CRI Carter's Inc.
$40.41
Stable Earnings Power 80%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Undervalued

Trading 52.4% below fair value

You pay $40.41
Bear $74.34
Fair $84.96
Bull $95.58
Bear $74.34 +84.0% $6.24 × 14x P/E
Fair $84.96 +110.3% $6.24 × 16x P/E
Bull $95.58 +136.5% $6.24 × 18x P/E

Key Value Driver

Normalized P/E multiple (16x base case)

Implied Market Multiple 6.5x

Summary

Our base-case estimate uses a valuation based on adjusted earnings per share and a normalized price-to-earnings multiple. We then blend that result with the average analyst price target of $40.33 from 24 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $84.96 per share.

Warnings

The company's reported profits differ from official accounting profits by 141%. Check what costs are being left out of the adjusted number.
Wall Street's average price target is $40.33 (from 24 analysts). Our estimate is 148% 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