PLXS -- Contrarian Alert!
Plexus Corp., together with its subsidiaries, operates in the electronics manufacturing services industry. The company's product realization services include development and design, materials procurement and management, prototyping and new product introduction, testing, manufacturing, product configuration, direct order fulfillment, logistics,
and test/repair.
Market Cap (intraday): 795.90M
Enterprise Value (28-Jan-07): 627.63M
Trailing P/E (ttm, intraday): 8.19
Forward P/E (fye 30-Sep-07): 11.67
PEG Ratio (5 yr expected): 0.75
Price/Sales (ttm): 0.56; Price/Book (mrq): 1.74
EBITDA (ttm)/Revenue :13.81
Qtrly Revenue Growth (yoy): 23.20%
Qtrly Earnings Growth (yoy): 305.40%
Net Cash Per Share (mrq): 3.26
Book Value Per Share (mrq): 10.42
Operating Cash Flow (ttm): 83.08M
Levered Free Cash Flow (ttm): 4.01M
52-Week High (05-May-06): 47.05
52-Week Low (26-Jan-07): 17.21
Insiders' and institutional support:
Recent options award at prices above current market's.
Each of three mutual funds has PLXS as one of its top ten holdings.
Capitulated Volume:
PLXS traded 4,861,400 shares on Jan. 25 vs. a 3 month daily average of 839,571 shares.
Conclusion: Value + insiders' and institutional support + capitulated volume = timely contrarian investment with
favorable risk-reward potential.
pcyhuang |
