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Industrials - Rental & Leasing Services - NYSE - BM
$ 21.29
-1.07 %
$ 2.15 B
Market Cap
2.64
P/E
1. INTRINSIC VALUE

Triton International Limited engages in the acquisition, leasing, re-leasing, and sale of various types of intermodal containers and chassis to shipping lines, and freight forwarding companies and manufacturers. It operates in two segments, Equipment Leasing and Equipment Trading. The company primarily leases dry, refrigerated, special, and tank containers; and chassis used for the transportation of containers, as well as provides maritime container management services. As of December 31, 2021, its total fleet consisted of 4.3 million containers and chassis representing 7.3 million twenty-foot equivalent units or 8.0 million cost equivalent units. The company also purchases containers from container manufacturers, shipping line customers, and other sellers, as well as resells these containers to container retailers and users.[ Read More ]

The intrinsic value of one TRTN-PE stock under the base case scenario is HIDDEN Compared to the current market price of 21.3 USD, Triton International Limited is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart TRTN-PE

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FINANCIALS
1.54 B REVENUE
-20.56%
769 M OPERATING INCOME
-6.22%
474 M NET INCOME
-36.53%
1.15 B OPERATING CASH FLOW
-38.98%
144 M INVESTING CASH FLOW
122.30%
-1.33 B FINANCING CASH FLOW
-3.86%
385 M REVENUE
-11.42%
141 M OPERATING INCOME
-33.84%
69.7 M NET INCOME
0.00%
141 M OPERATING CASH FLOW
-53.60%
183 M INVESTING CASH FLOW
2046.05%
0 FINANCING CASH FLOW
100.00%
Balance Sheet Decomposition Triton International Limited
image
Current Assets 301 M
Cash & Short-Term Investments 57.8 M
Receivables 243 M
Other Current Assets 0
Non-Current Assets 655 M
Long-Term Investments 0
PP&E 0
Other Non-Current Assets 655 M
Current Liabilities 259 M
Accounts Payable 0
Short-Term Debt 0
Other Current Liabilities 259 M
Non-Current Liabilities 8.04 B
Long-Term Debt 0
Other Non-Current Liabilities 8.04 B
EFFICIENCY
Earnings Waterfall Triton International Limited
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Revenue 1.54 B
Cost Of Revenue 66.5 M
Gross Profit 1.48 B
Operating Expenses 102 M
Operating Income 769 M
Other Expenses 295 M
Net Income 474 M
RATIOS
95.69% GROSS MARGIN
95.69%
49.80% OPERATING MARGIN
49.80%
30.71% NET MARGIN
30.71%
16.14% ROE
16.14%
4.22% ROA
4.22%
23.48% ROIC
23.48%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Triton International Limited
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Net Income 474 M
Depreciation & Amortization 576 M
Capital Expenditures -208 M
Stock-Based Compensation 7.3 M
Change in Working Capital -13.2 M
Others 112 M
Free Cash Flow 942 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Triton International Limited
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TRTN-PE has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.359 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Triton International Limited
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
2 years ago
Feb 16, 2022
Sell 700 K USD
O'Callaghan John F.
Executive Vice President
- 10000
70 USD
2 years ago
Jan 12, 2022
Sell 455 K USD
O'Callaghan John F.
Executive Vice President
- 7000
65 USD
2 years ago
Jan 03, 2022
Sell 128 K USD
Gallagher Michelle
Vice President, Controller
- 2106
60.65 USD
2 years ago
Dec 27, 2021
Sell 300 K USD
Alspaugh Robert W
Director
- 5000
60.0101 USD
2 years ago
Dec 06, 2021
Sell 244 K USD
Alspaugh Robert W
Director
- 4200
58 USD
2 years ago
Dec 06, 2021
Sell 46.4 K USD
Alspaugh Robert W
Director
- 800
58.03 USD
3 years ago
Oct 26, 2021
Sell 1.5 M USD
Vernon Simon R
Director
- 25000
60 USD
3 years ago
Oct 28, 2021
Sell 1.56 M USD
Vernon Simon R
Director
- 25000
62.5 USD
3 years ago
Oct 26, 2021
Sell 300 K USD
O'Callaghan John F.
Executive Vice President
- 5000
60 USD
3 years ago
Jun 01, 2021
Sell 81.8 K USD
GERMAIN CLAUDE
Director
- 1500
54.5 USD
3 years ago
Jun 01, 2021
Sell 94.2 K USD
Gallagher Michelle
Vice President, Controller
- 1713
55 USD
3 years ago
Apr 15, 2021
Sell 734 K USD
Vernon Simon R
Director
- 12757
57.5002 USD
3 years ago
Apr 16, 2021
Sell 704 K USD
Vernon Simon R
Director
- 12243
57.5 USD
3 years ago
Apr 05, 2021
Sell 1.4 M USD
Vernon Simon R
Director
- 25000
55.9704 USD
3 years ago
Jan 06, 2021
Sell 1.24 M USD
VALENTINE KEVIN
SVP, Triton Container Sales
- 24886
50 USD
3 years ago
Dec 10, 2020
Sell 120 K USD
GERMAIN CLAUDE
Director
- 2500
48.05 USD
3 years ago
Dec 07, 2020
Sell 190 K USD
VALENTINE KEVIN
SVP, Triton Container Sales
- 4000
47.5 USD
3 years ago
Nov 23, 2020
Sell 903 K USD
Burns John
SVP and CFO
- 20000
45.127 USD
3 years ago
Nov 23, 2020
Sell 180 K USD
VALENTINE KEVIN
SVP, Triton Container Sales
- 4000
45 USD
4 years ago
Nov 18, 2020
Sell 170 K USD
VALENTINE KEVIN
SVP, Triton Container Sales
- 4000
42.5 USD
4 years ago
Nov 09, 2020
Sell 299 K USD
Burns John
SVP and CFO
- 7457
40.114 USD
4 years ago
Nov 10, 2020
Sell 503 K USD
Burns John
SVP and CFO
- 12543
40.073 USD
4 years ago
Nov 09, 2020
Sell 160 K USD
VALENTINE KEVIN
SVP, Triton Container Sales
- 4000
40 USD
4 years ago
Oct 19, 2020
Sell 150 K USD
VALENTINE KEVIN
SVP, Triton Container Sales
- 4000
37.5 USD
4 years ago
Oct 01, 2020
Sell 403 M USD
Vestar/Triton Investments III, L.P.
director, 10 percent owner:
- 10706982
37.62 USD
4 years ago
Sep 16, 2020
Sell 1.17 M USD
O'Callaghan John F.
Executive Vice President
- 30000
39 USD
4 years ago
Jun 05, 2020
Sell 5.15 M USD
Bharti Global Ltd
- 157826
32.602 USD
4 years ago
Jun 05, 2020
Sell 1.37 M USD
Bharti Global Ltd
- 42338
32.3718 USD
4 years ago
Jun 08, 2020
Sell 1.05 M USD
Bharti Global Ltd
- 32017
32.6878 USD
4 years ago
Jun 08, 2020
Sell 2.1 M USD
Bharti Global Ltd
- 63419
33.1221 USD
4 years ago
Jun 05, 2020
Sell 5.23 M USD
Bharti Global Ltd
- 157826
33.155 USD
4 years ago
Jun 05, 2020
Sell 1.37 M USD
Bharti Global Ltd
- 42338
32.3718 USD
4 years ago
Jun 08, 2020
Sell 1.05 M USD
Bharti Global Ltd
- 32017
32.6878 USD
4 years ago
Jun 08, 2020
Sell 2.1 M USD
Bharti Global Ltd
- 63419
33.1221 USD
4 years ago
Jun 03, 2020
Sell 2.64 M USD
Bharti Global Ltd
10 percent owner
- 80000
32.982 USD
4 years ago
Jun 04, 2020
Sell 1.2 M USD
Bharti Global Ltd
10 percent owner
- 37403
32.2115 USD
4 years ago
Jun 04, 2020
Sell 1.98 M USD
Bharti Global Ltd
10 percent owner
- 62597
31.5613 USD
4 years ago
Jun 01, 2020
Sell 985 K USD
Bharti Global Ltd
10 percent owner
- 31675
31.1015 USD
4 years ago
Jun 02, 2020
Sell 1.61 M USD
Bharti Global Ltd
10 percent owner
- 51000
31.5608 USD
4 years ago
May 28, 2020
Sell 741 K USD
Bharti Global Ltd
10 percent owner
- 23323
31.7817 USD
4 years ago
May 28, 2020
Sell 714 K USD
Bharti Global Ltd
10 percent owner
- 22905
31.1713 USD
4 years ago
May 29, 2020
Sell 1.28 M USD
Bharti Global Ltd
10 percent owner
- 42030
30.3932 USD
4 years ago
May 26, 2020
Sell 1.14 M USD
Bharti Global Ltd
10 percent owner
- 36539
31.2493 USD
4 years ago
May 27, 2020
Sell 1.62 M USD
Bharti Global Ltd
10 percent owner
- 50572
31.9929 USD
4 years ago
May 20, 2020
Sell 6.16 M USD
Bharti Global Ltd
10 percent owner
- 204500
30.1019 USD
4 years ago
May 21, 2020
Sell 551 K USD
Bharti Global Ltd
10 percent owner
- 18311
30.0695 USD
4 years ago
May 07, 2020
Sell 1.5 M USD
Bharti Global Ltd
10 percent owner
- 49979
30.0503 USD
4 years ago
May 08, 2020
Sell 6.38 M USD
Bharti Global Ltd
10 percent owner
- 209597
30.4286 USD
4 years ago
May 06, 2020
Bought 23.6 K USD
GERMAIN CLAUDE
Director
+ 800
29.5 USD
4 years ago
May 05, 2020
Sell 3.01 M USD
Bharti Global Ltd
10 percent owner
- 100000
30.0876 USD
4 years ago
Mar 12, 2020
Bought 45.3 K USD
GERMAIN CLAUDE
Director
+ 2000
22.648 USD
4 years ago
Dec 23, 2019
Sell 520 K USD
Burns John
SVP and CFO
- 13000
40 USD
4 years ago
Dec 23, 2019
Sell 40 K USD
Burns John
SVP and CFO
- 1000
40.005 USD
4 years ago
Dec 23, 2019
Sell 640 K USD
Burns John
SVP and CFO
- 16000
40.01 USD
4 years ago
Dec 23, 2019
Sell 160 K USD
VALENTINE KEVIN
SVP, Triton Container Sales
- 4000
40 USD
5 years ago
Nov 01, 2019
Sell 150 K USD
VALENTINE KEVIN
SVP, Triton Container Sales
- 4000
37.5 USD
5 years ago
Oct 01, 2019
Sell 222 K USD
Gallagher Michelle
Vice President, Controller
- 6500
34.1093 USD
5 years ago
Jul 29, 2019
Sell 76.2 K USD
Gallagher Michelle
Vice President, Controller
- 2360
32.2874 USD
5 years ago
May 08, 2019
Bought 53.4 K USD
GERMAIN CLAUDE
Director
+ 2000
26.68 USD
5 years ago
Mar 19, 2019
Sell 222 M USD
Warburg Pincus (Europa-II) Private Equity X, L.P.
Director
- 7132790
31.1 USD
5 years ago
Mar 19, 2019
Sell 222 M USD
Warburg Pincus (Europa-II) Private Equity X, L.P.
Director
- 7132790
31.1 USD
5 years ago
Mar 19, 2019
Sell 222 M USD
Warburg Pincus (Ganymede-II) Private Equity X, L.P.
Director
- 7132790
31.1 USD
6 years ago
Nov 01, 2018
Sell 11.7 M USD
Warburg Pincus (Europa-II) Private Equity X, L.P.
Director
- 337000
34.78 USD
6 years ago
Nov 01, 2018
Sell 11.7 M USD
Warburg Pincus (Ganymede-II) Private Equity X, L.P.
Director
- 337000
34.78 USD
6 years ago
Nov 01, 2018
Bought 11.7 M USD
Bharti Global Ltd
director, 10 percent owner:
+ 337000
34.78 USD
6 years ago
Sep 05, 2018
Sell 64.3 M USD
Warburg Pincus (Europa-II) Private Equity X, L.P.
Director
- 1850000
34.78 USD
6 years ago
Sep 05, 2018
Sell 64.3 M USD
Warburg Pincus (Ganymede-II) Private Equity X, L.P.
Director
- 1850000
34.78 USD
6 years ago
Aug 20, 2018
Sell 110 K USD
Gallagher Michelle
Vice President, Controller
- 2900
38.0063 USD
6 years ago
Aug 17, 2018
Sell 3.8 K USD
Gallagher Michelle
Vice President & Controller
- 100
38 USD
6 years ago
May 21, 2018
Sell 75 K USD
VALENTINE KEVIN
Senior Vice President
- 2000
37.5 USD
6 years ago
Aug 14, 2018
Sell 111 K USD
Gallagher Michelle
Vice President & Controller
- 3000
37.0108 USD
6 years ago
Aug 13, 2018
Sell 215 K USD
Gallagher Michelle
Vice President, Controller
- 6000
35.9036 USD
6 years ago
Feb 26, 2018
Sell 375 K USD
Vernon Simon R
President
- 12500
29.9772 USD
6 years ago
Nov 21, 2017
Sell 57.3 K USD
GERMAIN CLAUDE
Director
- 1500
38.18 USD
7 years ago
Nov 16, 2017
Sell 19.5 K USD
GERMAIN CLAUDE
Director
- 475
41 USD
7 years ago
Nov 17, 2017
Sell 403 K USD
HANAU KENNETH
Director
- 10000
40.3124 USD
7 years ago
Oct 20, 2017
Sell 40 K USD
Gallagher Michelle
Vice President & Controller
- 1000
40 USD
7 years ago
Aug 14, 2017
Sell 34.4 K USD
Gallagher Michelle
Vice President & Controller
- 1000
34.35 USD
7 years ago
Aug 14, 2017
Sell 35 K USD
Gallagher Michelle
Vice President & Controller
- 1000
35 USD
7 years ago
Jul 20, 2017
Sell 70 K USD
VALENTINE KEVIN
Senior Vice President
- 2000
35 USD
7 years ago
Jun 13, 2017
Sell 65 K USD
VALENTINE KEVIN
Senior Vice President
- 2000
32.5 USD
7 years ago
Jun 05, 2017
Sell 165 K USD
Alspaugh Robert W
Director
- 5525
29.91 USD
7 years ago
May 24, 2017
Sell 60 K USD
VALENTINE KEVIN
Senior Vice President
- 2000
30 USD
7 years ago
May 19, 2017
Sell 55 K USD
VALENTINE KEVIN
Senior Vice President
- 2000
27.5 USD
7 years ago
May 17, 2017
Sell 55 K USD
VALENTINE KEVIN
Senior Vice President
- 2000
27.49 USD
7 years ago
Apr 24, 2017
Sell 790 K USD
Burns John
CFO
- 26300
30.02 USD
7 years ago
Apr 25, 2017
Sell 112 K USD
Burns John
CFO
- 3700
30.22 USD
7 years ago
Nov 22, 2016
Bought 63.7 K USD
Baker Malcolm
Director
+ 3000
21.23 USD
8 years ago
Nov 16, 2016
Bought 172 K USD
HANAU KENNETH
Director
+ 10000
17.2412 USD
7. News
8. Profile Summary

Triton International Limited TRTN-PE

image
COUNTRY BM
INDUSTRY Rental & Leasing Services
MARKET CAP $ 2.15 B
Dividend Yield 0.00%
Description Triton International Limited engages in the acquisition, leasing, re-leasing, and sale of various types of intermodal containers and chassis to shipping lines, and freight forwarding companies and manufacturers. It operates in two segments, Equipment Leasing and Equipment Trading. The company primarily leases dry, refrigerated, special, and tank containers; and chassis used for the transportation of containers, as well as provides maritime container management services. As of December 31, 2021, its total fleet consisted of 4.3 million containers and chassis representing 7.3 million twenty-foot equivalent units or 8.0 million cost equivalent units. The company also purchases containers from container manufacturers, shipping line customers, and other sellers, as well as resells these containers to container retailers and users. It operates in Asia, Europe, the Americas, Bermuda, and internationally. The company was founded in 1980 and is based in Hamilton, Bermuda.
Contact Victoria Place, Hamilton, HM 10 https://www.tritoninternational.com
IPO Date Aug. 12, 2021
Employees 249
Officers Ms. Carla L. Heiss Esq. Senior Vice President, General Counsel & Secretary Mr. Brian M. Sondey Chief Executive Officer & Director Ms. Michelle Gallagher Senior Vice President & Chief Accounting Officer Mr. John F. O'Callaghan Executive Vice President and Global Head of Field Marketing & Operations Mr. Michael S. Pearl Senior Vice President & Chief Financial Officer Mr. Kevin Valentine Executive Vice President of Triton Container Sales