Agreed to the point “Any margin decline will lead to massive derating in the future.” This screen looks into the past to understand impact of OPM.
What if I change the filter criteria from
**OPM last year > OPM preceding year AND
OPM preceding year > OPM 5Year **
To
**OPM last year > OPM preceding year AND
OPM preceding year < OPM 5Year **
This changes the criteria and we are not necessarily at peak of margin. It will provide a good starting point to understand the business.
Screener idea – OPM.xlsx (364.9 KB)
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