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Financial Performance & Scoring -- © 2006 Gaskins IPO Desktop/IPOdesktop |
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Summary ratios for the week of June 26 |
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(P/E ratios based on annualizing the March quarter, unless otherwise noted) |
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VALUATION RATIOS |
IPO Mrkt |
Price / |
Price / |
Price / |
Price / |
% offered |
|
Cap (mm) |
Sales |
Earnings |
BookValue |
TangibleBV |
in IPO |
|
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Summary -- scheduled for week of June 26 |
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Aventine (AVR) |
$1,621 |
1.3 |
33 |
5.4 |
7.8 |
19% |
|
ethanol producer & distributor |
Post-IPO shrs: 42mm |
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Bidz.com (BIDZ) |
$255 |
1.8 |
19 |
5.6 |
5.6 |
22% |
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online jewelry retailer with an auction |
Post-IPO shrs: 50mm |
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Compare & Contrast |
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For the quarter ended about April 30, 2006 |
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Bidz.com (BIDZ) |
$255 |
1.8 |
19 |
5.6 |
5.6 |
|
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Blue Nile (NILE) |
$552 |
2.7 |
58 |
6.8 |
6.8 |
|
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Blue Nile, Inc. engages in the online retailing of diamonds, jewelry, and watches in the United States, the United Kingdom, and Canada. |
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Gordon Biersch (BIER) |
$112 |
1.0 |
158 |
2.1 |
5.3 |
44% |
|
upscale brewery restaurants |
Post-IPO shrs: 9.3mm |
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Gmarket (GMKT) |
$705 |
5.9 |
88 |
7.7 |
7.8 |
18% |
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S. Korean consumer ecommerce |
Post-IPO shrs: 50mm |
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J. Crew (JCG) |
$910 |
0.9 |
11 |
-4.2 |
-4.2 |
33% |
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Compare & Contrast |
IPO Mrkt |
Price / |
Price / |
Price / |
Price / |
After tax |
|
For the quarter ended 4/30/06 |
Cap (mm) |
Sales |
Earnings |
BookValue |
TangibleBV |
Profits |
|
J. Crew (JCG) |
$910 |
0.9 |
11 |
-4.2 |
-4.2 |
8.3% |
|
(JCG is proforma assuming the IPO) |
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GAP (GPS) |
$14,480 |
1.1 |
15 |
2.7 |
2.7 |
7.0% |
|
Limited Brands (LTD) |
$10,810 |
1.3 |
27 |
4.3 |
15.4 |
4.8% |
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The Jan quarter is comparably larger for LTD |
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For the year ended about January 31, 2006 |
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J. Crew (JCG) |
$910 |
1.0 |
18 |
-4.2 |
-4.2 |
5.5% |
|
(JCG is proforma assuming the IPO) |
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GAP (GPS) |
$14,480 |
0.9 |
13 |
2.7 |
2.7 |
7.0% |
|
Limited Brands (LTD) |
$10,810 |
1.1 |
16 |
4.3 |
15.4 |
4.8% |
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(summary continued) |
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VALUATION RATIOS |
IPO Mrkt |
Price / |
Price / |
Price / |
Price / |
% offered |
|
Cap (mm) |
Sales |
Earnings |
BookValue |
TangibleBV |
in IPO |
|
|
Omniture (OMTR) |
$372 |
5.8 |
-27 |
4.0 |
4.5 |
24% |
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online business optimization software |
Post-IPO shrs: 45mm |
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PGT (PGTI) |
$418 |
1.1 |
13 |
2.1 |
-4.9 |
36% |
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impact-resistant windows & doors |
2005 results |
Post-IPO shrs: 42mm |
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Replidyne (RDYN) |
$395 |
34.0 |
-10 |
3.4 |
3.3 |
19% |
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new class of antibiotics |
Post-IPO shrs: 26mm |
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Wintegra (WMTG) |
$291 |
10.1 |
96 |
5.7 |
5.7 |
22% |
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infrastructure equipment semiconductors |
Post-IPO shrs: 22mm |
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Analysis, grading, scoring for DesktopPass subscribers |
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