AZEK: An Unsustainable Reinvestment Rate Via Acquisitions Hid The Performance Problems [Seeking Alpha]
The AZEK Company Inc. Class A (AZEK)
Company Research
Source: Seeking Alpha
The company's growth has been driven by acquisitions rather than organic growth, and at an unsustainable reinvestment rate. There is no margin of safety in the company's valuation. It is not an investment opportunity despite being a cash cow. Investment thesis The AZEK Company Inc. ( NYSE: AZEK ) has achieved double-digit growth in revenue and PAT over the past 5 years. But I do not consider it a wonderful company. While it is a financially sound, its returns are low. Growth was due to acquisitions and undertaken at an unsustainable Reinvestment rate. There is also no margin of safety based on both a single-stage and a multi-stage valuation model. I do not consider this an investment opportunity. Business background Although AZEK IPO in 2020, it has more than 30 years of operating history. The company today is an industry-leading designer and manufacturer of products that are focused on the Outdoor Living market. The company reported its performance based on 2 business
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AZEK
News
- The AZEK Company (AZEK) Increases Yet Falls Behind Market: What Investors Need to Know [Yahoo! Finance]Yahoo! Finance
- Down -9.62% in 4 Weeks, Here's Why The AZEK Company (AZEK) Looks Ripe for a Turnaround [Yahoo! Finance]Yahoo! Finance
- The AZEK Company Inc. (NYSE: AZEK) is now covered by analysts at Benchmark Co.. They set a "buy" rating and a $55.00 price target on the stock.MarketBeat
- TimberTech® Composite Decking Recognized by Industry and Design Professionals for Performance, Innovation and SustainabilityBusiness Wire
- The AZEK® Company Inc. Announces Fiscal Second Quarter 2024 Earnings Release and Investor Conference Call on May 8, 2024 [Yahoo! Finance]Yahoo! Finance
AZEK
Earnings
- 2/6/24 - Beat
AZEK
Sec Filings
- 4/12/24 - Form 4
- 4/10/24 - Form 144
- 4/2/24 - Form 4
- AZEK's page on the SEC website