Sculptor Capital Management Inc (SCU) Fundamental Analysis & Valuation

NYSE:SCU • US8112461079

Current stock price

12.72 USD
-0.03 (-0.24%)
At close:
12.73 USD
+0.01 (+0.08%)
After Hours:

This SCU fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

0

1. SCU Profitability Analysis

1.1 Basic Checks

  • In the past year SCU was profitable.
  • In the past year SCU has reported a negative cash flow from operations.
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 2016 2017 2018 2019 2020 2021 2022 0 200M -200M 400M

1.2 Ratios

  • SCU has a Return On Assets of -0.66%. This is amonst the worse of the industry: SCU underperforms 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 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 2016 2017 2018 2019 2020 2021 2022 0 20 -20 40 -40 60 80

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0

2. SCU Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for SCU has been reduced compared to 1 year ago.
  • Compared to 1 year ago, SCU has a worse debt to assets ratio.
SCU Yearly Shares OutstandingSCU Yearly Shares OutstandingYearly Shares Outstanding 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 2016 2017 2018 2019 2020 2021 2022 500M 1B 1.5B

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.
  • SCU's Altman-Z score of 0.18 is on the low side compared to the rest of the industry. SCU is outperformed by 75.49% of its industry peers.
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 2016 2017 2018 2019 2020 2021 2022 0 200M -200M 400M -400M

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.
  • With a Current 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.
  • A Quick Ratio of 0.63 indicates that SCU may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.63, SCU is doing worse than 72.06% of the companies in the same industry.
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 2016 2017 2018 2019 2020 2021 2022 200M 400M 600M 800M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. SCU Growth Analysis

3.1 Past

  • SCU shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -31.88%.
  • 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.
  • The Revenue for SCU has decreased by -32.74% in the past year. This is quite bad
  • SCU shows a very negative growth in Revenue. Measured over the last years, the Revenue has been decreasing by -13.36% yearly.
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
  • SCU is expected to show a strong growth in Revenue. In the coming years, the Revenue will grow by 31.87% yearly.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B
SCU Yearly EPS VS EstimatesSCU Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2 -2 4

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5

4. SCU Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 13.53 indicates a correct valuation of SCU.
  • SCU's Price/Earnings ratio is in line with the industry average.
  • SCU's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.64.
  • The Price/Forward Earnings ratio is 4.97, which indicates a rather cheap valuation of SCU.
  • Based on the Price/Forward Earnings ratio, SCU is valued cheaply inside the industry as 96.57% of the companies are valued more expensively.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 21.36, SCU is valued rather cheaply.
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

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

  • SCU's 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

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. SCU Dividend Analysis

5.1 Amount

  • SCU has a Yearly Dividend Yield of 2.83%.
  • Compared to an average industry Dividend Yield of 6.46, SCU is paying slightly less dividend.
  • Compared to an average S&P500 Dividend Yield of 1.80, SCU pays a better dividend.
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

  • The earnings of SCU are negative and hence is the payout ratio. SCU will probably not be able to sustain this dividend level.
  • 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 2016 2017 2018 2019 2020 2021 2022 0 200M -200M 400M

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SCU Fundamentals: All Metrics, Ratios and Statistics

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
Industry Strength31.68
Industry Growth53.42
Earnings (Last)11-08
Earnings (Next)02-26
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 Number0 (-100%)
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 Fundamental Analysis FAQ

What is the fundamental rating for SCU stock?

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


What is the valuation status for SCU stock?

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


How profitable is Sculptor Capital Management Inc (SCU) stock?

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


What are the PE and PB ratios of Sculptor Capital Management Inc (SCU) stock?

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 financial health of Sculptor Capital Management Inc (SCU) stock?

The financial health rating of Sculptor Capital Management Inc (SCU) is 1 / 10.