It would be nice to hear comments from other esteemed forum members about this company as well.
How does this sound:
- 80% gross margins
- Over 30% ROIC
- Strong balance sheet
- Cash flows into the coffers
- Niche area of expertise
- Market leader in some areas
Quality company?
Perhaps on the negative side, I see that the equipment to be invested in is quite expensive, meaning sales volumes are relatively small in terms of units.
EPS has been stagnant for a couple of years. But has it started to grow now?
The valuation doesn’t seem bad, although six months ago this could have been acquired at a very reasonable price.

