Good revenue Tailwinds

Published
29 Jun 25
Updated
29 Jun 25
PortfolioPlus's Fair Value
AU$0.70
1.4% undervalued intrinsic discount
29 Jun
AU$0.69
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1Y
-61.2%
7D
0%

Author's Valuation

AU$0.7

1.4% undervalued intrinsic discount

PortfolioPlus's Fair Value

The value of STP is to be found in:

(a) the strength of its database

(b) its current range of clothing

(c) its ability to reach out to different gender groups (male, female and kids)

(d) ability to sell into different geographical areas.

(e) its marketing strategy of going directly to the consumer - repeat order sales opportunities.

Potential Problem Areas:

(a) Emerging competition selling a similar product but at a reduced price

(b) Margin compression caused by above

(c) Managerial 'eye off the ball" in the area of overhead costs

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Disclaimer

The user PortfolioPlus holds no position in ASX:STP. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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