I have recently done a lot of research on csu and have come to the conclusion that the $CSU (-0,26%) -share is currently a value play in the growth sector. The strong cash flow contrasts with weaker short-term profitability.
Opportunities: Record cash flows continue to enable high reinvestment rates. Historically, the current correction often offers good entry opportunities for long-term investors ("compounders").
Risks: Further margin pressure and the scalability of the M&A model given the size the company has now reached.
According to my DCF model, with conservative assumptions we can achieve a return of over 20% per annum for the next 5 years. In my opinion, this is a great opportunity. I am invested and have around 15 shares. And I am also about 20% down. Here is a deep dive video about it https://youtu.be/wkORf9JEKfI?is=mdA5TgKUgmcZXtuv
Peg ratio is 0.8 and short ratio is 0.3!!! Insiders have about 7% of the company.
I would love to hear your opinion on this. How do you see it? Are you invested? Are you thinking about getting in? Have I perhaps missed something!
Have a wonderful day 😘
