Start here if you're new
what it is
Savers Value Village buys used stuff and resells it in thrift stores across the U.S., Canada, and Australia.
how it gets paid
Last year Savers Value Village made $1.7B in revenue. U.S. Retail was the main engine at $1.00B, or 59% of sales.
why it's growing
Revenue grew 9.2% last year. The $1.2B revenue print mattered most because it showed the chain can still move a lot of volume.
what just happened
Revenue hit $1.2B while EPS landed at $0.00.
At a glance
C++ balance sheet — some cracks in the foundation
61.9x trailing p/e — you're paying up for this one
5.2% return on capital — nothing to write home about
$0.17 fy2024 eps est
$2B fy2024 rev est
xvary composite: 33/100 — weak
What they do
Savers Value Village buys used stuff and resells it in thrift stores across the U.S., Canada, and Australia.
You get 367 stores across three countries, and 3.2 billion pounds of reused goods over five years. That is not a cute sustainability slogan. That is a giant sorting machine that turns donated chaos into shelf-ready inventory.
How they make money
$1.7B
annual revenue · their business grew +9.2% last year
U.S. Retail
$1.00B
+10.0%
Canada Retail
$0.43B
+8.0%
Australia Retail
$0.14B
+6.0%
Other / wholesale
$0.13B
+4.0%
The products that matter
for-profit thrift retail
U.S. thrift stores
$1.55B · 92% of shown revenue
This is the business. It generated $1.55B of the $1.68B shown here, so U.S. store traffic and pricing do most of the heavy lifting.
core engine
cross-border store base
Canada retail
$130.7M · +10.7% growth
At $130.7M, this is much smaller than the U.S. business, but it is still part of the growth argument and one of the few disclosed segment datapoints.
smaller contributor
inventory sourcing network
Nonprofit supply network
367 stores supplied
This donation pipeline keeps 367 stores stocked. It matters because inventory is the entire model, but the current page does not give enough data to call it a durable moat.
model enabler
Key numbers
61.9x
trailing p/e
You are paying 61.9 times trailing earnings. For a thrift chain, that is a rich price for a very normal business.
13.0%
operating margin
This is the share of sales left after operating costs. At 13.0%, the model works, but it is not bulletproof.
$1.3B
long-term debt
Debt this size limits moves. A retailer with $1.7B of revenue has less room to absorb bad quarters.
5.2%
return on capital
This is the profit your capital earns. At 5.2%, the business is working, but your money is not sprinting.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 4 — safer than 20% of stocks
- price stability 10 / 100
- long-term debt $1.3B (51% of capital)
C++ — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
Return history isn't available for SVV right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Revenue hit $1.2B while EPS landed at $0.00.
Revenue was strong, but the margin story stayed ordinary. Gross margin was 23.8%, and EPS came in flat on the latest quarter.
$1.2B
revenue
$0.00
eps
23.8%
gross margin
the number that mattered
The $1.2B revenue print mattered most because it showed the chain can still move a lot of volume. The problem is the profit line did not turn that volume into much EPS.
source: company earnings report, 2026
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What could go wrong
The top risk here is multiple compression if comparable sales cool. A retailer on 61.9x trailing earnings does not get many free passes.
high
valuation reset
The stock trades at 61.9x trailing earnings versus a 17.2x industry average. If comp sales drift below the 5.4% just posted, the premium multiple gets harder to defend.
This is the cleanest risk on the page: when expectations are high, even decent retail results can disappoint.
high
leverage plus thin margins
Long-term debt stands at $1.3B, or 51% of capital, while net profit margin is 4.8%. That is a lot of balance-sheet weight on a business that keeps less than 5 cents of each revenue dollar.
If costs rise or store traffic slips, profit pressure shows up quickly because there is not much margin cushion.
med
store-level legal and operating exposure
The 10-K flags commercial, premises liability, and consumer protection risks across a 367-store footprint in three countries. Retail scale helps revenue. It also gives you more places for things to go wrong.
A major claim or compliance issue would hit a business already operating with a 4.8% net margin.
With $1.3B in long-term debt, a 4.8% net margin, and a 61.9x multiple, SVV needs stable traffic and clean execution to keep the story intact.
source: institutional data · regulatory filings · risk analysis
Pay attention to
metric
comparable sales versus 5.4%
This is the heartbeat of the story. If comp sales slip materially below the last reported 5.4%, the premium multiple loses its easiest defense.
calendar
fy2026 guidance versus 2.5%–4.0%
Management gave a range. The next few quarters will tell you whether that range was conservative, realistic, or already too generous.
risk
debt burden versus margin cushion
$1.3B of long-term debt is manageable only if margins stay intact. At 4.8%, there is not much slack in the system.
trend
insider selling after the rally attempts
The Mar 11, 2026 sale does not prove anything by itself. But repeated insider selling in a richly valued stock would be hard to ignore.
Analyst rankings
risk profile
below average
risk rank 4 — more volatile than most — brace for bigger swings.
chart momentum
below average
momentum rank 4 — analysts see underperformance risk in the near term.
source: institutional data
Institutional activity
institutional ownership data for SVV is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$10
current price
n/a
target midpoint · n/a from current
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