LONDON (ShareCast) - G4S trades at almost 11 times forward earnings. That is a slight discount to its main rival, Securitas, which trades at almost 12 times, but G4S's growth rate is higher and its business more diversified. Buy, says the Sunday Telegraph.
While Serco’s rating clearly reflects expectations of consistent mid-teens earnings growth into the foreseeable future, that confidence looks well founded. The rating is still at a noticeable and undeserved discount to Capita, giving investors a good opportunity to buy in, says the Sunday Telegraph.
Despite its growing international and services businesses, which have reduced the exposure to old-fashioned transactions, Savills is probably best avoided for now as there are few things likely to push the price higher still. Canny investors, however, with an eye on the long term should look for opportunities if the shares fall back. Otherwise, steer clear, says the Sunday Telegraph.
Amec looks pretty fully valued by comparison to its peers - something analysts described as being fine, as long as the company continues to deliver. So far there seems no reason to doubt it. Hold on for continued growth, recommends the Sunday Telegraph.