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Stock impact report

Why Assa Abloy May Be One Of Europe's Best Industrial Compounders [Seeking Alpha]

ASSA ABLOY UNSP/ADR (ASAZY) 
NASDAQ:AMEX Investor Relations: assaabloy.com/en/com/investors
Company Research Source: Seeking Alpha
The shift toward electromechanical systems and recurring software revenue is accelerating, with recurring revenue rising from 2% in 2018 to nearly 6% today. ASAZY's disciplined M&A strategy targets 5% annual growth, with a robust pipeline of over 900 potential targets and some acquisitions accretive from year one. Shares trade near a ten-year average P/E, but improved margins, higher recurring revenue, and resilient growth make the current valuation potentially attractive for long-term investors. Drazen_/E+ via Getty Images ASSA ABLOY ( ASAZY ASAZF ) is easy to underestimate. Most investors probably think of the company as an industrial business focused on locks and entry access systems. While this is indeed the company's core focus, there is This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ASAZY, ASAZF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own Show less Read more
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