We are maintaining our fair value estimate of EUR 37 per share for narrow-moat Inditex as the company reported strong revenue and profit growth in the first half of the year.
Inditex could further benefit from share gains from weaker midprice brands that still account for a significant part of the European apparel market.
Inditex could be too slow to trim its store count to address the channel shift to online, which could weigh on margins.
|
Metric
|
ITX
|
GAP
|
URBN
|
|---|---|---|---|
Price/Earnings (Normalized) | 29.50 | 10.55 | 10.90 |
Price/Book Value | 10.05 | 2.77 | 1.58 |
Price/Sales | 4.47 | 0.54 | 0.68 |
Price/Cash Flow | 18.79 | 6.32 | 4.97 |
|
Metric
|
ITX
|
GAP
|
URBN
|
|---|---|---|---|
Quick Ratio | 1.05 | 0.67 | 0.63 |
Current Ratio | 1.35 | 1.49 | 1.46 |
Interest Coverage | 24.35 | 9.92 | — |
|
Metric
|
ITX
|
GAP
|
URBN
|
|---|---|---|---|
Return on Assets (Normalized) | 17.35% | 7.60% | 8.20% |
Return on Equity (Normalized) | 33.44% | 32.54% | 16.08% |
Return on Invested Capital (Normalized) | 24.90% | 10.28% | 10.59% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Industria De Diseno Textil SA ADR
IDEXY
| — | Lrktf | $185.5 Bil | |||
| Industria De Diseno Textil SA Share From Split
IDEXF
| — | Pjyx | $185.5 Bil | |||
| TJX Companies Inc
TJX
| Xckzwrzs | Lbvtw | $132.5 Bil | |||
| Fast Retailing Co Ltd ADR
FRCOY
| — | Gtg | $103.8 Bil | |||
| Fast Retailing Co Ltd
FRCOF
| Dpqmdmnd | Qncc | $103.8 Bil | |||
| Ross Stores Inc
ROST
| Hzmzhxyb | Shhj | $50.3 Bil | |||
| Lululemon Athletica Inc
LULU
| Cswqklywjk | Rxwvcv | $34.4 Bil | |||
| Burlington Stores Inc
BURL
| Jdbzpqhr | Vqmqxm | $16.9 Bil | |||
| Gap Inc
GAP
| Gljmdnzt | Xczv | $8.1 Bil | |||
| Urban Outfitters Inc
URBN
| Grcxbtmc | Bkmnp | $3.5 Bil |
United States