NYSE:HOME

Stock Analysis Report

Executive Summary

At Home Group Inc. operates home decor superstores in the United States.


Snowflake Analysis

Good value with reasonable growth potential.


Similar Companies

Share Price & News

How has At Home Group's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: HOME's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

-0.3%

HOME

0.6%

US Specialty Retail

0.06%

US Market


1 Year Return

-72.5%

HOME

16.8%

US Specialty Retail

19.4%

US Market

Return vs Industry: HOME underperformed the US Specialty Retail industry which returned 16.8% over the past year.

Return vs Market: HOME underperformed the US Market which returned 19.4% over the past year.


Shareholder returns

HOMEIndustryMarket
7 Day-0.3%0.6%0.06%
30 Day9.3%0.2%1.1%
90 Day-18.8%5.1%8.9%
1 Year-72.5%-72.5%18.5%16.8%21.9%19.4%
3 Year-57.6%-57.6%44.1%37.2%48.9%39.3%
5 Yearn/a49.4%37.2%71.9%53.1%

Price Volatility Vs. Market

How volatile is At Home Group's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is At Home Group undervalued compared to its fair value and its price relative to the market?

10.69x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: Insufficient data to calculate HOME's fair value to establish if it is undervalued.

Significantly Below Fair Value: Insufficient data to calculate HOME's fair value to establish if it is undervalued.


Price To Earnings Ratio

PE vs Industry: HOME is good value based on its PE Ratio (10.7x) compared to the Specialty Retail industry average (16.7x).

PE vs Market: HOME is good value based on its PE Ratio (10.7x) compared to the US market (18.3x).


Price to Earnings Growth Ratio

PEG Ratio: HOME is good value based on its PEG Ratio (0.5x)


Price to Book Ratio

PB vs Industry: HOME is good value based on its PB Ratio (0.5x) compared to the US Specialty Retail industry average (1.5x).


Next Steps

Future Growth

How is At Home Group forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?

23.0%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: HOME's forecast earnings growth (23% per year) is above the savings rate (1.7%).

Earnings vs Market: HOME's earnings (23% per year) are forecast to grow faster than the US market (14.2% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: HOME's revenue (10.1% per year) is forecast to grow faster than the US market (7.6% per year).

High Growth Revenue: HOME's revenue (10.1% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: HOME's Return on Equity is forecast to be low in 3 years time (7.3%).


Next Steps

Past Performance

How has At Home Group performed over the past 5 years?

39.6%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: HOME has a high level of non-cash earnings.

Growing Profit Margin: HOME's current net profit margins (3%) are higher than last year (2.6%).


Past Earnings Growth Analysis

Earnings Trend: HOME has become profitable over the past 5 years, growing earnings by 39.6% per year.

Accelerating Growth: HOME's earnings growth over the past year (34.6%) is below its 5-year average (39.6% per year).

Earnings vs Industry: HOME earnings growth over the past year (34.6%) exceeded the Specialty Retail industry 5.8%.


Return on Equity

High ROE: HOME's Return on Equity (4.7%) is considered low.


Return on Assets


Return on Capital Employed


Next Steps

Financial Health

How is At Home Group's financial position?


Financial Position Analysis

Short Term Liabilities: HOME's short term assets ($470.5M) do not cover its short term liabilities ($571.3M).

Long Term Liabilities: HOME's short term assets ($470.5M) do not cover its long term liabilities ($1.5B).


Debt to Equity History and Analysis

Debt Level: HOME's debt to equity ratio (77.8%) is considered high.

Reducing Debt: HOME's debt to equity ratio has reduced from 121.1% to 77.8% over the past 5 years.

Debt Coverage: HOME's debt is not well covered by operating cash flow (9.8%).

Interest Coverage: HOME's interest payments on its debt are not well covered by EBIT (2.8x coverage).


Balance Sheet

Inventory Level: HOME has a high level of physical assets or inventory.

Debt Coverage by Assets: HOME's debt is not covered by short term assets (assets are 0.7x debt).


Next Steps

Dividend

What is At Home Group's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

companyn/amarketbottom25%1.4%markettop25%3.7%industryaverage1.8%forecastin3Years0%

Current dividend yield vs market & industry

Notable Dividend: Unable to evaluate HOME's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.

High Dividend: Unable to evaluate HOME's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if HOME's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if HOME'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 HOME's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.3yrs

Average management tenure


CEO

Lee Bird (54yo)

7.2yrs

Tenure

US$43,089,790

Compensation

Mr. Lewis L. Bird, III, also known as Lee, has been Chairman and Chief Executive Officer of At Home Group Inc. since April 05, 2017 and December 2012 respectively and was its President since September 2015 ...


CEO Compensation Analysis

Compensation vs Market: Lee's total compensation ($USD43.09M) is above average for companies of similar size in the US market ($USD1.68M).

Compensation vs Earnings: Lee's compensation has increased by more than 20% in the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Lewis Bird
Chairman of the Board & CEO7.2yrsUS$43.09m0.16% $670.5k
Peter S. Corsa
COO & President0.9yrsUS$3.54m0.016% $65.6k
Jeffrey Knudson
CFO & Principal Accounting Officer1.4yrsUS$3.15m0.026% $107.9k
Ashley Sheetz
Chief Marketing Officer & Chief Digital Officer3.1yrsUS$1.76m0.0011% $4.5k
Sumit Anand
Chief Information Officer & Chief Strategy Officer1.6yrsno data0.00048% $2.0k
Bethany Perkins
Director of Investor Relations0yrsno datano data
Mary Broussard
Senior VP5.9yrsno data0.038% $158.1k
Norman McLeod
Chief Development Officer6.3yrsno data0.011% $45.4k
Chad Stauffer
Chief Merchandising Officer0.7yrsno data0.00068% $2.9k
Arvind Bhatia
Vice President of Investor Relations0yrsno datano data

2.3yrs

Average Tenure

50yo

Average Age

Experienced Management: HOME's management team is considered experienced (2.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Lewis Bird
Chairman of the Board & CEO7.2yrsUS$43.09m0.16% $670.5k
Larry Stone
Lead Director1.6yrsUS$226.66k0.063% $263.6k
Philip Francis
Independent Director4.8yrsUS$194.99k0.16% $657.0k
Allen Questrom
Independent Director7.9yrsUS$189.99k0.016% $68.7k
Wendy Beck
Independent Director5.4yrsUS$209.99k0.018% $77.4k
Martin Eltrich
Director8.3yrsno datano data
Joanne Crevoiserat
Independent Director1.1yrsUS$11.68kno data
Paula Bennett
Independent Director1.6yrsUS$110.85kno data
Elisabeth Charles
Independent Director3.2yrsUS$189.99k0.016% $68.7k
Steve Barbarick
Independent Director1.6yrsUS$110.85k0.015% $62.4k

3.0yrs

Average Tenure

55yo

Average Age

Experienced Board: HOME's board of directors are considered experienced (3 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.6%.


Top Shareholders

Company Information

At Home Group Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: At Home Group Inc.
  • Ticker: HOME
  • Exchange: NYSE
  • Founded: 1979
  • Industry: Homefurnishing Retail
  • Sector: Retail
  • Market Cap: US$421.177m
  • Shares outstanding: 64.11m
  • Website: https://www.athome.com

Number of Employees


Location

  • At Home Group Inc.
  • 1600 East Plano Parkway
  • Plano
  • Texas
  • 75074
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
HOMENYSE (New York Stock Exchange)YesCommon StockUSUSDAug 2016
A08DB (Deutsche Boerse AG)YesCommon StockDEEURAug 2016

Biography

At Home Group Inc. operates home decor superstores in the United States. The company’s stores offer home furnishings, including accent furniture, furniture, mirrors, patio cushions, rugs, and wall art; and accent décor, such as artificial flowers and trees, bath, bedding, candles, garden and outdoor décor, holiday accessories, home organization, pillows, pottery, vases, and window treatments. As of August 21, 2019, it operated 205 stores in 39 states. The company was founded in 1979 and is headquartered in Plano, Texas. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/02/19 01:43
End of Day Share Price2020/02/18 00:00
Earnings2019/10/26
Annual Earnings2019/01/26


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.