Clean EnergyCleanTechHydrogenClimateTechEnergy EfficiencyMarine TransportationEnergyOil and Gas
Description
Gaztransport & Technigaz SA operates as a prominent player in the field of engineering, focusing primarily on the design and innovation of cryogenic containment systems for the transport and storage of liquefied gases. The company caters to a diverse…
Analysis
Quality compounder
Gaztransport & Technigaz SA is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.
The price is fair. You pay 18.9× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 6% yearly growth; analysts expect 8%. The price, in other words, assumes less than the experts do.
The trajectory is moderate and the balance sheet is sturdy. The company scores 20/20 on our value-creation score: strong value creator.
What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202321
51
2023202420252026
All-time high
67
Jun 2024
All-time low
21
Jan 2023
Average rank
48
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
1
1
2
3
Price/Earnings
18
24
17
28
Price/Book
3
1
1
1
Dividend Yield
64
60
66
60
Value (overall)
6
8
9
9
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.