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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 : 7/10

vs
industry
vs
history
Cash to Debt 0.14
VCI's Cash to Debt is ranked lower than
62% of the 198 Companies
in the Global Marketing Services industry.

( Industry Median: 30.40 vs. VCI: 0.14 )
VCI' s 10-Year Cash to Debt Range
Min: 0.02   Max: No Debt
Current: 0.14

Equity to Asset 0.33
VCI's Equity to Asset is ranked lower than
52% of the 197 Companies
in the Global Marketing Services industry.

( Industry Median: 0.54 vs. VCI: 0.33 )
VCI' s 10-Year Equity to Asset Range
Min: -1.35   Max: 0.33
Current: 0.33

-1.35
0.33
Interest Coverage 7.44
VCI's Interest Coverage is ranked lower than
52% of the 147 Companies
in the Global Marketing Services industry.

( Industry Median: 150.67 vs. VCI: 7.44 )
VCI' s 10-Year Interest Coverage Range
Min: 1.37   Max: 16.39
Current: 7.44

1.37
16.39
F-Score: 6
Z-Score: 3.60
M-Score: -2.56
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 : 7/10

vs
industry
vs
history
Operating margin (%) 9.87
VCI's Operating margin (%) is ranked higher than
79% of the 198 Companies
in the Global Marketing Services industry.

( Industry Median: 7.62 vs. VCI: 9.87 )
VCI' s 10-Year Operating margin (%) Range
Min: -4.82   Max: 30.64
Current: 9.87

-4.82
30.64
Net-margin (%) 5.50
VCI's Net-margin (%) is ranked higher than
75% of the 198 Companies
in the Global Marketing Services industry.

( Industry Median: 4.14 vs. VCI: 5.50 )
VCI' s 10-Year Net-margin (%) Range
Min: -8.8   Max: 16.52
Current: 5.5

-8.8
16.52
ROE (%) 25.13
VCI's ROE (%) is ranked higher than
94% of the 193 Companies
in the Global Marketing Services industry.

( Industry Median: 7.79 vs. VCI: 25.13 )
VCI' s 10-Year ROE (%) Range
Min: -3872.4   Max: 136.35
Current: 25.13

-3872.4
136.35
ROA (%) 7.49
VCI's ROA (%) is ranked higher than
83% of the 199 Companies
in the Global Marketing Services industry.

( Industry Median: 3.75 vs. VCI: 7.49 )
VCI' s 10-Year ROA (%) Range
Min: -11.31   Max: 46.46
Current: 7.49

-11.31
46.46
ROC (Joel Greenblatt) (%) 104.46
VCI's ROC (Joel Greenblatt) (%) is ranked higher than
81% of the 199 Companies
in the Global Marketing Services industry.

( Industry Median: 40.66 vs. VCI: 104.46 )
VCI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -35.22   Max: 418.04
Current: 104.46

-35.22
418.04
Revenue Growth (%) 4.20
VCI's Revenue Growth (%) is ranked higher than
66% of the 158 Companies
in the Global Marketing Services industry.

( Industry Median: 5.50 vs. VCI: 4.20 )
VCI' s 10-Year Revenue Growth (%) Range
Min: -2.6   Max: 44.4
Current: 4.2

-2.6
44.4
EBITDA Growth (%) 6.20
VCI's EBITDA Growth (%) is ranked higher than
69% of the 127 Companies
in the Global Marketing Services industry.

( Industry Median: 7.60 vs. VCI: 6.20 )
VCI' s 10-Year EBITDA Growth (%) Range
Min: -11.3   Max: 92.7
Current: 6.2

-11.3
92.7
EPS Growth (%) 27.80
VCI's EPS Growth (%) is ranked higher than
84% of the 114 Companies
in the Global Marketing Services industry.

( Industry Median: 10.10 vs. VCI: 27.80 )
VCI' s 10-Year EPS Growth (%) Range
Min: -18.5   Max: 99.6
Current: 27.8

-18.5
99.6
» VCI's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2013

VCI Guru Trades in Q1 2013

Jeremy Grantham 16,103 sh (New)
John Hussman 325,000 sh (New)
David Dreman 112,362 sh (New)
Manning & Napier Advisors, Inc 443,990 sh (+124.17%)
HOTCHKIS & WILEY 7,045,528 sh (+0.62%)
Michael Price 50,000 sh (unchged)
Steven Cohen Sold Out
Charles de Vaulx Sold Out
Richard Pzena 1,685,651 sh (-7.64%)
Joel Greenblatt 219,539 sh (-9.39%)
» More
Q2 2013

VCI Guru Trades in Q2 2013

Paul Tudor Jones 13,700 sh (New)
Joel Greenblatt 296,521 sh (+35.07%)
HOTCHKIS & WILEY 7,348,030 sh (+4.29%)
Manning & Napier Advisors, Inc 459,400 sh (+3.47%)
Jeremy Grantham 16,203 sh (+0.62%)
Michael Price 50,000 sh (unchged)
Richard Pzena 1,671,086 sh (-0.86%)
John Hussman 315,000 sh (-3.08%)
David Dreman 107,835 sh (-4.03%)
» More
Q3 2013

VCI Guru Trades in Q3 2013

Michael Price Sold Out
David Dreman Sold Out
Paul Tudor Jones Sold Out
Joel Greenblatt 290,841 sh (-1.92%)
HOTCHKIS & WILEY 7,091,787 sh (-3.49%)
Manning & Napier Advisors, Inc 428,140 sh (-6.8%)
Richard Pzena 1,480,861 sh (-11.38%)
Jeremy Grantham 13,531 sh (-16.49%)
John Hussman 115,000 sh (-63.49%)
» More
Q4 2013

VCI Guru Trades in Q4 2013

Mario Gabelli 68,000 sh (New)
Paul Tudor Jones 7,224 sh (New)
Bernard Horn 99,500 sh (New)
David Dreman 223,675 sh (New)
Louis Moore Bacon 100,000 sh (unchged)
Richard Pzena Sold Out
Manning & Napier Advisors, Inc Sold Out
Jeremy Grantham 11,169 sh (-17.46%)
Joel Greenblatt 228,911 sh (-21.29%)
HOTCHKIS & WILEY 5,142,611 sh (-27.48%)
John Hussman 14,000 sh (-87.83%)
» More
» Details

Insider Trades

Latest Guru Trades with VCI

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
David Dreman 2013-12-31 New Buy0.58%$26.66 - $34.74 $ 34.0215%223675
John Hussman 2013-12-31 Reduce -87.83%0.16%$26.66 - $34.74 $ 34.0215%14000
Joel Greenblatt 2013-12-31 Reduce -21.29%0.06%$26.66 - $34.74 $ 34.0215%228911
Mario Gabelli 2013-12-31 New Buy0.01%$26.66 - $34.74 $ 34.0215%68000
John Hussman 2013-09-30 Reduce -63.49%0.22%$25.62 - $29.48 $ 34.0221%115000
Michael Price 2013-09-30 Sold Out 0.16%$25.62 - $29.48 $ 34.0221%0
David Dreman 2013-09-30 Sold Out 0.09%$25.62 - $29.48 $ 34.0221%0
Joel Greenblatt 2013-06-30 Add 35.07%0.08%$24.01 - $28.27 $ 34.0231%296521
John Hussman 2013-03-31 New Buy0.36%$25.78 - $30.91 $ 34.0220%325000
David Dreman 2013-03-31 New Buy0.09%$25.78 - $30.91 $ 34.0220%112362
Premium More recent guru trades are included for Premium Members only!!
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Ratios

vs
industry
vs
history
P/E(ttm) 12.30
VCI's P/E(ttm) is ranked higher than
80% of the 161 Companies
in the Global Marketing Services industry.

( Industry Median: 18.10 vs. VCI: 12.30 )
VCI' s 10-Year P/E(ttm) Range
Min: 1.52   Max: 25.51
Current: 12.3

1.52
25.51
P/B 2.63
VCI's P/B is ranked lower than
53% of the 180 Companies
in the Global Marketing Services industry.

( Industry Median: 1.80 vs. VCI: 2.63 )
VCI' s 10-Year P/B Range
Min: 0.22   Max: 69.88
Current: 2.63

0.22
69.88
P/S 0.66
VCI's P/S is ranked higher than
73% of the 206 Companies
in the Global Marketing Services industry.

( Industry Median: 1.05 vs. VCI: 0.66 )
VCI' s 10-Year P/S Range
Min: 0.02   Max: 1.9
Current: 0.66

0.02
1.9
PFCF 11.08
VCI's PFCF is ranked higher than
82% of the 128 Companies
in the Global Marketing Services industry.

( Industry Median: 17.50 vs. VCI: 11.08 )
VCI' s 10-Year PFCF Range
Min: 0.54   Max: 33.57
Current: 11.08

0.54
33.57
EV-to-EBIT 8.66
VCI's EV-to-EBIT is ranked higher than
78% of the 178 Companies
in the Global Marketing Services industry.

( Industry Median: 12.27 vs. VCI: 8.66 )
VCI' s 10-Year EV-to-EBIT Range
Min: 6.1   Max: 21.8
Current: 8.66

6.1
21.8
Shiller P/E 16.29
VCI's Shiller P/E is ranked higher than
80% of the 95 Companies
in the Global Marketing Services industry.

( Industry Median: 22.34 vs. VCI: 16.29 )
VCI' s 10-Year Shiller P/E Range
Min: 0.71   Max: 43.51
Current: 16.29

0.71
43.51

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.64
VCI's Dividend Yield is ranked higher than
70% of the 136 Companies
in the Global Marketing Services industry.

( Industry Median: 2.20 vs. VCI: 3.64 )
VCI' s 10-Year Dividend Yield Range
Min: 1.02   Max: 4.53
Current: 3.64

1.02
4.53
Dividend Payout 0.52
VCI's Dividend Payout is ranked higher than
61% of the 105 Companies
in the Global Marketing Services industry.

( Industry Median: 0.47 vs. VCI: 0.52 )
VCI' s 10-Year Dividend Payout Range
Min: 0.37   Max: 0.57
Current: 0.52

0.37
0.57
Yield on cost (5-Year) 3.64
VCI's Yield on cost (5-Year) is ranked higher than
63% of the 135 Companies
in the Global Marketing Services industry.

( Industry Median: 2.92 vs. VCI: 3.64 )
VCI' s 10-Year Yield on cost (5-Year) Range
Min: 1.02   Max: 4.53
Current: 3.64

1.02
4.53
Share Buyback Rate 5.20
VCI's Share Buyback Rate is ranked higher than
91% of the 134 Companies
in the Global Marketing Services industry.

( Industry Median: -0.60 vs. VCI: 5.20 )
VCI' s 10-Year Share Buyback Rate Range
Min: 6.8   Max: -2.8
Current: 5.2

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 0.61
VCI's Price/DCF (Projected) is ranked higher than
83% of the 105 Companies
in the Global Marketing Services industry.

( Industry Median: 1.10 vs. VCI: 0.61 )
VCI' s 10-Year Price/DCF (Projected) Range
Min: 0.05   Max: 17.36
Current: 0.61

0.05
17.36
Price/Median PS Value 1.04
VCI's Price/Median PS Value is ranked higher than
67% of the 181 Companies
in the Global Marketing Services industry.

( Industry Median: 1.10 vs. VCI: 1.04 )
VCI' s 10-Year Price/Median PS Value Range
Min: 0.04   Max: 5.16
Current: 1.04

0.04
5.16
Earnings Yield (Greenblatt) 11.50
VCI's Earnings Yield (Greenblatt) is ranked higher than
77% of the 185 Companies
in the Global Marketing Services industry.

( Industry Median: 8.10 vs. VCI: 11.50 )
VCI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.6   Max: 16.5
Current: 11.5

4.6
16.5
Forward Rate of Return (Yacktman) 9.92
VCI's Forward Rate of Return (Yacktman) is ranked higher than
74% of the 135 Companies
in the Global Marketing Services industry.

( Industry Median: 7.97 vs. VCI: 9.92 )
VCI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.3   Max: 154.2
Current: 9.92

0.3
154.2

Business Description

Industry: Advertising & Marketing Services » Marketing Services
Compare:VPRT, MM, ARB, NCMI, INWK » details
Traded in other countries:VAA.Germany
Valassis Communications Inc is a Delaware Corporation. The Company is an intelligent media delivery, providing over 15,000 advertisers proven and innovative media solutions to influence consumers wherever they plan, shop, buy and share. By integrating online and offline data combined with powerful insights, Valassis precisely targets its clients' valuable shoppers, offering unparalleled reach and scale. It operates its business in three reportable segments: Shared Mail - offer the only national shared mail distribution network in the industry with products that have the ability to reach 9 out of 10 U.S. households through shared mail distribution. Neighborhood Targeted - Products that are targeted to specific newspaper zones or neighborhoods based on geographic and demographic characteristics. The Company specializes in producing full-service promotions for clients allowing orders to be placed on a national, regional or local basis. Free-standing Inserts - Four-color booklets that contain promotions, mainly coupons, from multiple advertisers (cooperative), which it publish and distribute to approximately 60 million households through newspapers and shared mail. Cooperative Free-standing Inserts ('FSI') are four-color booklets containing promotions, primarily coupons, from multiple clients, printed by the Company at its own facilities and distributed through newspapers and shared mail. Paper is the main raw material essential to its business. The extent and nature of the competition are, in large part, determined by location and demographics of the markets targeted by a particular advertiser and the number of media alternatives in those markets.

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