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THG Plc (THGHY)

New York Stock Exchange Consumer Cyclical Specialty RetailView data quality →
45.6Fair

ValueMarkers Composite Index

Top 17%#37,012 of 44,707

DCF data not available

Piotroski
3/9
Weak
Beneish
-1.69
High Risk
Altman
-0.44
Distress
DCF Value
-
N/A
ROIC
-3.3%
Low
P/E
9.1
Value
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

THG Plc (THGHY) — VMCI valuation read

THGHY screens at VMCI 46/100, a 4-point gap below the Consumer Cyclical sector median (50). For a mid-cap THG Plc share, that placement says the multi-pillar composite is richer or lower quality than the typical peer on a like-for-like basis.

THGHY has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: THGHY trades at 14.0x earnings, 22% below the Consumer Cyclical median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Cyclical group. Quality: ROIC of 8.0% trails the Consumer Cyclical median (10.0%) by 2.0pp, the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 0.2x leaves covenant headroom, which sets the rate-cycle exposure for THG Plc.

THGHY fell 3.9% over the trailing 7 days, with a +2.8% read on a 30-day basis.

THG Plc operates as an e-commerce technology company in the United Kingdom, the United States, Europe, and internationally. The company operates pure-play sites, such as Lookfantastic, Cult Beauty, and Dermstore that offers approximately 1,300 premium brands across the skincare, haircare, cosmetics, and fragrance categories; Myprotein, a D2C sport nutrition provider that offers products across various categories, including vegan, protein, vitamin, athleisure, and healthy snacks; and THG Ingenuity, an end-to-end platform that powers businesses and brands, which offers hosting, analytics, fraud detection, logistics, and warehousing services, as well as digital brand management, including marketing, translation, and global customer services. It also engages in the online beauty and haircare businesses; and provision of skincare, haircare and cosmetics products. In addition, the company operates THG OnDemand, which offers entertainment products and subscription services for clothing, gadgets, and vinyl; THG Experience that comprises of Three luxury event spaces, including King Street Townhouse Hotel, Great John Street Hotel, and Hale Country Club & Spa; and THG Luxury, which operates various websites that retails fashion and lifestyle brands. Further, it operates hairdressing salons and hotels; offers website development, franchising and consultancy, warehouse and distribution, environmental consulting, translation and interpretation, web hosting, and marketing services; distributes motion pictures; processes films; recovers sorted metals; and produces visual content. The company was formerly known as THG Holdings plc and changed its name to THG Plc in January 2021. THG Plc was founded in 2004 and is based in Manchester, the United Kingdom.

CEO: Matthew John Moulding6,797 employeesGBwww.thg.com

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