Q: This is not an exciting company but the latest company they bought should move the needle on all metrics. Your thoughts please.
5i Research Answer:
Star Mayan was a $200M purchase last June, so has been in the numbers for recent quarters. But year over year Q1 and Q2 will be strong with the additional sales. However note that this acquisition is included in analysts' numbers. We commented on the deal here. The last quarter was good and the stock is priced OK at 21x earnings. It is not a stock, of course, that is likely to be disrupted by AI. About 20% EPS growth is expected this year. Boring, but steady.