Triton International Limited engages in the acquisition, leasing, re-leasing, and sale of various types of intermodal transportation equipment to shipping lines, and freight forwarding companies and manufacturers.
The last earnings update was 23 days ago.
Value is all about what a company is worth versus what price it is
available for. If you went into a grocery store and all the bananas were on sale
at half price, they could be considered
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
It is not possible to calculate the future cash flow value for
Triton International. This is due to cash flow or dividend data being
unavailable. The share price is
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for
it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing
when they are out of season, or how much your home is worth.
The amount the stock market is willing to pay for
is considered below, and whether this is a fair price.
Price based on past earnings
Triton International's earnings available for a low price, and how does
this compare to other companies in the same industry?
Triton International's earnings are expected to grow by 1.1% yearly, however this is not considered high growth (20% yearly).
Triton International's revenue is expected to grow by 2.4% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can
be gauged below. We look back 3 years and see if they were any good at
predicting what actually occurred. We also show the highest and lowest estimates
looking forward to see if there is a wide range.
Triton International's performance over the past 5 years by checking for:
Has earnings increased in past 5 years? (1 check)
Has the earnings growth in the last year exceeded that of the
industry? (1 check)
Is the recent earnings growth over the last year higher than the average annual growth over the
past 5 years? (1 check)
Is the Return on Equity (ROE) higher than 20%? (1 check)
Is the Return on Assets (ROA) above industry average? (1 check)
Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent
earnings report. Some checks require at least 3 or 5 years worth of data.
has a total score of
2/6, see the detailed checks below.
Note: We use GAAP Net Income excluding extraordinary items in all our calculations.
A company's financial position is much like your own financial position,
it includes everything you own
The boxes below represent the relative size of what makes up
Triton International's finances.
The net worth of a company is the difference between its assets and liabilities.
Triton International is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
Triton International's long term commitments exceed its cash and other short term assets.
This treemap shows a more detailed breakdown of
Triton International's finances. If any of them are yellow this
indicates they may be out of proportion and red means they relate to one of the
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
Low level of unsold assets.
Debt is not covered by short term assets, assets are 0.1x debt.
Nearly all companies have debt. Debt in itself isn’t
however if the debt is too high, or the company can’t afford to pay the interest
on its debts this may have impacts in the future.
The graphic below shows equity (available funds) and debt, we ideally want to
see the red area (debt) decreasing.
If there is any debt we look at the companies capability to repay it, and
whether the level has increased over the past 5 years.
Management is one of the most important areas of a company. We look at
unreasonable CEO compensation, how long the team and board of directors have
been around for and insider trading.
TENURE AS CEO
Mr. Brian M. Sondey has been the Chairman of the Board and Chief Executive Officer of Triton International Limited since July 12, 2016. Mr. Sondey serves as the Chief Executive Officer at TAL International Container Corporation and has been its President since September 1999. Mr. Sondey has particular knowledge and experience in a variety of areas including corporate finance, intermodal equipment leasing, logistics, marketing, people management and strategic planning and strengthens the Holdco Board’s collective knowledge, capabilities and experience. He served as the Chief Executive Officer and President at TAL International Group, Inc. He served as Director of Corporate Development of Transamerica Corporation since joining in April 1996, a former parent of Tal International Group, Inc. He served as Senior Vice President of Business Development of TAL International Corporation since November 1998. Mr. Sondey served as Management Consultant with the Boston Consulting Group. He served as a Mergers & Acquisitions Associate of J.P. Morgan. He served as the Chairman of TAL International Group, Inc. and served as its Director since November 2004. He serves as a Director of Triton International Limited since July 12, 2016. Mr. Sondey holds an MBA from The Stanford Graduate School of Business and a BA degree in Economics from Amherst College.
Brian's compensation has increased by more than 20% in the past year whilst earnings fell less than 20%.
Brian's remuneration is higher than average for companies of similar size in Germany.
Management Team Tenure
Average tenure and age of the
management team in years:
The tenure for the Triton International management team is about average.
Chairman & CEO
Senior VP & CFO
Executive VP and Global Head of Field Marketing & Operations
Senior Vice President
Senior Vice President of Triton Container Sales
Principal Accounting Officer
Senior Vice President of Finance & Investor Relations
Board of Directors Tenure
Average tenure and age of the
board of directors in years:
The average tenure for the Triton International board of directors is less than 3 years, this suggests a new board.
Triton International Limited engages in the acquisition, leasing, re-leasing, and sale of various types of intermodal transportation equipment to shipping lines, and freight forwarding companies and manufacturers. It operates in two segments, Equipment Leasing and Equipment Trading. The company primarily leases dry, refrigerated, special, and tank containers; and chassis used for the transportation of intermodal containers, as well as provides container management services. As of December 31, 2018, its total fleet consisted of 3.7 million containers and chassis representing 6.2 million twenty-foot equivalent units. The company also purchases containers from shipping line customers and other sellers, and resells these containers to container retailers and users. It operates in Asia, Europe, the Americas, Bermuda, and internationally. The company was founded in 1980 and is based in Hamilton, Bermuda.
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