+ Watch EXPR
on My Watchlist
Low and shrinking insider ownership plus deteriorating technicals.
Just your run-of-the-mill, 30+ year old, 40% ROE - generating retail clothing company that happens to be trading at a TTM P/E of about 10.
Cash flows look great. They have purchasing nominal amounts of their stock for the past year. A pretty "value" situated p/e ratio. I am their target age for a male and while trendy clothing is not my forte, most of the girls that I hang out with spend a considerable amount of their earnings at Express. Their loyalty program allows for the thought that they are getting a good deal by shopping there.
Fantastic business model.
The clothes are trendy and the trademark Express lion is becoming ubiquitous. Should have a solid 4th quarter.
I'd been eyeing this stock for a few weeks now, and added a RL position earlier this morning. The fundamentals look pretty strong from a balance sheet and income/cash flow perspective. They've cut their debt from $500MM to $200MM over the past 3 years and have over $100MM in cash. Revenues have increased from $1.7B in 2009 to almost $2.1B in 2011. Net income the past two years has been $130MM and $140MM. Interest expense in 2010 was about $50MM, but is only about $25MM now.Now that management has debt at a level that is a bit more manageable, they've begun buying back shares ($50MM worth last quarter). With annual FCFs well over $100MM, I expect more share buybacks going forward, unless they decide to initiate a dividend.Compared to companies like LTD and GPS, EXPR looks like a steal. The Limited's P/E is over 20, and the company has a mountain of debt. The Gap has a strong balance sheet, but revenue growth has been pathetic over the past few years. It's P/E is about 17. Express has a P/E of 6.6.I'm not a fashion expert, and I'm guessing Express might be "out of style" or something right now (the company projected lower than expected numbers for Q3 2012). But the same thing was being said about The Gap and American Eagle in mid-to-late 2011 when they were trading 50% lower than they are right now. Bottom line is that I don't think a bad quarter warrants a 60% haircut for a company that is this fundamentally sound and has been in the fashion/clothing business for 30 years. A bad quarter or two is definitely baked into the stock price right now. I don't see much other than upside from here. Net income for the year will still be well over $100MM, probably closer to $115MM or so.
Express inc, is a retail apparel brand in the USA with stores in high traffic malls as well as some street locations. EXPR is currently trading at $11.10 per share with an eps of $1.69 and a free cash flow per share of $1.54 with a PEG ratio of 0.4. The company's earnings and cash yields are 14.9% and 14.7% respectively making this stock a cash machine! The ROE is an outstanding 62.9% and the company's operating margin is 13.1 vs 9.7 industry average ( better than 90% of it's peers). With all these factors and a debt - equity ratio of only .7 this stock could be a homerun in the coming years.
Stock is undervalued and should be going up to 25.00 to 26.00 within the next year.
Not keeping up with trends, nor is it setting any. Companies like h&m (cheaper, trendier) are going to destroy this company.
Good company with rising eps. I like it's clothes.
Good stock for age group at this decade
BEST PE/ROE ratios
cvdynasty1 haiku Express helps me withThe ladies, too bad it cantchange my face..boo-hoo
Thought EXPR has a unfavorable fundamental, it looks a lot like Abercrombie for 25yr old and up!
Will go to $21 by next Christmas
Accessories and Apparel for men and women.the sortiment is likeable, but not extraordinarily.fundamentals not very strong.at this point it could go both ways but I bet rather on underperform due to debt and absence of dividend pay.
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