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Sculptor Capital Management Inc (SCU) Stock Fundamental Analysis

USA - New York Stock Exchange - NYSE:SCU - US8112461079 - Common Stock

12.72 USD
-0.03 (-0.24%)
Last: 11/16/2023, 8:04:00 PM
12.73 USD
+0.01 (+0.08%)
After Hours: 11/16/2023, 8:04:00 PM
Fundamental Rating

2

SCU gets a fundamental rating of 2 out of 10. The analysis compared the fundamentals against 237 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.


Dividend Valuation Growth Profitability Health

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1

1. Profitability

1.1 Basic Checks

In the past year SCU was profitable.
SCU had a negative operating cash flow in the past year.
In multiple years SCU reported negative net income over the last 5 years.
Of the past 5 years SCU 4 years had a positive operating cash flow.
SCU Yearly Net Income VS EBIT VS OCF VS FCFSCU Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 0 200M -200M 400M

1.2 Ratios

The Return On Assets of SCU (-0.66%) is worse than 81.37% of its industry peers.
Industry RankSector 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
SCU Yearly ROA, ROE, ROICSCU Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 0 -500 -1K -1.5K

1.3 Margins

SCU does not have Profit Margin and Operating Margin and Gross Margin available, so we won't be analyzing them here.
Industry RankSector 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
SCU Yearly Profit, Operating, Gross MarginsSCU Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 0 20 -20 40 -40 60 80

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0

2. Health

2.1 Basic Checks

Compared to 1 year ago, SCU has less shares outstanding
SCU has a worse debt/assets ratio than last year.
SCU Yearly Shares OutstandingSCU Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 100M 200M 300M
SCU Yearly Total Debt VS Total AssetsSCU Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2B 4B 6B 8B 10B

2.2 Solvency

Based on the Altman-Z score of 0.18, we must say that SCU is in the distress zone and has some risk of bankruptcy.
With a Altman-Z score value of 0.18, SCU is not doing good in the industry: 75.49% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Altman-Z 0.18
ROIC/WACCN/A
WACCN/A
SCU Yearly LT Debt VS Equity VS FCFSCU Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 0 2B 4B 6B

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.
SCU has a Quick ratio of 0.63. This is in the lower half of the industry: SCU underperforms 72.06% of its industry peers.
Industry RankSector Rank
Current Ratio 0.63
Quick Ratio 0.63
SCU Yearly Current Assets VS Current LiabilitesSCU Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 200M 400M 600M 800M 1B

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5

3. Growth

3.1 Past

The earnings per share for SCU have decreased strongly by -31.88% in the last year.
The earnings per share for SCU have been decreasing by -28.70% on average. This is quite bad
SCU shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -32.74%.
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

The Earnings Per Share is expected to grow by 64.97% on average over the next years. This is a very strong growth
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

The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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.
SCU Yearly Revenue VS EstimatesSCU Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B
SCU Yearly EPS VS EstimatesSCU Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2 -2 4 6 8 10

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5

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.
Compared to an average S&P500 Price/Earnings ratio of 26.15, SCU is valued a bit cheaper.
The Price/Forward Earnings ratio is 4.97, which indicates a rather cheap valuation of SCU.
Compared to the rest of the industry, the Price/Forward Earnings ratio of SCU indicates a rather cheap valuation: SCU is cheaper than 96.57% of the companies listed 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 36.12.
Industry RankSector Rank
PE 13.53
Fwd PE 4.97
SCU Price Earnings VS Forward Price EarningsSCU Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
SCU Per share dataSCU EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 2 4

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

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3

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 8.60.
SCU's Dividend Yield is comparable with the S&P500 average which is at 2.41.
Industry RankSector Rank
Dividend Yield 2.83%

5.2 History

On average, the dividend of SCU grows each year by 22.64%, which is quite nice.
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
SCU Yearly Dividends per shareSCU Yearly Dividends per shareYearly Dividends per share 2018 2019 2020 2021 2022 2023 1 2 3

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
SCU Yearly Income VS Free CF VS DividendSCU Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 0 200M -200M 400M

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Sculptor Capital Management Inc

NYSE:SCU (11/16/2023, 8:04:00 PM)

After market: 12.73 +0.01 (+0.08%)

12.72

-0.03 (-0.24%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-08 2023-11-08/bmo
Earnings (Next)02-26 2024-02-26/amc
Inst Owners0.48%
Inst Owner Change0%
Ins Owners3.74%
Ins Owner Change0%
Market Cap852.49M
Revenue(TTM)391.01M
Net Income(TTM)-8.69M
Analysts80
Price Target14.28 (12.26%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector 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 RankSector 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
Graham NumberN/A
Profitability
Industry RankSector 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
ROICexgc growth 3YN/A
ROICexgc 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 RankSector 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

Sculptor Capital Management Inc / SCU FAQ

What is the fundamental rating for SCU stock?

ChartMill assigns a fundamental rating of 3 / 10 to SCU.


Can you provide the valuation status for Sculptor Capital Management Inc?

ChartMill assigns a valuation rating of 5 / 10 to Sculptor Capital Management Inc (SCU). This can be considered as Fairly Valued.


What is the profitability of SCU stock?

Sculptor Capital Management Inc (SCU) has a profitability rating of 1 / 10.


What is the valuation of Sculptor Capital Management Inc based on its PE and PB ratios?

The Price/Earnings (PE) ratio for Sculptor Capital Management Inc (SCU) is 13.53 and the Price/Book (PB) ratio is -32.17.


What is the earnings growth outlook for Sculptor Capital Management Inc?

The Earnings per Share (EPS) of Sculptor Capital Management Inc (SCU) is expected to grow by 75.46% in the next year.