 28, 2021

Tata is likely to recognize in 2022 for the 4th year in a row. Retained earnings continue to decline in 2022 as Tata is likely to record a net loss again; we expect a turnaround in 2023. Given its losses over the past years, it did not pay out any dividends since 2016. No dividend policy requires return generation from price.

Dividends

Dividends EBIT Equity Business Valuation

Is BP’s new strategy – full focus on profits – viable in the long term?

Valutico

MARCH 1, 2023

Recent Financial Performance In the first week of February 2023, BP released its 2022 annual report, boasting the highest net profit in the company’s history of GBP 22.7 (USD Furthermore, the company increased dividends by 10% and announced that it will buy back GBP 2.3 (USD Compared with last year’s net income of GBP 10.3 (USD

Discounted Cash Flow

Discounted Cash Flow Net Debt EBIT Equity

Valuation Using Multiples—What Is It and How Does It Work? Core Ideas Explained

Valutico

DECEMBER 15, 2022

An example of an enterprise multiple: EV/Sales, EV/EBITDA, EV/EBIT and practically all non-financial multiples (e.g. Note that, because the impact of debt (in the form of interest), falls below EBIT on the P&L, typically any metric below that would be an equity metric and any metric above that would be an enterprise metric.

Precedent Transaction Analysis

Precedent Transaction Analysis EBITDA Comparable Company Analysis Enterprise Value

Your Guide to Valuing a Company Using the Multiples Approach

Valutico

DECEMBER 15, 2022

An example of an enterprise multiple: EV/Sales, EV/EBITDA, EV/EBIT and practically all non-financial multiples (e.g. Note that, because the impact of debt (in the form of interest), falls below EBIT on the P&L, typically any metric below that would be an equity metric and any metric above that would be an enterprise metric.

Precedent Transaction Analysis

Precedent Transaction Analysis EBITDA Comparable Company Analysis Enterprise Value

NVIDIA: Powering the AI Revolution

Valutico

JUNE 15, 2023

Additionally, NVIDIA returned USD 99 million in cash dividends to shareholders, exemplifying its financial robustness. Over the course of the year, Nvidia’s stock has witnessed a remarkable appreciation of over 160% since the close of 2022. and Cisco Systems, Inc.

Discounted Cash Flow

Discounted Cash Flow EBIT Market Capitalization Dividends

Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

JANUARY 5, 2024

I have also developed a practice in the last decade of spending much of January exploring what the data tells us, and does not tell us, about the investing, financing and dividend choices that companies made during the most recent year. Dividends and Potential Dividends (FCFE) 1. Dividend yield & payout 3. Buybacks 2.

Dividends

Dividends Risk Premium Equity Book Value

Data Update 1 for 2023: Setting the table!

Musings on Markets

JANUARY 6, 2023

At the company-level, I provide data on risk, profitability, leverage and dividends, broken down by industry-groups, to be used in both corporate finance and valuation. EV/EBIT and EV/EBITDA 4. EBITDA, EBIT and EBITDAR&D Margins 3. Financing Flows Accounting Returns Dividends & Ownership Risk Premiums 1.

Risk Premium

Risk Premium Dividends Start-ups EBITDA

TSMC Ltd. – Valuation of World’s most important Semiconductor Manufacturer

Valutico

AUGUST 23, 2022

Weekly Valuation – Valutico | 23 August 2022. In April 2022, TSM reported record revenue of $5.94 Second quarter results reported in the middle of July 2022 exceeded both revenue and earnings expectations. compared to the first quarter of 2022. The current dividend yield is 2.14%. billion, up 35.5%

Dividends

Dividends EBIT Marketability Equity

Business Valuation Zone

Will Pressure on Kohl’s Management Drive Share Price?

Will the IPO of ABB’s E-Mobility division give the share price a new boost?

Trending Sources

Will the IPO of ABB’s E-Mobility division give the share price a new boost?

Has Volvo’s Strong Value Creation Been Overlooked by the Market?

Can the World’s Largest Carmaker Handle the ESG Pressure?

Will TotalEnergies keep on outperforming all indices this year?

Will TotalEnergies keep on outperforming all indices this year?

Can the World’s Least Profitable Carmaker Turnaround?

Is BP’s new strategy – full focus on profits – viable in the long term?

Valuation Using Multiples—What Is It and How Does It Work? Core Ideas Explained

Your Guide to Valuing a Company Using the Multiples Approach

NVIDIA: Powering the AI Revolution

Data Update 1 for 2024: The data speaks, but what does it say?

Data Update 1 for 2023: Setting the table!

TSMC Ltd. – Valuation of World’s most important Semiconductor Manufacturer

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