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Five Below, Inc.

FIVENASDAQ
Consumer Defensive
Discount Stores
$219.50
$-0.29(-0.13%)
U.S. Market is Open • 12:15
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Five Below, Inc. Fundamental Analysis

Five Below, Inc. (FIVE) shows weak financial fundamentals with a PE ratio of 33.51, profit margin of 7.53%, and ROE of 18.14%. The company generates $4.8B in annual revenue with moderate year-over-year growth of 8.91%.

Key Strengths

PEG Ratio0.81
Current Ratio2.01

Areas of Concern

Operating Margin9.60%
We analyze FIVE's fundamental strength across five key dimensions.

The stock receives a Fundamental Health Score of 64.6/100 based on profitability, valuation, growth, and balance sheet metrics. The C+ grade reflects average fundamentals, with notable risks in certain areas.

Fundamental Health Score

C+
64.6/100

We analyze FIVE's fundamental strength across five key dimensions:

Efficiency Score

Weak

FIVE struggles to generate sufficient returns from assets.

ROA > 10%
6.49%

Valuation Score

Moderate

FIVE shows balanced valuation metrics.

PE < 25
33.51
PEG Ratio < 2
0.81

Growth Score

Moderate

FIVE shows steady but slowing expansion.

Revenue Growth > 5%
8.91%
EPS Growth > 10%
-15.10%

Financial Health Score

Excellent

FIVE maintains a strong and stable balance sheet.

Debt/Equity < 1
0.93
Current Ratio > 1
2.01

Profitability Score

Moderate

FIVE maintains healthy but balanced margins.

ROE > 15%
18.14%
Net Margin ≥ 15%
7.53%
Positive Free Cash Flow
Yes

Key Financial Metrics

Is FIVE Expensive or Cheap?

P/E Ratio

FIVE trades at 33.51 times earnings. This suggests a premium valuation.

33.51

PEG Ratio

When adjusting for growth, FIVE's PEG of 0.81 indicates potential undervaluation.

0.81

Price to Book

The market values Five Below, Inc. at 5.48 times its book value. This suggests the stock is fully valued or overvalued on an asset basis.

5.48

EV/EBITDA

Enterprise value stands at 16.53 times EBITDA. This signals the market has high growth expectations.

16.53

How Well Does FIVE Make Money?

Net Profit Margin

For every $100 in sales, Five Below, Inc. keeps $7.53 as profit after all expenses.

7.53%

Operating Margin

Core operations generate 9.60 in profit for every $100 in revenue, before interest and taxes.

9.60%

ROE

Management delivers $18.14 in profit for every $100 of shareholder equity.

18.14%

ROA

Five Below, Inc. generates $6.49 in profit for every $100 in assets, demonstrating efficient asset deployment.

6.49%

Following the Money - Real Cash Generation

Operating Cash Flow

Five Below, Inc. produces operating cash flow of $587.66M, showing steady but balanced cash generation.

$587.66M

Free Cash Flow

Five Below, Inc. produces free cash flow of $412.55M, offering steady but limited capital for shareholder returns and expansion.

$412.55M

FCF Per Share

Each share generates $7.46 in free cash annually.

$7.46

FCF Yield

FIVE converts 3.38% of its market value into free cash.

3.38%

Financial Ratios Analysis

Valuation Ratios

P/E Ratio

Price to earnings ratio

33.51

vs 25 benchmark

PEG Ratio

Price/earnings to growth ratio

0.81

vs 25 benchmark

P/B Ratio

Price to book value ratio

5.48

vs 25 benchmark

P/S Ratio

Price to sales ratio

2.53

vs 25 benchmark

Financial Health

Debt/Equity

Total debt to shareholders' equity

0.93

vs 25 benchmark

Current Ratio

Current assets to current liabilities

2.009

vs 25 benchmark

Efficiency Ratios

ROE

Return on equity percentage

0.18

vs 25 benchmark

ROA

Return on assets percentage

0.06

vs 25 benchmark

ROCE

Return on capital employed

0.10

vs 25 benchmark

How FIVE Stacks Against Its Sector Peers

MetricFIVE ValueSector AveragePerformance
P/E Ratio33.5121.25 Worse (Expensive)
ROE18.14%1140.00% Weak
Net Margin7.53%-2869.00% (disorted) Weak
Debt/Equity0.930.81 Neutral
Current Ratio2.012.62 Strong Liquidity
ROA6.49%-587060.00% (disorted) Weak

FIVE outperforms its industry in 1 out of 6 key metrics, but lagging in P/E Ratio.

Historical Growth Performance

5-Year Growth Trajectory

This section reviews Five Below, Inc.'s 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.

Revenue CAGR

112.84%

Industry Style: Defensive, Dividend, Low Volatility

High Growth

EPS CAGR

46.90%

Industry Style: Defensive, Dividend, Low Volatility

High Growth

FCF CAGR

133.47%

Industry Style: Defensive, Dividend, Low Volatility

High Growth

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