Stock is Trading at All-Time Lows with a Sub-$2B Market Cap, $600M FCF, $4B in Assets, and Over 30% Short Interest— Absurd.
Posted: Nov 26, 2024
- Apollo tried to buy Kohls in 2022 for $8B
- Kohl's stock ($KSS) is down 20% trading at an all-time low with a market cap < $2 billion
- Generates $600 million in free cash flow annually and owns $7 billion in real estate assets
- Did $18 billion in sales for fiscal 2024
- Valued at just 3x FCF
- CEO departure reopens possibility for real estate monetization
- Reject an $8B buyout offer in 2022
- Shorts betting on collapse might not understand cash generation and real estate value
- $7 billion in real estate assets, $600 million in annual FCF for under $2 billion market cap
- This is a cash-and-assets story, not a growth story
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