Profile

Industry: Home improvement retail

Sector: Consumer discretionary

Theme: Housing supply & affordability

Annual gross profit: $2.1 billion

5-Year gross profit growth: +10.1%/year

5-Year shareholder growth: +9.2%/year

Estimated fair value: $71

Valuation assumption: 5.5% MFCF yield

Operating income/gross profit: 13.7%

Insider ownership: 1.81%