Veritiv Corporation

NYSE:VRTV 주식 리포트

시가총액: US$2.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Veritiv 향후 성장

Future 기준 점검 0/6

현재 Veritiv 의 성장과 수익을 예측할 만큼 분석가의 범위가 충분하지 않습니다.

핵심 정보

n/a

이익 성장률

n/a

EPS 성장률

Trade Distributors 이익 성장13.9%
매출 성장률n/a
향후 자기자본이익률n/a
애널리스트 커버리지

None

마지막 업데이트n/a

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Nov 01

Veritiv Corporation: The End Of A Volatile Era

Summary Veritiv Corp is a packaging company with revenue from packaging, facility solutions, and print solutions. The biggest news is the takeover by private equity firm CD&R. Veritiv Corp achieved record highs in gross profit, operating profit, net income, ROE, and ROIC in 2022, but did the acquirer still overpay? Read the full article on Seeking Alpha
Seeking Alpha • Aug 09

Veritiv: Operating Margin, A Double-Edged Sword

Summary Veritiv has seen a significant boost in its operating margin, which has skyrocketed from a historical level of around one percent to a staggering six percent. The sustainability of Veritiv's margin is uncertain, but the improvement could be at least partly sustainable due to strategic divestments and operational improvements. I believe the stock's current price quite accurately prices in potential risks and rewards going forward, justifying my hold rating for the time being. Read the full article on Seeking Alpha
분석 기사 • Aug 01

Shareholders Would Enjoy A Repeat Of Veritiv's (NYSE:VRTV) Recent Growth In Returns

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
분석 기사 • Jun 27

Should You Be Adding Veritiv (NYSE:VRTV) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • May 27

These 4 Measures Indicate That Veritiv (NYSE:VRTV) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Apr 11

Why We Like The Returns At Veritiv (NYSE:VRTV)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Mar 24

Here's Why We Think Veritiv (NYSE:VRTV) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Feb 21

We Think Veritiv (NYSE:VRTV) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jan 10

Under The Bonnet, Veritiv's (NYSE:VRTV) Returns Look Impressive

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Seeking Alpha • Dec 21

Veritiv: Volatile Earnings But Strong Free Cash Flow, Relative Price Strength On The Chart

Summary The Industrials sector has been a relative winner this year as money flees high-growth tech names. One packaging company has beaten both its sector ETF and the S&P 500. With a high free cash flow yield and low P/E, I see shares as attractively valued despite macro risks in 2023. The Industrials sector has outperformed the broad market this year as the value trade continues to hold its own after beginning a bit more than two years ago. Goldman Sachs recently published a note cautious on the cyclical space, though. The bank remarked that Wall Street is much more optimistic than they are regarding 2023 EPS. If consensus is correct, however, Industrials will bolster what could be a tepid year of SPX earnings after a solid 16% earnings advance this year. Industrials Earnings At Risk In 2023? Goldman Sachs Investment Research According to Bank of America Global Research, Veritiv Corporation (VRTV) is a business-to-business distributor of print, publishing, packaging, and facility solutions. It has approximately 125 operating distribution centers spread across the US, Canada, and Mexico and was formed in 2014 through the merger of International Paper's xpedx business and Unisource Worldwide. The Georgia-based $1.8 billion market cap Trading Companies & Distributors industry company within the Industrials sector trades at a low 6.1 trailing 12-month GAAP price-to-earnings ratio and pays a small 1.9% dividend yield, according to The Wall Street Journal. The company’s CFO recently announced retirement, but shares did not move much on that news. Shares did rise, however, following Veritiv’s Q3 earnings report that featured a flat year-on-year revenue figure and a 2022 guidance increase. The company appears well-positioned to produce impressive free cash flow despite earnings that are normalizing lower. With total debt that is trending lower and possible shareholder accretive activities, there are some positive aspects investors should take note of. Still, downside risks include a macro slowdown and volatility in commodity prices. On valuation, analysts at BofA see earnings drifting lower to just under $14 by FY 2024. The Bloomberg consensus forecast is slightly less optimistic than BofA’s outlook for this year and next, however. Dividends are seen as rising in the quarters ahead as the stock’s free cash flow yield is strong in the double digits. With low operating and GAAP P/Es and a below-market EV/EBTIDA ratio, I like the valuation here despite earnings volatility. Veritiv: Earnings, Valuation, Free Cash Flow Forecasts BofA Global Research Looking ahead, corporate event data provided by Wall Street Horizon show an unconfirmed Q4 2022 earnings date of Wednesday, March 1 BMO. The calendar is light aside from that earnings event. Corporate Event Calendar Wall Street Horizon The Technical Take VRTV sports impressive year-to-date relative strength. Shares are up more than 8% compared to the S&P 500’s 18.6% total return loss through December 20. Relative to the Industrials sector, VRTV also shines, outpacing XLI by more than 14 percentage points on the year. Relative strength sometimes masks absolute weakness, though. Is that the case here? Not so much.
분석 기사 • Dec 15

Here's Why We Think Veritiv (NYSE:VRTV) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Dec 01

Estimating The Fair Value Of Veritiv Corporation (NYSE:VRTV)

Does the December share price for Veritiv Corporation ( NYSE:VRTV ) reflect what it's really worth? Today, we will...
Seeking Alpha • Nov 07

Veritiv Corporation Q3 Earnings Preview

Veritiv Corporation (NYSE:VRTV) is scheduled to announce Q3 earnings results on Tuesday, November 8th, before market open. The consensus EPS Estimate is $5.11 and the consensus Revenue Estimate is $1.78B (-1.1% Y/Y). Over the last 3 months, EPS estimates have seen 0 upward revision and 0 downward. Revenue estimates have seen 1 upward revision and 0 downward.
분석 기사 • Oct 13

Veritiv (NYSE:VRTV) Seems To Use Debt Rather Sparingly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Aug 26

Veritiv (NYSE:VRTV) Is Very Good At Capital Allocation

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
분석 기사 • Aug 10

Does Veritiv (NYSE:VRTV) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha • Aug 08

Veritiv Corporation Q2 Earnings Preview

Veritiv Corporation (NYSE:VRTV) is scheduled to announce Q2 earnings results on Tuesday, August 9th, before market open. The consensus EPS Estimate is $4.50 (+177.8% Y/Y) and the consensus Revenue Estimate is $1.79B (+7.8% Y/Y). Over the last 3 months, EPS estimates have seen 0 upward revisions and 0 downward. Revenue estimates have seen 1 upward revisions and 0 downward.
분석 기사 • Jul 07

These 4 Measures Indicate That Veritiv (NYSE:VRTV) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • May 23

Veritiv (NYSE:VRTV) Is Looking To Continue Growing Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
분석 기사 • May 07

Is Now The Time To Put Veritiv (NYSE:VRTV) On Your Watchlist?

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Seeking Alpha • Apr 14

Why Veritiv Is Still A Buy

Veritiv's revenue will grow again this year. The company has strong pricing power. Growth and value scores discussed.
분석 기사 • Apr 06

Is Veritiv (NYSE:VRTV) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Mar 03

Improved Earnings Required Before Veritiv Corporation (NYSE:VRTV) Stock's 32% Jump Looks Justified

Those holding Veritiv Corporation ( NYSE:VRTV ) shares would be relieved that the share price has rebounded 32% in the...
분석 기사 • Feb 14

Veritiv (NYSE:VRTV) Shareholders Will Want The ROCE Trajectory To Continue

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
분석 기사 • Jan 26

Is Now The Time To Put Veritiv (NYSE:VRTV) On Your Watchlist?

It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...

이 섹션에서는 일반적으로 전문 애널리스트들의 컨센서스 추정치를 기반으로 매출 및 이익 성장 전망을 제시하여 투자자들이 회사의 수익 창출 능력을 이해하도록 돕습니다. 그러나 Veritiv는 과거 데이터가 충분하지 않고 애널리스트 예측도 없어, 과거 데이터를 단순히 외삽하거나 애널리스트 전망을 사용하여 향후 이익을 신뢰할 수 있게 계산할 수 없습니다.

Simply Wall St가 다루는 기업 중 97%는 과거 재무 데이터를 보유하고 있기 때문에, 이는 상당히 드문 상황입니다.

이익 및 매출 성장 예측

NYSE:VRTV - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
9/30/20236,092272368383N/A
6/30/20236,435308339355N/A
3/31/20236,798328314329N/A
12/31/20227,146338231252N/A
9/30/20227,348323198222N/A
6/30/20227,311267144167N/A
3/31/20227,149202112136N/A
12/31/20216,851145134155N/A
9/30/20216,62812082100N/A
6/30/20216,45110195113N/A
3/31/20216,19856197218N/A
12/31/20206,34634266289N/A
9/30/20206,5396260291N/A
6/30/20206,872-10291325N/A
3/31/20207,425-3287322N/A
12/31/20197,659-29247281N/A
9/30/20198,055-24244278N/A
6/30/20198,323-27150189N/A
3/31/20198,537-273781N/A
12/31/20188,696-16-3015N/A
9/30/20188,690-132262N/A
6/30/20188,614-281649N/A
3/31/20188,471-272556N/A
12/31/20178,365-13437N/A
9/30/20178,260-212563N/A
6/30/20178,270-1N/A14N/A
3/31/20178,30116N/A25N/A
12/31/20168,32721N/A140N/A
9/30/20168,40827N/A42N/A
6/30/20168,50136N/A111N/A
3/31/20168,60032N/A95N/A
12/31/20158,71827N/A113N/A
9/30/20158,8973N/A107N/A
6/30/20159,067-26N/A93N/A
3/31/20158,237-27N/A62N/A
12/31/20147,407-19N/A5N/A
9/30/20146,445-7N/A69N/A
6/30/20145,49812N/A57N/A
3/31/20145,5717N/A41N/A
12/31/20135,652N/AN/A52N/A
9/30/20135,7583N/A10N/A
12/31/20126,01214N/A56N/A

애널리스트 향후 성장 전망

수입 대 저축률: VRTV 의 예상 수익 증가율이 절약률(2.2%)보다 높은지 판단하기에는 데이터가 부족합니다.

수익 vs 시장: VRTV 의 수익이 US 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

고성장 수익: VRTV 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

수익 대 시장: VRTV 의 수익이 US 시장보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

고성장 매출: VRTV 의 수익이 연간 20%보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: VRTV의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2023/12/01 06:29
종가2023/11/29 00:00
수익2023/09/30
연간 수익2022/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Veritiv Corporation는 5명의 분석가가 다루고 있습니다. 이 중 명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Scott GaffnerBarclays
George StaphosBofA Global Research
James ClementMacquarie Research