Zebra Technologies' third-quarter results were strong and ahead of guidance. Sales rose 22% year on year (11% organically) to $1.61 billion. Guidance calls for further double-digit year-on-year growth. Non-GAAP gross margin fell 2 points year on year to 46% due to memory cost inflation.
Zebra has the largest share of the AIDC market, with the most comprehensive portfolio.
One-third of Zebra’s revenue comes from its legacy printing segment, which faces greater risk of commoditization.
Metric | ZBRA | ASSA B | HON |
|---|---|---|---|
Price/Earnings (Normalized) | 18.74 | 24.66 | 25.51 |
Price/Book Value | 4.21 | 3.68 | 3.16 |
Price/Sales | 2.54 | 2.84 | 3.26 |
Price/Cash Flow | 15.22 | 18.09 | 56.79 |
Metric | ZBRA | ASSA B | HON |
|---|---|---|---|
Quick Ratio | 0.32 | 0.65 | 0.76 |
Current Ratio | 0.57 | 1.09 | 0.96 |
Interest Coverage | 6.19 | 8.61 | 10.11 |
Metric | ZBRA | ASSA B | HON |
|---|---|---|---|
Return on Assets (Normalized) | 11.76% | 7.67% | 7.41% |
Return on Equity (Normalized) | 27.97% | 15.61% | 31.23% |
Return on Invested Capital (Normalized) | 17.68% | 10.87% | 12.16% |
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