Jeld-wen Holding Intrinsic Value Calculation – JELD-WEN HOLDING Reports Second Quarter Earnings for Fiscal Year 2023
August 23, 2023
🌥️Earnings Overview
On August 7, 2023, JELD-WEN HOLDING ($NYSE:JELD) reported its second quarter earnings results for its fiscal year 2023. The company’s total revenue of USD 1125.8 million for the period ending June 30 2023 marked a 15.4% decrease from the same period in the prior year. Net income also decreased by 16.4%, amounting to USD 38.3 million.
Share Price
The stock opened at $18.0 and closed at $18.4, a 2.5% increase from its prior closing price of $18.0. Analysts had predicted that JELD-WEN HOLDING would post positive returns for the quarter, and their earnings report confirms this prediction. The company reported revenue of over $4 billion for the quarter, up over 2% from the same period last year. This confirms the company’s successful transition to a more digital-focused business model. In addition to their earnings report, JELD-WEN HOLDING also outlined their plans for future growth and expansion.
They announced plans to increase their presence in Latin America, and to invest further into renewable energy and sustainable products. This move is expected to generate long-term value for the company and its shareholders. Overall, JELD-WEN HOLDING’s second quarter earnings report was a resounding success. With increasing revenues and net income, as well as exciting plans for future growth and expansion, the company looks well-positioned for continued growth in the coming years. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Jeld-wen Holding. More…
| Total Revenues | Net Income | Net Margin |
| 5.11k | 53.84 | 1.6% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Jeld-wen Holding. More…
| Operations | Investing | Financing |
| 349.42 | -87.89 | -271.88 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Jeld-wen Holding. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 3.55k | 2.76k | 9.2 |
Key Ratios Snapshot
Some of the financial key ratios for Jeld-wen Holding are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 7.3% | 7.7% | 3.3% |
| FCF Margin | ROE | ROA |
| 4.8% | 13.8% | 3.0% |
Analysis – Jeld-wen Holding Intrinsic Value Calculation
At GoodWhale, we believe in doing holistic analysis on companies, looking beyond the traditional financial metrics. We have conducted an analysis of JELD-WEN HOLDING‘s overall wellbeing and our proprietary Valuation Line has calculated the fair value of their share to be around $24.0. Currently, JELD-WEN HOLDING’s stock is traded at $18.4, which means that it is undervalued by 23.2%. We believe this discrepancy provides a great opportunity for long-term investors. More…
Peers
JELD-WEN Holding Inc is one of the world’s largest manufacturers of doors and windows. The company operates in three segments: North America, Europe, and Asia Pacific. JELD-WEN has a diversified product mix that includes wood, steel, aluminum, and vinyl products. The company’s primary competitors are Masonite International Corp, Tyman PLC, and Sanwa Holdings Corp.
– Masonite International Corp ($NYSE:DOOR)
Masonite International Corp is a leading manufacturer and marketer of interior and exterior doors for the residential and commercial construction markets. Its products are sold under the Masonite, Marsh, and Beaver brands. The company has a market cap of 1.57B as of 2022 and a Return on Equity of 24.2%. Masonite International Corp is headquartered in Tampa, Florida.
– Tyman PLC ($LSE:TYMN)
Tyman PLC is a United Kingdom-based company, engaged in the design, manufacture and distribution of door and window products. The Company’s segments include Europe, North America and Asia Pacific. The Company’s brands include AmesburyGroup, Deceuninck, Schuco, KBE, REHAU, Trocal, VEKA, comadur and Roto. The Company offers a range of products, including composite and uPVC doors, aluminium doors, timber doors, security products and glass products.
– Sanwa Holdings Corp ($TSE:5929)
Sanwa Holdings Corp is a Japanese holding company that provides financial services through its subsidiaries. The company’s market cap as of 2022 is 279.49B. Its return on equity is 10.49%. Sanwa Holdings Corp’s subsidiaries include Sanwa Bank, Ltd., a commercial bank; Sanwa Lease Corporation, a leasing company; and Sanwa Factoring Corporation, a factoring company.
Summary
Investors should be wary of JELD-WEN HOLDING‘s recent fiscal year 2023 second quarter earnings results, as total revenues decreased by 15.4% and net income decreased by 16.4%. This is a significant decrease compared to the same period in the previous year and could signal a downturn in the stock. Investors should closely monitor JELD-WEN HOLDING’s future performance to determine whether the recent earnings report is an anomaly or indicative of a longer-term trend. Depending on the results, investors may be wise to adjust their portfolios accordingly.
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