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62.95 (1y: +48%)
Market Cap 6.57 B P/E(ttm) 25.50
Enterprise Value 8 B P/B 3.03
BEAV- NAS (USA)
B/E Aerospace Inc
  • Currently 1/5
Business Predictability Rank: 1-Star
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
$62.95
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GuruFocus Financial Strength Rank measures how strong a companyย’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 : 5/10

vs
industry		 vs
history
Cash to Debt 0.262
BEAV's Cash to Debt is ranked lower than
62% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 0.76 vs. BEAV: 0.262 )
BEAV' s 10-Year Cash to Debt Range
Min: 0.06   Max: 0.54
Current: 0.26
0.06
0.54
Equity to Asset 0.041
BEAV's Equity to Asset is ranked lower than
74% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 0.34 vs. BEAV: 0.041 )
BEAV' s 10-Year Equity to Asset Range
Min: -0.46   Max: 0.37
Current: 0.04
-0.46
0.37
Interest Coverage 4.3
BEAV's Interest Coverage is ranked lower than
80% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 26.35 vs. BEAV: 4.3 )
BEAV' s 10-Year Interest Coverage Range
Min: 0   Max: 12
Current: 4.3
0
12
F-Score: 6
Z-Score: 2.54
M-Score: -2.44
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 : 8/10

vs
industry		 vs
history
Operating margin (%) 17.50
BEAV's Operating margin (%) is ranked higher than
89% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 7.45 vs. BEAV: 17.50 )
BEAV' s 10-Year Operating margin (%) Range
Min: -4.8   Max: 32.2
Current: 17.5
-4.8
32.2
Net-margin (%) 7.6
BEAV's Net-margin (%) is ranked higher than
75% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 5.20 vs. BEAV: 7.6 )
BEAV' s 10-Year Net-margin (%) Range
Min: -15.3   Max: 10
Current: 7.6
-15.3
10
ROE (%) 10.7
BEAV's ROE (%) is ranked higher than
56% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 12.60 vs. BEAV: 10.7 )
BEAV' s 10-Year ROE (%) Range
Min: -167.7   Max: 15
Current: 10.7
-167.7
15
ROA (%) 4.6
BEAV's ROA (%) is ranked higher than
58% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 4.80 vs. BEAV: 4.6 )
BEAV' s 10-Year ROA (%) Range
Min: -9.2   Max: 8.3
Current: 4.6
-9.2
8.3
ROC (Joel Greenblatt) (%) 30.10
BEAV's ROC (Joel Greenblatt) (%) is ranked higher than
67% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 20.00 vs. BEAV: 30.10 )
BEAV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -11.2   Max: 68
Current: 30.1
-11.2
68
Revenue Growth (%) 11.3
BEAV's Revenue Growth (%) is ranked higher than
60% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 3.85 vs. BEAV: 11.3 )
BEAV' s 10-Year Revenue Growth (%) Range
Min: -16.2   Max: 12.7
Current: 11.3
-16.2
12.7
EBITDA Growth (%) 14.5
BEAV's EBITDA Growth (%) is ranked higher than
99% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 4.60 vs. BEAV: 14.5 )
BEAV' s 10-Year EBITDA Growth (%) Range
Min: -60.3   Max: 213.2
Current: 14.5
-60.3
213.2
EPS Growth (%) 12.2
BEAV's EPS Growth (%) is ranked lower than
94% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 4.75 vs. BEAV: 12.2 )
BEAV' s 10-Year EPS Growth (%) Range
Min: -36.1   Max: 12.2
Current: 12.2
-36.1
12.2
ยป BEAV's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

BEAV Guru Trades in Q2 2012

Steven Cohen 28,773 sh (+112.14%)
RS Investment Management 422,370 sh (+10.04%)
Steve Mandel 4,528,853 sh (+6.32%)
Louis Moore Bacon Sold Out
Paul Tudor Jones Sold Out
Pioneer Investments 438,834 sh (-11.35%)
Jim Simons 223,606 sh (-38.94%)
Joel Greenblatt 10,077 sh (-62.58%)
Arnold Schneider 25,468 sh (-64.07%)
» More
Q3 2012

BEAV Guru Trades in Q3 2012

Paul Tudor Jones 68,700 sh (New)
Larry Robbins 880,800 sh (New)
Steven Cohen 983,600 sh (+3318.48%)
Steve Mandel 4,960,406 sh (+9.53%)
Arnold Schneider Sold Out
RS Investment Management Sold Out
Joel Greenblatt 9,914 sh (-1.62%)
Jim Simons 166,406 sh (-25.58%)
Pioneer Investments 304,334 sh (-30.65%)
» More
Q4 2012

BEAV Guru Trades in Q4 2012

Larry Robbins 1,202,858 sh (+36.56%)
Paul Tudor Jones 75,000 sh (+9.17%)
Pioneer Investments 304,334 sh (unchged)
Jim Simons Sold Out
Joel Greenblatt Sold Out
Steve Mandel 4,811,906 sh (-2.99%)
Steven Cohen 8,959 sh (-99.09%)
» More
Q1 2013

BEAV Guru Trades in Q1 2013

Jim Simons 232,006 sh (New)
Daniel Loeb 2,000,000 sh (New)
RS Investment Management 86,760 sh (New)
Ray Dalio 32,582 sh (New)
Steven Cohen 44,124 sh (+392.51%)
Larry Robbins 1,202,858 sh (unchged)
Steve Mandel 4,758,675 sh (-1.11%)
Pioneer Investments 243,234 sh (-20.08%)
Paul Tudor Jones 25,000 sh (-66.67%)
» More
» Details

Insider Trades

Latest Guru Trades with BEAV

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Daniel Loeb 2013-03-31 New Buy2.3%$49.4 - $60.28 $ 62.9517%2000000
Ray Dalio 2013-03-31 New Buy0.02%$49.4 - $60.28 $ 62.9517%32582
Joel Greenblatt 2012-12-31 Sold Out 0.03%$42.31 - $49.41 $ 62.9538%0
Arnold Schneider 2012-09-30 Sold Out 0.11%$37.47 - $44.51 $ 62.9554%0
Steve Mandel 2012-09-30 Add 9.53%0.11%$37.47 - $44.51 $ 62.9554%4960406
Arnold Schneider 2012-06-30 Reduce -64.07%0.17%$40.02 - $47.61 $ 62.9543%25468
Joel Greenblatt 2012-06-30 Reduce -62.58%0.07%$40.02 - $47.61 $ 62.9543%10077
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 25.50
BEAV's P/E(ttm) is ranked lower than
55% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 16.32 vs. BEAV: 25.50 )
BEAV' s 10-Year P/E(ttm) Range
Min: 2.96   Max: 103
Current: 25.5
2.96
103
P/B 3.03
BEAV's P/B is ranked lower than
64% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.66 vs. BEAV: 3.03 )
BEAV' s 10-Year P/B Range
Min: 0.39   Max: 18.58
Current: 3.03
0.39
18.58
P/S 2.04
BEAV's P/S is ranked lower than
75% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 0.80 vs. BEAV: 2.04 )
BEAV' s 10-Year P/S Range
Min: 0.1   Max: 2.81
Current: 2.04
0.1
2.81
PFCF 28.48
BEAV's PFCF is ranked lower than
60% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 19.10 vs. BEAV: 28.48 )
BEAV' s 10-Year PFCF Range
Min: 2.29   Max: 903.67
Current: 28.48
2.29
903.67
EV-to-EBIT 14.19
BEAV's EV-to-EBIT is ranked higher than
61% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 12.49 vs. BEAV: 14.19 )
BEAV' s 10-Year EV-to-EBIT Range
Min: 4.8   Max: 119.9
Current: 14.19
4.8
119.9
PEG 0.15
BEAV's PEG is ranked lower than
97% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.78 vs. BEAV: 0.15 )
BEAV' s 10-Year PEG Range
Min: 0.15   Max: 8.39
Current: 0.15
0.15
8.39
Shiller P/E 43.17
BEAV's Shiller P/E is ranked higher than
81% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 15.60 vs. BEAV: 43.17 )
BEAV' s 10-Year Shiller P/E Range
Min: 16.1   Max: 1045.5
Current: 43.17
16.1
1045.5

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 5.7
BEAV's Price/Net Current Asset Value is ranked higher than
60% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 4.30 vs. BEAV: 5.7 )
BEAV' s 10-Year Price/Net Current Asset Value Range
Min: 0.7   Max: 9.9
Current: 5.7
0.7
9.9
Price/Tangible Book 31.4
BEAV's Price/Tangible Book is ranked higher than
98% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.95 vs. BEAV: 31.4 )
BEAV' s 10-Year Price/Tangible Book Range
Min: 2.9   Max: 24.2
Current: 31.4
2.9
24.2
Price/DCF (Projected) 2.1
BEAV's Price/DCF (Projected) is ranked higher than
82% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.20 vs. BEAV: 2.1 )
BEAV' s 10-Year Price/DCF (Projected) Range
Min: 0.7   Max: 5.6
Current: 2.1
0.7
5.6
Price/Median PS Value 2.1
BEAV's Price/Median PS Value is ranked higher than
85% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 0.85 vs. BEAV: 2.1 )
BEAV' s 10-Year Price/Median PS Value Range
Min: 0.1   Max: 2.7
Current: 2.1
0.1
2.7
Price/Graham Number 6.2
BEAV's Price/Graham Number is ranked higher than
95% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.40 vs. BEAV: 6.2 )
BEAV' s 10-Year Price/Graham Number Range
Min: 2   Max: 4.9
Current: 6.2
2
4.9
Earnings Yield (Greenblatt) 7.00
BEAV's Earnings Yield (Greenblatt) is ranked higher than
68% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 9.10 vs. BEAV: 7.00 )
BEAV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.8   Max: 21
Current: 7
0.8
21
Forward Rate of Return (Yacktman) 1.91
BEAV's Forward Rate of Return (Yacktman) is ranked higher than
59% of the 101 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 9.62 vs. BEAV: 1.91 )
BEAV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -138.4   Max: 18
Current: 1.91
-138.4
18

Business Description

B/E Aerospace Inc is a Delaware corporation incorporated in 1987. The Company is a manufacturer of cabin interior products for commercial aircraft and business jets and a distributor of aerospace fasteners and consumables. It sells its products directly to virtually all of the world's major airlines and aerospace manufacturers. The Company also design, engineer and manufacture customized fully integrated thermal and power management solutions for participants in the defense industry, aerospace original equipment manufacturers ("OEMs") and the airlines. In addition, it provide aircraft cabin interior reconfiguration, program management and certification services. The Company derives its revenues from refurbishment or upgrade programs for the existing worldwide fleets of commercial and general aviation aircraft and from the sale of its cabin interior equipment for new aircraft deliveries as well as consumable products for both the new build market and the aftermarket. The Company markets and sells its commercial aircraft products directly to virtually all of the world's major airlines, aircraft leasing companies and airframe manufacturers. Airlines select manufacturers of cabin interior products primarily on the basis of custom design capabilities, product quality and performance, on-time delivery, after-sales customer service, product support and price. It markets its thermal and power management products and services directly to first tier defense manufacturers, aerospace OEMs, their suppliers and the airlines. Its operations are subject to extensive and changing federal, state and foreign laws and regulations establishing health and environmental quality standards, including those governing discharges of pollutants into the air and water and the management and disposal of hazardous substances and wastes.
Company Website
SEC Reports
Industry: Aerospace & Defense
Compare:BA, ERJ, EADSY, RYCEY, HON
Traded in other countries:BE1.Germany
ยป More Articles for BEAV

Headlines

Articles On GuruFocus.com
Daniel Loeb Adds 3 New Buys to Top 10 May 17 2013 
Best Industrial Goods Stock Picks for 2013 | High Growth at Top Margins Dec 17 2012 
4 Overlooked Aerospace Stocks to Buy, 2 to Avoid Dec 19 2011 
BE Aerospace Inc. Reports Operating Results (10-K) Feb 24 2011 
BE Aerospace Inc. (BEAV) Chairman & CEO Amin J Khoury sells 94,626 Shares Feb 16 2011 
BE Aerospace Inc. (BEAV) President and COO Michael B Baughan sells 98,634 Shares Dec 22 2010 
BE Aerospace Inc. (BEAV) President and COO Michael B Baughan sells 46,632 Shares Dec 17 2010 
BE Aerospace Inc. (BEAV) Chairman & CEO Amin J Khoury sells 61,623 Shares Sep 16 2010 
BE Aerospace Inc. Reports Operating Results (10-Q) Aug 04 2010 
BE Aerospace Inc. Reports Operating Results (10-Q) May 04 2010 

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