National Vision Holdings, Inc. (EYE) vs Savers Value Village, Inc. (SVV)

National Vision Holdings, Inc. and Savers Value Village, Inc. are both Specialty Retail companies. Savers Value Village, Inc. is the larger, with a market value of $1.4B against $1.3B — 1.1× the size. National Vision Holdings, Inc. trades at the lower P/E: 26.2× against 58.4×. Savers Value Village, Inc. grew revenue faster over the last twelve months: 10.0% against 7.84%. National Vision Holdings, Inc. has the higher net margin (2.47% vs 1.42%) and the lower return on invested capital (4.71% vs 7.88%). Across the 22 metrics below, National Vision Holdings, Inc. leads on 13 and Savers Value Village, Inc. on 9.

Valuation

Metric EYE SVV Specialty Retail median
P/E 26.24 58.38 17.14
P/S 0.65 0.82 0.48
P/B 1.47 3.23 1.71
Price to free cash flow 26.79 17.57 13.04
EV/EBITDA 8.14 9.12 8.92
EV/Sales 0.75 1.18 0.64
Earnings yield 3.81% 1.71% 3.85%
Free cash flow yield 3.73% 5.69% 3.02%

Profitability

Metric EYE SVV Specialty Retail median
Gross margin 58.62% 55.71% 37.89%
Operating margin 4.07% 7.71% 3.66%
Net margin 2.47% 1.42% 1.42%
Free cash flow margin 2.41% 4.69% 1.44%
Return on equity 5.75% 5.72% 2.58%
Return on assets 2.54% 1.24% 0.25%
Return on invested capital 4.71% 7.88% 0.00%

Growth

Metric EYE SVV Specialty Retail median
Revenue growth (TTM) 7.84% 10.03% 3.35%
EPS growth (last fiscal year) 202.78% (17.65%) —
Revenue growth, 5-year CAGR 3.03% 15.02% 3.70%
Net income growth, 5-year CAGR (3.99%) 0.00% 0.00%

Health

Metric EYE SVV Specialty Retail median
Debt to equity 0.27 1.61 0.27
Current ratio 0.59 0.84 1.35
Net debt to EBITDA 1.30 3.01 0.24

Dividend

Metric EYE SVV Specialty Retail median
Dividend yield — — 1.73%
Payout ratio 0.00 — 0.00

Size

Metric EYE SVV Specialty Retail median
Market cap 1.30b 1.43b 348.57m

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