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The following table contains recent data for firms in the pharmacy and consumer

ID: 2802852 • Letter: T

Question

The following table contains recent data for firms in the pharmacy and consumer goods industry. Using the comparables multiples valuation method, determine if SV Co. is correctly valued, over valued or under valued. In addition to discussing why you think SV Co. is correctly valued, over valued or under valued, be sure to include any calculations and state any assumptions and their justifications.

Market Comparables to use: Enterprise value to sales (EV/S), Enterprise multiple, Price to earnings (P/E), Price to book value (P/B), Price to free cash flow (P/FCF), Margins

Evergreens

SV Co.

Quick Aid

Walton-Mart

Vita-Nutrition Center

Average

Stock Price

$83.61

$95.66

$7.90

$59.60

$31.11

$55.58

Enterprise Value

($ Bil.)

$103.44

$108.71

$13.27

$233.11

$3.79

Revenue

($Bil.)

$103.44

$139.37

$26.53

$485.65

$2.61

$151.53

EPS

$4.05

$3.99

$2.17

$5.07

$2.83

$3.62

FCF

($Bil.)

$5.19

$13.27

$0.62

$6.18

$2.21

$5.49

FCF/Share

$4.99

$11.44

$0.64

$1.91

$24.42

$8.68

P/E

21.22

24.34

3.81

11.98

11.0

14.47

P/FCF

16.10

13.84

12.79

9.65

14.05

13.29

P/BV

3.06

2.89

138.25

3.37

5.49

30.61

EBITDA

($Bil.)

$6.58

$10.72

$1.3

$36.32

$0.489

$11.08

EV/EBITDA

15.74

10.83

10.63

6.40

7.76

10.27

Gross Margin

24.34

18.20

28.56

24.83

24.50

24.09

Operating Margin

4.67

6.31

3.32

5.59

16.58

7.29

Number of Shares

(Billions)

1.04

1.16

0.971

3.23

0.905

1.46

Evergreens

SV Co.

Quick Aid

Walton-Mart

Vita-Nutrition Center

Average

Stock Price

$83.61

$95.66

$7.90

$59.60

$31.11

$55.58

Enterprise Value

($ Bil.)

$103.44

$108.71

$13.27

$233.11

$3.79

Revenue

($Bil.)

$103.44

$139.37

$26.53

$485.65

$2.61

$151.53

EPS

$4.05

$3.99

$2.17

$5.07

$2.83

$3.62

FCF

($Bil.)

$5.19

$13.27

$0.62

$6.18

$2.21

$5.49

FCF/Share

$4.99

$11.44

$0.64

$1.91

$24.42

$8.68

P/E

21.22

24.34

3.81

11.98

11.0

14.47

P/FCF

16.10

13.84

12.79

9.65

14.05

13.29

P/BV

3.06

2.89

138.25

3.37

5.49

30.61

EBITDA

($Bil.)

$6.58

$10.72

$1.3

$36.32

$0.489

$11.08

EV/EBITDA

15.74

10.83

10.63

6.40

7.76

10.27

Gross Margin

24.34

18.20

28.56

24.83

24.50

24.09

Operating Margin

4.67

6.31

3.32

5.59

16.58

7.29

Number of Shares

(Billions)

1.04

1.16

0.971

3.23

0.905

1.46

Explanation / Answer

Sol. Here we can compare the different ratios of the SV corp. to the overall average of that ratio in order to do the comparison analysis.

1) EPS: The EPS is 3.99 > 3.62

2)FCF/Share: 11.44> 8.68 meaning the firm is generating much better Free cash flows than its peers,hence based on this ratio it is underpriced.

3)P/E: this ratio is much greater than the average indicating that it is overpriced.

4) P/FCF: This ratio is almost similar to the average indicating that it is fairly values.

5)P/BV: This ratio is much lower than the average but its because there is an outlier.Even if we take the outlier out its P/BV will be very much lower than the average.And this is a very strong indicator that its is highly undervalued.

So This firm's EPS is greater than the average, and other strong indicators such as p/BV are much lower than the average indicate that the firm is undervalued.

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