Mon, Sep 15, 2014, 6:39 AM EDT - U.S. Markets open in 2 hrs 51 mins

Recent

% | $
Quotes you view appear here for quick access.

Overstock.com Inc. Message Board

  • johnnyrasmondi johnnyrasmondi Sep 9, 2013 12:03 PM Flag

    International Launch in 5 weeks

    Assuming they can roll out in 6 to 9 months like they said they will you can probably assume they will add another 30% to the top line (again, most internet retailers get 50% of revs from international). Let's see...$1.2 Billion + 15% growth + 30% top line from international:

    $1.8 Billion in annual sales

    Market cap = $680 Million
    Price to Forward Sales = 0.38

    Let's look at other internet retailers and overstock / liquidators valuations (price to forward sales):
    GRPN - 2.57X (I know I know it's a "technology" company lol)
    AMZN - 1.51X (again, another "tech" company)
    LQDT - 2.01X
    TJX - 1.32
    ROST - 1.33

    The last two are bricks and mortar retailers with much higher costs of capital. OSTK trades at 1/4 the valuation of the lowest ones in the above list.

    The argument against OSTK is that it operates in a competitive landscape and has a history of weak performance. Unlike TJX or ROST or GRPN, right? They don't have to worry about WMT/TGT or AMZN.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
 
OSTK
18.42-0.08(-0.43%)Sep 12 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Danaher Corp.
NYSEFri, Sep 12, 2014 4:00 PM EDT
Conversant, Inc.
NasdaqGSFri, Sep 12, 2014 4:00 PM EDT