/
Company Overview Savers Value Village, Inc. (the Company , we , us , or our") is the largest for-profit thrift operator in the United States ( U.S. ) and Canada based on number of stores. With nearly 24,000 team members, we operate a total of 367 stores under the Savers , Value Village , Value Village Boutique , Village des Valeurs MD , Unique and 2nd Ave. banners.
$9.80
$0.14 (-1.41%)
Live · 06:14 PM
Operating margin is thin at 7.39%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 9.2%, steady but not accelerating.
At 70x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Net debt of $1.32B represents 27.1x FCF, leverage limits flexibility.
70.0x earnings, 25.8x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.71B
▲ +9.2% YoY
Net Income (TTM)
$22M
▼ -22.0% YoY
Op. Margin
7.37%
▼ -1.1pp YoY
ROIC
6.20%
▼ -0.3pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$59M
▲ +71.3% YoY
Op. Cash Flow (TTM)
$185M
▲ +24.6% YoY
Net Debt
$1.35B
Cash & Equiv.
$62M
3Y CAGR: +5.3%
3Y CAGR: -6.4%
Continue Research
At a P/E of 70.0 and a price-to-free-cash-flow of 25.8, Savers Value Village (SVV) trades above a two-stage DCF intrinsic value of about $-2.09 per share, so at $9.80 the stock looks overvalued (121.3% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Savers Value Village scores 21/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $-2.09 per share for SVV, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $-1.57. At today's $9.80, that puts the stock about 121.3% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Savers Value Village scores 21 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 7.4% operating margin and a 6.2% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. SVV currently trades above its estimated intrinsic value and scores 21/100 on quality (lower-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.