Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
77.03 (1y: +38%)
Market Cap 2.53 B P/E(ttm) 23.40
Enterprise Value 3.38 B P/B 2.60
AXE- NYSE (USA)
Anixter International Inc
  • Currently 1/5
Business Predictability Rank: 1-Star (On Watch)
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$77.03
Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry		 vs
history
Cash to Debt 0.091
AXE's Cash to Debt is ranked lower than
74% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 3.01 vs. AXE: 0.091 )
AXE' s 10-Year Cash to Debt Range
Min: 0.04   Max: 0.42
Current: 0.09
0.04
0.42
Equity to Asset 0.314
AXE's Equity to Asset is ranked lower than
69% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.57 vs. AXE: 0.314 )
AXE' s 10-Year Equity to Asset Range
Min: 0.31   Max: 0.52
Current: 0.31
0.31
0.52
Interest Coverage 4.7
AXE's Interest Coverage is ranked higher than
52% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 10.50 vs. AXE: 4.7 )
AXE' s 10-Year Interest Coverage Range
Min: 2   Max: 10
Current: 4.7
2
10
F-Score: 5
Z-Score: 4.01
M-Score: -2.69
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry		 vs
history
Operating margin (%) 4.50
AXE's Operating margin (%) is ranked higher than
65% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.90 vs. AXE: 4.50 )
AXE' s 10-Year Operating margin (%) Range
Min: 2.1   Max: 7.5
Current: 4.5
2.1
7.5
Net-margin (%) 2
AXE's Net-margin (%) is ranked higher than
58% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.00 vs. AXE: 2 )
AXE' s 10-Year Net-margin (%) Range
Min: -0.6   Max: 4.7
Current: 2
-0.6
4.7
ROE (%) 12.9
AXE's ROE (%) is ranked higher than
86% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 3.70 vs. AXE: 12.9 )
AXE' s 10-Year ROE (%) Range
Min: -2.9   Max: 27.2
Current: 12.9
-2.9
27.2
ROA (%) 4
AXE's ROA (%) is ranked higher than
69% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.10 vs. AXE: 4 )
AXE' s 10-Year ROA (%) Range
Min: -1.1   Max: 8.7
Current: 4
-1.1
8.7
ROC (Joel Greenblatt) (%) 19.00
AXE's ROC (Joel Greenblatt) (%) is ranked higher than
77% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 7.30 vs. AXE: 19.00 )
AXE' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 7.6   Max: 28.2
Current: 19
7.6
28.2
Revenue Growth (%) 6.8
AXE's Revenue Growth (%) is ranked higher than
86% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.00 vs. AXE: 6.8 )
AXE' s 10-Year Revenue Growth (%) Range
Min: -6   Max: 16.3
Current: 6.8
-6
16.3
EBITDA Growth (%) 23.5
AXE's EBITDA Growth (%) is ranked higher than
96% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.00 vs. AXE: 23.5 )
AXE' s 10-Year EBITDA Growth (%) Range
Min: -17.5   Max: 28.8
Current: 23.5
-17.5
28.8
» AXE's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

AXE Guru Trades in Q2 2012

Paul Tudor Jones 8,300 sh (New)
Joel Greenblatt 34,099 sh (New)
Pioneer Investments 103,000 sh (New)
Steven Cohen 8,100 sh (+102.4%)
Chuck Royce 1,324,459 sh (+31.2%)
John Rogers 304,854 sh (+2.5%)
Mario Gabelli 6,000 sh (unchged)
Ken Fisher 956,933 sh (-10.16%)
» More
Q3 2012

AXE Guru Trades in Q3 2012

Jim Simons 16,200 sh (New)
Joel Greenblatt 69,001 sh (+102.35%)
John Rogers 338,024 sh (+10.88%)
Chuck Royce 1,453,959 sh (+9.78%)
Pioneer Investments 107,592 sh (+4.46%)
Mario Gabelli 6,000 sh (unchged)
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
Ken Fisher 949,798 sh (-0.75%)
» More
Q4 2012

AXE Guru Trades in Q4 2012

Steven Cohen 124,957 sh (New)
Richard Pzena 506,488 sh (New)
Jim Simons 137,800 sh (+750.62%)
John Rogers 446,974 sh (+32.23%)
Pioneer Investments 108,143 sh (+0.51%)
Mario Gabelli Sold Out
Chuck Royce 1,449,459 sh (-0.31%)
Ken Fisher 805,193 sh (-15.22%)
Joel Greenblatt 31,318 sh (-54.61%)
» More
Q1 2013

AXE Guru Trades in Q1 2013

Paul Tudor Jones 15,200 sh (New)
Steven Cohen 875,164 sh (+600.37%)
John Rogers 1,263,144 sh (+182.6%)
Jim Simons 355,700 sh (+158.13%)
Richard Pzena 628,996 sh (+24.19%)
Pioneer Investments 108,318 sh (+0.16%)
Chuck Royce 1,449,459 sh (unchged)
Ken Fisher 801,378 sh (-0.47%)
Joel Greenblatt 4,202 sh (-86.58%)
» More
» Details

Insider Trades

Latest Guru Trades with AXE

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2013-03-31 Reduce -86.58%0.1%$63.98 - $70.9 $ 77.0312%4202
Joel Greenblatt 2012-12-31 Reduce -54.61%0.15%$54.36 - $63.45 $ 77.0330%31318
Mario Gabelli 2012-12-31 Sold Out 0.0025%$54.36 - $63.45 $ 77.0330%0
Joel Greenblatt 2012-09-30 Add 102.35%0.14%$49.76 - $63.56 $ 77.0334%69001
Joel Greenblatt 2012-06-30 New Buy0.13%$51.94 - $72.41 $ 77.0323%34099
Ron Baron 2012-03-31 Sold Out 0.14%$61.23 - $73.37 $ 77.0322%0
Ray Dalio 2011-12-31 Sold Out 0.12%$45.1 - $62.62 $ 77.0336%0
Ray Dalio 2011-09-30 New Buy0.12%$48.12 - $67.85 $ 77.0334%176375
David Dreman 2011-03-31 Sold Out 0.82%$59.73 - $73.24 $ 77.0315%0
Joel Greenblatt 2011-03-31 Sold Out $59.73 - $73.24 $ 77.0315%0
George Soros 2011-03-31 Sold Out $59.73 - $73.24 $ 77.0315%0
Mario Gabelli 2011-03-31 Reduce -64.71%$59.73 - $73.24 $ 77.0315%6000
Joel Greenblatt 2010-12-31 New Buy0.13%$52.44 - $60.8 $ 77.0336%6499
George Soros 2010-12-31 New Buy$52.44 - $60.8 $ 77.0336%4300
Ron Baron 2010-09-30 Add 75%0.05%$41.5 - $54.36 $ 77.0362%350000
Ron Baron 2010-06-30 New Buy0.06%$43.12 - $54.05 $ 77.0359%200000
George Soros 2010-03-31 Sold Out $38.74 - $48.63 $ 77.0373%0
Premium More recent guru trades are included for Premium Members only!!
» Financial Charts

Peter Lynch Chart

Top Ranked Articles about Anixter International Inc

Guru Richard Pzena's Top Q4 Stock Buys
February 11, 2013
Richard Pzena - Guru Richard Pzena's Top Q4 Stock Buys
Pzena Investment Management is a global investment management firm with $18.6 billion in assets managed, which Richard Pzena founded using classic value investing principles. In its portfolio containing 124 stocks, it chose 7 new ones in the fourth quarter, the largest of which are: Assurant Inc. (AIZ), Aetna Inc. (AET) and Anixter International Inc. (AXE). Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 23.40
AXE's P/E(ttm) is ranked lower than
52% of the 1680 Companies
in the Global Electronics Distribution industry.

( Industry Median: 17.60 vs. AXE: 23.40 )
AXE' s 10-Year P/E(ttm) Range
Min: 3.68   Max: 1059
Current: 23.4
3.68
1059
P/B 2.60
AXE's P/B is ranked lower than
69% of the 2254 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.18 vs. AXE: 2.60 )
AXE' s 10-Year P/B Range
Min: 0.81   Max: 3.64
Current: 2.6
0.81
3.64
P/S 0.42
AXE's P/S is ranked higher than
76% of the 2325 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.80 vs. AXE: 0.42 )
AXE' s 10-Year P/S Range
Min: 0.15   Max: 0.64
Current: 0.42
0.15
0.64
PFCF 11.60
AXE's PFCF is ranked higher than
66% of the 1456 Companies
in the Global Electronics Distribution industry.

( Industry Median: 15.00 vs. AXE: 11.60 )
AXE' s 10-Year PFCF Range
Min: 2.2   Max: 513.75
Current: 11.6
2.2
513.75
EV-to-EBIT 12.2
AXE's EV-to-EBIT is ranked higher than
64% of the 1623 Companies
in the Global Electronics Distribution industry.

( Industry Median: 13.68 vs. AXE: 12.2 )
AXE' s 10-Year EV-to-EBIT Range
Min: 4.5   Max: 25.3
Current: 12.2
4.5
25.3
PEG 4.3
AXE's PEG is ranked lower than
60% of the 480 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.43 vs. AXE: 4.3 )
AXE' s 10-Year PEG Range
Min: 0.1   Max: 84.95
Current: 4.3
0.1
84.95
Shiller P/E 19.8
AXE's Shiller P/E is ranked lower than
100% of the Companies
in the Global Electronics Distribution industry.

( Industry Median: vs. AXE: 19.8 )
AXE' s 10-Year Shiller P/E Range
Min: 6.22   Max: 33.41
Current: 19.8
6.22
33.41

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 1.8
AXE's Price/Net Current Asset Value is ranked higher than
86% of the 2001 Companies
in the Global Electronics Distribution industry.

( Industry Median: 6.30 vs. AXE: 1.8 )
AXE' s 10-Year Price/Net Current Asset Value Range
Min: 0.8   Max: 2.6
Current: 1.8
0.8
2.6
Price/Tangible Book 4
AXE's Price/Tangible Book is ranked lower than
74% of the 2097 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.30 vs. AXE: 4 )
AXE' s 10-Year Price/Tangible Book Range
Min: 1.8   Max: 4.1
Current: 4
1.8
4.1
Price/DCF (Projected) 1.1
AXE's Price/DCF (Projected) is ranked higher than
70% of the 638 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.20 vs. AXE: 1.1 )
AXE' s 10-Year Price/DCF (Projected) Range
Min: 0.5   Max: 1.6
Current: 1.1
0.5
1.6
Price/Median PS Value 1.1
AXE's Price/Median PS Value is ranked higher than
54% of the 2138 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.00 vs. AXE: 1.1 )
AXE' s 10-Year Price/Median PS Value Range
Min: 0.5   Max: 1.3
Current: 1.1
0.5
1.3
Price/Peter Lynch Fair Value 3.7
AXE's Price/Peter Lynch Fair Value is ranked lower than
66% of the 256 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.10 vs. AXE: 3.7 )
AXE' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.2   Max: 3.4
Current: 3.7
0.2
3.4
Price/Graham Number 2
AXE's Price/Graham Number is ranked lower than
63% of the 1505 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.10 vs. AXE: 2 )
AXE' s 10-Year Price/Graham Number Range
Min: 0.7   Max: 2.2
Current: 2
0.7
2.2
Earnings Yield (Greenblatt) 8.20
AXE's Earnings Yield (Greenblatt) is ranked higher than
75% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 4.30 vs. AXE: 8.20 )
AXE' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4   Max: 22.2
Current: 8.2
4
22.2
Forward Rate of Return (Yacktman) 11.94
AXE's Forward Rate of Return (Yacktman) is ranked higher than
92% of the 2479 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.00 vs. AXE: 11.94 )
AXE' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -3   Max: 41.6
Current: 11.94
-3
41.6

Business Description

Anixter International Inc. formerly known as Itel Corporation was incorporated in Delaware in 1967. The Company is engaged in the distribution of communications and electrical wire and cable products and fasteners and other small parts (C Class inventory components). The Company provides advanced inventory management services including procurement, just-in-time delivery, quality assurance testing, advisory engineering services, component kit production, small component assembly and e-commerce and electronic data interchange to a spectrum of customers. The Company's supply chain management solutions are designed to reduce customer procurement and management costs and enhance overall production or installation efficiencies. Through a combination of its service capabilities and a portfolio of products from industry-leading manufacturers, it is global distributor of data, voice, video and security network communication products and a distributor of specialty wire and cable products in North America. In addition, the Company is a distributor of 'C' Class inventory components which are incorporated into a variety of end-use applications and include screws, bolts, nuts, washers, pins, rings, fittings, springs, electrical connectors and similar small parts, the majority of which are specialized or highly engineered for particular customer applications. The customers of the Company are international, national, regional and local companies that include end users of the Company's products, installers, integrators and resellers of the Company's products as well as OEMs who use the Company's products as a component of their end product. It sells over 450,000 products. These products include communications (voice, data, video and security) products used to connect personal computers, peripheral equipment, mainframe equipment, security equipment and various networks to each other. The Company views the competitive environment as fragmented with hundreds of distributors and manufacturers that sell products directly or through multiple distribution channels to end users or other resellers.
Company Website
SEC Reports
Industry: Electronics Distribution
Compare:HOCPY, AVT, ARW, WCC, AEY
Traded in other countries:AX1.Germany
» More Articles for AXE

Headlines

Articles On GuruFocus.com
John Rogers' Q4 Ariel Fund Commentary Feb 13 2013 
Guru Richard Pzena's Top Q4 Stock Buys Feb 11 2013 
Five Tech Stocks with the Added Benefit of Dividends Jun 08 2012 
Anixter International Inc: Risk Factors Begin to Show Signs of Impacting Earnings May 15 2012 
Technology Cakes – Have It All (High Growth) and Eat It Too (High Yield) Apr 24 2012 
Anixter International Inc. (AXE) Executive VP-Finance & CFO Dennis J Letham sells 6,235 Shares Feb 16 2011 
Anixter International Inc. (AXE) Executive VP-Finance & CFO Dennis J Letham sells 6,235 Shares Jan 20 2011 
Anixter International Inc. (AXE) Executive VP-Finance & CFO Dennis J Letham sells 9,753 Shares Dec 17 2010 
Anixter International Inc. (AXE) Executive VP-Finance & CFO Dennis J Letham sells 9,753 Shares Nov 17 2010 
Anixter International Inc. Reports Operating Results (10-Q) Nov 05 2010 

Personalized Checklist





Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK