What is the brand worth?
Columbia is worth a PE of 25.
https://www.zacks.com/stock/news/331800/columbia-sportswear-colm-q3-earnings-top-estimates-again
VF corp PE of 35 (house of brands includes North Face)
https://www.zacks.com/stock/news/306531/vf-corps-vfc-altra-brand-buyout-to-boost-market-position
KMD is on a PE of 12.
So what can happen is we will rerate up over time.....
Not to mention KMD becomes a threat to big American listed rivals.
So how to you get rid of a emerging threat? Buy them at a PE of 15-20 instantly boosting your own revenue and economies of scale.
Not to mention magic of boosting your own earnings based arbitrage in PE multiples.
What is the brand worth? Columbia is worth a PE of 25....
-
- There are more pages in this discussion • 28 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add KMD (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
39.0¢ |
Change
0.020(5.41%) |
Mkt cap ! $334.4M | |||
| Open | High | Low | Value | Volume |
| 36.5¢ | 39.0¢ | 36.5¢ | $226.5K | 608.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 62224 | 37.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 39.0¢ | 25030 | 3 |
View Market Depth
| Last trade - 16.10pm 25/11/2024 (20 minute delay) ? |
| KMD (ASX) Chart |
