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Added to YB: 2024-01-12

Pitch date: 2024-01-12

ATZ.TO [bullish]

Aritzia Inc.

+226.19%

current return

Author Info

No bio for this author

Company Info

Aritzia Inc., together with its subsidiaries, designs, develops, and sells apparels and accessories for women in the United States and Canada.

Market Cap

CAD 5.2B

Pitch Price

CAD 34.90

Price Target

86.43 (-24%)

Dividend

N/A

EV/EBITDA

14.40

P/E

40.11

EV/Sales

2.33

Sector

Specialty Retail

Category

growth

Show full summary:
Aritzia ($ATZ.TO)

ATZ: 170% upside at 3yr guidance midpoint, 344% bull case, 10% bear downside. Brand strong despite FY23 setbacks. FY27 targets: $3.5-3.8B rev (15-17% CAGR), 19% EBITDA margin, 150 stores. 11% historical rev CAGR, 18.4% pre-COVID EBITDA margin. Proven mgmt, FY23 issues transient. No debt, strong CF, 11x NTM P/E.

Read full article (4 min)