Next NXT.L
Next PLC is a British fashion and homeware retailer, operating physical stores and an online platform, with an integrated business model that includes its own brand and third-party products. Next trades at a P/E of 18.68 and EV/EBITDA of 12.74, with an ROIC of 35.63% and ROE of 54.54%, reflecting a high-quality business with a wide moat.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Next PLC is a British fashion and homeware retailer, operating physical stores and an online platform, with an integrated business model that includes its own brand and third-party products. Next trades at a P/E of 18.68 and EV/EBITDA of 12.74, with an ROIC of 35.63% and ROE of 54.54%, reflecting a high-quality business with a wide moat.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.0 |
| Quality / Moat | 8.2 |
| Valuation | 6.1 |
| Growth | 6.7 |
| Dividend | 4.5 |
| Momentum | 6.4 |
| Risk & Context | 6.3 |
OVERALL SCORE: 6.7/10
Context and risks
The oil price spike and ECB rate hikes do not materially affect Next's UK fashion and home business. Geopolitical risk is low and no direct exposure is identified.
News considered in the analysis
- Next PLC’s Shares Rise After Full-Year Guidance Raise — La mejora de la guía de beneficios para el año completo es un hecho material ya ocurrido y parcialmente descontado por la subida de la acción.
- NEXT H1 Earnings Call Highlights — Los resultados del primer semestre y los comentarios de la dirección proporcionan contexto, pero la información clave ya se refleja en la guía revisada.
- All You Need to Know About Next (NXGPY) Rating Upgrade to Buy — La mejora de la recomendación de Zacks a 'Comprar' es un catalizador positivo que aún no está totalmente reflejado en el precio.
- Next (LSE:NXT) Stock Sees Modest Fair Value Lift After Analyst Target Changes — Los cambios en los precios objetivo de los analistas son ruido de mercado sin información fundamental nueva.
- Are Retail-Wholesale Stocks Lagging Insight Enterprises (NSIT) This Year? — Comparación genérica del sector sin información específica sobre Next.
Verdict: Hold positions; the guidance raise and business quality offset a not particularly cheap valuation.
Main risk: The main risk is dependence on discretionary spending in the UK, which could weaken if high inflation and interest rates pressure disposable income.
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