✅ Irresistible valuation: The stock is trading at a brutally low 4.2x P/E. The market values it as bankrupt, and it holds critical infrastructure in the US.
✅ Cash beast: The business generates over $5.5 billion in free cash flow (FCF) per year.
✅ Buyback machine: In the first quarter alone, the company bought back $963 million of its own shares. At these low prices, the buybacks are shooting shareholder value into space.
✅ Deeply undervalued: DCF fair value models show as much as $290 - $345 (over 100% margin of safety).
⚠️ Risk: The company carries a lot of debt on its balance sheet, which requires increased caution when managing the position.
✅ Cash beast: The business generates over $5.5 billion in free cash flow (FCF) per year.
✅ Buyback machine: In the first quarter alone, the company bought back $963 million of its own shares. At these low prices, the buybacks are shooting shareholder value into space.
✅ Deeply undervalued: DCF fair value models show as much as $290 - $345 (over 100% margin of safety).
⚠️ Risk: The company carries a lot of debt on its balance sheet, which requires increased caution when managing the position.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.