Asquith & Weiss
Description
1. Asquith & Weiss provide a number of perspectives on what makes a business a good candidate for an LBO.
Based on their insights, as well as your own knowledge and judgment, suggest a public company that you think we should consider acquiring by way of an LBO and why.
2. Do you agree that ULTA is a good LBO choice. Why?
(Quarterly) EBITDA of $.349 billion, representing more than a 101% year-over-year increase (Period ending Oct 21)
(Yearly) EBITDA of $1.42 billion, nearly a 136% increase
P/E Ratio 20.78 (Mar 2022) whereas the industry average is 12.17
PEG ratio 1.6, industry (retail) average .82
March 10 earning is expected to be very strong 34.6 year-over-year growth, quarterly revenue $2.7 billion (yearly increase of 22.86%)
The have also shown good management with a forward thinking expansion in ecommerce, which has consistently performed.
