1/4/25 - $rpd - meh at $40, cap structure doesn't help1/4/25 :: VROCKSTAR :: NASDAQ:RPD
meh at $40, cap structure doesn't help
- MSD topline growth meh
- healthy GM but lacking EBITDA mgn (spending a lot for not great top line)
- decent FCF yield at 175ish FCF on 3000 EV = 5.8% or better than cash
- but given the cap structure include net debt of 5