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Incap: Quality, strength and mellowness

ICP1VExtensive research23.03.2022 klo 13.52
Inderes
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Over the past few years, Incap's performance has been fierce, despite the external challenges it has faced. The operational performance of the company that has undoubtedly demonstrated its quality is excellent and the longer-term ability to create value is good. However, the company's price has risen and we do not believe that the return/risk ratio for the next year is good enough.

Incap operates in the industrial sector. The company supplies equipment and services for industrial players, where the range includes PCB assembly, system integration, box building integration, design validation, and inspection methods. The largest operations are found in the Nordic, Baltic and Asian regions. The company was originally established in 1985 and is headquartered in Helsinki.

Read more on company page

Key Estimate Figures22.03.2022

202122e23e
Revenue169.8207.1231.9
growth-%59.4 %22.0 %12.0 %
EBIT (adj.)26.832.736.8
EBIT-% (adj.)15.8 %15.8 %15.9 %
EPS (adj.)0.740.901.00
Dividend0.160.180.20
Dividend %1.0 %2.0 %2.2 %
P/E (adj.)21.210.29.2
EV/EBITDA15.87.26.1

Forum discussions

Will Incap still continue to be one of their suppliers going forward, though?
19 hours ago
by Jamppa
0
Hello Everyone here at the forum! Incap held its Q3 Webcast yesterday, and we received lot of great questions - thank you for those and your...
22 hours ago
by Antti Pynnönen
20
Here is the company report on Incap regarding Q3 from Antti and Tuukka :)\n\n> Incap’s Q3 figures clearly beat our forecasts operationally. ...
22 hours ago
by Sijoittaja-alokas
7
Antti interviewed @Otto_Pukk regarding Q3 Topics: (00:00) Start (00:47) Q3 Highlights (01:56) Demand environment (03:06) Order visibility (04...
yesterday
by Sijoittaja-alokas
13
if you read a bit further in the release, otherwise the company expects the near-term outlook to be strong Sure, it might be that the lost sales...
yesterday
by Gadus
6
This is definitely a point worth considering in an otherwise good situation. “Our largest customer is expanding its supplier base, which we ...
yesterday
by Jamppa
15
The robot’s summary is pretty good. Highlights include strong organic growth and operating result (incl. a return to double-digit profitability...
yesterday
by Antti Viljakainen
31