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Jan 08 2025

Leadership Dynamics: Growth/Value/Cyclical

  • Jan 8, 2025

Over the past two calendar years: Royal Blue Growth +73%, RB Value +29%. The P/E multiple for our RB Growth segment now sits a tick above is previous contemporary high of 45.0x (Q4-2021). In the aftermath of that high point three years ago, the P/E multiple collapsed to 30.1x over a span of three quarters.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager