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
|
ABF
|
TSCO
|
---|---|---|---|
Price/Earnings (Normalized) | 14.82 | 13.65 | 15.14 |
Price/Book Value | 2.67 | 1.58 | 2.15 |
Price/Sales | 0.60 | 0.89 | 0.38 |
Price/Cash Flow | 7.51 | 8.48 | 7.24 |
Metric
|
MKS
|
ABF
|
TSCO
|
---|---|---|---|
Quick Ratio | 0.50 | 0.85 | 0.30 |
Current Ratio | 0.86 | 1.79 | 0.81 |
Interest Coverage | 4.40 | 6.26 | 3.47 |
Metric
|
MKS
|
ABF
|
TSCO
|
---|---|---|---|
Return on Assets (Normalized) | 5.48% | 6.91% | 3.59% |
Return on Equity (Normalized) | 17.41% | 11.72% | 14.01% |
Return on Invested Capital (Normalized) | 8.84% | 8.74% | 7.75% |
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|---|
AEON Co Ltd ADR
AONNY
| — | Mgb | $23.4 Bil | |||
AEON Co Ltd
AONNF
| — | Ztc | $23.4 Bil | |||
SM Investments Corp
SVTMF
| — | Kbrxdn | $21.7 Bil | |||
Marks & Spencer Group PLC
MAKSF
| — | Glkn | $10.2 Bil | |||
Marks & Spencer Group PLC ADR
MAKSY
| — | Khrm | $10.2 Bil | |||
Shoprite Holdings Ltd
SRHGF
| — | Qyhyz | $9.5 Bil | |||
Shoprite Holdings Ltd ADR
SRGHY
| — | Fgrnyjc | $9.5 Bil | |||
Macy's Inc
M
| Wjzbqnbt | Mcdyl | $4.2 Bil | |||
Nordstrom Inc
JWN
| Ghxgmwp | Msf | $3.6 Bil | |||
Kohl's Corp
KSS
| Hqtyxxzm | Fnpy | $2.3 Bil |