Savers Value Village
SVV on NYSE. Savers Value Village sells secondhand clothing and home goods to shoppers in stores. Market value $1.4bn.
Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Retail & consumer stocks that passed both tests
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $5.78 of spare cash in the past 12 months. A savings account pays about $4.
You pay 15.3 years of operating profit for the business. The average large US company costs around 18.
Each dollar kept in the business earns 10 cents a year. Above 10 is good.
Quality score: 67 of 100. Price score: 69 of 100. Our list needs 70 on quality and 60 on price.
$9.20 a share, 33% above its 1-year low
Over the past year the price has ranged from $6.91 to $13.88.
Pays no dividend
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
Spare cash swings from quarter to quarter here: $82 million in the past 12 months, $49 million in the year to December 2025.
| Revenue | |||
| Revenue | $1.5bn | $1.5bn | $1.7bn |
| Operating margin | |||
| Operating margin | 9.5% | 8.5% | 7.4% |
| Debt to equity | |||
| Debt to equity | 2.19 | 1.78 | 1.73 |
| Shares outstanding | |||
| Shares outstanding | 0.16bn | 0.16bn | 0.15bn |
Health checks
- Free cash flow positive3 of 3 years
- Accounting looks honest (Beneish)Nothing unusual
- Financial strength (Piotroski)6 of 9
- Profit backed by cash (accruals)Yes
- Debt1.73× equity
- Revenue growth, five yearsUnknown
- Buying back its own sharesYes, 4% fewer since 2023
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $448 million last quarter, up 7% on a year ago.
- Profit: $22 million, up 14% on a year ago.
- It keeps 8 cents of each $1 of sales as operating profit, about the same as a year earlier.
- Spare cash over the past 12 months: $82 million, up from $29 million.
- 2% fewer shares than a year ago. Each share owns a bit more of the company.
- Debt is $634 million more than cash, up from $630 million a year ago.
- Sales grew on a year ago in each of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $395m |
| December 2024 | $402m |
| March 2025 | $370m |
| June 2025 | $417m |
| September 2025 | $427m |
| December 2025 | $465m |
| March 2026 | $403m |
| June 2026 | $448m |
| Quarter to | Amount |
|---|---|
| September 2024 | $22m |
| December 2024 | -$2m |
| March 2025 | -$5m |
| June 2025 | $19m |
| September 2025 | -$14m |
| December 2025 | $22m |
| March 2026 | -$5m |
| June 2026 | $22m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 20 February 2026
- Next quarterly (estimated, 10-Q)
- 5 November 2026
Who owns it
None of the long-term investors we follow own it. 150 funds in all.
Largest holders overall
- Ares Management$1.2bn
- Baillie Gifford$87m
- T. Rowe Price Investment Management$75mCut
- Capital Research Global Investors$35mAdded
- BlackRock$28mAdded
- Dimensional Fund Advisors LP$23mAdded
- Vanguard Portfolio Management$19m
- Arrowstreet Capital, Limited Partnership$17mCut
- Vanguard Capital Management$17m
- Archon Capital Management$15mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- Ares Management Holdings L.P.Passive investorat least 75.5%(filed with 12 related holders)Since 30 June 2025
- BAILLIE GIFFORD & COPassive investor6.1%Since 30 June 2025
- T. Rowe Price Investment Management, Inc.Passive investorSold down below 5%Since 30 June 2026
| Holder | Stake | Since | |
|---|---|---|---|
Ares Management Holdings L.P. Passive investor | at least 75.5% (filed with 12 related holders) | 30 June 2025 | |
BAILLIE GIFFORD & CO Passive investor | 6.1% | 30 June 2025 | |
T. Rowe Price Investment Management, Inc. Passive investor | Sold down below 5% | 30 June 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 6 sold $9m, $7m of it under preset trading plans.
- ALLEN WILLIAM TDirectorSold
- Date
- 16 September 2026
- Shares
- 26,151
- Price
- $9.22
- Value
- $241,170
- Walsh Mark T.CEO & Director, DirectorSoldunder a preset trading plan
- Date
- 11 August 2026
- Shares
- 92,059
- Price
- $11.93
- Value
- $1m
- Walsh Mark T.CEO & Director, DirectorSoldunder a preset trading plan
- Date
- 10 August 2026
- Shares
- 100,000
- Price
- $12.20
- Value
- $1m
- Medway Richard A.General CounselSoldunder a preset trading plan
- Date
- 7 August 2026
- Shares
- 45,000
- Price
- $11.98
- Value
- $539,100
- Geisser Melinda L.Chief People Services OfficerSoldunder a preset trading plan
- Date
- 7 August 2026
- Shares
- 50,000
- Price
- $12.03
- Value
- $601,500
- Maher Michael WCFO & TreasurerSoldunder a preset trading plan
- Date
- 7 August 2026
- Shares
- 49,742
- Price
- $12.33
- Value
- $613,418
- Walsh Mark T.CEO & Director, DirectorSoldunder a preset trading plan
- Date
- 7 August 2026
- Shares
- 100,000
- Price
- $12.20
- Value
- $1m
- Walsh Mark T.CEO & Director, DirectorSoldunder a preset trading plan
- Date
- 6 August 2026
- Shares
- 100,000
- Price
- $10.93
- Value
- $1m
- Medway Richard A.General CounselSoldunder a preset trading plan
- Date
- 5 August 2026
- Shares
- 10,000
- Price
- $10.98
- Value
- $109,800
- Geisser Melinda L.Chief People Services OfficerSoldunder a preset trading plan
- Date
- 5 August 2026
- Shares
- 15,000
- Price
- $10.98
- Value
- $164,700
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 16 September 2026 | ALLEN WILLIAM T Director | Sold | 26,151 | $9.22 | $241,170 |
| 11 August 2026 | Walsh Mark T. CEO & Director, Director | Sold under a preset trading plan | 92,059 | $11.93 | $1m |
| 10 August 2026 | Walsh Mark T. CEO & Director, Director | Sold under a preset trading plan | 100,000 | $12.20 | $1m |
| 7 August 2026 | Medway Richard A. General Counsel | Sold under a preset trading plan | 45,000 | $11.98 | $539,100 |
| 7 August 2026 | Geisser Melinda L. Chief People Services Officer | Sold under a preset trading plan | 50,000 | $12.03 | $601,500 |
| 7 August 2026 | Maher Michael W CFO & Treasurer | Sold under a preset trading plan | 49,742 | $12.33 | $613,418 |
| 7 August 2026 | Walsh Mark T. CEO & Director, Director | Sold under a preset trading plan | 100,000 | $12.20 | $1m |
| 6 August 2026 | Walsh Mark T. CEO & Director, Director | Sold under a preset trading plan | 100,000 | $10.93 | $1m |
| 5 August 2026 | Medway Richard A. General Counsel | Sold under a preset trading plan | 10,000 | $10.98 | $109,800 |
| 5 August 2026 | Geisser Melinda L. Chief People Services Officer | Sold under a preset trading plan | 15,000 | $10.98 | $164,700 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.