Honda Motors ($HMC) - Massive Free Cash Flow But Falling Revenue

This cheap stock might not grow but is yielding 10% free cash flow for the long term investor. Let's deep dive into Honda and find it's true value based on a discounted cash flow (DCF) and EV / EBITDA market multiple approach.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
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All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
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[@fhowland]

Love Honda! I own a Civic SI and S2000 and I'm a die-hard fan. I bought the stock last year and am up about 25% on it.

[@balazssiptar1122]

STLA looks quite crazy with 35B EV, over 20B Operating Profit (but 9B Capex) per year, top 3 Operating Margin among car manufacturers with over 10% margin, 7% dividend yield and 3-4B share buyback

[@leswhynin913]

Honda is a great company but auto is a competitive, no moat business. For Japanese companies, i like Shimano and Nintendo

[@golafs]

honda might also have a future in robotics

[@S1mpski]

very interesting

[@davidariasmaestre715]

Great video as always. Now that you reviewed an automaker company, maybe you can think CIE automotive can be an interesting company to review, they are now trading at 9.7 PE, FCF yield of ~12%. FCF grow from 322M EUR in 2019 to 377M TTM. In the same period the shares outstanding dicreased from 129M to 122.5M. They are planning to produce 500M in FCF by 2025. Could you share your thoughts on this company?

[@colin3217]

do CROX

[@markg5880]

Can you do a deep dive into planet 13. thanks

[@FKAS8410]

Thanks Cameron. Subaru is IMO even better - their revenue is up something like 80% over the last decade and they also have nearly 10 billion bucks in their bank account.

[@CP-qg4ks]

Texas Roadhouse TXRH
Please, Pretty Please

[@Antares-rt5ub]

I am currently waiting patiently for him to decide to do a video on TXRH too.

[@DiogoSilva-ii9ws]

Great video!
I believe Stellantis is an even better value investment as their balance sheet seems very solid.
Would love a video on it..
Many thanks.

[@user-uv8cy6xf6i]

Can you do a video on Ricks Ticker symbol rick?

[@mergimsaliu8091]

Great video :) an analysis on Stellantis? :)

[@CstewartCFA]

Good company

[@MrGiggity890]

Company is being disrupted by Tesla. It will be a fraction of its current size in a decade.

[@Dank_Matmo]

LOL

[@MrGiggity890]

@@Dank_Matmo cope harder

[@randylathrop8044]

No Electric, no hope