Q: Of the two companies above which would you prefer today.....please elaborate? Thanks.
5i Research Answer:
ATZ has much more volatility than GIL historically, but also higher upside potential. GIL is a larger name ($7.8B market cap vs. ATZ at $3.7B), but GIL is trading at a cheaper valuation, with stronger margins, and has demonstrated excellent recent momentum. While we like both names, GIL has been demonstrating solid momentum since the return of its CEO, and we would give it the slight edge today.