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AUTHOR
DATE
SUBJECT
10
member
3/03/11 5:48PM
RE: WMT vs TGT
9
Just purely looking at Compustat (for historical) and consensus (for forward), looks to me like:
* As you said, very similar multiples on current year EPS.
* 3-yr (forward) CAGRs for both revenue and EPS very, very... login to read the rest
1) If wmt plonk down $7bil on new stores what ebitda will the $7bil generate once the store matures?
2) How often will they have to refurb these stores and what would the refurbishments cost?
Im am... login to read the rest
If you assume that new store capex = growth and all the rest is maintenance, how does that compare with the calculation of maintenance capex you put in the write up? Thanks.
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