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

Rimini Street Revenue vs. Duluth Holdings Revenue

[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

Rimini Street P/S vs. Duluth Holdings P/S

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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