Thursday, 11 June 2015

Analysis of Norma Group 2015


Norma Group, a German joining producer

Company: Norma Group

ISIN DE000A1H8BV3 | WKN A1H8BV  

Business: A German producer of high and low tech joining products. Nothing has changed since the last analysis so they are still producing: pipe clamps, cable ties, tool clips, hose connectors, band straps etc. For a more complete product list please look here.

Active: 100 countries, main focus Europe, the US and South East Asia.

P/E: 26.2


Here you can find the previous analysis of Norma Group

contrarian values of P/E, P/B, ROE as well as dividend for Norma Group

The P/E is an outrage with 262 and the P/B is equally high with 4.0 which gives a clear no go from Graham. The earnings to sales are good with 8% and the ROE is fully acceptable with 15.4%. the book to debt ratio has become much worse and is now at 0.5.
In the last five years they have had an excellent yearly growth rate of 7.2% which gives us a motivated P/E of 19 to 23 which means that Norma Group is fairly to overvalued by the market today.
They pay a dividend in the size of 1.6% which is bad already as it is but even worse is that it represents 42% of their earnings so they better start to improve their earnings.

Conclusion: Graham once again says no to Norma Group and so do I. The crazy growth rate that they used to have, have now caught up with them and I see no interest in Norma Group any longer. They were directly kicked out of the stocks of interest list since the P/E and P/B is too high and the dividends is simply far, far too low for being of any interest.

If this analysis is outdated then you can request a new one.

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