All of these seem fairly priced…
SD.
EV = $7341
EBITDA = $1B with double digit growth for the next 2-3 years.
Ev/ebitda = 7.341
This could go up but it is actually fairly valued on an EV basis.. the thing is that markets are dumb.
Xco
2012 ebitda around $440M.
Mkt cap $1480
Net debt 1712
Ev 3192
EV/EBITDA = 7.25
Arco
EBITDA = 347
Net debt 417
Mkt cap 2770
EV/EBITDA = 9.18
Mrvl
Ebitda 717
Ev = 5.72B
Ev/ebitda = 7.9
Pal
I have no idea, they just issued convertible debt at $2.90/share
Second quarter EBITDA was CAD20M
Mkt cap 315M
EV = 400M ballpark
Nope. Too expensive
Aci
Ebitda = 181M*4 = 724M
Mkt cap 1300
Net debt 4086
Ev/ebitda = 7.43