In short: BUY. ER 11.00%; fwd PE 25.0 vs 25.8 (3.1% under); RDCF 3.2% vs 11.0%. YTD −30.9%.
In short: BUY, on the narrowest margin on the sheet: fair value $195.2 against $175.72 — 10.0% under — and a forward PE of 25.0 against a 25.8 average, i.e. 3.1% under. ER 11.00%; RDCF 5.8% required vs 11.0% expected. Five-year CAGR −23.9% against a ten-year +19.3%.
In short: BUY, sixth on the reverse-DCF screen. FV $187.7 vs $168.9 = 10.0% under; fwd PE 25.0 against 25.8 — no de-rating at all; but the price requires −1.1% growth against 11.0% expected, a 12.1pp gap. YTD −12.7% on a −24.6% five-year CAGR.
In short: BUY, and sixth on the reverse-DCF screen. FV $162.9 vs $146.6 = 10.0% under; fwd PE 25.0 against 25.8 (3.1% under — no de-rating at all); but the price requires −0.5% growth against 11.0% expected, an 11.5pp gap. A −25.3% five-year CAGR against a 15.1% ten-year: the most volatile record on the list.
In short: BUY, and the eighth-worst YTD performer at -32.8% (5-yr CAGR -28.3%, 10-yr +12.7%). EPS growth 11.0%, FWD PE 25.0 against a fair exit 25.0, expected return 11.0%, fair value 144.4 against 129.9 = 10.0% undervalued.
In short: BUY, and the sheet's widest reverse-DCF margin at +10.5pp — the price implies −0.5% growth against 10.0% expected. 14.4x forward against a 25.8x five-year average (44.2% under), 13.9% expected return. Set against a −22.7% five-year CAGR and −29.6% year to date.
In short: UPGRADED Hold → Buy — "luxury furniture brand." 15.4x forward against a 25.8x average (40.3% under), a 13.0% expected return, a $302.5 fair value against $232.9, and a +3.7pp reverse-DCF margin. The best year-to-date performer on the Buy list at +20.4%, against a −16.6% five-year CAGR.
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