Rimini Street vs. Duluth Holdings: Similar Market Cap, But Rimini Street Is A Better Bet
Last Updated: 2/2/2022
Rimini Street Has Higher Expected Return Than Duluth Holdings
Rimini Street is trading at a more expensive P/S valuation vs. Duluth Holdings and it makes sense to pay more for Rimini Street for a higher expected return
3-Year Return Depends On [1] Revenue Growth [2] P/S
[1] How Much Can Revenue Grow In Next 3 Years
We expect annual revenue growth of 14.1% for RMNI and 1.6% for DLTH
[2] Which P/S Scenarios Make Sense
We expect P/S of 1.3 for RMNI and 0.6 for DLTH based on below plausible scenarios
Are Current P/S Ratios Justified
A higher P/S is justified by higher margin, higher revenue growth, better margin expansion, and lower risk
P/S Ratio
Revenue Growth & Operating Margin
Financial & Market Risk
Note On P/S Justification
Past Market Return Comparison vs. Benchmarks
Since 2018, Rimini Street and Duluth Holdings returned -38% and -42% respectively vs. 105% for S&P 500 and 260% for Trefis Multi-Strategy Portfolio
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