Sculptor Capital Management Inc (SCU) Stock Fundamental Analysis
NYSE:SCU - New York Stock Exchange, Inc. - US8112461079 - Common Stock - Currency: USD
We assign a fundamental rating of 3 out of 10 to SCU. SCU was compared to 225 industry peers in the Capital Markets industry. SCU may be in some trouble as it scores bad on both profitability and health. SCU is not valued too expensively and it also shows a decent growth rate.
1. Profitability
1.1 Basic Checks
In the past year SCU was profitable.
In the past year SCU has reported a negative cash flow from operations.
The reported net income has been mixed in the past 5 years: SCU reported negative net income in multiple years.
SCU had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
SCU's Return On Assets of -0.66% is on the low side compared to the rest of the industry. SCU is outperformed by 81.37% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -0.66% | ||
| ROE | N/A | ||
| ROIC | N/A |
ROA(3y)3.18%
ROA(5y)2.31%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
The Profit Margin and Operating Margin and Gross Margin are not available for SCU so they could not be analyzed.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | N/A |
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
SCU has less shares outstanding than it did 1 year ago.
The debt/assets ratio for SCU is higher compared to a year ago.
2.2 Solvency
SCU has an Altman-Z score of 0.18. This is a bad value and indicates that SCU is not financially healthy and even has some risk of bankruptcy.
The Altman-Z score of SCU (0.18) is worse than 75.49% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.18 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
SCU has a Current Ratio of 0.63. This is a bad value and indicates that SCU is not financially healthy enough and could expect problems in meeting its short term obligations.
Looking at the Current ratio, with a value of 0.63, SCU is doing worse than 72.06% of the companies in the same industry.
SCU has a Quick Ratio of 0.63. This is a bad value and indicates that SCU is not financially healthy enough and could expect problems in meeting its short term obligations.
With a Quick ratio value of 0.63, SCU is not doing good in the industry: 72.06% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.63 | ||
| Quick Ratio | 0.63 |
3. Growth
3.1 Past
The earnings per share for SCU have decreased strongly by -31.88% in the last year.
Measured over the past years, SCU shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -28.70% on average per year.
Looking at the last year, SCU shows a very negative growth in Revenue. The Revenue has decreased by -32.74% in the last year.
The Revenue for SCU have been decreasing by -13.36% on average. This is quite bad
EPS 1Y (TTM)-31.88%
EPS 3Y-32.82%
EPS 5Y-28.7%
EPS Q2Q%128.8%
Revenue 1Y (TTM)-32.74%
Revenue growth 3Y-11.15%
Revenue growth 5Y-13.36%
Sales Q2Q%-36.82%
3.2 Future
SCU is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 64.97% yearly.
Based on estimates for the next years, SCU will show a very strong growth in Revenue. The Revenue will grow by 31.87% on average per year.
EPS Next Y75.46%
EPS Next 2Y64.97%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year25.62%
Revenue Next 2Y31.87%
Revenue Next 3YN/A
Revenue Next 5YN/A
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 13.53, which indicates a correct valuation of SCU.
SCU's Price/Earnings ratio is in line with the industry average.
The average S&P500 Price/Earnings ratio is at 29.62. SCU is valued rather cheaply when compared to this.
The Price/Forward Earnings ratio is 4.97, which indicates a rather cheap valuation of SCU.
SCU's Price/Forward Earnings ratio is rather cheap when compared to the industry. SCU is cheaper than 96.57% of the companies in the same industry.
SCU's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 22.70.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.53 | ||
| Fwd PE | 4.97 |
4.2 Price Multiples
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
SCU's earnings are expected to grow with 64.97% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.18
PEG (5Y)N/A
EPS Next 2Y64.97%
EPS Next 3YN/A
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 2.83%, SCU has a reasonable but not impressive dividend return.
SCU's Dividend Yield is slightly below the industry average, which is at 10.21.
Compared to an average S&P500 Dividend Yield of 2.27, SCU pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.83% |
5.2 History
The dividend of SCU is nicely growing with an annual growth rate of 22.64%!
SCU has been paying a dividend for over 5 years, so it has already some track record.
SCU has decreased its dividend recently.
Dividend Growth(5Y)22.64%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
SCU has negative earnings and hence a negative payout ratio. The dividend may be in danger.
SCU's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP-114.51%
EPS Next 2Y64.97%
EPS Next 3YN/A
12.72
-0.03 (-0.24%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners0.48%
Inst Owner Change0%
Ins Owners3.74%
Ins Owner Change0%
Market Cap852.49M
Analysts80
Price Target14.28 (12.26%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.83% |
Yearly Dividend0.11
Dividend Growth(5Y)22.64%
DP-114.51%
Div Incr Years1
Div Non Decr Years1
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-11.6%
Min EPS beat(2)-11.6%
Max EPS beat(2)-11.6%
EPS beat(4)0
Avg EPS beat(4)-88.58%
Min EPS beat(4)-159.46%
Max EPS beat(4)-11.6%
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)1
Avg Revenue beat(2)22.1%
Min Revenue beat(2)-2.9%
Max Revenue beat(2)47.1%
Revenue beat(4)2
Avg Revenue beat(4)15.28%
Min Revenue beat(4)-3.73%
Max Revenue beat(4)47.1%
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0%
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.53 | ||
| Fwd PE | 4.97 | ||
| P/S | 2.18 | ||
| P/FCF | N/A | ||
| P/OCF | N/A | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | N/A |
EPS(TTM)0.94
EY7.39%
EPS(NY)2.56
Fwd EY20.11%
FCF(TTM)-1.21
FCFYN/A
OCF(TTM)-1.22
OCFYN/A
SpS5.83
BVpS-0.4
TBVpS-0.73
PEG (NY)0.18
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -0.66% | ||
| ROE | N/A | ||
| ROCE | N/A | ||
| ROIC | N/A | ||
| ROICexc | N/A | ||
| ROICexgc | N/A | ||
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | N/A | ||
| FCFM | N/A |
ROA(3y)3.18%
ROA(5y)2.31%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score1
Asset Turnover0.3
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | 16.56% | ||
| Cap/Sales | 0.18% | ||
| Interest Coverage | N/A | ||
| Cash Conversion | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.63 | ||
| Quick Ratio | 0.63 | ||
| Altman-Z | 0.18 |
F-Score1
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)33.91%
Cap/Depr(5y)36.13%
Cap/Sales(3y)0.4%
Cap/Sales(5y)0.53%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-31.88%
EPS 3Y-32.82%
EPS 5Y-28.7%
EPS Q2Q%128.8%
EPS Next Y75.46%
EPS Next 2Y64.97%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-32.74%
Revenue growth 3Y-11.15%
Revenue growth 5Y-13.36%
Sales Q2Q%-36.82%
Revenue Next Year25.62%
Revenue Next 2Y31.87%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-167.18%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-122.98%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-122.81%
OCF growth 3YN/A
OCF growth 5YN/A