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Operates for-profit thrift stores that buy donated clothing and household goods and resell them at low prices.
Operates for-profit thrift stores that buy donated clothing and household goods and resell them at low prices.
Pays charity partners for donated goods by weight, then sorts and prices the items itself and sells them in its stores, with unsold goods going in bulk to wholesale buyers. Its profit depends on how cheaply it sources donations, and most stores are in the US and Canada.
Moat: narrow (scale, distribution). Scale in sourcing, sorting and pricing donated goods across many stores is hard for smaller thrift operators to match.
Headquarters: Bellevue, Washington, US · Founded: 1954 · Employees: 24,000
Size Savers Value Village (SVV) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $1.52B, the 1984th largest of 3,117 United States companies the cockpit tracks. Shares closed at $9.84 on 6 Nov 2026.
Performance Over six months the shares gained 22.1%, against -10.2% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 10.0% over the last twelve months (peer median +1.9%); the operating margin is 8.0% (peer median 5.8%).
Valuation It trades at 18.2× forward earnings against a peer median of 13.3× (6th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.1 points below its cost of capital (8.3% WACC).
Short interest Short interest is 6.3% of the free float (15 Oct 2026).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.74B | $1.68B | $1.54B | $1.50B | $1.44B |
| Revenue growth | — | +9% | +2% | +4% | — |
| Gross profit | $534M | $499M | $467M | $453M | $508M |
| EBITDA | $228M | $213M | $204M | $208M | $271M |
| Net income | $24.8M | $22.6M | $29.0M | $53.1M | $84.7M |
| Free cash flow | $81.8M | $48.6M | $27.4M | $83.4M | $58.6M |
| Capital expenditure | $123M | $119M | $106M | $92.4M | $110M |
| Total debt | $1.44B | $1.40B | $1.31B | $1.29B | $1.26B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Savers Value Village SVV | $1.52B | +22% | +10% | 8% | 18.2× | 12.9% |
| Ross Stores ROST | $73.8B | +3% | +14% | 13% | 27.0× | 11.0% |
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.
| Measure | SVV | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.0% | +1.4% | 10th highest of 21 |
| 6-month return | +22.1% | -10.2% | 5th highest of 21 |
| Distance from 52-week high | -22.5% | -20.2% | 10th lowest of 21 |
| Revenue growth (TTM) | +10.0% | +1.9% | 7th highest of 21 |
| Operating margin | 8.0% | 5.8% | 9th highest of 21 |
| Forward P/E | 18.2× | 13.3× | 6th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 12.9% | -0.3% | 3rd most demanding of 17 |
| Growth delivered (Del g) | +15.0% | +4.7% | 5th highest of 17 |
| Hurdle (Req g minus delivered) | -2.2 pp | -5.0 pp | 6th most demanding of 17 |
| ROIC minus cost of capital | -2.1 pp | +3.6 pp | 5th lowest of 21 |
| EV / EBITDA | 12.6× | 7.3× | 3rd most expensive of 12 |
| Net debt / EBITDA | 5.9× | 1.8× | 3rd most indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Savers Value Village SVV | United States | $1.52B | +22% | +10% | 8% | 18.2× | 12.9% | +15.0% |
| Pets At Home PETS.L | United Kingdom | $1.51B | +48% | -1% | 7% | 15.9× | 9.2% | +5.2% |
| Luk Fook Holdings (International) 0590.HK | Hong Kong | $1.58B | -9% | +29% | 20% | 6.1× | n/a | n/a |
| Leon's Furniture LNF.TO | Canada | $1.43B | +16% | 0% | 8% | 13.3× | -3.3% | +3.0% |
| Honasa Consumer HONASA.NS | India | $1.61B | +32% | +21% | 10% | 52.9× | 42.5% | +39.1% |
| National Vision EYE | United States | $1.42B | -22% | +8% | 4% | 16.3× | 15.6% | +3.0% |
| Itochu Enex 8133.T | Japan | $1.41B | +3% | +2% | 3% | n/a | -7.1% | +2.9% |
| Sun Art Retail 6808.HK | Hong Kong | $1.37B | -24% | -10% | 0% | n/a | 1.6% | -9.4% |
| Bilia BILI-A.ST | Sweden | $1.37B | +9% | +1% | 3% | 14.6× | 0.9% | +6.0% |
| Sally Beauty SBH | United States | $1.71B | +31% | +1% | 9% | 8.3× | -2.6% | +1.0% |
| Beijing Caishikou Department Store 605599.SS | China | $1.71B | -23% | +37% | 4% | 13.3× | -17.2% | +32.7% |
| SILICON 2 257720.KS | South Korea | $1.30B | -39% | +55% | 19% | 7.2× | -14.8% | +62.2% |
| Rusta RUSTA.ST | Sweden | $1.28B | -17% | +8% | 8% | 18.7× | 2.5% | +7.3% |
| Chengdu Fusen Noble-House Industrial 002818.SZ | China | $1.26B | -8% | -22% | 42% | 11.2× | -2.7% | -1.0% |
| Nextage 3186.T | Japan | $1.25B | -26% | +24% | 4% | 11.2× | -0.1% | +22.0% |
| Kidswant Digital Technology 301078.SZ | China | $1.24B | -25% | +5% | 5% | 21.8× | -0.6% | +4.2% |
| Chow Tai Seng Jewelry 002867.SZ | China | $1.88B | -12% | -22% | 14% | 13.1× | 1.3% | +11.7% |
| Sonic Automotive SAH | United States | $1.95B | -24% | +2% | 3% | 9.3× | n/a | n/a |
| MTG 7806.T | Japan | $1.96B | +36% | +44% | 11% | 27.4× | n/a | n/a |
| MarineMax HZO | United States | $1.16B | +21% | -6% | 2% | 32.8× | n/a | n/a |
| Sinomach Automobile 600335.SS | China | $1.16B | -14% | -11% | 2% | n/a | -10.9% | -4.2% |