Private Equity Insights

NOVEMBER 30, 2023

private equity firm General Atlantic is weighing joining co-shareholder Hg in selling its stake in Argus Media, which could lead to 50% of the oil pricing data business being sold, four people familiar with the matter told Reuters. private equity firm General Atlantic is weighing joining co-shareholder Hg in selling its.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Amortization 130

The Motley Fool

OCTOBER 17, 2024

Very few public companies offer monthly dividends, and the ones that do are typically real estate investment trusts (REITs) because they are legally required to pay out 90% of their taxable earnings to shareholders. billion in 2019. The stock is valued similarly to its 2019 levels, trading nearly five times its trailing-12-month FFO.

Debt 130

Debt Earnings Before Interest Amortization Depreciation 130

The Motley Fool

APRIL 1, 2024

shareholders that “when we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.” He clarified his position in his 2016 letter to shareholders: “It is true that we own some stocks that I have no intention of selling for as far as the eye can see (and we’re talking 20/20 vision).

Enterprise Values 245

Enterprise Values Shareholders Earnings Before Interest Amortization 245

Private Equity Insights

JUNE 27, 2023

Management and shareholders have taken up part of the newly issued shares, with the remainder going to unnamed external investors, the company said in a statement. billion in net sales in 2022 with earnings before interest, tax, depreciation and amortisation (EBITDA) of $791 million. The dermatology group posted $3.8

Initial Public Offering 130

Initial Public Offering Private Equity Firms Private Equity Firms Pension Funds 130

The Motley Fool

SEPTEMBER 18, 2024

million subscribers in 2019, the company last reported 33 million paying users in the second quarter, down 100,000 in the past year. Q2 revenue declined by 3% year over year, while adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) were flat compared to 2023. Compared to a record 34.91

Earnings Before Interest 130

Earnings Before Interest Amortization Shareholders Depreciation 130

The Motley Fool

JUNE 25, 2023

Adjusted property earnings before interest, taxes, depreciation, and amortization ( EBITDA ) reached a record $232 million between the two sister hotels. percentage points over pre-pandemic 2019. Wynn's Macao resorts now contend with a casino market that's "structurally different than it was in 2019," according to Billings.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Shareholders 130

The Motley Fool

MARCH 3, 2024

In 2019, Block's net income was $375 million. In CEO Jack Dorsey's letter to shareholders, he said that the company would keep a cap on its number of employees at 12,000 "until we feel the growth of the business has meaningfully outpaced the growth of the company." This part of its business was responsible for $4.3

Earnings Before Interest 246

Earnings Before Interest Amortization Depreciation Shareholders 246

The Motley Fool

MARCH 11, 2024

Disney (NYSE: DIS) is going to make sure that it generates positive headlines in March heading into a contested shareholder meeting in early April. It finally posted a quarterly profit for the first time since 2019 during its peak summer season last year, but the more interesting catalyst here is how analysts are asleep at the helm's wheel.

Earnings Before Interest 130

Earnings Before Interest Amortization Shareholders Depreciation 130

The Motley Fool

DECEMBER 11, 2023

But the real story shareholders of this tech giant are following is the rising profitability. Adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) rose 10% in fiscal 2023 to $23.2 In all, Broadcom's revenue increased 8% on the year, again mainly driven by AI chip sales. and Broadcom wasn't one of them.

Earnings Before Interest 244

Earnings Before Interest Amortization Depreciation Shareholders 244

The Motley Fool

FEBRUARY 12, 2024

It did something similar following the Anadarko acquisition in 2019 and the subsequent drop in oil prices in 2020. He called her "an extraordinary manager" at Berkshire's 2023 Shareholder meeting in May. The company now holds a significant amount of debt. As a result, she sees oil climbing to $80 per barrel by the end of the year.

Enterprise Values 240

Enterprise Values Conglomerates Earnings Before Interest Debt 240

The Motley Fool

APRIL 6, 2024

These tight budgets make the company's value proposition attractive and help explain how the Murphy Drive Rewards loyalty program quickly grew to 8 million members after launching in 2019. Plenty of free cash flow (FCF) is left over after its capital expenditures, so management consistently rewards shareholders with stock buybacks.

Investors 242

Investors Enterprise Values Earnings Before Interest Amortization 242

The Motley Fool

OCTOBER 23, 2024

In 2019, the company bought Pandora Radio, which comes in both subscription and free ad-supported formats. Cash flows and returns to shareholders Another attribute Buffett likes is high and stable margins, with companies that seek to improve those margins continuously. Sirius is a subscription-based satellite radio platform.

Mergers and Acquisitions 130

Mergers and Acquisitions Stakes Debt Conglomerates 130

The Motley Fool

AUGUST 7, 2023

The deal offers a substantial premium to Sovos shareholders, and the stock is up 25% on Monday morning as a result. times adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) for Soros, looking to diversify and grow its meals and beverages division. Campbell is paying a healthy 14.6

Initial Public Offering 130

Initial Public Offering Earnings Before Interest Amortization Depreciation 130

The Motley Fool

DECEMBER 13, 2023

In early 2020, Luckin Coffee stock reached its all-time high of $50 before crashing to single digits after its board discovered that previous management fabricated $300 million in 2019 sales. Since the crisis, Luckin has restructured its operations and leadership structure to maximize accountability and transparency.

Amortization 234

Amortization Depreciation Accounting Shareholders 234

The Motley Fool

AUGUST 6, 2023

In his 1988 annual letter to shareholders, Buffett penned that when it comes to owning outstanding businesses with excellent management, "our favorite holding period is forever." As for why Buffett's love grew for Apple, the company returns an incredible amount of capital to its shareholders in the form of dividends and share buybacks.

Stakes 246

Stakes Leveraging Debt Shareholders 246

The Motley Fool

NOVEMBER 17, 2024

Research Affiliates found that from 1991 to 2019, stocks deleted from the S&P 500, Nasdaq-100 , and Russell 2000 went on to outperform their indexes by five percentage points annually over the next five years. Best yet for investors, Kellogg rewards its shareholders with a generous 3.7%

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Enterprise Values Earnings Before Interest 130

The Motley Fool

MARCH 4, 2024

And yes, that's a problem for shareholders. OIBDA = operating income before depreciation and amortization. was nearly three times greater than 2019's number. Not only does Paramount own the CBS network, but also a raft of cable channels, including popular ones such as Nickelodeon, CMT, and Comedy Central. Chart by author.

Amortization 243

Amortization Depreciation Leveraging Stakes 243

The Motley Fool

SEPTEMBER 23, 2024

In other words, this stock looks ready to run for years, building shareholder value along the way. But Toast is already profitable and serves a target market of epic proportions, offering a unique combination of services in an easy-to-use package.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Prospects 130

The Motley Fool

SEPTEMBER 4, 2023

So what Beyond Meat was a stock market darling when it went public in 2019. However, it also takes into account a change in the company's system for accounting of depreciation of equipment. The meat-alternative company posted another disappointing earnings report, and investors are moving on. Net loss was $53.5 million last year.

Initial Public Offering 130

Initial Public Offering Depreciation Debt Accounting 130

The Motley Fool

NOVEMBER 29, 2023

For perspective, quarterly active users (QAU) totaled 355 million in the fourth quarter of 2019, but more than doubled to a peak of 729 million in the third quarter of 2021. As a shareholder, I'm hopeful that Garena can successfully relaunch Freefire shortly. Similarly, bookings more than doubled from $512 million to $1.2

Conglomerates 130

Conglomerates Earnings Before Interest Amortization Depreciation 130

The Motley Fool

DECEMBER 20, 2023

is now double the $0.645 that the company was paying its shareholders back in 2019. In 2019, Mastercard was paying investors $0.33 It announced a 15% increase last year as well as the year before that. The new quarterly per-share payment of $1.30 That averages out to a compounded annual growth rate of 15%.

Amortization 130

Amortization Depreciation Debt Shareholders 130

The Motley Fool

OCTOBER 22, 2023

In 2019, the massive industrial conglomerate DowDuPont split off into three companies. EBITDA = Earnings before interest, taxes, depreciation, and amortization. The first is that the company could support a 10% dividend yield if it distributed all of its FCF to shareholders through a dividend. billion $9.3 billion $14.9

Conglomerates 130

Conglomerates Debt Earnings Before Interest Amortization 130

The Motley Fool

MARCH 27, 2024

Tried-and-true dividend payers like ExxonMobil provide investors with the added reassurance that rewarding shareholders is embedded in the company's culture. Unlike some businesses that sacrifice their financial well-being to placate shareholders with a growing dividend, ExxonMobil finds itself in sound financial health.

Stakes 130

Stakes Shareholders Earnings Before Interest Amortization 130

The Motley Fool

MARCH 20, 2024

In 2024, IBM grew revenue by 3% and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) by 6%. billion, its best result on that metric since 2019. Microsoft rewards its shareholders in myriad ways Daniel Foelber (Microsoft): Microsoft hit new all-time intraday and closing highs on March 14.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Consultants 130

The Motley Fool

DECEMBER 12, 2023

This has helped Amazon's shares soar over time, scoring a win for long-term shareholders. In the most recent quarter, Etsy announced four-year compound annual growth rates in the double digits for revenue, gross merchandise sales (GMS), and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ).

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Prospects 130

The Motley Fool

APRIL 20, 2024

billion in dividends to its shareholders. The other important aspect to look at when it comes to the safety of a company's dividend is its leverage, which is its net debt divided by its earnings before interest, taxes, depreciation, and amortization (EBITDA). For example, in 2019 the company paid $238.2 For 2023, Altria paid $6.8

Leveraging 130

Leveraging Investing Debt Earnings Before Interest 130

The Motley Fool

AUGUST 17, 2023

This innovative initiative encompasses specific, ambitious objectives that include a commitment to reducing carbon intensity by over 20% compared to 2019, surpassing the company's industry-leading fuel efficiency, and expediting the realization of the 2030 carbon reduction goal.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Prospects 130

The Motley Fool

FEBRUARY 2, 2024

billion with a slight step down in adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA). Back out 2019 when revenue was spiked by the acquisition of the Pandora app and Sirius XM posted seven straight years of single-digit revenue growth before last year's retreat. It could be worse.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Taxes 130

The Motley Fool

JULY 13, 2024

The pipeline company reported record adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) in the first quarter, driven by record volumes in the Permian and for liquefied petroleum gas exports. That crushed the S&P 500's 14.5% gain over the first six months of 2024. Several factors fueled Targa's big move.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Prospects 130

The Motley Fool

JANUARY 24, 2024

While a stock on sale is not a reason in and of itself to buy, some businesses that have been hard hit by shareholder pessimism may actually present a compelling opportunity for the forward-thinking investor. It's been a bumpy time for shareholders of this former highflier. I plan to hold onto this stock.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Shareholders 130

The Motley Fool

MARCH 26, 2024

Since 2019, Block's net income has fallen every year, culminating in a $541 million loss in 2022. CEO Jack Dorsey told shareholders that the company would focus on efficiency and keep a cap on employees "until we feel the growth of the business has meaningfully outpaced the growth of the company." Image source: Getty Images.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Taxes 130

The Motley Fool

MAY 11, 2024

But is this the best use of cash for shareholders over the long run? The P/E has more than doubled since around 2019, as has its multiple for enterprise value to EBITDA , which takes into account its debt and cash. So if it completes its repurchase program over the next year, it will quicken its pace to about $27.5

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

APRIL 30, 2024

Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose 4%, but free cash flow staged an 8% retreat. billion acquisition of Pandora in 2019 was supposed to give Sirius XM a streaming service as a faster-growing revenue stream, but that service has also languished under Sirius XM's watch.

Investors 130

Investors Earnings Before Interest Amortization Depreciation 130

The Motley Fool

JULY 8, 2023

A high-growth restaurant John Ballard (Chipotle Mexican Grill): Chipotle has been a stellar performer for shareholders over the last decade. billion, topping its previous record of $6 billion in the same quarter in 2019. Let's see why three Motley Fool contributors believe these stocks are well-positioned for long-term gains.

Prospects 246

Prospects Earnings Before Interest Amortization Depreciation 246

The Motley Fool

AUGUST 5, 2024

With his financial and operational expertise, I'm confident that Adrian will support our growth objectives to create sustainable value for our shareholders. As this will be my last earnings call with Yum China, I want to express my sincere gratitude to Joey, my colleagues and shareholders, and our analysts. billion to shareholders.

Shareholders 246

Shareholders Capital Leveraging Returns 246

The Motley Fool

FEBRUARY 7, 2024

Pizza Hut is kicking off, adding 409 stores in 2023 alone, compared to just 41 stores in 2019. To put it into perspective, ticket average in the fourth quarter was RMD 39, the same as last quarter and higher than 2019. In 2024, we plan to further accelerate return to shareholders to around $1.5 billion in 2023.

Shareholders 130

Shareholders Depreciation Leveraging Taxes 130

The Motley Fool

JULY 10, 2023

billion goodwill writedown in February 2019, the company began April 2023 with nearly $30.9 Mature businesses are known for returning capital to patient long-term shareholders. This means the company's volume/mix fell 5.3%, which may signal that consumers are trading down to cheaper store brands. Even after taking a $15.4

Banks 246

Banks Amortization Depreciation Debt 246