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Hibbett 配当と自社株買い
配当金 基準チェック /06
Hibbett現在配当金を支払っていません。
主要情報
0%
配当利回り
3.9%
バイバック利回り
| 総株主利回り | 3.9% |
| 将来の配当利回り | 0% |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | 0% |
最近の配当と自社株買いの更新
分析記事 • Mar 12
Hibbett's (NASDAQ:HIBB) Dividend Will Be $0.25
Hibbett, Inc.'s ( NASDAQ:HIBB ) investors are due to receive a payment of $0.25 per share on 2nd of April. This payment...分析記事 • Aug 31
Hibbett (NASDAQ:HIBB) Has Affirmed Its Dividend Of $0.25
Hibbett, Inc. ( NASDAQ:HIBB ) has announced that it will pay a dividend of $0.25 per share on the 19th of September...Recent updates
分析記事 • Apr 30
Here's Why Hibbett (NASDAQ:HIBB) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 23
JD Sports' Acquisition Gives Great Value To Hibbett Shareholders
Summary JD Sports Fashion has proposed to acquire Hibbett at a price of $87.50 per share in cash, representing a premium of 20.7% from the previous day's stock close. The deal is subject to shareholder and regulatory approval, but I don't see any blocks in the transaction as likely. The acquisition price looks to be a good deal for Hibbett shareholders, as I see HIBB stock's fair value at less than the proposed transaction price. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Hibbett: Short-Term Concerns Don't Negate Long-Term Story
Summary Now that HIBB has rerated from 6x to 10x FY2025 EPS, concerns center around returns on incremental investments and the factors that dictate those returns. Recently updated FY2025 guidance did not do much to alleviate these concerns, as comp and gross margin guidance did not impress. However, I still think Hibbett's store base still has value given the lack of local competition surrounding those stores and the store network's replacement cost. If comps turn to growth and gross margins expand, I see a case for the stock to reach $125 over time. In a downside scenario, I see a case for the stock to trade at around $60 over time. It may be difficult to invest in HIBB in the face of another year of poor comps and a difficult retail environment, but I think the long-term upside outweighs the downside. Read the full article on Seeking Alpha分析記事 • Mar 12
Hibbett's (NASDAQ:HIBB) Dividend Will Be $0.25
Hibbett, Inc.'s ( NASDAQ:HIBB ) investors are due to receive a payment of $0.25 per share on 2nd of April. This payment...Seeking Alpha • Feb 19
Hibbett Is More Protected Than It Seems
Summary Hibbett has shown resilience in maintaining its operations despite challenging circumstances. The bullish argument for investing in Hibbett includes its low multiples of current earnings and its ability to weather economic downturns. However, there is a risk associated with Nike's strategic shifts and their potential impact on Hibbett's business. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
Hibbett's Undervaluation Has Been Corrected (Downgrade)
Summary Hibbett's stock has performed exceptionally well, with a total return of 89% since my previous write-up with a buy rating. The company's financial performance has been mixed due to a pressured consumer spending, with declining revenues in Q2 and Q3 but a well-performing profitability and higher margin guidance in Q3. Hibbett's signed a new partnership agreement with Nike, combining the companies' loyalty programs. The new partner could pose moderate upside to Hibbett's financial performance. While the financials have performed quite well, the valuation has now mostly caught up with reality. As such, I downgrade into a hold rating. Read the full article on Seeking Alpha分析記事 • Jan 07
Is Now The Time To Look At Buying Hibbett, Inc. (NASDAQ:HIBB)?
While Hibbett, Inc. ( NASDAQ:HIBB ) might not have the largest market cap around , it received a lot of attention from...分析記事 • Dec 18
Hibbett, Inc.'s (NASDAQ:HIBB) Shares Bounce 29% But Its Business Still Trails The Market
Hibbett, Inc. ( NASDAQ:HIBB ) shares have continued their recent momentum with a 29% gain in the last month alone...分析記事 • Nov 06
We Think Hibbett (NASDAQ:HIBB) Might Have The DNA Of A Multi-Bagger
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Sep 27
Does Hibbett (NASDAQ:HIBB) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 31
Hibbett (NASDAQ:HIBB) Has Affirmed Its Dividend Of $0.25
Hibbett, Inc. ( NASDAQ:HIBB ) has announced that it will pay a dividend of $0.25 per share on the 19th of September...分析記事 • Jul 19
The Trend Of High Returns At Hibbett (NASDAQ:HIBB) Has Us Very Interested
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • Jun 03
Hibbett (NASDAQ:HIBB) Is Paying Out A Dividend Of $0.25
Hibbett, Inc. ( NASDAQ:HIBB ) will pay a dividend of $0.25 on the 20th of June. This means the dividend yield will be...分析記事 • May 23
Is Now The Time To Look At Buying Hibbett, Inc. (NASDAQ:HIBB)?
Hibbett, Inc. ( NASDAQ:HIBB ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Mar 09
Hibbett (NASDAQ:HIBB) Has Affirmed Its Dividend Of $0.25
Hibbett, Inc. ( NASDAQ:HIBB ) has announced that it will pay a dividend of $0.25 per share on the 28th of March. The...分析記事 • Jan 18
Is It Time To Consider Buying Hibbett, Inc. (NASDAQ:HIBB)?
While Hibbett, Inc. ( NASDAQ:HIBB ) might not be the most widely known stock at the moment, it led the NASDAQGS gainers...分析記事 • Dec 18
Shareholders Would Enjoy A Repeat Of Hibbett's (NASDAQ:HIBB) Recent Growth In Returns
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...分析記事 • Nov 29
Hibbett (NASDAQ:HIBB) Has Announced A Dividend Of $0.25
Hibbett, Inc. ( NASDAQ:HIBB ) has announced that it will pay a dividend of $0.25 per share on the 20th of December. The...分析記事 • Oct 27
Are Investors Undervaluing Hibbett, Inc. (NASDAQ:HIBB) By 49%?
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Hibbett, Inc...分析記事 • Oct 07
Is It Time To Consider Buying Hibbett, Inc. (NASDAQ:HIBB)?
Hibbett, Inc. ( NASDAQ:HIBB ), is not the largest company out there, but it saw a significant share price rise of over...Seeking Alpha • Oct 04
Hibbett Is Expensive For Its Operational Risk
Summary HIBB is a retailer of footwear concentrated in the U.S. Southeast. The company has shown significant top-line growth, but those improvements were destroyed by uncontrolled SG&A expenses. The stock's current pricing implies a positive macroeconomic future and ignores the company's historic underperformance. In the short term, similar YoY revenue per sq ft levels would be a good sign. For the long term, improvements in SG&A management. Hibbett, Inc. (HIBB), is a sports apparel retailer, particularly of Nike (NKE) footwear. The company's stores are concentrated in the Southeast, in what the company calls "underserved communities." Like many retailers, HIBB's revenues exploded in 2021, and the company leveraged on its operations to generate extraordinary profits. That same operational leverage now exposes the company to a significant decrease in earnings that may not be completely priced in the stock yet. Before the pandemic, between 2009 and 2019, the company had grown retail space by 40% and revenues per square feet by another 40%. However, growth was completely eaten by faster-growing SG&A expenses. In strategic terms, falling profits with growing revenues during much of the past decade signal either a less-than-ideal business or a less-than-ideal management. In my opinion, that means investors should demand a higher margin of safety on HIBB's stock. On a more short-term basis, although future macroeconomic conditions are difficult to forecast, the current reading seems to point a little more towards deterioration of consumption. Therefore, from a tactical perspective, HIBB is also expensive. Note: Unless otherwise stated, all information has been obtained from HIBB's filings with the SEC. Industry and competitive advantages HIBB is a pure retailer of sports apparel and footwear. The company has no manufacturing operations and no private brands. As of January 2022 (FY22 in the company's financial statements), 65% of the company's sales were generated by Nike products, who has been the most important vendor since 2012 at least. The second most important vendor is Adidas (ADDYY, ADDDF) with a much lower 6% of sales. In my opinion, HIBB has to compete on the basis of its stores, particularly location and ambience, and on the basis of cost control. Given that the company carries the same brands other retailers carry, it has to compete on the basis of how attractive stores are to customers. More customer traffic also provides the company with bargaining power with vendors. Also, given that it operates in a high-rivalry, low-margin industry, it has to control costs to keep profits high across the cycle. HIBB's competitive strategy is based on store location. The company concentrates its stores in "underserved communities" in the Southeast. The company has 100 stores in Alabama but only 18 in California, 124 in Georgia and only 3 in New York, 115 in Texas and none in most Northeastern states. According to the company, by locating its stores in underserved locations, it generates lower rent and labor costs, while facing less competition. Although this strategy is interesting, it does not provide a moat. In order to compete on the same basis, a competitor only has to open stores in the same communities. Finally, like every brick and mortar retailer, HIBB carries substantial operational leverage. Stores and salespeople have to be paid quite independently of revenue levels. Combined with low operating margins, this multiplies small variations in revenues into enormous variations in net income. Operational history Now that we understand the company's competitive landscape, we can use metrics to judge the company's operations. Starting with the top line, HIBB has done very well. Like the chart below shows, the company has grown revenues consistently. Although cyclical, the company's gross margins have also grown. Data by YCharts Revenue growth was caused mostly by increasing sales per square foot of retail space (first chart below). The company also increased its total retail space (more or bigger stores, second chart below). However, during the fastest retail space growth period (2012 to 2017) the company's sales per dollar spent on leases actually decreased. This signals that the company was being marginally less efficient on each square foot of retail space added. HIBB's sales per square feet, total square feet and sales per dollar spent on leases (Own, based on HIBB's filings with the SEC) As we move down the income statement, SG&A expenses eat most gross profit increases. This is normal in most retail operations. Controlled SG&A expenses signal superior management and a more desirable company. The first chart below shows that the company's operating margin shrank continuously between 2012 and 2020. SG&A expenses grew faster than gross profits. The result is a falling net income, as shown in the second chart below (ending in January 2020). Data by YChartsData by YCharts Finally on the historic side, the company had low investment requirements, besides SG&A and lease fixed costs. As the chart below shows (also ending in January 2020), FCF (free cash flow) followed net income quite closely for the past decade, varying more than the latter because of working capital changes. The company's capital expenditures are concentrated on store remodeling and decoration and have been low except for particular strategic brand image changes that require higher CAPEX, like in 2014, or as we will see later, 2020 and 2021. Data by YCharts Moving closer to the present, when the pandemic-generated consumption boom impacted HIBB, the company's profits exploded. Revenue per dollar spent on leases and revenue per dollar spent on SG&A both increased significantly, generating a lot of positive operational leverage. Because of supply chain bottlenecks, extra demand was satisfied with inventories. That generated a lot of CFO (cash from operations) that later decreased as the company replenished its inventories. Data by YCharts Most of that extra cash was used to repurchase shares. In 2021, HIBB repurchased almost $300 million of its own shares. Unfortunately, most of those shares were repurchased at all-time high prices. The average purchase price for 2021 was $78 per share. The company was only able to reduce its share count by 14% Data by YCharts HIBB also increased CAPEX significantly. The company decided to remodel its stores, increasing capital expenditures to $70 million in both 2021 and 2022 from $15 million in 2019. Data by YCharts The resulting decrease in cash flows caused by higher capex and inventory rebuilding was financed by a credit line open for $125 million paying Bloomberg Short Term Bank Yield plus 1 percent (between 4% and 5% at current rates). As of 2Q22, HIBB had drawn $90 million from that facility and had record inventories of $370 million. HIBB price considerations I have commented that HIBB's industry is not great. The company may have built a small niche by locating its stores in underserved communities, but the moat of that niche is low. A competitor only needs to open stores in the same areas to compete on substantially the same basis. HIBB has not shown good management, either. Before the pandemic-induced demand boost, the company was losing profits because it was unable to keep SG&A costs in line. Management repurchased $300 million in all-time-high shares, and is heavily investing into a forecasted recession, showing low conservativeness. Finally, the company has reduced its cash reserves and increased operational and financial leverage in a cloudy macroeconomic environment. In particular, as we will see below, the company's operational leverage makes it very sensitive to small variations in demand. These three considerations imply that HIBB is not an outstanding company in an outstanding expected context. Therefore, the investor should demand a significant promised return, or margin of safety, to compensate for the business' subpar characteristics and context's extra risks.Seeking Alpha • Sep 25
Hibbett: A Solid Play On Market Pessimism
Summary Hibbett has been hit hard by the market decline and as a result of weakness on both the top and bottom lines. Investors seem to be very pessimistic about the firm right now, but shares look incredibly cheap on an absolute basis. Although there may be better prospects on the market today, this entity makes for an attractive prospect right now.分析記事 • Sep 12
These 4 Measures Indicate That Hibbett (NASDAQ:HIBB) Is Using Debt Extensively
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Sep 06
Hibbett Sports goes ex-dividend tomorrow
Hibbett Sports (NASDAQ:HIBB) had declared $0.25/share quarterly dividend, in line with previous. Payable Sept. 20; for shareholders of record Sept. 8; ex-div Sept. 7. See HIBB Dividend Scorecard, Yield Chart, & Dividend Growth.決済の安定と成長
配当データの取得
安定した配当: HIBBの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: HIBBの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| Hibbett 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (HIBB) | 0% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Specialty Retail) | 2.3% |
| アナリスト予想 (HIBB) (最長3年) | 0% |
注目すべき配当: HIBBは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: HIBBは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: HIBB US市場において目立った配当金を支払っていません。
株主配当金
キャッシュフローカバレッジ: HIBBが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2024/07/27 10:08 |
| 終値 | 2024/07/26 00:00 |
| 収益 | 2024/05/04 |
| 年間収益 | 2024/02/03 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Hibbett, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| Justin Kleber | Baird |
| Kristine Koerber | Barrington Research Associates, Inc. |
| John Lawrence | Benchmark Company |