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36.07 (1y: +38%)
Market Cap 551.8 M P/E(ttm) 19.90
Enterprise Value 500.7 M P/B 4.80
STMP- NAS (USA)
Stamps.com, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$36.07
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GuruFocus Financial Strength Rank measures how strong a companyย’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 : 9/10

vs
industry		 vs
history
Cash to Debt No Debt
STMP's Cash to Debt is ranked higher than
73% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.36 vs. STMP: No Debt )
STMP' s 10-Year Cash to Debt Range
Min: 26.76   Max: No Debt
Current: No Debt
Equity to Asset 0.854
STMP's Equity to Asset is ranked higher than
96% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.50 vs. STMP: 0.854 )
STMP' s 10-Year Equity to Asset Range
Min: 0.53   Max: 0.98
Current: 0.85
0.53
0.98
Interest Coverage No Debt
STMP's Interest Coverage is ranked higher than
74% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 20.80 vs. STMP: No Debt )
STMP' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 4
Z-Score: 19.49
M-Score: -1.99
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 (%) 20.90
STMP's Operating margin (%) is ranked higher than
93% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 4.60 vs. STMP: 20.90 )
STMP' s 10-Year Operating margin (%) Range
Min: -14725   Max: 20.9
Current: 20.9
-14725
20.9
Net-margin (%) 33.3
STMP's Net-margin (%) is ranked higher than
98% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.20 vs. STMP: 33.3 )
STMP' s 10-Year Net-margin (%) Range
Min: -14125   Max: 33.3
Current: 33.3
-14125
33.3
ROE (%) 34.1
STMP's ROE (%) is ranked higher than
95% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 7.70 vs. STMP: 34.1 )
STMP' s 10-Year ROE (%) Range
Min: -96.5   Max: 34.1
Current: 34.1
-96.5
34.1
ROA (%) 29.5
STMP's ROA (%) is ranked higher than
98% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 4.10 vs. STMP: 29.5 )
STMP' s 10-Year ROA (%) Range
Min: -94.2   Max: 29.5
Current: 29.5
-94.2
29.5
ROC (Joel Greenblatt) (%) 78.50
STMP's ROC (Joel Greenblatt) (%) is ranked higher than
90% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 16.10 vs. STMP: 78.50 )
STMP' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -1273.1   Max: 1484
Current: 78.5
-1273.1
1484
Revenue Growth (%) 8.2
STMP's Revenue Growth (%) is ranked higher than
78% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.00 vs. STMP: 8.2 )
STMP' s 10-Year Revenue Growth (%) Range
Min: 8.2   Max: 101.5
Current: 8.2
8.2
101.5
EBITDA Growth (%) 37.6
STMP's EBITDA Growth (%) is ranked higher than
96% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.00 vs. STMP: 37.6 )
STMP' s 10-Year EBITDA Growth (%) Range
Min: -62.3   Max: 37.8
Current: 37.6
-62.3
37.8
EPS Growth (%) 56.9
STMP's EPS Growth (%) is ranked higher than
98% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.00 vs. STMP: 56.9 )
STMP' s 10-Year EPS Growth (%) Range
Min: -60.1   Max: 56.9
Current: 56.9
-60.1
56.9
ยป STMP's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

STMP Guru Trades in Q2 2012

Paul Tudor Jones 8,400 sh (New)
Diamond Hill Capital 10,725 sh (New)
Steven Cohen 11,570 sh (+54.47%)
Chuck Royce 19,900 sh (unchged)
Mario Gabelli 85,600 sh (-8.55%)
Jim Simons 498,551 sh (-21.77%)
» More
Q3 2012

STMP Guru Trades in Q3 2012

Diamond Hill Capital 236,710 sh (+2107.09%)
Chuck Royce 87,400 sh (+339.2%)
Mario Gabelli 85,600 sh (unchged)
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
Jim Simons 366,300 sh (-26.53%)
» More
Q4 2012

STMP Guru Trades in Q4 2012

Chuck Royce 92,400 sh (+5.72%)
Diamond Hill Capital 236,910 sh (+0.08%)
Mario Gabelli 85,600 sh (unchged)
Jim Simons 328,800 sh (-10.24%)
» More
Q1 2013

STMP Guru Trades in Q1 2013

Jim Simons 336,200 sh (+2.25%)
Chuck Royce 93,800 sh (+1.52%)
Mario Gabelli 85,600 sh (unchged)
Diamond Hill Capital 232,990 sh (-1.65%)
» More
» Details

Insider Trades

Latest Guru Trades with STMP

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Mario Gabelli 2011-03-31 Reduce -77.36%0.03%$10.97 - $13.83 $ 36.07186%104700
Mario Gabelli 2010-09-30 Add 626.5%0.03%$9.56 - $13.17 $ 36.07223%450428
Mario Gabelli 2010-06-30 Reduce -78.8%$10 - $10.89 $ 36.07249%62000
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on Stamps.com, Inc.

Diamond Hill Capital Comments on Stamps.com - Oct 23, 2012

NEW POSITIONS We initiated a new position in internet postage solutions company Stamps.com, Inc. Stamps.com (STMP) is in the early stages of providing an internet driven postage solution to ecommerce companies to make mailing operations more efficient and cost effective. At the company's current penetration rate of 1.5% of USPS postage revenues, Stamps. com has a major opportunity to increase its market share. We believe the higher barriers to entry in this business will enable Stamps.com to fend off competition and grow its market share.

From Diamond Hill Capital's Third Quarter Small Cap Fund commentary.

Check out Diamond Hill Capital latest stock trades

Top Ranked Articles about Stamps.com, Inc.

Diamond Hill Capital Comments on Stamps.com
October 23, 2012
NEW POSITIONS We initiated a new position in internet postage solutions company Stamps.com, Inc. Stamps.com (STMP) is in the early stages of providing an internet driven postage solution to ecommerce companies to make mailing operations more efficient and cost effective. At the company's current penetration rate of 1.5% of USPS postage revenues, Stamps. com has a major opportunity to increase its market share. We believe the higher barriers to entry in this business will enable Stamps.com to fend off competition and grow its market share. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 19.90
STMP's P/E(ttm) is ranked lower than
59% of the 556 Companies
in the Global Specialty Retail industry.

( Industry Median: 16.40 vs. STMP: 19.90 )
STMP' s 10-Year P/E(ttm) Range
Min: 8.19   Max: 451
Current: 19.9
8.19
451
P/B 4.80
STMP's P/B is ranked lower than
87% of the 667 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.44 vs. STMP: 4.80 )
STMP' s 10-Year P/B Range
Min: 0.27   Max: 7.94
Current: 4.8
0.27
7.94
P/S 4.98
STMP's P/S is ranked lower than
96% of the 678 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.60 vs. STMP: 4.98 )
STMP' s 10-Year P/S Range
Min: 1.74   Max: 509.62
Current: 4.98
1.74
509.62
PFCF 34.70
STMP's PFCF is ranked lower than
75% of the 493 Companies
in the Global Specialty Retail industry.

( Industry Median: 17.62 vs. STMP: 34.70 )
STMP' s 10-Year PFCF Range
Min: 10.18   Max: 451.75
Current: 34.7
10.18
451.75
EV-to-EBIT 19.6
STMP's EV-to-EBIT is ranked lower than
74% of the 595 Companies
in the Global Specialty Retail industry.

( Industry Median: 12.47 vs. STMP: 19.6 )
STMP' s 10-Year EV-to-EBIT Range
Min: 12   Max: 201.6
Current: 19.6
12
201.6
PEG 0.4
STMP's PEG is ranked higher than
88% of the 238 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.28 vs. STMP: 0.4 )
STMP' s 10-Year PEG Range
Min: 0.28   Max: 17.03
Current: 0.4
0.28
17.03
Shiller P/E 33.8
STMP's Shiller P/E is ranked lower than
100% of the Companies
in the Global Specialty Retail industry.

( Industry Median: vs. STMP: 33.8 )
STMP' s 10-Year Shiller P/E Range
Min: 19.92   Max: 130.55
Current: 33.8
19.92
130.55

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 30.8
STMP's Price/Net Cash is ranked lower than
78% of the 114 Companies
in the Global Specialty Retail industry.

( Industry Median: 11.00 vs. STMP: 30.8 )
STMP' s 10-Year Price/Net Cash Range
Min: 0.7   Max: 27
Current: 30.8
0.7
27
Price/Net Current Asset Value 46.2
STMP's Price/Net Current Asset Value is ranked lower than
91% of the 628 Companies
in the Global Specialty Retail industry.

( Industry Median: 6.70 vs. STMP: 46.2 )
STMP' s 10-Year Price/Net Current Asset Value Range
Min: 10.9   Max: 164
Current: 46.2
10.9
164
Price/Tangible Book 4.9
STMP's Price/Tangible Book is ranked lower than
82% of the 631 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.70 vs. STMP: 4.9 )
STMP' s 10-Year Price/Tangible Book Range
Min: 0.5   Max: 5.1
Current: 4.9
0.5
5.1
Price/DCF (Projected) 2.5
STMP's Price/DCF (Projected) is ranked lower than
84% of the 287 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.20 vs. STMP: 2.5 )
STMP' s 10-Year Price/DCF (Projected) Range
Min: 0.6   Max: 7.1
Current: 2.5
0.6
7.1
Price/Median PS Value 0.9
STMP's Price/Median PS Value is ranked higher than
66% of the 665 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.10 vs. STMP: 0.9 )
STMP' s 10-Year Price/Median PS Value Range
Min: 0.3   Max: 2.6
Current: 0.9
0.3
2.6
Price/Peter Lynch Fair Value 0.8
STMP's Price/Peter Lynch Fair Value is ranked higher than
67% of the 166 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.10 vs. STMP: 0.8 )
STMP' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.4   Max: 2.7
Current: 0.8
0.4
2.7
Price/Graham Number 1.9
STMP's Price/Graham Number is ranked lower than
71% of the 530 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.20 vs. STMP: 1.9 )
STMP' s 10-Year Price/Graham Number Range
Min: 1.4   Max: 3.5
Current: 1.9
1.4
3.5
Earnings Yield (Greenblatt) 5.10
STMP's Earnings Yield (Greenblatt) is ranked lower than
65% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 7.40 vs. STMP: 5.10 )
STMP' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.5   Max: 8.3
Current: 5.1
0.5
8.3
Forward Rate of Return (Yacktman) 47.16
STMP's Forward Rate of Return (Yacktman) is ranked higher than
97% of the 680 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.00 vs. STMP: 47.16 )
STMP' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -14.5   Max: 48
Current: 47.16
-14.5
48

Business Description

Stamps.com was founded in September 1996 and it was incorporated in Delaware in January 1998 as StampMaster, Inc., changing its name to Stamps.com Inc. in December 1998. It is a provider of Internet-based postage solutions. The Company's customers use its service to mail and ship a variety of mail pieces, including postcards, envelopes, flats and packages, using a range of United States Postal Service mail classes, including First Class Mail, Priority Mail, Express Mail, Media Mail, Parcel Post, and others. Its customers include individuals, small businesses, home offices, medium-size businesses and large enterprises, and within these segments it target both mailers and shippers. The Company is the first ever USPS-licensed vendor to offer PC Postage in a software-only business model in 1999. The Company's PC Postage solutions enable its customers to buy and print USPS approved postage and services with just a PC, printer and Internet connection, right from their home or office. Its PC Postage products and services to its customers include PC Postage Services; PC Postage Integrations; Mailing & Shipping Supplies Store; and Branded Insurance. Its USPS-approved PC Postage service enables users to print "electronic stamps" directly onto envelopes, plain paper, or labels using only a standard personal computer, printer and Internet connection. Its service currently supports a variety of USPS and international mail classes. As part of its PC Postage services, it offers back-end integration solutions where it provides the electronic postage for transactions to partners who manage the front-end process. Its software integrates directly into the most popular e-commerce platforms, allowing web store managers to completely automate their order fulfillment process by processing, managing, and shipping orders from virtually any e-commerce source through a single interface without manual data entry. Its Mailing & Shipping Supplies Store (its "Supplies Store") is available to its customers from within its PC Postage software and sells NetStamps labels, shipping labels, other mailing labels, dedicated postage printers, scales, and other mailing and shipping-focused office supplies. It offer Stamps.com branded insurance to its customers so that they may insure their mail or packages in a fully integrated, online process that eliminates any trips to the post office or the need to complete any special forms. Its branded insurance is provided in partnership with Parcel Insurance Plan and is underwritten by Fireman's Fund. The Company targets its PC Postage marketing at small businesses, home offices, medium-size businesses and large enterprises. The Company competes with traditional postage meters offered by Pitney Bowes and others in the U.S. market. The Company is subject to continued USPS scrutiny and other government regulations.
Company Website
SEC Reports
Industry: Specialty Retail
Compare:TSCO, AMZN, EBAY, FIVE, AZO
Traded in other countries:TAP1.Germany
ยป More Articles for STMP

Headlines

Articles On GuruFocus.com
Weekly CFO Sells Highlight: FII, SLXP, CCK, VCI, WDC, STMP Dec 31 2012 
Diamond Hill Capital Comments on Stamps.com Oct 23 2012 
How Bad Did Net-Nets Do in the Crash? Mar 23 2012 
An Overview Of 5 Key Service Sector Stocks Mar 03 2012 
Weekly CFO Sells Highlight: UNH, STMP, FTNT, TMK, MANH Nov 07 2011 
Stamps.com Inc. Reports Operating Results (10-K) Mar 15 2011 
Stamps.com Inc. (STMP) CEO Kenneth Thomas Mcbride sells 2,475 Shares Feb 16 2011 
Stamps.com Inc. Reports Operating Results (10-Q) Nov 08 2010 
Stamps.com Inc. (STMP) CFO Kyle Huebner sells 91,265 Shares Nov 03 2010 
Stamps.com Inc. (STMP) CEO Kenneth Thomas Mcbride sells 50,000 Shares Nov 02 2010 


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