Rover Group Valuation

Is ROVR undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of ROVR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: ROVR ($10.99) is trading below our estimate of fair value ($12.14)

Significantly Below Fair Value: ROVR is trading below fair value, but not by a significant amount.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for ROVR?

Other financial metrics that can be useful for relative valuation.

ROVR key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue8.2x
Enterprise Value/EBITDA162.8x
PEG Ratio5.4x

Price to Sales Ratio vs Peers

How does ROVR's PS Ratio compare to its peers?

The above table shows the PS ratio for ROVR vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average2.1x
MCW Mister Car Wash
2.6x8.6%US$2.5b
OSW OneSpaWorld Holdings
1.7x7.4%US$1.3b
FTDR Frontdoor
1.4x4.8%US$2.5b
EWCZ European Wax Center
2.8x7.5%US$768.7m
ROVR Rover Group
9.2x16.1%US$2.0b

Price-To-Sales vs Peers: ROVR is expensive based on its Price-To-Sales Ratio (9.2x) compared to the peer average (2.3x).


Price to Earnings Ratio vs Industry

How does ROVR's PE Ratio compare vs other companies in the US Consumer Services Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a36.5%
n/an/an/a
No. of CompaniesPS048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a36.5%
n/an/an/a
No more companies

Price-To-Sales vs Industry: ROVR is expensive based on its Price-To-Sales Ratio (9.2x) compared to the US Consumer Services industry average (1.3x).


Price to Sales Ratio vs Fair Ratio

What is ROVR's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

ROVR PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio9.2x
Fair PS Ratio2.5x

Price-To-Sales vs Fair Ratio: ROVR is expensive based on its Price-To-Sales Ratio (9.2x) compared to the estimated Fair Price-To-Sales Ratio (2.5x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst ROVR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
US$10.40
0%
11.5%US$11.00US$8.00n/a5
Mar ’25US$10.99
US$10.40
-5.4%
11.5%US$11.00US$8.00n/a5
Feb ’25US$10.94
US$10.40
-4.9%
11.5%US$11.00US$8.00n/a5
Jan ’25US$10.88
US$10.40
-4.4%
11.5%US$11.00US$8.00n/a5
Dec ’24US$10.95
US$10.40
-5.0%
11.5%US$11.00US$8.00n/a5
Nov ’24US$6.30
US$6.86
+8.8%
10.1%US$8.00US$6.00n/a7
Oct ’24US$6.26
US$6.86
+9.5%
10.1%US$8.00US$6.00n/a7
Sep ’24US$6.94
US$6.86
-1.2%
10.1%US$8.00US$6.00n/a7
Aug ’24US$5.58
US$5.61
+0.5%
14.7%US$7.00US$4.50n/a7
Jul ’24US$4.91
US$5.61
+14.2%
14.7%US$7.00US$4.50n/a7
Jun ’24US$4.58
US$5.61
+22.4%
14.7%US$7.00US$4.50n/a7
May ’24US$4.52
US$5.39
+19.3%
15.6%US$7.00US$4.50n/a7
Apr ’24US$4.53
US$5.59
+23.5%
17.0%US$7.00US$4.50n/a8
Mar ’24US$4.31
US$5.53
+28.3%
18.7%US$7.00US$4.00US$10.998
Feb ’24US$4.23
US$5.72
+35.2%
20.4%US$8.00US$4.50US$10.948
Jan ’24US$3.67
US$6.09
+66.0%
22.1%US$8.00US$4.50US$10.888
Dec ’23US$4.95
US$6.09
+23.1%
22.1%US$8.00US$4.50US$10.958
Nov ’23US$4.45
US$5.73
+28.7%
26.4%US$8.00US$3.50US$6.308
Oct ’23US$3.34
US$5.69
+70.3%
27.1%US$8.00US$3.50US$6.268
Sep ’23US$3.70
US$5.69
+53.7%
27.1%US$8.00US$3.50US$6.948
Aug ’23US$4.37
US$6.88
+57.3%
21.4%US$9.00US$4.50US$5.588
Jul ’23US$3.78
US$8.08
+113.8%
19.7%US$11.00US$6.00US$4.916
Jun ’23US$5.74
US$8.08
+40.8%
19.7%US$11.00US$6.00US$4.586
May ’23US$6.33
US$8.33
+31.6%
20.4%US$11.00US$6.00US$4.526
Apr ’23US$6.02
US$8.33
+38.4%
20.4%US$11.00US$6.00US$4.536
Mar ’23US$5.80
US$13.50
+132.8%
22.1%US$17.00US$9.00US$4.316

Analyst Forecast: Target price is lower than the current share price.


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