IMI's Aftermarket Flywheel Drives Durable Compounding
IMI is a UK-based manufacturer of fluid and motion control technologies, serving energy, industrial, and healthcare end markets.
IMI is a UK-based manufacturer of fluid and motion control technologies, serving energy, industrial, and healthcare end markets.
Aftermarket penetration in process automation accelerates beyond our base case, driven by digital asset monitoring and proactive field campaigns, lifting mix and margin faster than modeled.
The energy transition accelerates faster than consensus, compressing investment in gas, LNG, and conventional power, slowing installed base growth and impairing the aftermarket flywheel that underpins the investment case.
|
Metric
|
IMI
|
SPX
|
PH
|
|---|---|---|---|
Price/Earnings (Normalized) | 18.46 | 24.47 | 29.94 |
Price/Book Value | 7.63 | 4.23 | 7.91 |
Price/Sales | 3.17 | 3.04 | 5.76 |
Price/Cash Flow | 16.60 | 18.31 | 26.55 |
|
Metric
|
IMI
|
SPX
|
PH
|
|---|---|---|---|
Quick Ratio | 0.75 | 1.40 | 0.65 |
Current Ratio | 1.30 | 2.14 | 1.26 |
Interest Coverage | 16.77 | 6.83 | 12.34 |
|
Metric
|
IMI
|
SPX
|
PH
|
|---|---|---|---|
Return on Assets (Normalized) | 13.74% | 8.57% | 13.59% |
Return on Equity (Normalized) | 34.47% | 18.91% | 28.83% |
Return on Invested Capital (Normalized) | 20.24% | 11.31% | 18.63% |
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1-Day Chart
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Morningstar Rating for Stocks
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