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Strategies & Market Trends : Fundamental Value Investing

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To: E_K_S who wrote (4672)	7/1/2025 4:06:07 PM
From: bruwin	1 Recommendation Recommended By E_K_S Read Replies (1) of 4719

Here's my take on PAHC as it now stands, based on ---> (1) Check the current Financial Fundamentals based on its Target Ratios, (2) Check on the Trends of at least the following :- (a) Top Line Revenue (TLR) (b) Operating Income (OI) (c) Pretax Income (PI) (d) Net Income (NI), (3) Check its Chart in terms of Price Trend Apart from a reasonable Gross Margin it has very little going for it. High SG&A Expense. High Debt and its Expense. Net Earnings% less than 3%. High P/E. However, there are slight Uptrends in TLR, OI, PI and NI which are positive signs. But IMO there needs to be cut back in its SG&A expense and its Debt which are negatively affecting how much Revenue reaches its Bottom Line. PAHC's was in a downtrend up until mid-2024, then things improved. But it's been in a channel between ~$16 and ~$26 over the last year, so we'll see if it breaks through its current Resistance "R". I would say that it would need to show an appreciable improvement in its Bottom Line to move well above $26.

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