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Zebra Technologies, Inc.

Zebra Technologies, Inc. Computer Peripherals. Key Highlights. Zebra Technologies. 01/31/12 Price: $37.84 1-YR Target Price: $48.49. Identify – Track - Manage. Assets – Transactions - People. Competitive Positioning. Tactical Strengths. Industry market leader Revenue Expansion

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Zebra Technologies, Inc.

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  1. Zebra Technologies, Inc. Computer Peripherals

  2. Key Highlights Zebra Technologies 01/31/12 Price: $37.84 1-YR Target Price: $48.49 Identify – Track - Manage Assets – Transactions - People

  3. Competitive Positioning

  4. Tactical Strengths • Industry market leader • Revenue Expansion • Strong balance sheet • Expansion opportunities • Distribution channels

  5. Share Repurchase • Buyback history • Additional authorized • Yields 9.26%share price premium • Implies • 2012 8.15% EPS premium

  6. RFID & Emerging Markets • Developing RFID market • $6 billion sub-industry • Domestic and global • First-mover advantage • Leverage strong brand and reputation • Strategic partnerships

  7. Valuation Valuation Fundamental Analysis Comparative Analysis EV/EBITDA $2.59 B $52.21/ share Comparable Industry P/E $46.75 / share • DCF 1-Yr Price: $48.49

  8. What Can Go Wrong? Macro Risks RFID adoption stagnates European markets & financial crisis Share buyback slows Mandatory health care reversal Large competitor enters niche

  9. Conclusion

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