Is it actually growing, and how fast?
A middle-of-the-pack grower. Earnings are outgrowing revenue, a sign of improving margins and operating leverage. Quality of growth is high even if the top line is moderate. The strongest point: earnings are set to grow faster than sales, so margins should widen. The one thing to watch: forward revenue growth is only about average.
Is the market behind it right now?
Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case. The strongest point: it's up 54% over the past year, now sitting right at its 52-week high.
Are you paying a fair price for it?
A fairly-priced stock. Neither multiples nor yields stand out strongly. Value investors may want to wait for a better entry or look elsewhere. The strongest point: its forward P/E of 20x is 35% below that median, and its three-year P/E of 17x is 45% below. The one thing to watch: the dividend is thin.
Is the business high-quality and durable?
A middle-of-the-pack business on quality. Margins, returns and balance sheet sit around the market average. Workable, but not a standout on business quality. The strongest point: consensus sees free cash flow climbing from $751M to about $1.2B over the next 3 years. The one thing to watch: margins are only average.
How does this stock score across Bastion factors?
Billed annually at $249/year $348