$19.44 -$0.57 (-2.8%)

04:00 PM EDT on 10/18/19

PetMed Express, Inc. (NASDAQ:PETS)

CAPS Rating: 3 out of 5

A nationwide pet pharmacy, that markets prescription and non-prescription pet medications, and other health products for dogs, cats, and horses direct to the consumer.

Current Price $19.44 Mkt Cap $389.3M
Open $19.82 P/E Ratio 13.01
Prev. Close $20.01 Div. (Yield) $1.08 (5.6%)
Daily Range $18.85 - $19.83 Volume 1,148,789
52-Wk Range $15.00 - $24.52 Avg. Daily Vol. 588,381

Caps

How do you think NASDAQ:PETS will perform against the market?

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All Players

892 Outperform
34 Underperform
 

All-Star Players

184 Outperform
8 Underperform
 

Wall Street

7 Outperform
2 Underperform
 

Top NASDAQ:PETS Bull/Bear Pitches

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

jed71 (99.87)
Submitted March 11, 2019

The shorts have been holding on to their dream of riches from this little stub for a long, long time. The short interest continues to hover at a very high 48% of float. And so far, they've been absolutely correct. This company's stock has come down… More

zharriott (81.42)
Submitted August 04, 2014

The company operates in a growing industry, has some decent branding ability, and could potentially grow to be a household name for medication for pets.Sadly, this most likely will not be happening.I don't understand how in 2014 management believes… More

NASDAQ:PETS VS S&P 500 (SPY)

Fools bullish on NASDAQ:PETS are also bullish on:

Fools bearish on NASDAQ:PETS are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about PETS.

Recs

0
Member Avatar Transfigurement (< 20) Submitted: 8/17/2019 4:30:39 PM : Outperform Start Price: $16.70 NASDAQ:PETS Score: +14.34

Bow wows and kitty cats

Recs

0
Member Avatar whodidntante (36.68) Submitted: 6/10/2019 4:24:07 PM : Outperform Start Price: $18.26 NASDAQ:PETS Score: +2.13

This is one of those plays/investments where, IF you are a consumer of the product then owning the stock can pay for that product and then some. At $17.50/share, the yield is over 6%. If you're going to add to a companies top line for pet supplies and pet meds (aka, you buy pet products), why not let the company pay you back? You can buy any given product from over a dozen online retailers all of them within a very small competitive price range; but PETS is the one stock with a dividend, never mind the only one giving it back at 6%. With a dividend of $1.08/share and good chances for future dividend hikes (yes, even in today's challenge of margin pressures), a few hundred shares provides a few hundred bucks or a full year's outlay for a pet's food and meds. IF you have the means to invest, even every veterinarian and animal shelter would be wise to get their supplies from PETS and happily cash that dividend check. Sure Chewy may be the larger and more recognizable retailer name, but that doesn't mean they will put every other retailer out of business. On the contrary, when an investor looks at the companies performance and sees losses vs profit, debt vs cash, and junk grade ownership vs a 6% yield; PETS is clearly the better investment (especially, if you're already a consumer of the product). Quite arguably, if you are a pet owner PETS paints a very compelling argument to buy some shares of PETS and start purchasing your pet supplies through PetMed Express.

Recs

1
Member Avatar jed71 (99.87) Submitted: 3/11/2019 9:48:22 AM : Outperform Start Price: $20.23 NASDAQ:PETS Score: -12.27

The shorts have been holding on to their dream of riches from this little stub for a long, long time. The short interest continues to hover at a very high 48% of float. And so far, they've been absolutely correct. This company's stock has come down from nearly $50 a share last June to under $21 a share, a close to 2 year low.

The problem here is a lot of investors seem to think that the competition for this firm, namely Chewy and Amazon, is going to continue to crush their margins. Some have called this a value trap. I just don't see it. They've been around for more than 20 years and have an extremely solid customer base. Chewy is also aggressively pricing products to switch customers, and take away new business. I don't think this will continue forever. Competition is a huge risk, but I think it is very well priced in at this juncture.

Fundamentally speaking, this company looks extremely strong. Their ROE is a very strong 34%. Cash flow is about 12X current price. They have no debt. Balance sheet is crazy strong and they have good flexibility to make necessary strategic decisions. They pay a 5.5% dividend. They hold cash of about $93MM on their balance, about $4.50 per share. I think they stabilize at $20 or maybe a little lower. I am putting this out as a marker to keep an eye on it. I personally think the bad news is priced in. Any good news and this will move much, much higher. I haven't bought yet, but if it dips under $20 I will most likely open a small position.

Leaderboard

Find the members with the highest scoring picks in PETS.

Score Leader

TMFCop

TMFCop (87.59) Score: +321.89

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

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
adam357357 24.78 3/17/2009 Underperform 3Y $9.48 +104.97% +299.13% +194.16 0 Comment
Bankwatcher1 26.22 11/19/2008 Underperform NS $10.88 +78.70% +267.51% +188.81 0 Comment
marketjunkie08 < 20 10/23/2008 Underperform 1Y $10.19 +90.76% +238.15% +147.39 0 Comment
GoodbyeForNow 99.85 10/8/2009 Underperform 5Y $12.36 +57.30% +179.89% +122.59 0 Comment
ctsauder < 20 6/18/2010 Underperform 5Y $11.09 +75.27% +167.39% +92.12 0 Comment
creditimpress < 20 7/26/2012 Outperform 5Y $6.43 +202.44% +119.43% +83.00 0 Comment
oman33 81.54 9/11/2006 Outperform 3M $5.95 +226.88% +144.82% +82.06 0 Comment
burgerandsoda 56.77 5/8/2007 Outperform 3Y $6.70 +190.31% +109.65% +80.66 1 Comment
Fanjiemeng 87.08 12/6/2011 10/27/2017 Outperform 5Y $6.14 +216.64% +136.29% +80.35 0 Comment
striper56 70.93 12/1/2009 Underperform NS $10.37 +87.54% +167.73% +80.19 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
TrackJGreenblatt 43.94 4/25/2014 Outperform 5Y $12.20 +36.03% +13.60% +22.43 5/28/2015 @ $16.60 1 Comment
TrackJGreenblatt 43.94 8/20/2012 Outperform 1Y $8.63 +80.28% +17.34% +62.94 8/16/2013 @ $15.55 1 Comment
TrackPoisedTo < 20 8/20/2012 Outperform 5Y $6.92 +180.94% +110.04% +70.90 0 Comment
TrackZacks < 20 1/20/2012 Outperform 3M $10.99 +5.30% +3.09% +2.21 5/11/2012 @ $11.57 1 Comment
TrackUltraLong < 20 11/2/2011 Outperform NS $6.48 +200.02% +140.83% +59.19 1 Comment
TrackZacks < 20 10/19/2010 Underperform 3M $14.89 -33.16% +7.50% +40.66 11/4/2011 @ $9.95 1 Comment
TrackWedbush 88.34 5/25/2010 Underperform NS $12.45 +56.19% +181.98% +125.79 0 Comment
TrackJimCramer 86.32 3/12/2010 Outperform 3W $13.18 +47.48% +158.29% -110.80 0 Comment
TrackPiperJaff 84.74 7/21/2009 Outperform NS $17.15 +26.84% +22.12% +4.72 3/18/2010 @ $21.75 0 Comment
TrackCLKing 63.30 1/7/2009 Outperform NS $11.15 +74.34% +231.77% -157.43 0 Comment
TrackZacks < 20 10/22/2008 Outperform 3M $16.29 -1.17% -13.07% +11.91 3/30/2009 @ $16.10 1 Comment
TrackLongbow 90.95 9/5/2008 Outperform NS $9.37 +107.55% +149.12% -41.58 0 Comment
TrackCanaccord 48.58 3/20/2008 Underperform NS $7.32 +165.73% +135.55% -30.18 0 Comment
TrackPiperJaff 84.74 2/21/2008 Underperform NS $12.08 +17.05% -8.28% -25.33 7/22/2008 @ $14.14 0 Comment
TrackSoros 84.66 9/30/2007 Outperform NS $8.68 +123.99% +104.78% +19.21 1 Comment
TrackRothCapital 56.26 1/24/2007 Outperform NS $11.88 +6.48% -0.89% +7.37 2/28/2007 @ $12.65 0 Comment
TrackJimCramer 86.32 12/1/2006 Underperform 3W $12.75 +64.05% -17.61% -81.66 3/13/2010 @ $20.92 0 Comment
TrackBroadpointAmTech < 20 11/21/2006 Underperform NS $13.27 -9.12% +1.77% +10.89 1/24/2007 @ $12.06 0 Comment
TrackJMP 84.52 9/6/2006 Outperform NS $6.44 +202.04% +142.91% +59.13 0 Comment
TrackJimCramer 86.32 6/7/2006 Outperform 3W $13.45 -3.57% +11.19% -14.76 12/2/2006 @ $12.97 0 Comment