Watch the video with Andrew Stotz or read a summary of the World Class Benchmarking on Ayala Land Inc.
Philippines on Demand
Thanks to Andrew Valde for the request to see World Class Benchmarking on Ayala Land Inc. (ALI PM).
Many value investors have given up on their strategy over the last 15 years amid concerns that value investing no longer worked. However, some made small adjustments to their strategy but remained value investors to the core. Now all of the value investors who held fast to their investment philosophy are being rewarded as value Read More
Philippine real-estate developer operating in the following segments:
- Property Development includes residential, commercial and industrial property
- Commercial Leasing is regarding management of shopping centers and offices
- Ayala Land’s Hotels and Resorts include Hotel InterContinental Manila, Cebu City Marriott, Fairmont Hotel, and Raffles Makati
World Class Benchmarking
Profitable Growth has been above average since 2014. Profitability fell to #4 and Growth fell to #5 in the past 12 months.
Asset utilization has fallen below average. Profit margin has improved to #3 though.
Sales growth and Margin change both fell one step in the past 12 months.
Ayala Land was quite average overall in the past 12 months, only Profit margin stood out positively
Article by Dr. Andrew Stotz, Become A Better Investor