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  • jtdmnf533 jtdmnf533 Apr 24, 2013 12:47 PM Flag

    Ready to Gain 100%

    The big boom in the upcoming months will be companies with technology to deliver any video format, over any network, to any IP-connected device. Harmonic (HLIT) rose yesterday to a new 52-week high of $6.02 and after the close reported a non-GAAP EPS loss of ($0.02), which was down $0.05 from a non-GAAP EPS profit of $0.03 last year. HLIT's trailing twelve month non-GAAP EPS declined from $0.25 to $0.20 and the stock afterhours was trading for $5.89, for a P/E of 29.45.

    HLIT's non-GAAP EPS declined $0.05 year-over-year, but their competitor Concurrent (CCUR) could see its non-GAAP EPS rise $0.05 next week! CCUR reports on April 23rd and they are expected to report GAAP EPS of $0.09 and non-GAAP EPS of $0.13 vs. GAAP EPS of $0.04 and non-GAAP EPS of $0.08 last year. CCUR's trailing non-GAAP EPS will likely increase by $0.05 next week from $0.35 up to $0.40! This means CCUR will have double the trailing EPS of HLIT and CCUR closed Tuesday at only $6.77! With HLIT trading for $5.89 afterhours, CCUR could be ready to make a move to double HLIT's share price or $11.78!

    CCUR has only 8.72mm o/s, a market cap of $59.03mm, $24.6mm in cash, no debt, and an enterprise value of $34.43mm or just 0.55X its trailing revenue of $62.59mm. CCUR has huge gross margins of 58.81%, which are 30.69% higher than HLIT's gross margins of 45%. HLIT is trading with an enterprise value/revenue ratio of 0.93. Clearly, CCUR deserves a multiple that is 30.69% higher than HLIT. This would give CCUR an enterprise value/revenue ratio of 1.22 and value CCUR at $11.58!

    HLIT recently sold their low margin cable access business for $46mm. It was breaking even with $52.9mm in revenue. HLIT's cable access business sold for 0.87X revenue when it only had gross margins of 30%! CCUR's gross margins are nearly double this and CCUR is about to report their 5th straight quarter of profitability! There is no way CCUR should have an enterprise value/revenue ratio of below 1, which would value CCUR at $10 even!

 
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