12
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
AAP Advance Auto Parts US$56.72n/aintrinsic discount 1.8%7D 14.5%3M The author hasn't set a fair value for AAP | ||||||
KLAR Klarna Group US$19.51n/aintrinsic discount -0.6%7D 28.9%3M The author hasn't set a fair value for KLAR | ||||||
LOW Lowe's Companies US$215.81n/aintrinsic discount -1.4%7D -1.2%3M The author hasn't set a fair value for LOW | ||||||
BJ BJ's Wholesale Club Holdings US$94.43n/aintrinsic discount -1.8%7D -3.3%3M The author hasn't set a fair value for BJ | ||||||
EL Estée Lauder Companies US$84.34n/aintrinsic discount -3.3%7D 10.8%3M The author hasn't set a fair value for EL | ||||||
TJX TJX Companies US$150.85n/aintrinsic discount -5.0%7D 0.1%3M The author hasn't set a fair value for TJX | ||||||
ROST Ross Stores US$235.28n/aintrinsic discount -7.7%7D 10.6%3M The author hasn't set a fair value for ROST | ||||||
12
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
AAP Advance Auto Parts 1.8%7D 14.5%3M | US$56.72 n/aintrinsic discount | The author hasn't set a fair value for AAP | PE 50.4x | E 25.3% | US$60.05 | |
WMT Walmart 1.5%7D -14.8%3M | US$114.33 n/aintrinsic discount | The author hasn't set a fair value for WMT | PE 40x | E 8.3% | US$137.93 | |
KLAR Klarna Group -0.6%7D 28.9%3M | US$19.51 n/aintrinsic discount | The author hasn't set a fair value for KLAR | PS 1.9x | E 52.7% | US$24.55 | |
TGT Target -0.7%7D 18.7%3M | US$151.01 n/aintrinsic discount | The author hasn't set a fair value for TGT | PE 19.9x | E 6.0% | US$143.87 | |
LOW Lowe's Companies -1.4%7D -1.2%3M | US$215.81 n/aintrinsic discount | The author hasn't set a fair value for LOW | PE 18.3x | E 6.3% | US$261.06 | |
BJ BJ's Wholesale Club Holdings -1.8%7D -3.3%3M | US$94.43 n/aintrinsic discount | The author hasn't set a fair value for BJ | PE 21.1x | E 6.4% | US$102.95 | |
EL Estée Lauder Companies -3.3%7D 10.8%3M | US$84.34 n/aintrinsic discount | The author hasn't set a fair value for EL | PS 2.1x | E 35.4% | US$95.85 | |
HD Home Depot -3.7%7D 11.7%3M | US$337.88 n/aintrinsic discount | The author hasn't set a fair value for HD | PE 24x | E 6.9% | US$374.69 | |
TJX TJX Companies -5.0%7D 0.1%3M | US$150.85 n/aintrinsic discount | The author hasn't set a fair value for TJX | PE 28.8x | E 6.3% | US$177.40 | |
COTY Coty -6.3%7D 38.3%3M | US$2.67 n/aintrinsic discount | The author hasn't set a fair value for COTY | PS 0.4x | E 111.2% | US$3.13 | |
ROST Ross Stores -7.7%7D 10.6%3M | US$235.28 n/aintrinsic discount | The author hasn't set a fair value for ROST | PE 32.6x | E 7.6% | US$256.06 | |
AS Amer Sports -10.0%7D -3.7%3M | US$32.57 n/aintrinsic discount | The author hasn't set a fair value for AS | PE 41.4x | E 23.0% | US$49.90 |