SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Spekulatius who wrote (28507)10/12/2007 11:15:44 AM
From: Jurgis Bekepuris  Read Replies (2) of 78751
 
"How did you come up with ther 20% ROE number?"

Directly from the annual report: 463/2107*100. Sure, you can take their non-GAAP profit and get your number. But it's not only goodwill subtraction as you claim. There are other "exceptional items" that are much bigger than goodwill adjustment. It's your choice whether they should be counted.

In any case, I would not assume that Experian can produce more than 20% ROE going forward. If they can, it's a nice boost, but conservatively I cannot assume that.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News