§ How we look at growth infrastructure
Capital-intensive but margin-expanding. DCF + capacity-utilization sensitivity. Watch ROIC trajectory as buildout cycles in.
Top by upside
Capital-intensive but margin-expanding. DCF + capacity-utilization sensitivity. Watch ROIC trajectory as buildout cycles in.
Capital-intensive but margin-expanding. DCF + capacity-utilization sensitivity. Watch ROIC trajectory as buildout cycles in.