EKS -- I had suggested ROC as a buy around USD 30 a long while ago. COmpany was LBO'ed by KKR a long time ago and two investment firms including KKR still hold a major chunk of ROC. Furthermore, the company has great management, cash flows and business model. Firm has been consistently paying down debt over the last 5 to 6 years....Great company! HOWEVER - It does not fit UTX business model or its segments...
GR on the other hand has a Market Cap of USD 11bn. They are into aviation- so very much a possible buy and the company fits into UTX business profile. However, I am not sure if they want to sell. At a PE of 17, the company is pretty debt heavy with low FCF......
Thats leaves TXT - good business, something UTX might be interested in, however, their matrix suck, in terms of FCF, yield, leverage and so on..
ROC is the best of all of these, however, it does not fit the UTX profile....thats the only problem!
So "assuming" that UTX is hell bent upon buying, and if i had to take a blind guess, it will prob. be GR... |
