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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 1.12
SFLY's Cash to Debt is ranked higher than
50% of the 404 Companies
in the Global Internet Content & Information industry.

( Industry Median: 11.52 vs. SFLY: 1.12 )
SFLY' s 10-Year Cash to Debt Range
Min: 1.12   Max: No Debt
Current: 1.12

Equity to Asset 0.64
SFLY's Equity to Asset is ranked higher than
67% of the 402 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.64 vs. SFLY: 0.64 )
SFLY' s 10-Year Equity to Asset Range
Min: -2   Max: 0.9
Current: 0.64

-2
0.9
Interest Coverage 2.34
SFLY's Interest Coverage is ranked lower than
60% of the 298 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. SFLY: 2.34 )
SFLY' s 10-Year Interest Coverage Range
Min: 2.34   Max: 9999.99
Current: 2.34

2.34
9999.99
F-Score: 2
Z-Score: 3.36
M-Score: -3.03
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 0.56
SFLY's Operating margin (%) is ranked higher than
57% of the 404 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.63 vs. SFLY: 0.56 )
SFLY' s 10-Year Operating margin (%) Range
Min: -241.42   Max: 8.05
Current: 0.56

-241.42
8.05
Net-margin (%) -3.35
SFLY's Net-margin (%) is ranked higher than
52% of the 404 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.18 vs. SFLY: -3.35 )
SFLY' s 10-Year Net-margin (%) Range
Min: -246.49   Max: 34.48
Current: -3.35

-246.49
34.48
ROE (%) -3.72
SFLY's ROE (%) is ranked higher than
53% of the 399 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.39 vs. SFLY: -3.72 )
SFLY' s 10-Year ROE (%) Range
Min: 1.26   Max: 9.35
Current: -3.72

1.26
9.35
ROA (%) -2.41
SFLY's ROA (%) is ranked higher than
52% of the 404 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.84 vs. SFLY: -2.41 )
SFLY' s 10-Year ROA (%) Range
Min: -38.48   Max: 48.46
Current: -2.41

-38.48
48.46
ROC (Joel Greenblatt) (%) 2.86
SFLY's ROC (Joel Greenblatt) (%) is ranked higher than
57% of the 404 Companies
in the Global Internet Content & Information industry.

( Industry Median: 68.11 vs. SFLY: 2.86 )
SFLY' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -171.86   Max: 74.33
Current: 2.86

-171.86
74.33
Revenue Growth (%) 23.50
SFLY's Revenue Growth (%) is ranked higher than
87% of the 296 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10.10 vs. SFLY: 23.50 )
SFLY' s 10-Year Revenue Growth (%) Range
Min: -33.7   Max: 57.4
Current: 23.5

-33.7
57.4
EBITDA Growth (%) 12.00
SFLY's EBITDA Growth (%) is ranked higher than
77% of the 227 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.80 vs. SFLY: 12.00 )
SFLY' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 21
Current: 12

0
21
EPS Growth (%) -25.90
SFLY's EPS Growth (%) is ranked higher than
55% of the 197 Companies
in the Global Internet Content & Information industry.

( Industry Median: 11.10 vs. SFLY: -25.90 )
SFLY' s 10-Year EPS Growth (%) Range
Min: 0   Max: 41.9
Current: -25.9

0
41.9
» SFLY's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

SFLY Guru Trades in Q3 2013

Steven Cohen 5,180 sh (New)
RS Investment Management 929,753 sh (+33.24%)
Pioneer Investments 123,659 sh (+27.06%)
PRIMECAP Management 1,445,955 sh (+0.26%)
Columbia Wanger 2,560,550 sh (unchged)
George Soros Sold Out
Ron Baron 179,500 sh (-0.66%)
Mariko Gordon 1,320,952 sh (-14.45%)
Mario Cibelli 440,000 sh (-17.76%)
Manning & Napier Advisors, Inc 176,710 sh (-47.45%)
» More
Q4 2013

SFLY Guru Trades in Q4 2013

John Hussman 50,000 sh (New)
John Burbank 75,476 sh (New)
Manning & Napier Advisors, Inc 1,274,020 sh (+620.97%)
Mario Cibelli 705,000 sh (+60.23%)
RS Investment Management 1,223,443 sh (+31.59%)
PRIMECAP Management 1,795,855 sh (+24.2%)
Mariko Gordon 1,638,218 sh (+24.02%)
Steven Cohen 100,000 sh (unchged)
Steven Cohen Sold Out
Pioneer Investments 118,237 sh (-4.38%)
Columbia Wanger 2,337,191 sh (-8.72%)
Ron Baron 146,000 sh (-18.66%)
» More
Q1 2014

SFLY Guru Trades in Q1 2014

Steven Cohen 1,547,584 sh (New)
Mario Cibelli 1,460,000 sh (+107.09%)
PRIMECAP Management 2,716,532 sh (+51.27%)
Ron Baron 181,966 sh (+24.63%)
Manning & Napier Advisors, Inc 1,535,330 sh (+20.51%)
Columbia Wanger 2,337,191 sh (unchged)
Pioneer Investments Sold Out
John Burbank Sold Out
John Hussman Sold Out
Mariko Gordon 1,310,221 sh (-20.02%)
RS Investment Management 960,173 sh (-21.52%)
» More
Q2 2014

SFLY Guru Trades in Q2 2014

Jim Simons 222,600 sh (New)
Manning & Napier Advisors, Inc 1,801,820 sh (+17.36%)
PRIMECAP Management 3,130,718 sh (+15.25%)
Mario Cibelli 1,680,000 sh (+15.07%)
Mario Cibelli 245,000 sh (unchged)
Steven Cohen 1,475,600 sh (unchged)
RS Investment Management Sold Out
Mariko Gordon Sold Out
Ron Baron Sold Out
Columbia Wanger 2,322,191 sh (-0.64%)
» More
» Details

Insider Trades

Latest Guru Trades with SFLY

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Mario Cibelli 2014-06-30 Add 15.07%3.8%$36.78 - $43.87 $ 41.692%1680000
Mariko Gordon 2014-06-30 Sold Out 2.2%$36.78 - $43.87 $ 41.692%0
Ron Baron 2014-06-30 Sold Out 0.03%$36.78 - $43.87 $ 41.692%0
Mario Cibelli 2014-03-31 Add 107.09%14.69%$41.39 - $54.56 $ 41.69-13%1460000
Mariko Gordon 2014-03-31 Reduce -20.02%0.7%$41.39 - $54.56 $ 41.69-13%1310221
John Hussman 2014-03-31 Sold Out 0.18%$41.39 - $53.88 $ 41.69-12%0
John Burbank 2014-03-31 Sold Out 0.13%$41.39 - $54.56 $ 41.69-13%0
PRIMECAP Management 2014-03-31 Add 51.27%0.04%$41.39 - $54.56 $ 41.69-13%2716532
Ron Baron 2014-03-31 Add 24.63%0.01%$41.39 - $54.56 $ 41.69-13%181966
Mario Cibelli 2013-12-31 Add 60.23%7.14%$45.118 - $57.05 $ 41.69-17%705000
Mariko Gordon 2013-12-31 Add 24.02%0.68%$45.118 - $57.05 $ 41.69-17%1638218
John Hussman 2013-12-31 New Buy0.18%$45.118 - $57.05 $ 41.69-17%50000
John Burbank 2013-12-31 New Buy0.13%$45.118 - $57.05 $ 41.69-17%75476
PRIMECAP Management 2013-12-31 Add 24.2%0.02%$45.118 - $57.05 $ 41.69-17%1795855
Mario Cibelli 2013-09-30 Reduce -17.76%2.84%$50.35 - $59.83 $ 41.69-25%440000
George Soros 2013-09-30 Sold Out 0.97%$50.35 - $59.83 $ 41.69-25%0
Mariko Gordon 2013-09-30 Reduce -14.45%0.61%$50.35 - $59.83 $ 41.69-25%1320952
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on Shutterfly Inc

Ron Barons Comments on Shutterfly Inc. - Jun 10, 2013

Shutterfly, Inc. (SFLY) is the leading provider of personalized photo-based products. Shares of Shutterfly were up 47.9% in the first quarter on the back of strong fourth quarter results and an equally optimistic outlook for 2013. The company gained market share from its competitors and expanded operating margins, as its new manufacturing facilities ramped up. The company is also making significant progress in its enterprise printing business. (Ashim Mehra)

From Baron Funds’ first quarter 2013 commentary.
Check out Ron Baron latest stock trades

Top Ranked Articles about Shutterfly Inc

New Guru Mario Cibelli and His Top Five Stocks
Mario Cibelli (Trades, Portfolio) is a newly added guru at GuruFocus. He works as the Managing Partner at Marathon Partners in New York. The fund’s website identifies them as a “fundamental, research intensive investment firm” that deploys capital to be invested on a long-term scale. Mario Cibelli (Trades, Portfolio)’s fund maintains a smaller equity portfolio that focuses heavily on the consumer goods sector. Read more...

Ratios

vs
industry
vs
history
P/B 2.20
SFLY's P/B is ranked higher than
75% of the 432 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.34 vs. SFLY: 2.20 )
SFLY' s 10-Year P/B Range
Min: 0.83   Max: 6.22
Current: 2.2

0.83
6.22
P/S 2.10
SFLY's P/S is ranked higher than
69% of the 432 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.20 vs. SFLY: 2.10 )
SFLY' s 10-Year P/S Range
Min: 0.59   Max: 6.11
Current: 2.1

0.59
6.11
PFCF 101.60
SFLY's PFCF is ranked higher than
75% of the 432 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9999.00 vs. SFLY: 101.60 )
SFLY' s 10-Year PFCF Range
Min: 6.72   Max: 228
Current: 101.6

6.72
228
EV-to-EBIT 348.04
SFLY's EV-to-EBIT is ranked higher than
61% of the 432 Companies
in the Global Internet Content & Information industry.

( Industry Median: 42.39 vs. SFLY: 348.04 )
SFLY' s 10-Year EV-to-EBIT Range
Min: 21.7   Max: 3381.2
Current: 348.04

21.7
3381.2
Current Ratio 4.16
SFLY's Current Ratio is ranked higher than
85% of the 401 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.45 vs. SFLY: 4.16 )
SFLY' s 10-Year Current Ratio Range
Min: 1.04   Max: 7.28
Current: 4.16

1.04
7.28
Quick Ratio 4.06
SFLY's Quick Ratio is ranked higher than
85% of the 401 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.41 vs. SFLY: 4.06 )
SFLY' s 10-Year Quick Ratio Range
Min: 0.99   Max: 7.2
Current: 4.06

0.99
7.2

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 7.00
SFLY's Price/Tangible Book is ranked higher than
66% of the 432 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.81 vs. SFLY: 7.00 )
SFLY' s 10-Year Price/Tangible Book Range
Min: 1.01   Max: 16.36
Current: 7

1.01
16.36
Price/DCF (Projected) 1.40
SFLY's Price/DCF (Projected) is ranked higher than
89% of the 432 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9999.00 vs. SFLY: 1.40 )
SFLY' s 10-Year Price/DCF (Projected) Range
Min: 1.07   Max: 4.14
Current: 1.4

1.07
4.14
Price/Median PS Value 0.90
SFLY's Price/Median PS Value is ranked higher than
78% of the 432 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.02 vs. SFLY: 0.90 )
SFLY' s 10-Year Price/Median PS Value Range
Min: 0.32   Max: 2.33
Current: 0.9

0.32
2.33
Earnings Yield (Greenblatt) 0.30
SFLY's Earnings Yield (Greenblatt) is ranked lower than
58% of the 336 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.90 vs. SFLY: 0.30 )
SFLY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 4.6
Current: 0.3

0.1
4.6
Forward Rate of Return (Yacktman) 17.61
SFLY's Forward Rate of Return (Yacktman) is ranked higher than
83% of the 248 Companies
in the Global Internet Content & Information industry.

( Industry Median: 7.95 vs. SFLY: 17.61 )
SFLY' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -11.6   Max: 17.8
Current: 17.61

-11.6
17.8

Business Description

Industry: Online Media » Internet Content & Information
Compare:GOOG, FB, TCEHY, BIDU, YHOO » details
Traded in other countries:P1Q.Germany
Shutterfly, Inc. was incorporated in Delaware in 1999. It is an Internet-based social expression and personal publishing service that enables consumers to share, print and preserve their memories by leveraging its technology, manufacturing, web-design and merchandising capabilities. The Company provides a full range of personalized photo-based products and services that make it easy, convenient and fun for consumers to upload, edit, enhance, organize, find, share, create, print, and preserve their memories in a creative and thoughtful manner. It produces and sells professionally-bound photo books, greeting cards and stationery, personalized calendars, other photo-based merchandise and high-quality prints ranging in size from wallet-sized to jumbo-sized 20x30 enlargements. Additionally, it sells a variety of print and photo-based merchandise that is currently manufactured for it by third parties, such as calendars, mugs, canvas prints, mouse pads, magnets, and puzzles. Personalized products and services (PPS) are comprised of its photo book products, greeting cards and stationery, calendars, and other photo-based merchandise. In addition, PPS also includes revenues from advertising and sponsorship activities and referral fees. The Company's Prints offerings include 4x6 prints, as well as other print sizes ranging from wallet sized to jumbo-sized 20x30 enlargements. Also included in print revenue are photocards, which are personalized silver halide photo prints with designed content, used for greeting card occasions ranging from holidays to birthday cards and thank you notes. The Company's primary brand is 'Shutterfly.' It holds registrations for the Shutterfly service mark in its major markets of the United States and Canada, as well as in China, the European Community, Mexico, Brazil, Japan, Australia and New Zealand. It also holds 'Shutterfly.com' Internet domain registrations in the United States, Mexico, Japan, China, Australia and New Zealand, and a 'Shutterfly and Design' trademark, 'Tell your story,' 'Shutterfly Express', 'Shutterfly Collections' 'Postcards by Shutterfly', 'Shutterfly Studio', a 'Shutterfly Studio and Design', 'Picture More,' 'Where your pictures live', 'Your pictures and more', 'NEXO', 'VividPics,' 'Wink' and 'Make one like this' service mark registrations in the United States.
» More Articles for SFLY

Headlines

Articles On GuruFocus.com
Will Shutterfly Report Negative Earnings Again? Jul 29 2014 
Performing Financial Statement Analysis on 3 Stocks You’ve Heard About Jun 14 2014 
New Guru Mario Cibelli and His Top Five Stocks Jun 12 2014 
Daruma Capital and Mariko Gordon's Fourth Quarter Buys Topped by Web-Based Companies Feb 17 2014 
Ron Barons Comments on Shutterfly Inc. Jun 10 2013 
Weekly CEO Buys Highlight: CLR, FCH, SFLY, AES, BECN May 19 2012 
Shutterfly: Sustained Growth of an Internet-Based Personalized Photograph Model Is Questionable Oct 24 2011 
Re: Overpriced printing Co Oct 15 2011 
Re: Overpriced printing Co Oct 14 2011 
Overpriced printing Co Oct 11 2011 

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