Evolving Consumer Trends And Urbanization Will Empower Discount Retail

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

29 Apr 25

Updated

18 Jun 26

Views

21

18 Jun

US$194.06

AnalystHighTarget's Fair Value

US$321.69

39.7% undervalued

1Y

57.5%

7D

-3.9%

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1Y

57.5%

7D

-3.9%

You can edit this narrative until Jun 19 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$321.6939.7% undervalued

AnalystHighTarget Fair Value

Shared on 18 Jun 26

Fair value Increased 5.47%

FIVE: Strong Comps And Margin Execution Will Support Future Repricing

Five Below just put up a standout quarter with stronger store sales and better profit performance than many expected, and some analysts think that could reset what investors are willing to pay for the business. Others warn the boost may be hard to repeat and point to a new legal probe as an extra cloud to watch.

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Shared on 28 Apr 26

FIVE: New Leadership And Earnings Setup Will Support Future Repricing

Analysts have raised their average price targets on Five Below by a wide range, from $5 up to $45, as they factor in slightly higher modeled revenue growth near 12.6%, a modestly higher profit margin near 9.0%, and an updated discount rate of about 8.8%, while keeping a long term fair value estimate around $305 unchanged. Analyst Commentary Recent Street research around Five Below has been largely constructive, with a cluster of price target revisions and several rating changes that lean positive.

1 view

Shared on 31 Mar 26

Fair value Increased 144%

FIVE: Higher Margin Outlook Under New Leadership Will Support Repricing

The analyst fair value estimate for Five Below has shifted from $125.00 to $305.00. This change reflects a series of higher Street price targets that generally cite assumptions of stronger revenue growth, higher profit margins, and a higher future P/E multiple under current management.

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$321.69

39.7% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

9.09%

Historical revenue growth rate

13.18%

Specialty Stores revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.46%

Calculation

US$614.95m

Earnings '29

x

37.45x

PE Ratio '29

=

US$23.03b

Market Cap '29

US$23.03b

Market Cap '29

/

56.01m

No. shares '29

=

US$411.12

Share Price '29

US$411.12 Share Price '29

Discounted to 2026 @ 8.53% p.a.

=

US$321.61

Fair Value '26