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Barclays Maintains an 'Overweight' on Dun & Bradstreet (DNB); D&B Direct - D&B360 for Larger Enterprises

October 5, 2011 1:40 PM EDT
DNB Hot Sheet
Rating Summary:
    1 Buy, 2 Hold, 1 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 19 | Down: 16 | New: 82
Barclays maintains an 'Overweight' on Dun & Bradstreet (NYSE: DNB) price target of $80.00.

Barclays analyst says, "D&B Direct allows customers to (a) access customized D&B data easier; and (b) integrate it with their own applications (ERP, CRM, Marketing Automation, etc.); thereby providing Sales & Marketing, Sales Operations, and Supply Management departments with real-time, on-demand access to date for over 200M companies. The flexibility of the product could see two types of customers: (1) those that make use of the data in their own applications/platforms; and (2) those that might partner (like the CRM's) with D&B's sales teams."

"We are encouraged by new product introductions by DNB, which are the early signs of a successful $130M technology investment (overhaul) the company embarked on last year, and anticipates completing by 2H'12...At current levels we believe that DNB, trading at <10x '12 P/E and P/FCF + a ~2.4% dividend yield, is a good long-term value buy."

For more ratings news on Dun & Bradstreet click here and for the rating history of Dun & Bradstreet click here.

Shares of Dun & Bradstreet closed at $60.63 yesterday, with a 52 week range of $58.50-$87.08.


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