N3
n385903
Community Contributor
Member since 2023
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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.Read more
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N3
US$37.64
32.5% undervalued intrinsic discount
n385903's Fair Value
Revenue
-2% p.a.
Profit Margin
10%
Future PE
14x
Price in 2028
US$50.1
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.Read more
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users have viewed this narrative2users have liked this narrative
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3users have followed this narrative
N3
US$427.41
39.0% overvalued intrinsic discount
n385903's Fair Value
Revenue
4.5% p.a.
Profit Margin
10.58%
Future PE
16x
Price in 2028
US$533.8