Based on the aggregated intelligence of 170,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, hard disk drive equipment specialist Intevac (Nasdaq: IVAC ) has earned a respected four-star ranking.
With that in mind, let's take a closer look at Intevac's business and see what CAPS investors are saying about the stock right now.
Intevac facts
| Headquarters (Founded) |
Santa Clara, Calif. (1990) |
| Market Cap |
$280.5 million |
| Industry |
Computer storage and peripherals |
| Trailing-12-Month Revenue |
$202.53 million |
| Management |
CEO Kevin Fairbairn (since 2002)
CFO Jeffrey Andreson (since 2007)
|
| Return on Equity (Average, Past 3 Years) |
0.1% |
| Cash/Debt |
$114.5 million / $0 |
| Competitors |
Applied Materials (Nasdaq: AMAT )
Lam Research (Nasdaq: LRCX )
Texas Instruments (NYSE: TXN )
|
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 94% of the 235 members who have rated Intevac believe the stock will outperform the S&P 500 going forward. These bulls include clestian and All-Star TSIF, who is ranked in the top 0.2% of our community.
Late last year, clestian tapped Intevac as a solid selection:
Technology in solid state drives is still a little ways off to be affordable and optical media just keeps getting bigger. As long as [Western Digital] is buying from these guys (and they start making more deals like the one just recently with Applied Quantum), they should do well. Maybe we'll even start seeing dividends.
Currently, Intevac sports a rather paltry price-to-cash flow of 8.9. That represents a discount to semiconductor equipment foes Applied Materials (12.4) and Lam Research (9.5), military market rivals ITT (NYSE: ITT ) (12.6) and FLIR Systems (Nasdaq: FLIR ) , and commercial market giant Texas Instruments (12.0).
CAPS All-Star TSIF applauded Intevac's year-end results:
With its new products coming online and large orders possible for its solar manufacturing equipment revenue growth should recover. Intevac continues to innovate and its 2010 equipment revenues were up [227%] in 2010 from 2009 with margins on equipment a very robust 47%. Photonics revenue grew 29% yoy. Very good margins for a company with only a 1.3 P/B. ... All in all a great year for Intevac.
What do you think about Intevac, or any other stock for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional stocks is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started!
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