The metric that stands out to me is the multiple of sales at 2X. With sub-6% net margins, it would seem a multiple of sales of 1X would be more appropriate (since these are industrial margins), but maybe they deserve a premium for their growth rates and consistency. Still, maybe 1.25X? 1.5X? I bought ETN recently when it fell below $40. I realize OSI has some medical technology and ETN may not be a perfect comparable, but it's in the financial profile neighborhood of double digit growth, solid balance sheet and relatively low (industrial-like) margins.