Cimpress N.V. (NASDAQ:CMPR)

CAPS Rating: 3 out of 5

CMPR News and Commentary

Caps

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All Players

247 Outperform
58 Underperform
 

All-Star Players

85 Outperform
16 Underperform
 

Wall Street

11 Outperform
2 Underperform
 

Top CMPR Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

nevercontent (85.66)
Submitted April 16, 2015

Overall, I like where Cimpress has positioned itself, and I think it has multiple opportunities for future growth: consolidating business in the markets it’s already in, expanding its existing businesses into new geographies, and expanding into… More

bfaulkner87 (< 20)
Submitted November 17, 2009

Vistaprint (VPRT). Currently trading at about 40x p/e, which, despite the fact that the company is growing its top line quite well, is not going to produce a meaningful return for long-term investors. What's interesting is when you actually take a… More

CMPR VS S&P 500 (SPY)

CMPR Summary

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Fools bearish on CMPR are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about CMPR.

Recs

0
Member Avatar TMFPencils (99.85) Submitted: 8/4/2015 1:03:45 PM : Outperform Start Price: $65.87 CMPR Score: +49.91

Wall Street is freaking out that Cimpress is no longer going to provide financial guidance, with the stock falling roughly 20% since that announcement last week. I actually think no longer providing guidance is a good thing. If Buffett doesn't provide guidance, why should anyone else? I'd rather companies not try to appease Wall Street's short attention span, and instead focused on long-term growth -- exactly what Cimpress is doing.

In a letter to shareholders last week, founder and CEO Robert Keane outlined his vision for the coming decades (not just years or quarters, to Wall Street's disappointment). Keane -- who owns 5.55% of the company today -- is focused on helping Cimpress become the global leader in mass-customization services. Cimpress can reach a level of scale globally (through acquisitions and R&D) that will be very difficult for competitors to match, and Keane's new financial focus for the company is to maximize intrinsic value per share measured by free cash flow per share.

The stock is trading at a P/E of 24 and P/FCF of 16.3, levels it hasn't been at since 2012. Cimpress produced $228.9 million in operating cash flow in fiscal 2015, a record for the company up to this point. That's a compelling valuation for a company with a significant opportunity worldwide, led by a dedicated/invested founder focused on investing for multi-decade growth:

"We see a multi-decade opportunity to become a much larger and more valuable (on a per share basis) global company by driving the transition of personalized products from local job-shop, low-volume, offline suppliers who control the vast majority of very large markets to an online mass customized business model."

I'm impressed with Keane. His letter to shareholders was self-reflective, brutally honest (acknowledging acquisition successes and failures), and unshakably focused on the long-term potential for Cimpress. He also brings an Outsiders-like approach to capital allocation, wanting the company's capital to be allocated wherever it can yield the highest return (whether through acquisitions, buybacks, or R&D, and so forth). Given that he has more at stake ($120 million, to be exact) than any other individual shareholder, I'm betting that the company continues its expansion per Keane's plan and the stock moves past Wall Street's shortsightedness sooner rather than later. I expect the stock will continue to beat the S&P 500 in the coming years. Outperform.

Recs

0
Member Avatar racoveanul (75.64) Submitted: 6/28/2015 5:35:54 AM : Outperform Start Price: $87.76 CMPR Score: +4.73

CIMPRESS NV, ticker CMPR, has a TTM ROE calculated by Zacks of 58,42%. It's one of my LONG picks.

Recs

2
Member Avatar nevercontent (85.66) Submitted: 4/16/2015 12:05:56 PM : Outperform Start Price: $87.74 CMPR Score: +6.16

Overall, I like where Cimpress has positioned itself, and I think it has multiple opportunities for future growth: consolidating business in the markets it’s already in, expanding its existing businesses into new geographies, and expanding into adjacent lines of businesses (likely via acquisition).

Though its transition plan has been rocky and probably still has a ways to go, I suspect the worst is behind the business. Nevertheless, organic revenue growth is obviously still far below expectations, and there’s risk that things will never quite work out as management hoped. And while the company’s acquisition strategy is doing well, it has come at the cost of increased debt, which is something to be watched.

I wish the stock price were a little lower to offer a better margin of safety going forward, but I still think it’s likely this business will out-perform the market over the next 5 years as its shift up-market continues to gain traction and its acquisition strategy continues to play out.

Leaderboard

Find the members with the highest scoring picks in CMPR.

Score Leader

Salukilover

Salukilover (56.47) Score: +595.81

The Score Leader is the player with the highest score across all their picks in CMPR.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Salukilover 56.47 11/17/2008 Outperform 3Y $12.78 +813.07% +217.26% +595.81 0 Comment
CNBCPC 98.73 12/26/2008 Outperform NS $16.40 +611.52% +213.38% +398.14 0 Comment
Razlin 88.86 12/15/2008 Outperform NS $16.99 +586.82% +207.46% +379.35 0 Comment
Zenvesting 98.51 12/9/2008 Outperform 3Y $17.49 +567.18% +202.89% +364.29 0 Comment
rwandamassacre 99.81 12/22/2008 Outperform NS $18.07 +545.77% +206.49% +339.28 0 Comment
3st3 96.67 1/9/2009 Outperform NS $18.80 +520.69% +197.83% +322.86 0 Comment
devarajchandru 98.87 1/7/2009 Outperform NS $19.67 +493.24% +195.41% +297.83 0 Comment
NikHiaSim 67.83 8/24/2006 Outperform 3Y $24.58 +374.74% +118.63% +256.11 0 Comment
szsmoke < 20 8/29/2006 Outperform 1Y $24.79 +370.71% +117.93% +252.78 0 Comment
dreadpal 58.08 10/6/2006 Outperform 3Y $25.47 +358.15% +109.95% +248.20 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackCantorFitz < 20 8/21/2015 Outperform NS $67.37 +73.21% +32.25% +40.96 0 Comment
TrackZacks < 20 7/31/2012 Outperform 3M $34.50 -12.67% +0.33% -12.99 11/9/2012 @ $30.13 1 Comment
TrackBarclaysCap 90.60 6/14/2012 Underperform NS $30.04 +288.45% +101.59% -186.86 0 Comment
TrackZacks < 20 1/27/2012 Underperform 3M $34.79 +8.54% +6.77% -1.77 5/1/2012 @ $37.76 1 Comment
TrackGoldmanSach 78.79 10/20/2011 Underperform 5Y $28.75 +305.88% +119.70% -186.18 1 Comment
TrackZacks < 20 8/29/2011 Underperform 3M $29.21 +20.34% +2.17% -18.17 11/2/2011 @ $35.15 1 Comment
TrackBarrington 90.10 3/3/2011 Outperform NS $49.86 +134.04% +101.50% +32.54 0 Comment
TrackOppenheimer 47.30 12/9/2010 Outperform NS $44.63 -40.96% +3.75% -44.71 7/29/2011 @ $26.35 0 Comment
TrackZacks < 20 10/29/2010 Outperform 3M $42.07 +30.82% +14.96% +15.86 5/2/2011 @ $55.04 1 Comment
TrackCitigroup 93.05 11/26/2009 Outperform NS $52.93 +120.46% +139.97% -19.51 0 Comment
TrackBarrington 90.10 10/28/2009 Outperform NS $52.76 -32.81% +5.06% -37.87 7/29/2010 @ $35.45 0 Comment
TrackKaufmanBros 93.16 10/23/2009 Outperform NS $50.19 +132.50% +143.21% -10.72 0 Comment
TrackNeedham 91.50 9/25/2009 Outperform NS $50.00 +11.64% +2.56% +9.08 1/29/2010 @ $55.82 0 Comment
TrackJanney 82.38 6/10/2009 Outperform NS $43.19 +170.18% +182.34% -12.16 0 Comment
trackthinkequity 90.84 1/28/2009 Outperform NS $21.75 +436.51% +214.24% +222.27 0 Comment
TrackCitigroup 93.05 1/28/2009 Outperform NS $21.75 +97.70% +10.22% +87.48 6/11/2009 @ $43.00 0 Comment
TrackZacks < 20 9/12/2008 Outperform 3M $32.85 +79.67% -11.77% +91.43 12/2/2009 @ $59.02 1 Comment
TrackCanaccord < 20 3/20/2008 Outperform NS $34.51 +238.13% +110.71% +127.42 0 Comment
TrackStifel 91.81 2/11/2008 Outperform NS $37.34 -3.43% -7.05% +3.62 9/22/2008 @ $36.06 0 Comment
TrackNeedham 91.50 10/26/2007 Outperform NS $45.82 -59.91% -38.73% -21.18 10/29/2008 @ $18.37 0 Comment
TrackRonBaron 78.78 9/30/2007 Outperform NS $37.37 +212.26% +83.19% +129.07 1 Comment
TrackBearStearns < 20 8/21/2007 Outperform NS $34.95 +8.15% -4.52% +12.67 4/17/2012 @ $37.80 0 Comment
TrackLongbow 97.16 8/1/2007 Outperform NS $35.48 +228.89% +92.90% +135.99 0 Comment
TrackBroadpointAmTech < 20 7/24/2007 Underperform NS $37.55 +0.67% -9.88% -10.55 4/17/2012 @ $37.80 0 Comment
TrackStifel 91.81 4/5/2007 Outperform NS $39.25 +0.43% +7.29% -6.85 10/16/2007 @ $39.42 0 Comment
TrackJefferies 81.89 10/24/2006 Outperform NS $27.60 +322.79% +106.27% +216.52 0 Comment
TrackPiperJaff 85.03 8/25/2006 Outperform NS $25.00 +366.76% +119.49% +247.27 0 Comment

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