RICK RCI Hospitality Holdings, Inc.
$30.21
Stable Earnings Power 80%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Undervalued

Trading 55.1% below fair value

You pay $30.21
Bear $56.34
Fair $67.30
Bull $78.25
Bear $56.34 +86.5% $3.13 × 18x P/E
Fair $67.30 +122.8% $3.13 × 22x P/E
Bull $78.25 +159.0% $3.13 × 25x P/E

Adjust Assumptions

21.5x
3.13$

Key Value Driver

Normalized P/E multiple (22x base case)

Implied Market Multiple 9.7x

Summary

Applying a 22x P/E to adjusted EPS of $3.13, the base-case value is $67.30 per share.

Warnings

The company's reported profits differ from official accounting profits by 154%. Check what costs are being left out of the adjusted number.

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