Steven Madden, Ltd. (NASDAQ:SHOO)

CAPS Rating: 4 out of 5

The Company designs, sources, markets and retails fashion-forward footwear for women, men and children; name brand and private label fashion handbags and accessories through its Daniel M. Friedman Division.

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Member Avatar poxriddengerm (24.47) Submitted: 9/20/2013 2:36:53 AM : Outperform Start Price: $36.10 SHOO Score: -24.33

Splitting and on top of its sector.

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Member Avatar subsurfacemapper (51.75) Submitted: 5/29/2012 12:43:40 AM : Outperform Start Price: $26.87 SHOO Score: -27.14

Fool screen with ROE high, ltDepbt=zero, earnings up for 3 years 10%, etc.Market is around 1300 - I see support at 1200 although we are in downtrend and Europe is scary. It's a game - hope for the best.

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Member Avatar robertshrestha (54.54) Submitted: 11/1/2011 6:38:22 PM : Outperform Start Price: $25.21 SHOO Score: -30.34

Strong operating momentum, double-digit profit growth in recent quarter, solid margins, immaculate balance sheet, decent price multiples. What's not to like?!

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Member Avatar gtfann (99.15) Submitted: 9/26/2011 5:39:50 PM : Outperform Start Price: $5.61 SHOO Score: +339.09

Ladies love shoes so Steve Madden keeps on running...

1. Strong brand portfolio that consists of everything from private labeling for mass merchants to luxury retailers.

2. Leading footwear / accessories capability

3. Excellent recent financial performance with CAGR of 19.9% increase in revenue and 39.3% increase in EBITDA.

4. Pristine balance sheet with zero debt, 9x inventory turn, and strong cash flow generation

5. Significant growth opportunities
a. 8 New brands since 2009
b. International expansion with new partners in Saudia Arabia, Australia, Central America, Benelux, UAE, and India
c. Category extensions
d. E-commerce growing at a 32% annual rate

6. Ahead of schedule on path to achieving goal outlined last year of doubling EPS in 5 years.

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Member Avatar Sidviscious (85.78) Submitted: 10/31/2010 12:01:07 PM : Outperform Start Price: $18.96 SHOO Score: +4.81

Shopping season and SHOO will reap the benefits of high end female shoppers looking to spend money this Christmas.

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Member Avatar DYSHAPIRO (< 20) Submitted: 8/4/2010 4:38:21 PM : Outperform Start Price: $17.56 SHOO Score: +8.36

winner

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Member Avatar blindsquirrel2 (< 20) Submitted: 4/30/2010 4:30:21 PM : Outperform Start Price: $18.13 SHOO Score: +12.93

Momentum play with stock split and potential earnings surprise next week.

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Member Avatar xyznth256 (66.46) Submitted: 4/25/2010 3:46:58 AM : Outperform Start Price: $16.81 SHOO Score: +29.96

A good company with a strong track record as proof. Currently selling at a decent value, and will be able to use its competancies in the industry to gain strong growth as the economy recovers.

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Member Avatar evillate (< 20) Submitted: 6/7/2008 4:59:36 PM : Outperform Start Price: $6.44 SHOO Score: +345.77

Missed the bottom but still far from the top.

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Member Avatar FoolishFunda (74.73) Submitted: 2/14/2008 10:46:11 PM : Outperform Start Price: $4.85 SHOO Score: +502.97

yadda....yadda

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Member Avatar richmouse (78.80) Submitted: 10/9/2007 11:08:22 PM : Outperform Start Price: $5.31 SHOO Score: +466.80

weak bullish signal but everything I learned tells me this stock is about to flag and I am betting upward.

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Member Avatar drhatcher (< 20) Submitted: 10/8/2007 4:13:34 PM : Outperform Start Price: $5.41 SHOO Score: +455.34

Good fundamentals. The stock has taken an overextended decrease and we should see some upside soon.

d

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Member Avatar pjnesler (< 20) Submitted: 9/18/2007 10:15:03 PM : Underperform Start Price: $5.77 SHOO Score: -415.91

loosing ground

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Member Avatar Swizzled (< 20) Submitted: 9/17/2007 9:11:10 AM : Outperform Start Price: $5.59 SHOO Score: +429.97



$4.50 per share in cash, $2 per share in earnings expected, this is trading at about 7x cash earnings

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Member Avatar new2vi (55.02) Submitted: 9/12/2007 6:20:15 PM : Outperform Start Price: $5.96 SHOO Score: +394.40

PE less than 10. Cheap. Will recover.

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Member Avatar WyattKaldenberg (< 20) Submitted: 3/16/2007 2:49:32 PM : Outperform Start Price: $8.85 SHOO Score: +210.44

Steve Madden makes shoes that it sells at it’s own stores and other chains. They are a poplar brand name. They have bought back 59 million dollars worth of their own stock. They have good cash flow.

They could be a target for a buy out.

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Member Avatar echofarmer (99.21) Submitted: 3/14/2007 2:18:19 PM : Outperform Start Price: $8.66 SHOO Score: +217.51

I wrote this at about $37:

FCF to Sales Margins of 10%, very respectable within the industry, and nearly twice the Net Margin. No debt, and a rapidly growing cash position (50% yoy!) The Gross and Net Margins have been improving, and if they continue to improve without deteriorating Free Cash Flow, this should be a nice ride for the next year or so. Priced at a P/E of about nineteen, they have grew Sales 11% last year, but Net Income grew over 50% and padded the top line of the balance sheet by over 50% as well.

This is all the more compelling at $29

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Member Avatar GoldenCAPS (< 20) Submitted: 2/14/2007 4:46:27 PM : Outperform Start Price: $8.95 SHOO Score: +212.50

NKE is hot, and this one's alot cheaper....not crazy about the price action today, but will give it a chance.

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Member Avatar CycleFreak7 (< 20) Submitted: 2/8/2007 11:41:47 AM : Outperform Start Price: $9.25 SHOO Score: +200.58

SHOO came up on the magic formula list. I'm entering several picks using that list to see how they perform in caps.

Beyond that, it does seem a good time to get SHOO. Currently bouncing off a low, the company has good relative strength and appears set for increases in '07

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Member Avatar NetscribeConsGds (97.50) Submitted: 2/1/2007 8:11:57 AM : Outperform Start Price: $8.88 SHOO Score: +214.57

Steven Madden (SHOO) together with its subsidiaries engages in design, marketing, and sale of footwear for women, men, and children. The company sells its products through its retail stores, e-commerce web site and department and specialty stores spread across the United States and Canada, as well as through distribution arrangements in Europe, Central and South America, Australia, and Indonesia.

Competition in the footwear industry is intense and companies are dealing in multiple product lines to cater to the changing style and trends of the consumer. Taking cue of the situation, Steve Madden has kept a rich portfolio of brands in its kitty like Steve Madden Men/Women, Natural Comfort, SM New York and Daniel Friedman to name a few. Though, the company primarily targets style-conscious young women aged between 16 and 25 years, multitude brands enable the company to serve a vast demography.

The third quarter results of the company have been impressive with 23% growth in the top-line that was being powered by good brand performance across wholesale and retail divisions. Wholesale division, which contributes around 74% to the revenues, has delivered splendid operating performance and the management plans to improvise its retail operating margins through planned store openings. Its acquisition of Daniel M. Friedman has turned out to be fruitful and its license agreement with a leading New York designer named Tracy Reese is expected to drive the growth ahead.

To enhance the customer base, the company has diversified its business by offering dress collections. Steve Madden has recently signed a license agreement in the same line, which could bring additional revenues in 2007. Among the few clouds on the horizon, is the slowing Sports Fusion brand in the Men’s Division, which contributes about 12% to the sales. However, company is gradually shifting the focus towards dress shoes, which is offsetting the revenue loss from Sports Fusion. Its unlevered balance sheet supported by a positive outlook, makes Steve Madden an attractive pick.

Results 1 - 20 of 26 : 1 2 Next »

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