Business Description: A holding company, which engages in the manufacture and distribution of packaging and paper products. It operates through the following segments: Corrugated Packaging, Flexible Packaging, Uncoated Fine Paper, and Corporate.
Recent Developments
Sold Russsian operations
Agreed to acquire Hinton Pulp mill in Alberta, Canada from West Fraser Timber Co. Ltd for USD 5 million
In this note, I consider 7 charts that may put into context the fundamental valuation of the group.
Data Source: TradingView
Earnings Per Share. Steady Growth Over Several Years
Return On Invested Capital. The steady upward trend reflects improved capital allocation.
Free Cash Flow % Margin
Debt-To-Equity Ratio. Near multi-year lows.
Price-to-Book Ratio. Lowest since 2012. Further signs of fundamental appeal?
Price-to-Sales
Price-to-Earnings. At the cheaper end of it's multi-year range.
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