Regeneron, McKesson, WABCO, Middleby: Scary Stock Tops To Avoid by Eric Bush, CFA – Gavekal Capital Blog
Company: Regeneron Pharmaceuticals
Sector: Health Care
Sub-Industry: Biotechnology
Key Valuation Metrics:
- Price to Cash Flow (P/CF): 30.2x
- Price to Earnings (P/E): 63.2x
- Price to Book Value (P/BV): 11x
- Normalized P/CF (5-year trailing): 78.2x
- Normalized P/E: 98.5x
- Normalized P/B: 19.3x
Company: McKesson Corp
Sector: Health Care
Sub-Industry: Health Care Distributors
Key Valuation Metrics:
- Price to Cash Flow (P/CF): 11.6x
- Price to Earnings (P/E): 20.3x
- Price to Book Value (P/BV): 3.8x
- Normalized P/CF: 13.1x
- Normalized P/E: 26.1x
- Normalized P/B: 4.5x
Company: WABCO
Sector: Industrials
Sub-Industry: Construction Machinery & Heavy Trucks
Key Valuation Metrics:
- Price to Cash Flow (P/CF): 13.5x
- Price to Earnings (P/E): 19.4x
- Price to Book Value (P/BV): 6.4x
- Normalized P/CF: 20.4x
- Normalized P/E: 23x
- Normalized P/B: 4.5x
Company: Middleby Corp
Sector: Industrials
Sub-Industry: Industrial Machinery
Key Valuation Metrics:
- Price to Cash Flow (P/CF): 22.7x
- Price to Earnings (P/E): 27.4x
- Price to Book Value (P/BV): 5.3x
- Normalized P/CF: 35.3x
- Normalized P/E: 40.9x
- Normalized P/B: 7.6x
