SCVL Shoe Carnival, Inc.
$16.66
Stable Earnings Power 40%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Undervalued

Trading 54.4% below fair value

You pay $16.66
Bear $29.25
Fair $36.56
Bull $43.87
Bear $29.25 +75.6% $2.68 × 12x P/E
Fair $36.56 +119.4% $2.68 × 15x P/E
Bull $43.87 +163.3% $2.68 × 18x P/E

Key Value Driver

Normalized P/E multiple (15x base case)

Implied Market Multiple 6.2x

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 $22.00 from 14 analysts, using a 20% weight on analyst consensus. That produces an estimated intrinsic value of $36.56 per share.

Warnings

The company's reported profits differ from official accounting profits by 41%. Check what costs are being left out of the adjusted number.
Wall Street's average price target is $22.00 (from 14 analysts). Our estimate is 83% 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