🏆 Investors Championship: Points system (Hexcel vs. AAR)
$HXL (-0,46 %) vs $US0003611052 (-0,31 %)
Target: Each metric evaluates the quality, profitability, growth power and valuation of a of a company. System: Each key figure awards 0-3 points per team.
🏆 Investors Championship: Hexcel vs. AAR
Points per key figure: 0-3
⚽ 1st growth (offense)
Sales growth
- Hexcel: 10,24 % / 9,47 % → 10.24 % → 3 points
- AAR: 10,93 % / 6,03 % → 10.93 % → 3 points
→ Both 3 points
Profit growth
- Hexcel: 37,51 % / 25,84 % → 37.51 % → 3 points
- AAR: 8,54 % / 23,27 % → 23.27 % → 2 points
→ Hexcel 3 | AAR 2
🛡️ 2. Profitability (midfield)
EBIT margin
- Hexcel: 14,53 % / 15,99 % → 15.99 % → 2 points
- AAR: 10,21 % / 10,76 % → 10.76 % → 2 points
→ Both 2 points
ROE
- Hexcel: 16,73 % / 18,86 % → 18.86 % → 3 points
- AAR: 11,7 % → 11.7 % → 2 points
→ Hexcel 3 | AAR 2
🧱 3. stability & capital structure (defense)
Debt ratio
- Hexcel: 1.47x / 1.14x → 1.14x → 0 points
- AAR: 1.54x / 1.11x → 1.11x → 0 points
→ Both 0 points
FCF Yield
- Hexcel: 3,6 % / 4,29 % → 4.29 % → 2 points
- AAR: 2,42 % / 2,78 % → 2.78 % → 1 point
→ Hexcel 2 | AAR 1
💸 4th valuation (storm)
KGV
- Hexcel: 29,2 / 22,7 → 22.7 → 1 point
- AAR: 23,4 / 17,9 → 17.9 → 2 points
→ Hexcel 1 | AAR 2
PEG
- Hexcel: 0,8 / 0,8 → 0.8 → 3 points
- AAR: 16,37 / 0,6 → 0.6 → 3 points
→ Both 3 points
🏆 Winner of game 1 of the Investors Championship:
HEXCEL (17 : 15)
🔥 Juan summary (short, snappy, investor-focused)
Hexcel plays like a Champions League team: Strong earnings growth, high profitability, top ROE and a PEG that almost screams "value-growth hybrid". The valuation is not cheap, but the growth justifies it.
AAR is solid, but not explosive: Good sales growth, decent margins, more attractive P/E ratio - but much weaker on earnings growth, ROE and FCF Yield. PEG 0.6 is strong, but the rest is not following suit.
For the investor: Hexcel delivers the more well-rounded overall package and deserves to win.
My dears,
It was very exciting, despite Hexcel's victory, AAR is also a great company to invest in.
But only one can win, so Hexcel moves on to the semi-finals.
The game for tomorrow, Dycom vs Standex, has already been announced.
