IB Net Payout Yields Model

Stitch Fix: Strong FQ4, Market Doesn't Care

Stitch Fix (SFIX) beats analyst estimates, yet again, but the stock is down to market concerns over guidance. 
  • Q4 Non-GAAP EPS of $0.07 beats by $0.03.
  • Revenue of $432.15M (+35.8% Y/Y) in-line.
The retailer guided to the following FY20 numbers:
Analysts are down at $1.91 billion for the year so these numbers are very solid. The stock trades with a market cap of only $2.0B or roughly 1x sales estimates. Growth stocks just don't stay this cheap. 
More commentary - WhoTrades.

Disclosure: No position. Please review the disclaimer page for more details. 


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