Why Victoria's Secret moved to block an activist investor from buying up stock
Underwear company adopts so-called poison pill after Australian activist shareholder Blundy switches stock-holding classification to active from passive.
Fiscal Year: March - February
Victoria's Secret & Co. (VSCO), listed on the NYSE, has a market capitalization of $1.91B. As of May 21, 2025, the stock is trading at $23.53 per share, offering investors a clear view of its current market value. Victoria's Secret & Co. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 11.48, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Victoria's Secret & Co. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Victoria's Secret & Co. (VSCO) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Victoria's Secret & Co. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Victoria's Secret & Co., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Victoria's Secret & Co. is 7.61, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Victoria's Secret & Co. (VSCO) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Victoria's Secret & Co. (VSCO) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Victoria's Secret & Co. (VSCO) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Victoria's Secret & Co.. To access the full SS Score, consider upgrading your subscription.
Victoria's Secret & Co. is a significant player in the industry sector, with a market capitalization of $1.91B and a competitive P/E ratio of 11.48. Investors should compare these metrics with industry peers to gauge whether Victoria's Secret & Co. is outperforming or underperforming within its sector.
Underwear company adopts so-called poison pill after Australian activist shareholder Blundy switches stock-holding classification to active from passive.
Victoria's Secret adopted a shareholder rights plan on Tuesday, after Australian billionaire Brett Blundy's investment firm increased its stake in the lingerie maker.
Board acted in response to substantial accumulation of stock by BBRC Protects long-term value for all shareholders REYNOLDSBURG, Ohio, May 20, 2025 (GLOBE NEWSWIRE) -- Victoria's Secret & Co. (“VS&Co”...
REYNOLDSBURG, Ohio, May 15, 2025 (GLOBE NEWSWIRE) -- In conjunction with the Victoria's Secret & Co. (NYSE: VSCO) first quarter 2025 earnings release, which will cross the wire before market open on T...
Wells Fargo's Ike Boruchow lowered ratings and slashed his earnings estimates because of the fallout from tariffs, including an economic slump.
New Brand Presidents to Lead Execution of Path to Potential Strategy, Building on Company's Strong Foundation to Usher in New Era of Innovation
I recommend a hold rating for Victoria's Secret due to FY25 uncertainties, despite encouraging 4Q24 results showing improved fundamentals and cost controls. 4Q24 highlights include 5% same-store sales...
Victoria's Secret shows signs of recovery with revenue growth, improved profitability, and a leaner cost structure, making shares attractive after a 60% drop YTD. Strong holiday sales, international e...
Shares of Victoria's Secret dropped Thursday, extending a rough downward run for the lingerie retailer.
Victorias Secret & Co. VSCO shares are trading lower on Thursday after the company issued first-quarter and FY25 sales guidance below estimates.
Victoria's Secret & Co. (NYSE:VSCO) Q4 2024 Earnings Conference Call March 6, 2025 8:00 AM ET Company Participants Kevin Wynk - Vice President, External Financial Reporting and Investor Relations Sco...
Victoria's Secret & Co. on Wednesday said it expects the year ahead to “gradually get better,” despite what it characterized as shaky consumer confidence and sales forecasts that came in below expecta...
Fourth quarter comparable sales increase 5% Operating Income and EPS exceed expectations Provides initial full year and first quarter 2025 guidance
Victoria's Secret & Co. VSCO will release its fourth-quarter financial results after the closing bell on Wednesday, March 5.
The ready-to-wear collection features limited-edition styles that unite Victoria's Secret's iconic glamour with Altuzarra's elevated womenswear design and modern femininity. NEW YORK , Feb. 14, 2025 /...
REYNOLDSBURG, Ohio, Feb. 12, 2025 (GLOBE NEWSWIRE) -- In conjunction with the Victoria's Secret & Co. (NYSE: VSCO) fourth quarter 2024 earnings release, which will cross the wire after market close on...
Since 1950, the S&P 500 has gained about 0.21% in the four trading days leading up to February 14th. While past performance does not guarantee future results, a Valentine's Day rally could be an oppor...
Dublin, Feb. 04, 2025 (GLOBE NEWSWIRE) -- The "Global Womenswear Market to 2028" report has been added to ResearchAndMarkets.com's offering. This report offers an analysis of both the historic and for...
Victoria's Secret is facing customers who are dealing with higher costs for more pressing needs.
Chief Financial and Administrative Officer Timothy Johnson announces planned retirement Seasoned retail executive Scott Sekella appointed CFO Company now forecasts sales and earnings near the high end...
Barclays analyst recommends loading up on Victoria's Secret on the recent weakness. Adrienne Yih upgraded the fashion retailer this morning to “overweight”, citing confidence in “meaningful top-line a...
Victoria's Secret & Co VSCO shares were among the top 10 mid-cap gainers last week.
Victoria's Secret & Co. reported its first positive comparable sales quarter in Q3 2024, with international sales driving a 3% increase. The stock price has surged 200% since the new CEO's appointment...
Victoria's Secret & Co. has shown significant improvement, with Q3 net sales up 7% and comparable sales increasing 3%, surpassing expectations. Despite a net loss, the adjusted net loss was better tha...
Victoria's Secret & Co. (NYSE:VSCO) Q3 2024 Earnings Conference Call December 6, 2024 8:00 AM ET Company Participants Kevin Wynk - VP, External Financial Reporting & IR Hillary Super - CEO Tim Johnso...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 285.20M | Analyst x3 | |
2026 | 263.00M | -7.78% | Analyst x3 |
2027 | 193.33M | -26.49% | Analyst x3 |
2028 | 164.18M | -15.08% | Est @-15.1% |
2029 | 148.95M | -9.28% | Est @-9.3% |
2030 | 140.20M | -5.87% | Est @-5.9% |
2031 | 135.30M | -3.50% | Est @-3.5% |
2032 | 132.82M | -1.83% | Est @-1.8% |
2033 | 132.01M | -0.62% | Est @-0.6% |
2034 | 132.20M | 0.15% | Est @0.1% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2024A | 133.00M | 1.00 | 133.00M |
2025A | 247.00M | 1.00 | 247.00M |
2025E | 285.20M | 1.09 | 261.70M |
2026E | 263.00M | 1.19 | 221.44M |
2027E | 193.33M | 1.29 | 149.36M |
2028E | 164.18M | 1.41 | 116.39M |
2029E | 148.95M | 1.54 | 96.89M |
2030E | 140.20M | 1.68 | 83.68M |
2031E | 135.30M | 1.83 | 74.10M |
2032E | 132.82M | 1.99 | 66.75M |
2033E | 132.01M | 2.17 | 60.87M |
2034E | 132.20M | 2.36 | 55.94M |
Terminal | 2.09B | 2.36 | 884.54M |
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