SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael Burry who wrote (5588)12/29/1998 10:49:00 PM
From: Paul Senior  Read Replies (2) of 78774
 
Mike: re FINL vs. Z

P/bv .65 .8

psr .39 .15

d/e .0 .51

sales .5b 5.2b

profit margin 5.4% 1.7%

Not an easy call for me.
Venator -- Footlocker -- has many more locations. Not as profitable. More debt.
Not sure why profit margin difference seems so big. If 5.4% is sustainable or if Z can increase their to better than 1.7%. I think it'll be some fight among all these chains. Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext