LFUS – LITTELFUSE, INC. (HQ: USA/Industry: Electronics, Instruments & Components)
52 Week Lo/Hi Price: 223.31 / 334.84
Previous Closing Price: 257.07
Margin of Safety Intrinsic Value Price: 165.72

10-Year Financial Summary (Recent/Average)
Revenue: $2.1B/$1.2B, with 2 declining years and 43.8% YoY growth
EPS (USD): 11.38/5.38, with 4 declining years and 115.1% YoY growth
BV (USD): 73.93/45.78, with 1 declining year and 18.4% YoY growth
FCF: $283M/$168M, with 3 declining years and 40.1% YoY growth
Dividend: Increased 166%, with 0 declining years
Share Count: Increased 14%

To value the business at the current market price the company would need more than a 15% per year growth for the next 10-years

TRMB – TRIMBLE INC. (HQ: USA/Industry: Electronics, Instruments & Components)
52 Week Lo/Hi Price: 59.89 / 96.49
Previous Closing Price: 64.08
Margin of Safety Intrinsic Value Price: 26.64

10-Year Financial Summary (Recent/Average)
Revenue: $3.7B/$2.7B, with 2 declining years and 16.3% YoY growth
EPS (USD): 1.94/1.05, with 4 declining years and 25.2% YoY growth
BV (USD): 15.47/10.37, with 1 declining year and 15.5% YoY growth
FCF: $704M/$429M, with 2 declining years and 14.5% YoY growth
Company does not pay a dividend
Share Count: Decreased -1%

To value the business at the current market price the company would need more than a 15% per year growth for the next 10-years

RES – RPC, INC. (HQ: USA/Industry: Energy Equipment & Services)
52 Week Lo/Hi Price: 3.33 / 12.91
Previous Closing Price: 10.11
Margin of Safety Intrinsic Value Price: 2.99

10-Year Financial Summary (Recent/Average)
Revenue: $865M/$1.4B, with 5 declining years and 44.6% YoY growth
EPS (USD): 0.03/0.22, with 6 declining years
BV (USD): 2.93/4.02, with 5 declining years and -1.3% YoY decrease
FCF: $-20M/$83M, with 6 declining years and currant year being negative and -253.8% YoY decrease
Company did not pay a dividend last year
Share Count: Decreased -2%

To value the business at the current market price the company would need more than a 12% per year growth for the next 10-years

XRAY – DENTSPLY SIRONA INC. (HQ: USA/Industry: Health Care Equipment & Supplies)
52 Week Lo/Hi Price: 39.22 / 69.54
Previous Closing Price: 40.59
Margin of Safety Intrinsic Value Price: 15.45

10-Year Financial Summary (Recent/Average)
Revenue: $4.3B/$3.5B, with 4 declining years and 27.2% YoY growth
EPS (USD): 1.91/0.17, with 4 declining years
BV (USD): 23.56/22.71, with 5 declining years and 8.2% YoY growth
FCF: $515M/$424M, with 4 declining years and -6% YoY decrease
Dividend: Increased 95%, with 0 declining years
Share Count: Increased 53%

To value the business at the current market price the company would need more than a 11% per year growth for the next 10-years

NXPI – NXP SEMICONDUCTORS NV (HQ: Netherlands/Industry: Semiconductors & Semiconductor Equipment)
52 Week Lo/Hi Price: 164.75 / 239.91
Previous Closing Price: 177.58
Margin of Safety Intrinsic Value Price: 67.66

10-Year Financial Summary (Recent/Average)
Revenue: $11.1B/$7.8B, with 3 declining years and 28.5% YoY growth
EPS (USD): 6.79/3.07, with 4 declining years and 3672.2% YoY growth
BV (USD): 25.43/20.96, with 6 declining years and -19.7% YoY decrease
FCF: $2.1B/$1.6B, with 3 declining years and 9.4% YoY growth
Dividend: Increased 350%, with 1 declining year
Share Count: Increased 11%

To value the business at the current market price the company would need more than a 12% per year growth for the next 10-years