Added to YB: 2024-07-17
Pitch date: 2024-07-15
TOY.TO [bullish]
Spin Master Corp.
-31.22%
current return
Author Info
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Company Info
Spin Master Corp., a children’s entertainment company, engages in the creation, design, manufacture, licensing, and marketing of various toys, entertainment products, and digital games in North America, Europe, and internationally.
Market Cap
CAD 1.6B
Pitch Price
CAD 29.23
Price Target
N/A
Dividend
2.12%
EV/EBITDA
5.96
P/E
20.65
EV/Sales
0.85
Sector
Leisure Products
Category
value
Spin Master Corp. - $TOY.TO
TOY.TO: Spin Master trades at 10.5x 2024E earnings, 5.7x EV/EBITDA. Paw Patrol (~35% rev) risk, but diversifying. M&A concerns w/ Melissa & Doug. Strong brands, owner-operators (66% ownership), capital allocation (div, buybacks). Cyclical headwinds, but long-term growth potential. 15% ROE, mid-teens ROIC. Cheap vs peers MAT/HAS.
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