On the stock market since 2003, it operates in the world of heavy industry. It has 4,745 employees. Now — the numbers.
This is an established company with proven profits.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
No real growth (3% a year).
Executives buying with their own money is usually read as confidence in the company’s future.
angles, checked one by one.
The 2 that stand out are on screen; the rest came back neutral.
The council scores out of 10; report-card grades are out of 100.
Cost Efficiency: As sales grow, profit fails to keep the same pace.
The stock trades 34% below its peak. The market has trimmed its expectations for the company.
There is $60.6M in the vault; even if every debt were paid off, $6.0M would remain.
Over the last 12 months, company executives reported 34 buys and 29 sells. Management buying with its own money is usually read as a good sign.
The average analyst price target is $26.67 — 19% above today’s price.
The company’s market value is 54 times its annual profit. Even a small disappointment could hit the price hard.
Since the drop from its peak, buyer appetite hasn’t come back. Council score: 0/10.
Costs swallow the gains that sales growth brings in. Council score: 4/10.
On our five-subject report card, ATSG sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”
The takeaway: ATSG is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.