Bebe Stores, Inc. (BDST)

Bebe Stores, Inc. (BDST) — VMCI valuation read

Composite valuation read on BDST: VMCI 57/100 against a Industrials sector median of 50. The 7-point above-median print is the headline number for Bebe Stores, Inc., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for BDST: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on BDST: BDST trades at 21.0x earnings, 17% above the Industrials median of 18.0x; ROIC of 13.0% sits 3.0pp above the Industrials median (10.0%); net debt to EBITDA of 3.4x is the binding constraint on the bear case. EV/EBITDA at 14.0x versus 12.0x for Industrials closes the value frame.

BDST fell 3.8% over the trailing 7 days, with a -20.1% read on a 30-day basis.