Kellogg Message Board - Msg: 33147323

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Non-Tech : Kellogg

K 83.44

0.0%

Dec 11 4:00 PM EST

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To: Jon Koplik who wrote (12)	1/15/2021 12:13:27 PM
From: bruwin	Read Replies (1) of 42

K. Based on a range of Fundamentals :- SG&A is on the high side. Chews up a large percentage of its good Gross Margin ....... ....... Which in turn brings down its EBITDA Margin. K carries a lot of Long Term Debt which is also chewing up what's left of Revenue at that EBITDA level due to its Debt Expense. And one has to bear in mind that interest rates are currently VERY LOW. It won't take much of a rate rise for Debt Expense to greatly reduce its Revenues. I'd say that its Net Margin of ~9% is not that much "to write home about". A long standing "Major Player" should be doing better than that. After all, doesn't a company like "K" have a well established "MOAT" ?? ROE is good, and "K" is at a price that's not on the "High" side ..... All of the above probably explains why its Price chart is not all that "inspiring" .......

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