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Smcp SASMCP.PACompetitor analysis, valuation and peers

France · EUR·Consumer Discretionary›Apparel/Footwear Retail
Momentum laggard 4
Mkt cap
$368M
US dollars, full cap
Free float
41%
of shares outstanding
$/day
$727,380
20-day average traded
Fwd P/E
6.3×
forward earnings
ROIC−WACC
-3.3 pp
WACC 7.8%
Hurdle
-14 pp
Req g minus delivered
Next earnings
104 days
18 Feb 2027
Close · EUR€4.20
1D+2.9%
1W+6.9%
1M-21.6%
3M-38.1%
6M-16.9%
YTD-33.1%
1Y-27.8%
ATR %6.2%
52w lowhigh41.2% off high

What Smcp does

Employees: 6,359

Smcp at a glance

Size Smcp (SMCP.PA) is a France Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $368M, the 193rd largest of 206 France companies the cockpit tracks. Shares closed at €4.20 on 6 Nov 2026.

Performance Over six months the shares fell 16.9%, against -4.0% for the median peer and -0.4% for the France market (cap-weighted) — 7th lowest of 20 in its peer set.

Growth Revenue fell 1.2% over the last twelve months (peer median +5.6%); the operating margin is 8.6% (peer median 3.4%).

Valuation It trades at 6.3× forward earnings against a peer median of 12.8× (cheapest of 15).

Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -14 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 3.3 points below its cost of capital (7.8% WACC).

Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010012014011 May 202611 Aug 20266 Nov 2026Peer median 99SMCP.PA 85
Six months, rebased to 100: Smcp against the median of its 20 peers (local-currency closes).

Smcp financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€1.21B€1.22B€1.21B€1.23B€1.21B
Revenue growth—0%-2%+2%—
Gross profit€365M€349M€310M€337M€360M
EBITDA€239M€230M€216M€235M€267M
Net income€22.4M€16.6M-€23.6M€11.2M€51.3M
Free cash flow€174M€208M€171M€141M€154M
Capital expenditure€33.9M€31.6M€43.7M€54.2M€45.5M
Total debtn/a€578M€729M€749M€768M

Quarterly statements and history in the cockpit →

Smcp competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-20%0%CTRNGCOSFIXSHOEJILLDBIUNI7606002762STYLEBAAZA3709LINDEX8281002356ARVINDFASNABFRLDEBSRVRCSMCP.PA6-month return →1-month return →
Up and to the right = strong over both horizons. Smcp is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%10×20×30×CTRNGCOSHOEJILLUNI7606STYLEBAAZACAL3709ARVINDFASNDEBSSMCP.PARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Smcp is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%0%25%50%CTRNGCOSFIXSHOEJILLDBIUNI76063709ARVINDFASNRVRCSMCP.PAGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Smcp is the large dot.

Smcp competitors and peer comparison

How Smcp compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Smcp against its 20 peers (data as of 6 Nov 2026)
MeasureSMCP.PAPeer medianRank in peer set
1-month return-21.6%+0.8%lowest of 21
6-month return-16.9%-4.0%7th lowest of 20
Distance from 52-week high-41.2%-21.3%6th lowest of 21
Revenue growth (TTM)-1.2%+5.6%6th lowest of 21
Operating margin8.6%3.4%3rd highest of 20
Forward P/E6.3×12.8×cheapest of 15
Growth the price implies (Req g, 7 yrs)-6.7%3.1%4th least demanding of 15
Growth delivered (Del g)+6.9%+5.4%5th highest of 15
Hurdle (Req g minus delivered)-13.6 pp-7.1 pp3rd least demanding of 15
ROIC minus cost of capital-3.3 pp-2.3 pp9th lowest of 20
EV / EBITDA3.5×7.3×2nd cheapest of 13
Net debt / EBITDA2.1×3.1×8th least indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Smcp SMCP.PAFrance$368M-17%-1%9%6.3×-6.7%+6.9%
Citi Trends CTRNUnited States$375M-3%+11%1%22.1×49.7%+0.9%
Genesco GCOUnited States$390M+3%+3%1%11.6×14.5%+6.4%
Stitch Fix SFIXUnited States$346M-23%+6%-2%n/a10.2%-8.5%
Shoe Station SHOEUnited States$395M-19%-4%3%13.2×8.0%+3.1%
J.Jill JILLUnited States$333M+70%-2%8%10.3×-5.4%+6.9%
Designer Brands DBIUnited States$329M-8%-1%3%12.5×2.3%+5.3%
Purple Style Labs PERNIASPOP.NSIndia$417Mn/a+14%-14%n/an/an/a
Universal Store UNI.AXAustralia$425M+24%+13%17%14.1×4.0%+12.3%
United Arrows 7606.TJapan$426M-1%+8%6%10.1×-10.9%+6.2%
Jinfa Labi Maternity & Baby Articles 002762.SZChina$429M-4%+12%-14%n/an/an/a
Baazar Style Retail STYLEBAAZA.NSIndia$314M-6%+35%5%33.4×n/an/a
Caleres CALUnited States$438M-6%+7%4%6.6×0.4%+5.4%
EEKA Fashion 3709.HKHong Kong$442M-20%-4%8%6.8×-19.3%+2.6%
Lindex LINDEX.HEFinland$456M+16%+4%7%12.4×-7.2%+3.8%
XEBIO 8281.TJapan$298M+7%+3%1%n/a-4.4%+4.5%
Shenzhen Pengfei Green Energy Development 002356.SZChina$458M-29%-23%n/an/an/an/a
Arvind Fashions ARVINDFASN.NSIndia$486M-25%+13%8%26.8×16.6%+22.5%
Aditya Birla Fashion and Retail ABFRL.NSIndia$503M-42%-27%-8%n/an/an/a
boohoo DEBS.LUnited Kingdom$526M+46%+120%0%29.6×n/an/a
RVRC RVRC.STSweden$596M-1%+5%21%14.4×7.6%+17.6%

Questions

Which companies are Smcp's closest peers?
The cockpit's peer set: Citi Trends (CTRN), Genesco (GCO), Stitch Fix (SFIX), Shoe Station (SHOE), J.Jill (JILL), Designer Brands (DBI), Purple Style Labs (PERNIASPOP.NS), Universal Store (UNI.AX).
Is Smcp expensive compared with its peers?
On forward p/e it trades at 6.3× against a peer median of 12.8×, cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -14 pp: the price already allows for a slowdown.
How has Smcp stock performed?
Over six months to 6 Nov 2026 the shares returned -16.9% against -4.0% for the median peer; over one year -27.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.