Zalando reported third-quarter results today, with gross merchandise value up 7.5% and sales up 5.1%, roughly in line with our forecasts. Shares trade 2% higher intraday.
As the biggest pure-play online pan-European fashion retailer, Zalando is well positioned to benefit from the migration of fashion spending from brick-and-mortar stores to online.
Amazon may become a significant competitor for Zalando in the European market, given its significant customer base, access to a vast quantity of data, and commitment to establishing itself in the fashion category.
Metric | ZAL | AMZN |
|---|---|---|
Price/Earnings (Normalized) | 41.06 | 30.59 |
Price/Book Value | 2.69 | 4.77 |
Price/Sales | 0.52 | 3.70 |
Price/Cash Flow | 11.40 | 14.65 |
Metric | ZAL | AMZN |
|---|---|---|
Quick Ratio | 0.42 | 0.82 |
Current Ratio | 0.97 | 0.99 |
Interest Coverage | 2.75 | 38.78 |
Metric | ZAL | AMZN |
|---|---|---|
Return on Assets (Normalized) | 1.54% | 10.05% |
Return on Equity (Normalized) | 5.10% | 20.21% |
Return on Invested Capital (Normalized) | 4.28% | 14.24% |
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