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Added to YB: 2026-05-06

Pitch date: 2026-05-01

SVV [neutral]

Savers Value Village, Inc.

+0.73%

current return

Author Info

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Company Info

Savers Value Village, Inc., a thrift operator, sells second-hand merchandise in retail stores in the United States, Canada, and Australia.

Market Cap

$1.3B

Pitch Price

$8.19

Price Target

N/A

Dividend

N/A

EV/EBITDA

6.21

P/E

59.43

EV/Sales

1.55

Sector

Broadline Retail

Category

value

Show full summary:
Savers Value Village Inflates Adjusted Profit By Millions With New Methodology

SVV (overview): Changed tax calc on adj net income, boosting it $15.7M (+16.8%) in FY24, $10.8M (+12.5%) in FY25. Also shifted adj EBITDA to exclude non-cash occupancy, pre-open & closing costs—metrics tied to exec bonuses ($2.5M paid). At $9.07, EV $2.6B implies 11% rev CAGR to $4B by 2034, 10% NOPAT margin vs 6.2% est, 13% ROIC vs 6.2% 3yr avg—lofty targets.

Read full article (2 min)