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WSP Global Inc. (WSP $272.19)
- $272.19 P/E (TTM): 40.71X Cap: $35.54B
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5i Report
Rating
B+
Review of WSP Global Inc
DEC 10, 2024 - WSP possesses one of the most solid track records of compounding capital at a high rate as an acquisitive company. The company continues to do the right thing by growing the business strongly through acquisitions while managing its debt prudently. WSP reinvests the majority of its earnings to do M&A; we think the company can continue to grow revenue and earnings in the double-digit range over time. We think the company is currently trading at a fair valuation; we would be comfortable holding it for the long term
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Q: I am looking at starting a position in ENS, and I am at a loss in terms of what investment to sell in order to fund the purchase. I am targeting an initial position of 2.5%-3%, and ideally I would like to sell another investment in the same sector, but there are few candidates in my portfolio which would fit this need. The potential candidates I have listed (WSP, REGN, HL, ATD, CRWD) are all in different sectors, and for all but ATD (small gain at this point) and CRWD (in registered account), would involve recognition of significant capital gains.
I would rather not use margin to initiate such a position, but I could if absolutely needed. I am trying to think outside of the box in terms of starting this investment, but I would prefer to stay disciplined in regards to funding new positions while maintaining diversification. If it helps further, my materials exposure has increaseOnd a fair amount over the last year (as has everyone's), and I have a relatively robust exposure to the technology sector, so if it was prudent for me to trim there, I could probably manage.
I'd appreciate any insights you may be willing to share. Thanks so much, and I look forward to reading your response.
I would rather not use margin to initiate such a position, but I could if absolutely needed. I am trying to think outside of the box in terms of starting this investment, but I would prefer to stay disciplined in regards to funding new positions while maintaining diversification. If it helps further, my materials exposure has increaseOnd a fair amount over the last year (as has everyone's), and I have a relatively robust exposure to the technology sector, so if it was prudent for me to trim there, I could probably manage.
I'd appreciate any insights you may be willing to share. Thanks so much, and I look forward to reading your response.
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WSP Global Inc. (WSP $272.19)
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Q: Could you please rank these companies from from most to least desirable for a new position:
GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON
GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON
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WSP Global Inc. (WSP $272.19)
- $272.19 P/E (TTM): 40.71X Cap: $35.54B
- View WSP Profile
- View Questions on WSP
- View Reports on WSP
Q: A number of anlaysts have this rated as a buy, what is your opinion?
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