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FTSE Factsheet FTSE COMPANY REPORT Share price analysis relative to sector and index performance Data as at: 21 February 2020 Electrocomponents ECM Support Services — GBP 6.852 at close 21 February 2020 Absolute Relative to FTSE UK All-Share Sector Relative to FTSE UK All-Share Index PERFORMANCE 21-Feb-2020 21-Feb-2020 21-Feb-2020 7.5 115 130 1D WTD MTD YTD Absolute -1.2 -2.1 3.4 1.1 125 110 Rel.Sector -0.8 -2.6 -2.4 -3.0 7 Rel.Market -0.8 -2.0 1.5 2.7 120 105 6.5 VALUATION 115 100 Trailing 110 RelativePrice 6 RelativePrice 95 PE 19.9 Absolute Price (local (local Absolute currency)Price 105 EV/EBITDA 13.1 5.5 90 100 PB 5.0 PCF 23.1 5 85 95 Div Yield 2.2 Feb-2019 May-2019 Aug-2019 Nov-2019 Feb-2020 Feb-2019 May-2019 Aug-2019 Nov-2019 Feb-2020 Feb-2019 May-2019 Aug-2019 Nov-2019 Feb-2020 Price/Sales 1.6 Absolute Price 4-wk mov.avg. 13-wk mov.avg. Relative Price 4-wk mov.avg. 13-wk mov.avg. Relative Price 4-wk mov.avg. 13-wk mov.avg. Net Debt/Equity 0.4 100 90 90 Div Payout 44.3 90 80 80 ROE 27.6 80 70 70 Share Index) Share Share Sector) Share - 70 - 60 60 DESCRIPTION 60 50 50 50 The Company is a high-service distributor serving 40 40 RSI RSI (Absolute) 40 small-order requirements in the Industrial and 30 30 Electronics markets, through the brands of RS 30 Components (RS) and Allied Electronics (Allied). 20 20 20 RSI (Relative to FTSE UKFTSE All to RSI (Relative RSI (Relative to FTSE UKFTSE All to RSI (Relative 10 10 10 Feb-2019 May-2019 Aug-2019 Nov-2019 Feb-2020 Feb-2019 May-2019 Aug-2019 Nov-2019 Feb-2020 Feb-2019 May-2019 Aug-2019 Nov-2019 Feb-2020 See final page and http://www.londonstockexchange.com/prices-and-markets/stocks/services-stock/ftse-note.htm for further details. Past performance is no guarantee of future results. Please see the final page for important legal disclosures. 1 of 4 FTSE COMPANY REPORT: Electrocomponents 21 February 2020 Valuation Metrics Price to Earnings (PE) EV to EBITDA Price to Book (PB) 31-Jan-2020 31-Jan-2020 31-Jan-2020 100 ‖ 40 8 90 35 7 80 +1SD 30 70 6 60 25 +1SD +1SD 5 Avg 50 20 40 Avg 4 Avg 15 30 -1SD 10 3 20 -1SD 10 5 2 Feb-2015 Feb-2016 Feb-2017 Feb-2018 Feb-2019 Feb-2015 Feb-2016 Feb-2017 Feb-2018 Feb-2019 Feb-2015 Feb-2016 Feb-2017 Feb-2018 Feb-2019 Network International Holdings 120.0 Network International Holdings 35.3 Capita 25.0 Kin and Carta 120.0 Diploma 22.0 Network International Holdings 20.1 Sanne Group 48.2 Sanne Group 21.9 PayPoint 13.6 Essentra 45.4 Experian 21.2 Experian 12.6 Experian 45.2 Homeserve 20.5 Intertek Group 10.6 Support Services 27.1 Electrocomponents 13.1 Electrocomponents 5.0 Electrocomponents 19.9 Support Services 11.3 Support Services 4.8 Connect Group -2.7 Aggreko 5.2 Northgate 0.6 Renewi -3.5 Renewi 4.4 AA 0.0 Travis Perkins -45.7 Connect Group 4.1 Connect Group 0.0 Menzies (John) -63.8 De La Rue 3.1 De La Rue 0.0 Rentokil Initial -87.9 Northgate 3.0 MITIE Group 0.0 -100 -50 0 50 100 150 0 5 10 15 20 25 30 35 40 0 5 10 15 20 25 30 Price to Cash Flow (PCF) Dividend Yield % Price to Sales (PS) 31-Jan-2020 31-Jan-2020 31-Jan-2020 35 7 2.5 30 6 2 25 +1SD 5 +1SD +1SD 20 Avg 4 1.5 Avg 15 3 Avg -1SD 1 -1SD 10 2 -1SD 5 1 0.5 Feb-2015 Feb-2016 Feb-2017 Feb-2018 Feb-2019 Feb-2015 Feb-2016 Feb-2017 Feb-2018 Feb-2019 Feb-2015 Feb-2016 Feb-2017 Feb-2018 Feb-2019 Serco Group 80.0 De La Rue 17.9 Network International Holdings 13.6 Network International Holdings 33.9 Northgate 6.9 Experian 6.5 Sanne Group 33.7 RPS Group 5.7 Sanne Group 6.1 Diploma 31.4 G4S 5.0 Homeserve 4.2 Kin and Carta 26.8 Essentra 4.9 Diploma 4.0 Electrocomponents 23.1 Electrocomponents 2.2 Electrocomponents 1.6 Support Services 17.9 Support Services 2.0 Support Services 1.1 AA 2.2 Experian 1.4 De La Rue 0.3 Capita -12.0 Rentokil Initial 1.0 MITIE Group 0.2 DWF Group -12.8 DWF Group 0.7 SIG 0.2 De La Rue -13.2 Serco Group 0.0 Renewi 0.2 Mears Group -100.0 Capita 0.0 Connect Group 0.1 -120 -100 -80 -60 -40 -20 0 20 40 60 80 100 0 2 4 6 8 10 12 14 16 18 20 0 2 4 6 8 10 12 14 16 Note: bar chart reflects the top and bottom five current values for the valuation ratio in question for FTSE All Shares stocks in the same sector as the stock concerned. All valuation metrics are trailing. 2 of 4 FTSE COMPANY REPORT: Electrocomponents 21 February 2020 Valuation Metrics Net Debt to Equity Dividend Payout (DP) Return on Equity (RoE) 31-Jan-2020 31-Jan-2020 31-Jan-2020 0.6 100 30 ‖ ‖ +1SD 90 0.55 +1SD 25 80 +1SD Avg 0.5 70 20 Avg 0.45 60 Avg 15 50 -1SD 0.4 -1SD -1SD 10 40 0.35 30 5 Feb-2015 Feb-2016 Feb-2017 Feb-2018 Feb-2019 Feb-2015 Feb-2016 Feb-2017 Feb-2018 Feb-2019 Feb-2015 Feb-2016 Feb-2017 Feb-2018 Feb-2019 Capita 42.1 Kin and Carta 100.0 PayPoint 50.0 G4S 3.4 Essentra 100.0 DWF Group 50.0 Menzies (John) 2.7 G4S 100.0 SThree 37.8 Network International Holdings 2.2 De La Rue 100.0 Howden Joinery Group 37.3 Renewi 2.2 Sanne Group 100.0 Intertek Group 35.9 Support Services 0.9 Support Services 53.3 Electrocomponents 27.6 Electrocomponents 0.4 Electrocomponents 44.3 Support Services 16.3 Robert Walters 0.0 Connect Group 0.0 Kin and Carta 1.3 PayPoint 0.0 Renewi 0.0 Travis Perkins -3.1 Pagegroup 0.0 Rentokil Initial 0.0 Menzies (John) -4.7 Howden Joinery Group 0.0 Travis Perkins 0.0 Rentokil Initial -11.1 Hays 0.0 Menzies (John) 0.0 Renewi -25.1 0 5 10 15 20 25 30 35 40 45 0 20 40 60 80 100 120 -30 -20 -10 0 10 20 30 40 50 60 ROE vs. PB — sector Du Pont Analysis 20 3 30 18 NETW 2.5 25 16 14 2 20 PAY EXPN 12 1.5 15 PB RTO ITRK 10 DWF 8 1 10 HWDN HSVDPLM 6 CLG IWG SupportSRP Services ECM PAGE 0.5 5 SNN FERG 4 GFS BNZL AHT STEM MNZS HAS RWA RCDODCC VP. 2 KCT ESNTBIFF SDYGFTU TPK EQN AGK MER 0 0 RWI SHI RPS NTG 2016 2017 2018 2019 2020 0 0 10 20 30 40 50 60 Net Margin Asset Turnover Gearing ROE (rhs) ‖ ROE Note: bar chart reflects the top and bottom five current values for the valuation ratio in question for FTSE All Shares stocks in the same sector as the stock concerned. All valuation metrics are trailing. 3 of 4 FTSE COMPANY REPORT: Electrocomponents 21 February 2020 Brief description Brief description Price to Earnings Price to Earnings (PE) is price over earnings per share. Earnings are based on the latest Gearing Gearing is Total Assets divided by Common Equity. Total Assets and Common Equity are (PE) available fiscal year earnings. each averaged over two years, that is, t and (t-1). Price to Sales (PS) Price to Sales (PS) is price divided by sales per share. It is based on sales from continuing Asset Turnover Asset turnover is Sales divided by Total Assets. Total Assets is averaged over two years, operations for the fiscal year. that is, t and (t-1). Price to Book (PB) Price to Book (PB) is price at the indicated date divided by common equity per share. Dupont Breakdown Return on Equity (RoE) = Net Margin * Gearing * Asset Turnover Common/ordinary equity is generally as reported at the most recent fiscal year-end but is Analysis adjusted to exclude minority interest, preferred stock and selected items as appropriate. RoE vs PB Plot of RoE versus PB at last month end for all FTSE UK All Share stocks in the sector Price to Cash Flow Price to Cash Flow (PCF) is price at the indicated date divided by cash flow per share. relative to the stock in question. Data may be limited to the stock in question if there are (PCF) currently no stocks in the corresponding FTSE UK All Share sector. Net Debt Equity Net Debt Equity is Net Debt as a percentage of common equity. Not calculated if Absolute Absolute graphs reflect performance for the stock in question for up to 366 days adjusted denominator (common equity) is negative for intervening corporate actions. EV to EBITDA EV to EBITDA is Enterprise Value divided by EBITDA (Earnings before Interest and Taxes, Relative Relative charts reflect the performance for the stock in question relative to the depreciation and amortisation).
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