PetSmart, Inc. (NASDAQ:PETM)

CAPS Rating: 4 out of 5

The Company is a provider of products, services and solutions for the lifetime needs of pets.

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Member Avatar Dividends500 (75.09) Submitted: 4/3/2014 12:56:33 AM : Outperform Start Price: $64.45 PETM Score: +1.05

Dividends500 tracks the 200 strongest dividends in the S&P 500. To qualify as a strong dividend, the company must meet two simple requirements:

- A payout ratio below 50%
- An increasing dividend from the prior year

Because there are more than 200 dividend paying companies in the S&P 500 that meet these requirements, the qualifying companies with the largest dividend yields were chosen.

Dividends500 intends to test this FactSet article, which highlights these strong dividend paying companies and their outperformance versus the S&P 500 as a whole (Page 12).

http://www.factset.com/websitefiles/PDFs/dividend/dividend_12.16.13

If you have questions or see something you think is inaccurate feel free to let me know.

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Member Avatar Piggybank99 (74.36) Submitted: 3/25/2014 7:23:15 PM : Outperform Start Price: $69.24 PETM Score: -2.77

As we are leaving the recession, consumers will be happy to spend more on luxuries such as pets. Petsmart is also getting into personalization of its services, something that is becoming more and more popular recently (think any online interactive service).

*Research from http://risnews.edgl.com/retail-best-practices/PetSmart-Leverages-Analytics-for-Personalized-Experience91783

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Member Avatar wowdwarf2 (< 20) Submitted: 2/26/2014 11:52:09 AM : Outperform Start Price: $65.16 PETM Score: +2.37

over sold look to it

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Member Avatar sunrizesurfer (44.94) Submitted: 2/10/2014 2:19:06 PM : Outperform Start Price: $64.62 PETM Score: +0.23

stock is beaten down recently. Good time to buy.

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Member Avatar StewpotDrew (31.84) Submitted: 2/2/2014 11:55:36 PM : Outperform Start Price: $62.80 PETM Score: +2.12

Solid business, no respect. I have seen complaints re profit margins, which are not great, but not out of line, maybe even better, than past unless my blurred vision lies ...

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Member Avatar MacAndrews (70.55) Submitted: 1/16/2014 1:01:39 AM : Outperform Start Price: $64.89 PETM Score: +2.28

Good entry point for a company that knows how to execute.

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Member Avatar tiomiguel (69.12) Submitted: 12/17/2013 11:09:59 PM : Outperform Start Price: $71.17 PETM Score: -9.97

The PE Relative Valuation of this stock (valuation based on historical PE/Market PE average) suggests it's undervalued by as much as 10% at a price of $72/share, so I thought I'd jump in today. It has solid growth & value metrics, and the price graph shows few wild swings -- just a steady upward trend over time. And no matter what the economy does, people love to pamper their pets.

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Member Avatar JohnCLeven (80.46) Submitted: 12/12/2013 1:55:21 PM : Outperform Start Price: $72.40 PETM Score: -12.11

PETM has an absurd 40% market share in the pet store business. PETCO has 20%. Together they DOMINATE the industry essentially as a duopoly. People aren't going to stop buying pets or pet supplies any time soon.

Go look at the consistently high ROIC and ROE. PETM ranks higher than 95% of companies in those important metrics.

Per share free cash flow went from $0.50 to $4.69 over the past decade, and it will continue to grow in the future.

The share count is down from 150m in 2005 to 106m today.

Reverse DCF shows PETM to be priced for 3% growth, which seems completely irrational to me. Estimates for the next 5 years are 14%. I'll go extra conservative an cut that estimate in half and say 7%, which would result in a fair value around $96, significantly higher than today's $72.70 price.

So I'd conservatively value PETM around $96-$110, but it could be worth significantly more if those 5 year growth estimates are anywhere near correct.

Today's FCF/EV yield is 6.4%, which I find very attractive for a dominant, growing business.

Mouthwatering economics + dominant franchise + attractive price = very high probability of a favorable long-term result.

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Member Avatar Flygal5 (98.80) Submitted: 10/29/2013 8:44:10 AM : Outperform Start Price: $73.01 PETM Score: -13.72

Good ROIC, growing cash, no debt, higher revenues, busting in shares. There is a lot to like in Petsmart
http://financials.morningstar.com/ratios/r.html?t=PETM®ion=USA&culture=en-US
Thanks to tom e. for flagging this one.

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Member Avatar amwhite6 (46.39) Submitted: 10/11/2013 3:01:53 PM : Outperform Start Price: $73.57 PETM Score: -18.58

Changing My Caps to Reflect my investing strategy. I start with a simple screener trying to find undervalued dividend paying stocks. Then because I want to invest in things I understand I eliminate any businesses I have not heard of or in areas I lack knowledge ( Financials, Precious Metals). After that I check the Caps Rating and it gets a thumbs up if it is rated 4 stars or higher. Very few 3 star companies will get a thumbs up but occasionally i will go out on a limb with one.

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Member Avatar someicg (58.24) Submitted: 10/7/2013 10:33:09 PM : Outperform Start Price: $74.90 PETM Score: -21.92

croic

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Member Avatar phiballinger (43.17) Submitted: 8/22/2013 9:40:44 AM : Outperform Start Price: $71.48 PETM Score: -18.96

People love there pets and are willing to spend on them. Wait for a pull back to its 50 day moving average and buy.

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Member Avatar RicanMath (31.33) Submitted: 6/18/2013 12:28:06 PM : Outperform Start Price: $68.48 PETM Score: -14.77

Retail specialty market leader that has spurred growth with same store sales versus expansion. Ongoing product mix diversity and entrance into new markets should continue impressive revenue and income streak.

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Member Avatar WildTing (74.17) Submitted: 5/9/2013 11:14:23 AM : Outperform Start Price: $69.54 PETM Score: -18.02

Solid and steady. I see so many people out there with dogs and poop bags. With the economy coming back and more discretionary income it should do well.

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Member Avatar Gregory63 (29.70) Submitted: 4/24/2013 3:30:57 PM : Outperform Start Price: $65.19 PETM Score: -17.49

Buying dog food over the internet is not convenient. Now that people aren't losing their houses as often, PETM is more recession-resistant (people will cut back on a lot before they neglect the family dog).

Valuation isn't too high (not quite a value stock), dividend growth is good, growth rate is good, largest pet retailer.

If it goes lower, I will buy more. Long-term play.

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Member Avatar paek813 (99.40) Submitted: 3/7/2013 1:55:06 PM : Outperform Start Price: $63.32 PETM Score: -15.86

PETM reported earnings yesterday - March 6, 2013.
Here's what S&P had to say just one day prior to earnings:

March 5, 2013
04:46 am ET ... S&P REITERATES BUY RECOMMENDATION ON SHARES OF PETSMART (PETM 65.60****):

Ahead of earnings expected March 6, we are keeping our Jan-Q EPS estimate of $1.23 and maintaining our DCF-based target price of $82.

Despite recent stellar results, we think the shares sold off over the past month on increasing fears related to competition from Wag.com (a subsidiary of Amazon.com), and the impact that increased spending on its own e-commerce site will have on profitability.

While we don't discount these concerns, PETM has grown rapidly in recent years despite intensifying competition, and we continue to favor the company's recession-resistant characteristics.

- - Michael Souers (S&P analyst)

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Member Avatar CarlosDK (< 20) Submitted: 2/13/2013 6:17:13 PM : Underperform Start Price: $65.25 PETM Score: +20.19

bearish engulfing

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Member Avatar Rob1711 (< 20) Submitted: 2/8/2013 7:45:10 AM : Outperform Start Price: $65.32 PETM Score: -20.68

PETM will benefit from their continued excellent same store sales and services as well as from a retiring Boomer who has money to spend on their pet(s) as their children have now grown

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Member Avatar scrubs62074 (87.73) Submitted: 1/28/2013 1:01:49 PM : Underperform Start Price: $63.18 PETM Score: +18.26

Much lower on very high volume.

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Member Avatar cookietrader (< 20) Submitted: 12/27/2012 9:40:37 PM : Outperform Start Price: $67.10 PETM Score: -32.77

People are spending crazy money on pets and PETM is in the sweet spot

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