Deep Value Chronicles on MEI (MEI)

Deep Value Chronicles
Substack

公司名称:Methode Electronics

详细生意模式:美国

护城河:电子元器件供应商,P/B 0.67。季度分红$0.05/share。

估值水平:🔴弱

EV/Market Cap:0.67x P/B, OpInc亏损

网络观点:资产价值和分红,极低P/B提示潜在价值。

AI观点:⚠️ $39.2M EBITDA vs $367.8M债务(9.4x杠杆)。OpInc亏损-$21.3M。汽车电子面临EV化冲击。分红政策可能是"最后一舞"。死亡陷阱。

原文日期:2026-03-26

作者简介:深度价值分析师

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