Ennis, Inc. (EBF)

Ennis, Inc. (EBF) and its subsidiaries are engaged in the production and sale of business forms, other business products to customers primarily located in the United States.

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3 comments on “Ennis, Inc. (EBF)
  1. newlonkongCIO says:

    Ennis reported its 2017Q1 results on 2017.04.25.

    The sales was 87 m USD, compared to 89 m in the previous quarter, a slight drop.

    Diluted earnings per share for the 12 month period were $1.03, compared to $1.25 for last year.

    CEO says:

    The print market overall continues to be fairly soft with competitive pricing, resulting in downward pressure on operating margins.

    Read more at

    http://www.businesswire.com/news/home/20170425005408/en/Ennis-Reports-Results-Year-Quarter-Ended-February

    Overall, the business does not have any growth potential.

    But the company has strong cash and has not immediate problems.

    The share prices to be stable and then drop with the overall market.

  2. newlonkongCIO says:

    Ennis sold its cloth business in Year 2016. The following is a comparison of remaining print business:

    2016Q2 (3 months ended 8.31, 2016)
    Sales = 91 m, Income from operation = 11, Net Profit = 6.8 m

    2016Q3 (3 months ended 11.30, 2016)
    Sales = 88 m , Income from operation = 9 m, net profit = 5.7 m

    So the business deteriorated, as expected from a declining business of printing.

    We need to watch if the business will improve, which is unlikely.

    Assuming the next 6 months the business stays the same, the EPS will be
    2 x (0.26 + 0.22) = 0.96 USD, the closing price as of April 12, 2017 was 16.25,
    P/E ratio = 16.25 / 0.96 = 16.9.

    Too high P/E, and deteriorating business,

    Sell !

  3. newlonkongCIO says:

    From its latest report, up to Nov. 2016, it seems the business was going downward .
    For the trailing 9 months it made a loss.

    Read at

    https://www.sec.gov/Archives/edgar/data/33002/000119312517004099/d256030d10q.htm

    Sell at current prices or higher.

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