Marks & Spencer: Under Review
We are taking a fresh look at our underlying assumptions for Marks & Spencer. We're placing the shares under review while we reexamine our thesis, model, and moat rating.
We are taking a fresh look at our underlying assumptions for Marks & Spencer. We're placing the shares under review while we reexamine our thesis, model, and moat rating.
Its joint venture with Ocado presents an opportunity for M&S to expand efficiently in one of the fastest growing channels in the U.K. grocery market and extend its product range beyond fresh and prepared meals.
M&S in in need of a radical and urgent business model reset, which will take time to complete.
Metric
|
MKS
|
SBRY
|
ABF
|
---|---|---|---|
Price/Earnings (Normalized) | 14.52 | 13.39 | 13.46 |
Price/Book Value | 2.61 | 1.00 | 1.56 |
Price/Sales | 0.59 | 0.21 | 0.88 |
Price/Cash Flow | 7.36 | 4.21 | 8.37 |
Metric
|
MKS
|
SBRY
|
ABF
|
---|---|---|---|
Quick Ratio | 0.50 | 0.48 | 0.85 |
Current Ratio | 0.86 | 0.66 | 1.79 |
Interest Coverage | 4.40 | 1.59 | 6.26 |
Metric
|
MKS
|
SBRY
|
ABF
|
---|---|---|---|
Return on Assets (Normalized) | 5.48% | 2.00% | 6.91% |
Return on Equity (Normalized) | 17.41% | 7.25% | 11.72% |
Return on Invested Capital (Normalized) | 8.84% | 5.20% | 8.74% |
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|---|
AEON Co Ltd ADR
AONNY
| — | Xbd | $23.1 Bil | |||
AEON Co Ltd
AONNF
| — | Kmb | $23.1 Bil | |||
SM Investments Corp
SVTMF
| — | Tknkb | $21.4 Bil | |||
Marks & Spencer Group PLC
MAKSF
| — | Psnx | $9.9 Bil | |||
Marks & Spencer Group PLC ADR
MAKSY
| — | Qytj | $9.9 Bil | |||
Shoprite Holdings Ltd
SRHGF
| — | Vtxnxyh | $9.1 Bil | |||
Shoprite Holdings Ltd ADR
SRGHY
| — | Sjxnws | $9.1 Bil | |||
Macy's Inc
M
| Ybbqlxq | Tld | $4.3 Bil | |||
Nordstrom Inc
JWN
| Htmcfwfsj | Ysqj | $3.5 Bil | |||
Kohl's Corp
KSS
| Cljycpwnx | Yngbk | $2.2 Bil |