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B/E Aerospace Inc
BEAV : NASDAQ : Industrial Goods

$65.08 -1.03 | -1.56%
Today's Range: 65.04 - 66.43
Avg. Daily Volume: 889,400
06/19/13 - 4:00 PM ET

Financial Analysis


B/E AEROSPACE INC's gross profit margin for the first quarter of its fiscal year 2013 is essentially unchanged when compared to the same period a year ago. Sales and net income have grown, and although the growth in revenues has outpaced the average competitor within the industry, the net income growth has not. B/E AEROSPACE INC has average liquidity. Currently, the Quick Ratio is 1.22 which shows that technically this company has the ability to cover short-term cash needs. The company's liquidity has decreased from the same period last year.

During the same period, stockholders' equity ("net worth") has increased by 13.91% from the same quarter last year. Together, the key liquidity measurements indicate that it is relatively unlikely that the company will face financial difficulties in the near future.



Income Statement Q1 FY13 Q1 FY12
Net Sales ($mil)842.2747.3
EBITDA ($mil)178.1151.2
EBIT ($mil)157.7134.1
Net Income ($mil)89.968.8


Balance Sheet Q1 FY13 Q1 FY12
Cash & Equiv. ($mil)531.5419.8
Total Assets ($mil)5246.14532.4
Total Debt ($mil)1960.11745.5
Equity ($mil)2237.61964.3


Profitability Q1 FY13 Q1 FY12
Gross Profit Margin40.3140.22
EBITDA Margin21.1420.23
Operating Margin18.7217.94
Sales Turnover0.610.58
Return on Assets4.855.43
Return on Equity11.3812.53
Debt Q1 FY13 Q1 FY12
Current Ratio3.53.76
Debt/Capital0.470.47
Interest Expense30.628.4
Interest Coverage5.154.72


Share Data Q1 FY13 Q1 FY12
Shares outstanding (mil)104.73103.91
Div / share0.00.0
EPS0.870.67
Book value / share21.3718.9
Institutional Own % n/a n/a
Avg Daily Volume911289.0792744.0

Valuation


BUY. B/E AEROSPACE INC's P/E ratio indicates a premium compared to an average of 17.95 for the Aerospace & Defense industry and a premium compared to the S&P 500 average of 18.91. Conducting a second comparison, its price-to-book ratio of 2.98 indicates a premium versus the S&P 500 average of 2.42 and a significant discount versus the industry average of 12.93. The price-to-sales ratio is well above both the S&P 500 average and the industry average, indicating a premium. The valuation analysis reveals that, B/E AEROSPACE INC seems to be trading at a premium to investment alternatives within the industry.


Price/Earnings
1 2 3 4 5
premium   discount
  Price/Cash Flow
1 2 3 4 5
premium   discount
BEAV 25.76 Peers 17.95   BEAV 18.21 Peers 13.19

Premium. A higher P/E ratio than its peers can signify a more expensive stock or higher growth expectations.

BEAV is trading at a significant premium to its peers.

 

Premium. The P/CF ratio, a stock’s price divided by the company's cash flow from operations, is useful for comparing companies with different capital requirements or financing structures.

BEAV is trading at a significant premium to its peers.

 
Price/Projected
Earnings
1 2 3 4 5
premium   discount
  Price to
Earnings/Growth
1 2 3 4 5
premium   discount
BEAV 15.06 Peers 15.20   BEAV 0.47 Peers 1.32

Premium. A higher price-to-projected earnings ratio than its peers can signify a more expensive stock or higher future growth expectations.

BEAV is trading at a premium to its peers.

 

Discount. The PEG ratio is the stock’s P/E divided by the consensus estimate of long-term earnings growth. Faster growth can justify higher price multiples.

BEAV trades at a significant discount to its peers.

 
Price/Book
1 2 3 4 5
premium   discount
  Earnings Growth
1 2 3 4 5
lower   higher
BEAV 2.98 Peers 12.93   BEAV 2.48 Peers 4.78

Discount. A lower price-to-book ratio makes a stock more attractive to investors seeking stocks with lower market values per dollar of equity on the balance sheet.

BEAV is trading at a significant discount to its peers.

 

Lower. Elevated earnings growth rates can lead to capital appreciation and justify higher price-to-earnings ratios.

However, BEAV is expected to significantly trail its peers on the basis of its earnings growth rate.

 
Price/Sales
1 2 3 4 5
premium   discount
  Sales Growth
1 2 3 4 5
premium   discount
BEAV 2.10 Peers 1.43   BEAV 20.14 Peers 6.11

Premium. In the absence of P/E and P/B multiples, the price-to-sales ratio can display the value investors are placing on each dollar of sales.

BEAV is trading at a significant premium to its industry.

 

Higher. A sales growth rate that exceeds the industry implies that a company is gaining market share.

BEAV has a sales growth rate that significantly exceeds its peers.

 

 

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