BKE The Buckle, Inc.
$40.77
Stable Earnings Power 65%
P/Adj-EPS × Normalized Multiple
Moderate · Conviction

Undervalued

Trading 34.3% below fair value

You pay $40.77
Bear $49.68
Fair $62.10
Bull $74.52
Bear $49.68 +21.9% $4.14 × 12x P/E
Fair $62.10 +52.3% $4.14 × 15x P/E
Bull $74.52 +82.8% $4.14 × 18x P/E

Adjust Assumptions

15.0x
4.14$

Key Value Driver

Normalized P/E multiple (15x base case)

Implied Market Multiple 9.8x

Analyst Consensus (External Reference)

Never blended into the bear/base/bull estimates above.

Average Target (20 analysts) $47.00
Divergence from AlphaVal 32%

Summary

Applying a 15x P/E to adjusted EPS of $4.14, the base-case value is $62.10 per share.

Warnings

The company pays out 106% of its profits as dividends. That leaves little cushion — the dividend could be cut if business slows down.
Wall Street's average price target is $47.00 (from 20 analysts). Our estimate is 32% above the consensus -- consider that gap carefully.

Key Risks

  • Growth DCF inappropriate — terminal value assumptions dominate
  • EV/EBITDA misleading for regulated businesses where capex is mandated
  • Regulatory risk is a fat tail not visible in normal multiples