In my opinion these data from stockquest from last friday
tell me EFII is in the best comparative position to make
money, because the high margin products are the stand alone RIP's.
Embedded controlers will probably be lower margin merchandise.
EFII, not SPLH is the sweet spot profit machine,
compared to the others in the field.
qrtly ttm 3Yr ttm ttm ttm
price price sales net ROE sales
to to growth profit
book cf % margin
Ticker
PRLS 4,77 20,62 19,72 30,73 24,05 22,066
EFII 4 14,67 49,31 17,99 22,75 360,631
PRST 10,33 55,04 60,86 15,7 21,6 91,562
ENCD 4,41 13,75 66,61 11,69 34,76 149,041
RGFX 0,87 4,82 38,84 -1,21 -2,35 55,616
INSI 0,88 -2,01 11,6 -22,97 -54,63 9,488
SPLH 4,11 -10,9 67,12 -25,51 -49,03 83,192
If You know other competitors, which I forgot, please name
them to me, so I can include those in forthcoming analysises.
I'm long on EFII.
Lutz |
