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Sculptor Capital Management Inc (SCU) Stock Fundamental Analysis

NYSE:SCU - New York Stock Exchange, Inc. - US8112461079 - Common Stock - Currency: USD

12.72  -0.03 (-0.24%)

After market: 12.73 +0.01 (+0.08%)

Fundamental Rating

2

SCU gets a fundamental rating of 2 out of 10. The analysis compared the fundamentals against 230 industry peers in the Capital Markets industry. SCU may be in some trouble as it scores bad on both profitability and health. SCU has a correct valuation and a medium 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.
The reported net income has been mixed in the past 5 years: SCU reported negative net income in multiple 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

SCU has a worse Return On Assets (-0.66%) 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

The Profit Margin and Operating Margin and Gross Margin are not available for SCU so they could not be analyzed.
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

SCU has less shares outstanding than it did 1 year ago.
The debt/assets ratio for SCU is higher compared to a year ago.
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.
SCU has a worse Altman-Z score (0.18) than 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 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.
The Current ratio of SCU (0.63) is worse than 72.06% of its industry peers.
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.
The Quick ratio of SCU (0.63) is worse than 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

SCU shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -31.88%.
SCU shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -28.70% yearly.
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.
The Revenue is expected to grow by 31.87% on average over the next years. This is a very strong growth
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.
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

With a Price/Earnings ratio of 13.53, SCU is valued correctly.
SCU's Price/Earnings is on the same level as the industry average.
Compared to an average S&P500 Price/Earnings ratio of 26.70, SCU is valued a bit cheaper.
Based on the Price/Forward Earnings ratio of 4.97, the valuation of SCU can be described as very cheap.
Based on the Price/Forward Earnings ratio, SCU is valued cheaply inside the industry as 96.57% of the companies are valued more expensively.
SCU is valuated cheaply when we compare the Price/Forward Earnings ratio to 22.49, which is the current average of the S&P500 Index.
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 5 10 15 20 25

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

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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 8.22.
SCU's Dividend Yield is comparable with the S&P500 average which is at 2.36.
Industry RankSector 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.
The dividend of SCU decreased 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 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
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
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
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 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