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Could This Specialty Retail Stock Be a Strong Growth Play?

Sportsman's Warehouse stock is up 176% in the past 12 months

Mar 30, 2021 at 12:38 PM
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Sticking with our specialty retailer theme this week, Sportsman's Warehouse Holdings, Inc. (NASDAQ:SPWH) is an American outdoor sporting goods company operates in 25 states across the United States. Tomorrow after the close, the company will release its fourth-quarter earnings report. While the company has outperformed earnings expectations on all four of its most recent earnings reports, the post-earnings reactions tell a different story.

The last two post-earnings reactions have been severe downside moves; a 6.1% drop back in December and a 15.2% plummet in September. Over the last eight quarters, SPWH averages a post-earnings move of 8.1%, regardless of direction. 

The charts paint a fascinating picture. While Sportsman's Warehouse stock is up 176% year-over-year and a chip-shot from their Sept. 20 record high of $18.46, they've been stuck in a tight channel between $17 and $18 for all of 2021.

SPWH Stock Chart

The company is among the sector-specific groups whose finances were positively impacted by the COVID-19 pandemic. After all, outdoorsy events and social distancing tend to go hand in hand. Over the past year, outdoor sports have seen a sharp increase in popularity resulting in a huge revenue increase of nearly $400 million, or 46%, for Sportsman's Warehouse. In addition, Sportsman's net income also grew massively. The company's profits increased by $51 million or 255%, which is a massive difference from the slow growth rate the company has prior to 2020. Sportsman's Warehouse stock now trades at a price-earnings ratio of 10.58.

However, the biggest issue for SPWH will be maintaining its current figures. Analysts already expect earnings to fall in the short-term. Nonetheless, Sportsman's Warehouse stock’s a forward price-earnings ratio of 12.36 is still a great for value investors. Overall, the SPWH’s valuation remains an attractive potential growth play, if it can hurdle the $18 level.

 

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