Epstein Secrets

I May 2015 Autos & Auto Parts Delphi Automotive Delphi's 1O15 came in very strong. EPS of $1.21 compared with DBe of $1.15 and consensus of $1.17. Organic top line growth came in at 6% vs. DBe of 3%. An

I May 2015 Autos & Auto Parts Delphi Automotive Delphi's 1O15 came in very strong. EPS of $1.21 compared with DBe of $1.15 and consensus of $1.17. Organic top line growth came in at 6% vs. DBe of

Target Price 52 Week range Markel Cap (ml Bloomberg: DLPH US USD 83.00 USD 94.00 USD 58.30 - 84.71 USDm 23673 EURm 21.136 Cee irony Prof:lo Delphi Is one of the largest global auto suppler.. with strong geograplw / customer diversity. miming a PereCulallY Strong oositon n Care lapprox 15% or e

I May 2015 Autos & Auto Parts Delphi Automotive Model updaled:30 April 2015 burin am the numboo. North America United States Autos & Auto Parts Delphi Automotive Reuters: DLPH.N Buy Price

EBITDA margin of 17.0% (vs. our estimates of 16.8% in 2016 and 17.5% in 2017), a terminal growth rate of 3.5% (which could prove conservative given Delphi's exposure to secular content per vehicle growth drivers) and a tax rate of 22.5% (which assumes the US IRS disallows Delphi's status as a non-U.S.

1 May 2016 Autos & Auto Parts Delphi Automotive [Figure 4: Delphi Discounted Cash Flow Delphi Discounted Cash Flow Analysis On $ millions) 2013 2014 2015E 2016E 2017E 2018E 2019E 2020E