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Savers Value Village Inc

SVVAbove value

Held by 1 superinvestor.

Price$10.84
Holders1
Total value$1.5M

SEC 10-K · fundamentals

Business quality

as of 2026-01-03

Valuation basis: trailing twelve months to 2026-07-04 — latest 10-K plus unaudited 10-Q filings.

Revenue growth
+9.2%
Net margin
1.3%
ROE
5.2%
FCF margin
2.9%
Revenue $1.20B → $1.68B · 5y
What makes a business high quality

Valuation · value band

Above fair value

$2/ sh · zero-growth intrinsic value
margin of safety
fair value
above fair value
$11
cheaperpricier

$2–$3 value estimate

Savers Value Village Inc (SVV): A conservative earnings-power estimate, $2–$3 / sh; today’s price sits above it (price $11 as of 2026-08-26).

Zero-growth downside $2

Price as of 2026-08-26 · yahoo.

Method & numbers

Buybacks over the years shown roughly only offset stock-based-compensation dilution — read them as maintaining the share count, not a net return of capital.

A conservative intrinsic-value band (zero-growth floor to growth-capped DCF) plus a tangible asset floor — not investment advice, not a buy/sell signal, and not a price target.

· Greenwald $3.46 – $3.46 (neutral $3.46) · zero-growth base $3.46 · reproduction $0.22

Moat Franchise (moat).

Graham earnings-power value (normalized NOPAT)$2.12 – $3.46 / sh

Normalized NOPAT = average operating margin over the years shown × latest-year revenue × (1 − normalized tax); then + D&A − maintenance capex (write A). Unlevered (pre-interest, attributable to all capital). Capitalized at the 9–11% rate band (read as a WACC proxy). Enterprise → equity bridge applied: + cash − total debt.

Years: TTM 2026-07-04, 2024, 2023, 2022, 2021

v1 simplifications: Maintenance capex (ok) deducted in full cash (write A): EPV = (NOPAT + D&A − maintenance capex) / WACC; no tax shield on the capex term. Share-based compensation is left as a real expense (not added back). Operating margin is below its multi-year average (cyclical/declining): normalized margin capped at the latest year — no peak-margin capitalization (audit #2).

Buffett owner-earnings value

Normalized owner earnings are non-positive over the years shown; earnings power cannot be capitalized.

Owner earnings = average net income + average D&A − maintenance capex (zero-growth floor; no ΔNWC). Levered (starts from net income, already after interest — an equity-holder stream). Capitalized at the 9–11% rate band (read as a cost-of-equity proxy). No enterprise→equity bridge: the capitalized result is already equity value (subtracting debt would double-count interest).

Years: TTM 2026-07-04, 2024, 2023, 2022, 2021

v1 simplifications: Net income is below its multi-year average (cyclical/declining): normalized owner earnings anchored to the latest year — no peak-earnings capitalization (audit #2). Owner earnings = net income + D&A − maintenance capex (ok); the working-capital change is excluded (maintenance ΔNWC ≈ 0; growth ΔNWC is carried in growth value, not double-counted). One-time items are not separately normalized (multi-year averaging smooths them partially). Share-based compensation is left as a real expense (not added back); see the SBC/OE disclosure. Capitalized at the 9–11% band as a cost-of-equity proxy; no leverage premium applied. Net debt or owner earnings is unavailable, so no adjustment is made.

Asset floor: Reproduction value = tangible net assets + acquired-intangible reset proxy, ÷ diluted shares; tangible net assets alone are negative for this asset-light franchise (no R&D history to capitalize).

Moat reading: Franchise test compares earnings power (EPV) against reproduction value (tangible net assets + capitalized R&D). EPV well above reproduction value signals a moat; near it, a commodity; below it, value destruction. A directional reading, not a verdict.

Growth value: if the moat holds for 10 yr at ROIIC ≈ -23%, $0.00–$0.00 / sh (neutral $0.00). Conservative, not a forecast.

Window TTM 2026-07-04, FY 2024, 2023, 2022, 2021 · discount band 9%–11% · normalized tax 19% (Average effective tax rate over 5 year(s), capped at the statutory 21%.) · diluted shares.

Valuation basis: trailing twelve months to 2026-07-04 — latest 10-K plus unaudited 10-Q filings.

How to read intrinsic value

SEC 13F · holders

Superinvestors Holding This Security

1 holder · $1.5M combined · this quarter +0 opened / -0 exited

Holders 1 → 2 · last 7q

SEC 13F · notes

Written summary

Savers Value Village Inc (SVV) is held by 1 of the superinvestors tracked on Compounder, with a combined $1.5M in reported 13F value. The largest position belongs to Tom Bancroft, where it makes up 1.2% of the portfolio.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2025-12-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

Also held by these investors

Investors holding Savers Value Village Inc (SVV) also commonly hold →

SVV's price is not below its conservative value band. See current strike-zone stocks

Also on

Sources· SEC EDGAR 13F as of 2025-12-31 · filed 2026-02-11

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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