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N3
n385903
Community Contributor
Followers
4
Total number of followers
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Member Since
2023
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Ulta Beauty
N3
n385903
Community Contributor
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
Ulta, the other company I was thinking of cutting, has a surprisingly favorable relative valuation in the beauty retail space. It has decent margins and actually is able to direct decent amounts of buybacks.
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US$427.41
FV
3.0% undervalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
1
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0
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3
users have followed this narrative
3 months ago
author updated this narrative
Capri Holdings
N3
n385903
Community Contributor
The story is complicated
It has become more apparent that Capri’s turnaround story has to be done with no moat and rather tiny margins moving forward as it tries to move back to profitability. It can’t currently do buybacks and has to deal with more declining revenue.
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US$37.64
FV
51.6% undervalued
intrinsic discount
-2.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative