[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Adam Wilk [@AKWilk](/creator/twitter/AKWilk) on x 12.9K followers Created: 2025-07-23 12:55:37 UTC Ashtead’s unit economics are compelling: equipment pays back in just 1–2 years on average and lasts more than a decade. Acquiring businesses for 5-7x EBITDA on top of organic growth has allowed Ashtead to earn XX% pre-tax ROIC and >30% ROE. If earnings continue to grow at XX% annually, the stock could compound in the 30-40% range during the next five years. If they can keep reinvesting at XX% ROEs while leverage comes down and they do some M&A, the mispricing won’t last forever. XXX engagements  **Related Topics** [compound](/topic/compound) [$ahtl](/topic/$ahtl) [Post Link](https://x.com/AKWilk/status/1948004071685624078)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Adam Wilk @AKWilk on x 12.9K followers
Created: 2025-07-23 12:55:37 UTC
Ashtead’s unit economics are compelling: equipment pays back in just 1–2 years on average and lasts more than a decade. Acquiring businesses for 5-7x EBITDA on top of organic growth has allowed Ashtead to earn XX% pre-tax ROIC and >30% ROE.
If earnings continue to grow at XX% annually, the stock could compound in the 30-40% range during the next five years. If they can keep reinvesting at XX% ROEs while leverage comes down and they do some M&A, the mispricing won’t last forever.
XXX engagements
