LOV 3.63% $33.42 lovisa holdings limited

Ann: FY22 Full Year Results Presentation, page-82

  1. 2,019 Posts.
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    Have you even done an analysis on this stock? e.g. PE ratio for FY23 and beyond? Or looked at the dividend yield?

    It's looking like they could come in with a bottom line growth of 40% i.e. NPAT of just over $80m for FY23. The dividend yield at even the current all time high price is a respectable 3.5%. Looking at FY24 and beyond, with the pace of the store rollouts alone (ignoring economies of scale benefits), the bottom line should grow mid double digits.
    How many companies do you see growing at these levels with a dividend yield this high?
    The best ones I know are DTL and CSL and the dividend yield on CSL is a not even half that of LOV (also growing half as slowly as Lovisa!).
    I am genuinely interested in companies growing high single digits (without share dilution), and pay a ~4% dividend yield plus atleast a 5 year track record of EPS growth. The pool for these types of companies is very shallow!
 
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Last
$33.42
Change
1.170(3.63%)
Mkt cap ! $3.665B
Open High Low Value Volume
$32.50 $33.48 $32.41 $6.061M 183.2K

Buyers (Bids)

No. Vol. Price($)
1 1202 $33.42
 

Sellers (Offers)

Price($) Vol. No.
$33.43 114 1
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Last trade - 16.10pm 12/07/2024 (20 minute delay) ?
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