Episode Details

Uber, TransDigm, and Insulet: Three Compounders on the Rise

Uber, with a market cap of $153.6 billion, is thriving in ride-hailing, food delivery, and freight. Earnings per share surged 60.8% yearly over three years, beating revenue growth, and free cash flow margins swelled 15.3 percentage points.

TransDigm, valued at $67.96 billion, excels in aircraft parts for military and commercial planes. Organic revenue grew 9.5% on average over two years, earnings per share rose 33.8% annually for five years, and strong cash flow funds buybacks or dividends.

Insulet, at $10.68 billion, revolutionizes diabetes care with tubeless insulin pods. Constant currency sales rose over two years, free cash flow margins soared 25.8 percentage points, and returns on capital keep rising as they expand global market share.

These compounders trade at Uber 13.9x forward EV/EBITDA, TransDigm 28.6x forward P/E, and Insulet 24.1x forward EV/EBITDA.

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