Added to YB: 2025-03-24
Pitch date: 2025-03-21
SIG [bullish]
Signet Jewelers Limited
+0%
current return
Author Info
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Company Info
Signet Jewelers Limited operates as a diamond jewelry retailer. It operates through three segments: North America, International, and Other.
Market Cap
$2.2B
Pitch Price
$59.05
Price Target
N/A
Dividend
2.44%
Sector
Specialty Retail
Category
value
Show full summary:
Signet Jewelers: A Deeply Undervalued Cash Machine or a Melting Ice Cube?
SIG: Jewelry retailer trading at 3.8x EBITDA, 17% FCF yield. Q4 rev -6% YoY, comps -1.1%. FY26 guidance: -2.5% to +1.5% comps. Risks: LGD impact on warranties, declining marriage rates. Upside: aggressive buybacks, potential PE interest. 15% IRR possible via multiple expansion, buybacks, modest growth. Key: FCF sustainability, management execution.
Read full article (10 min)