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Gold/Mining/Energy : CGI Group (GIB.A) - -- Ignore unavailable to you. Want to Upgrade?


To: BM who wrote (978)2/6/1999 1:36:00 PM
From: BM  Read Replies (1) | Respond to of 1673
 
Comparisons with EDS and Perot Systems

The Globe & Mail's Guy Dixon suggested that a comparison between PEs is useful in assessing CGI. Let's look a little beyond the simple PE ratio and see what we find.

Here are EDS' numbers - we can see that growth rates are far, far below CGI's and in fact EDS lags its industry and sector significantly. The fact that it pays dividends is further evidence that it is not thinking seriously about future growth.
yahoo.marketguide.com

And here is news on EDS' latest financials which include declining revenue and margins, disputes and lawsuits with clients dailynews.yahoo.com

As we can see, comparing CGI with EDS is more than just a little off the mark!

Here are the (available) numbers for Perot Systems - growth rate in revenue and earnings are closer but still below CGI's, net margins only half of CGI's and yet share price (at $66) is about 3 times CGI's NYSE price.
biz.yahoo.com




To: BM who wrote (978)2/13/1999 11:13:00 AM
From: cgi employee  Read Replies (2) | Respond to of 1673
 
In response to message from BM on Feb 6, which was a reprint of Guy Dixon's column from Investment Reporter.

I found his comment interesting regarding CGI's corporate culture. It is true that many people I know follow the stock's progress on a day to day or even hourly basis. It is also true that perhaps we lack a complete 'corporate culture' but I submit that that has a lot to do with trying to integrate so many recent acquisitions.

There is still not a lot of interaction between the CDSL people and the Teleglobe people for instance, each are still run as separate business units even though we operate out of the same data centre, but I would think that as time goes on and CGI develops, a corporate identity would emerge.

CGI emp.