Company name Colfax Corp
Stock ticker CFX
Live stock price [stckqut]CFX[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $40.65
Target stock price (averages with growth) $32.82
Target stock price (averages with no growth) $14.83
Target stock price (manual assumptions) $27.94

The following company description is from Google Finance: http://www.google.com/finance?q=cfx

Colfax Corporation is an industrial manufacturing and engineering company. The Company provides gas and fluid-handling and fabrication technology products and services to commercial and governmental customers around the world under Howden, ESAB and Colfax Fluid Handling brand names. The Company’s segments include Gas and Fluid Handling, and Fabrication Technology. The Gas and Fluid Handling segment supplies a range of products, including heavy-duty centrifugal and axial fans, rotary heat exchangers, gas compressors, pumps, fluid-handling systems and controls and specialty valves, which serves customers in the power generation, oil, gas and petrochemical, mining, marine (including defense), and general industrial and other end markets. The Fabrication technology segment develops, manufactures and supplies consumable products and equipment for the cutting and joining of steels, aluminum, and other metals and metal alloys.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Colfax Corp as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am removing Colfax from my Watch List.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Colfax Corp calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $26.32
  • Growth: 0.12
  • Current EPS (TTM): $1.11
  • P/E: 23
  • Future EPS Calc: $1.95
  • Future Stock Price Calc: $44.99
  • Target stock price: $27.93

[/s2If]
I hope that this makes you a Confident Investor.

Company name Colfax Corp
Stock ticker CFX
Live stock price [stckqut]CFX[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $75.94
Target stock price (averages with growth) $64.94
Target stock price (averages with no growth) $29.44
Target stock price (manual assumptions) $63.06

The following company description is from Google Finance: http://www.google.com/finance?q=cfx

Colfax Corporation (Colfax) is a global industrial manufacturing and engineering company. The Company is engaged in provides gas- and fluid-handling and fabrication technology products and services to commercial and governmental customers around the world under the Howden, ESAB and Colfax Fluid Handling brand names. The Company’s reportable segments are gas- and fluid handling and fabrication technology segments. The gas- and fluid handling segment is engaged design, manufacture, install and maintain gas- and fluid-handling products for use in a range of markets, including power generation, oil, gas and petrochemical, mining, marine and general industrial. Its fabrication technology formulates, develops, manufactures and supplies consumable products and equipment for use in the cutting and joining of steels, aluminum and other metals and metal alloys.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Colfax Corp.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Colfax Corp calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $49.16
  • Growth: 0.15
  • Current EPS (TTM): $2.97
  • P/E: 17
  • Future EPS Calc: $5.97
  • Future Stock Price Calc: $101.55
  • Target stock price: $63.05

[/s2If]
I hope that this makes you a Confident Investor.

Company name Colfax Corp
Stock ticker CFX
Live stock price [stckqut]CFX[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $80.68
Target stock price (averages with growth) $89.59
Target stock price (averages with no growth) $41.18
Target stock price (manual assumptions) $78.18

The following company description is from Google Finance: http://www.google.com/finance?q=cfx

Colfax Corporation (Colfax) is a global industrial manufacturing and engineering company. The Company provides gas- and fluid-handling and fabrication technology products and services to commercial and governmental customers worldwide under the Howden and ESAB brand names and by Colfax Fluid Handling. Colfax’s products are marketed principally under the brand names Allweiler, Baric, Fairmount Automation, Houttuin, Imo, LSC, COT-Puritech, Portland Valve, Tushaco, Warren and Zenith. The Company has production facilities in Europe, North America and Asia. It offers customized fluid handling solutions to meet individual customer needs. In February 2011, the Company acquired Rosscor Holding B.V. In December 2011, it acquired COT-PURITECH. On January 13, 2012, Colfax acquired Charter International plc. In May 2012, the Company acquired 91% interest in Soldex S.A. In April 2014, Colfax Corporation completed the acquisition of Victor Technologies Holdings Inc from Irving Place Capital.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Colfax Corp.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Colfax Corp calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $52.26
  • Growth: 0.2
  • Current EPS (TTM): $2.53
  • P/E: 20
  • Future EPS Calc: $6.29
  • Future Stock Price Calc: $125.9
  • Target stock price: $78.17

I hope that this makes you a better investor. [/s2If]