QVC Group Inc.

QVC Group Inc.

QVCGAยทNASDAQ

$11.03

-3.8%
Consumer CyclicalSpecialty Retail

QVC Group Inc. is a media and e-commerce company that owns and operates a portfolio of retail brands, including QVC, HSN, and Zulily. The company specializes in video commerce, leveraging television, digital streaming, and online platforms to engage consumers and drive sales. QVC Group Inc. focuses on interactive shopping experiences, offering a wide range of products across fashion, home, electronics, and beauty categories.

At a Glance

Live Snapshot
Market Cap$86.99M
EPS-162.8800
P/E Ratio-0.12
Earnings Date02/25/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -0.1).

Valuation inputs: P/E -0.1, earnings yield N/A, momentum -3.8%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +1.3%, ROIC -10.6%).

Profitability stack: net margin -12.8%, ROE +1.3%, ROIC -10.6%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +109.6%, momentum -3.8%, net margin -12.8%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

qvcga

QVC Group Inc. Market vs Earnings Trajectory

QVCGA ยท NASDAQ

Loading price and EPS data...

QVC Group Inc.

QVC Group Inc. Fair Value Envelope

QVCGA ยท NASDAQ

Our analysis suggests that QVCGA has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $11.03, this represents a potential HIDDEN relative to our calculated worth for QVC Group Inc..

Intrinsic Value
Current Price: $11.03
3Y-488.0%
5Y+14981.0%
10Y-12165.0%
3Y-29.0%
5Y-25.0%
10Y+9.0%
3Y-479.0%
5Y+183.0%
10Y-302.0%
3Y-57.0%
5Y-59.0%
10Y-48.0%
3Y-64.0%
5Y-65.0%
10Y-63.0%
3Y-43.0%
5Y-47.0%
10Y-39.0%
QVC Group Inc.

QVC Group Inc. Profit Bridge

QVCGA ยท NASDAQ
Revenue10.04B
Cost of Goods Sold (6.52B)
Gross Profit3.51B
Operating Expenses (4.32B)
Operating Income-809.00M
Interest Expense (468.00M)
Other Income/Expense-482.00M
Pretax Income-1.29B
Income Tax (-41.00M)
Net Income-1.29B
Net Income
-1.29B

Profitability Analysis

Gross Margin

35.0%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

-8.1%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-12.9%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

35.00%
Gross Profit Margin
4%
3Y+2.0%
5Y+3.0%
10Y-3.0%
-8.06%
Operating Profit Margin
-249%
3Y-204.0%
5Y-690.0%
10Y-163.0%
-12.85%
Net Profit Margin
868%
3Y-631.0%
5Y+279.0%
10Y-284.0%
132.85%
Return on Equity
-453%
3Y+1014.0%
5Y-1510.0%
10Y+978.0%
-13.96%
Return on Assets
994%
3Y-765.0%
5Y+430.0%
10Y-430.0%
-10.61%
Return on Invested Capital
19%
3Y-297.0%
5Y-1415.0%
10Y-276.0%
QVCGA

QVC Group Inc. Cash Conversion Engine

QVCGA ยท NASDAQ
Net Income-1.25B
Depreciation & Amortization383.00M
Stock-Based Compensation32.00M
Change in Working Capital31.00M
Others1.54B
Capital Expenditures-236.00M
Free Cash Flow289.00M

Cash Flow Quality Analysis

FCF Conversion Rate

-23.1%

Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.

CapEx Intensity

45.0%

Capital-intensive operations require significant reinvestment. Monitor whether CapEx is maintenance or growth-oriented.

FCF Growth Trend

-49.8%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

+$31.00M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Deteriorating cash generation: Both declining FCF and weak conversion rate signal fundamental challenges. Investigate margin pressure, rising costs, or working capital issues.

qvcga

QVC Group Inc. Funding & Solvency Profile

QVCGA ยท NASDAQ
Cash & Cash Equivalents1.86B
Net Receivables840.00M
Inventory1.19B
Other Current Assets159.00M
Total Current Assets4 B
Property, Plant & Equipment985.00M
Goodwill & Intangible Assets2.39B
Long-Term Investments0.00
Other Non-Current Assets131.00M
Total Non-Current Assets1 B
Total Assets
7.56B

Financial Health Analysis

Current Ratio

2.49x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Working Capital

2 B

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

54% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

qvcga

QVC Group Inc. Street Expectations Map

QVCGA ยท NASDAQ

No Target Data

No analyst price targets available for qvcga.

qvcga

QVC Group Inc. Insider Positioning

QVCGA ยท NASDAQ

During the last 12 months, there has been no insider trading activity reported for QVCGA.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

0.00%
Dividend Yield
3Y-100.0%
5Y-100.0%
10Y-
ย 

qvcga Dividend History

QVCGA
10Y CAGR 34%
Latest $1.25
Annual $76.25
Dividend decline trend
Last Period: 98%