Market Cap
UK£2.9b
Last Updated
2019/10/21 20:41 UTC
Data Sources
Company Financials +
Executive Summary
ASOS Plc, together with its subsidiaries, operates as an online fashion retailer in the United Kingdom, the United States, Australia, France, Germany, Spain, Italy, Sweden, the Netherlands, and Russia.
Snowflake
Fundamentals
Reasonable growth potential with adequate balance sheet.
Similar Companies
Share Price & News
How has ASOS's share price performed over time and what events caused price changes?
Latest Share Price and Events
Market Performance
7 Day Return
33.1%
ASC
1.2%
GB Online Retail
0.2%
GB Market
1 Year Return
-40.7%
ASC
4.4%
GB Online Retail
1.7%
GB Market
Return vs Industry: ASC underperformed the UK Online Retail industry which returned 4.4% over the past year.
Return vs Market: ASC underperformed the UK Market which returned 1.7% over the past year.
Shareholder returns
| ASC | Industry | Market | |
|---|---|---|---|
| 7 Day | 33.1% | 1.2% | 0.2% |
| 30 Day | 34.3% | 0.4% | -1.7% |
| 90 Day | 57.2% | 8.7% | -3.1% |
| 1 Year | -40.7%-40.7% | 5.0%4.4% | 6.7%1.7% |
| 3 Year | -34.3%-34.3% | 45.1%42.4% | 17.7%3.1% |
| 5 Year | 64.9%64.9% | 144.2%133.5% | 36.1%5.5% |
Price Volatility Vs. Market
How volatile is ASOS's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 days ago | Simply Wall St
ASOS Plc Analysts Are Pretty Bullish On The Stock After Recent Results2 weeks ago | Simply Wall St
Imagine Owning ASOS (LON:ASC) While The Price Tanked 58%4 weeks ago | Simply Wall St
Do You Know About ASOS Plc’s (LON:ASC) ROCE?Valuation
Is ASOS undervalued compared to its fair value and its price relative to the market?
119.17x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: ASC (£35.08) is trading above our estimate of fair value (£13.35)
Significantly Below Fair Value: ASC is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: ASC is poor value based on its PE Ratio (119.2x) compared to the Online Retail industry average (22.3x).
PE vs Market: ASC is poor value based on its PE Ratio (119.2x) compared to the UK market (16.6x).
Price to Earnings Growth Ratio
PEG Ratio: ASC is poor value based on its PEG Ratio (2.9x)
Price to Book Ratio
PB vs Industry: ASC is overvalued based on its PB Ratio (6.5x) compared to the GB Online Retail industry average (3.7x).
Next Steps
Future Growth
How is ASOS forecast to perform in the next 1 to 3 years based on estimates from 24 analysts?
40.9%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ASC's forecast earnings growth (40.9% per year) is above the savings rate (1.2%).
Earnings vs Market: ASC's earnings (40.9% per year) are forecast to grow faster than the UK market (12.4% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: ASC's revenue (12.1% per year) is forecast to grow faster than the UK market (3.9% per year).
High Growth Revenue: ASC's revenue (12.1% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ASC's Return on Equity is forecast to be low in 3 years time (15.4%).
Next Steps
Past Performance
How has ASOS performed over the past 5 years?
10.5%
Historical annual earnings growth
Earnings and Revenue History
Past Earnings Growth Analysis
Earnings Trend: ASC's earnings have grown by 10.5% per year over the past 5 years.
Accelerating Growth: ASC's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: ASC had negative earnings growth (-70.1%) over the past year, making it difficult to compare to the Online Retail industry average (21.4%).
Return on Equity
High ROE: ASC's Return on Equity (5.4%) is considered low.
Return on Assets
ROA vs Industry: ASC's Return on Assets is below or equal to the Online Retail industry average last year.
Return on Capital Employed
ROCE Improving: ASC's Return on Capital Employed has declined over the past 3 years.
Next Steps
Financial Health
How is ASOS's financial position?
Financial Position Analysis
Short Term Liabilities: ASC's short term assets (£623.2M) do not cover its short term liabilities (£772.2M)
Long Term Liabilities: ASC's short term assets (623.2M) exceeds its long term liabilities (19.7M)
Debt to Equity History and Analysis
Debt Level: ASC's debt to equity ratio (16.5%) is considered satisfactory
Reducing Debt: Insufficient data to determine if ASC's debt to equity ratio has reduced over the past 5 years.
Debt Coverage: ASC's debt is well covered by operating cash flow (119.6%).
Interest Coverage: ASC's interest payments on its debt are well covered by EBIT (17.6x coverage).
Balance Sheet
Inventory Level: ASC has a high level of physical assets or inventory.
Debt Coverage by Assets: ASC's debt is covered by short term assets (assets are 8.309330x debt).
Next Steps
Dividend
What is ASOS's current dividend yield, its reliability and sustainability?
0.098%
Forecast Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Stability and Growth of Payments
Notable Dividend: Unable to evaluate ASC's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate ASC's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stable Dividend: Insufficient data to determine if ASC's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if ASC's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of ASC's dividend in 3 years as they are not forecast to pay a notable one for the UK market.
Next Steps
Management
What is the CEO of ASOS's salary, the management and board of directors tenure and is there insider trading?
4.4yrs
Average management tenure
CEO
Nick Beighton (50yo)
4.1yrs
Tenure
UK£2,904,614
Compensation
Mr. Nicholas Beighton, also known as Nick, has been the Chief Executive Officer of ASOS plc since September 2, 2015 and also serves as its Member of Executive Board. Mr. Beighton served as the Chief Operat ...
CEO Compensation Analysis
Compensation vs. Market: Nick's total compensation ($USD3.77M) is about average for companies of similar size in the UK market ($USD2.31M).
Compensation vs Earnings: Nick's compensation has been consistent with company performance over the past year.
Management Age and Tenure
4.4yrs
Average Tenure
Experienced Management: ASC's management team is considered experienced (4.4 years average tenure).
Board Age and Tenure
5.5yrs
Average Tenure
55yo
Average Age
Experienced Board: ASC's board of directors are considered experienced (5.5 years average tenure).
Insider Trading
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Chief Executive Officer CEO, Member of Executive Board & Director |
| Shares | 2,369 |
| Max Price | UK£21.05 |
| Entity | Individual |
| Role | Chairman of the Board Non-Executive Chairman |
| Shares | 4,200 |
| Max Price | UK£23.84 |
| Entity | Individual |
| Role | Member of the Board of Directors Co-Founder & Non-Executive Director |
| Shares | 410,000 |
| Max Price | UK£37.23 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Non-executive Director |
| Shares | 557 |
| Max Price | UK£26.90 |
Ownership Breakdown
Management Team
Nick Robertson
Co-Founder & Non-Executive Director
- Tenure: 4.1yrs
- Compensation: UK£55.00k
Nick Beighton (50yo)
CEO, Member of Executive Board & Director
- Tenure: 4.1yrs
- Compensation: UK£2.90m
Mathew Dunn (44yo)
CFO & Director
- Tenure: 0.8yrs
Greg Feehely
Director of Investor Relations
- Tenure: 4.5yrs
Peter Collyer
People Experience Director
- Tenure: 4.6yrs
Mark Holland
COO & Member of Executive Board
- Tenure: 0.8yrs
Terri Westlake
Member of Executive Board
- Tenure: 0yrs
Cliff Cohen
Chief Information Officer
- Tenure: 4.4yrs
Alison Lygo
Investor Relations Manager
- Tenure: 0yrs
Board Members
Ian Dyson (57yo)
Senior Independent & Non-Executive Director
- Tenure: 6yrs
- Compensation: UK£70.00k
Hilary Riva (61yo)
Independent Non-executive Director
- Tenure: 5.5yrs
- Compensation: UK£65.00k
Rita Clifton (61yo)
Independent Non-executive Director
- Tenure: 5.5yrs
- Compensation: UK£55.00k
Nick Robertson
Co-Founder & Non-Executive Director
- Tenure: 4.1yrs
- Compensation: UK£55.00k
Karen Geary (55yo)
Independent Non-executive Director
- Tenure: 0yrs
Adam Crozier (55yo)
Non-Executive Chairman
- Tenure: 0.9yrs
Nick Beighton (50yo)
CEO, Member of Executive Board & Director
- Tenure: 4.1yrs
- Compensation: UK£2.90m
Mathew Dunn (44yo)
CFO & Director
- Tenure: 0.8yrs
Company Information
ASOS Plc's company bio, employee growth, exchange listings and data sources
Key Information
- Name: ASOS Plc
- Ticker: ASC
- Exchange: AIM
- Founded: 2000
- Industry: Internet and Direct Marketing Retail
- Sector: Retail
- Market Cap: UK£2.918b
- Shares outstanding: 83.83m
- Website: https://www.asosplc.com
Number of Employees
Location
- ASOS Plc
- Greater London House
- Hampstead Road
- London
- Greater London
- NW1 7FB
- United Kingdom
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| ASOM.F | OTCPK (Pink Sheets LLC) | Yes | Ordinary Shares | US | USD | Oct 2001 |
| ASC | AIM (London Stock Exchange AIM Market) | Yes | Ordinary Shares | GB | GBP | Oct 2001 |
| DYQ | DB (Deutsche Boerse AG) | Yes | Ordinary Shares | DE | EUR | Oct 2001 |
| ASC N | BMV (Bolsa Mexicana de Valores) | Yes | Ordinary Shares | MX | MXN | Oct 2001 |
| ASOM.Y | OTCPK (Pink Sheets LLC) | UNSPONSORD ADR | US | USD | Jun 2010 |
Biography
ASOS Plc, together with its subsidiaries, operates as an online fashion retailer in the United Kingdom, the United States, Australia, France, Germany, Spain, Italy, Sweden, the Netherlands, and Russia. The ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/10/21 20:41 |
| End of Day Share Price | 2019/10/21 00:00 |
| Earnings | 2019/08/31 |
| Annual Earnings | 2019/08/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.