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Share Buyback vs. Dividend using P/S Ratios (Model SB‑DIV‑PS)

@SimSim 4 months ago 15 Views

This model simulates the gain/loss to long-term shareholders from making a single share buyback, compared to making a dividend payout for the same amount of money. All future earnings are assumed to be paid out as dividends.

This model simulates the future share-prices using P/S (Price-To-Sales) ratios so the earnings can be zero or negative.

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Keywords: DEMO FL

  • Earnings = Sales (2021-2023) x Net Profit Margin (2004-2023).
  • Zero real growth.
  • Discount rate from historical S&P 500 5-7 year REAL avg. ann. returns (1971-2017) + 5% risk-premium.
  • P/S ratio (2004-2023)

2024-07-18T15:38:55.105469 image/svg+xml Matplotlib v3.9.1, https://matplotlib.org/ 0.950 0.975 1.000 1.025 1.050 P/S Scale After Buyback 0% 10% 20% Discount Rate -5% -2.5% 0% 2.5% 5% Tax-Rate Dividends -5% -2.5% 0% 2.5% 5% Tax-Rate Cap-Gains
  • This plot shows the probability distributions that are common for all simulation years.
  • The P/S scale is multiplied with the simulated P/S ratio after the share buyback. This can be used to model a change in investor sentiment towards the stock after the buyback. When the scale is 100% it has no effect. When the scale is below 100% it lowers the P/S ratio after the share buyback, and when it is above 100% it raises the P/S ratio after the buyback.
  • The discount rate is used along with the tax-rates for dividends and capital gains in the calculation of present values.
2024-07-18T15:38:58.273278 image/svg+xml Matplotlib v3.9.1, https://matplotlib.org/ 0.5 1 1.5 Year 1 P/S Ratio 8.4b 8.6b 8.8b 9b Sales 0 500m 1b Earnings 0.5 1 1.5 Year 2 8.4b 8.6b 8.8b 9b (Same as previous) 0 500m 1b (Same as previous)
  • This plot shows the probability distributions for individual simulation years.
  • The dashed blue lines show the median P/S ratios calculated from the simulated Sales in each year, and the current Market-Cap (current share-price X number of shares) minus the Excess Cash. This lets you easily see if there is likely going to be a future loss or gain from re-valuation of the stock's P/S ratio.
2024-07-18T15:38:47.888173 image/svg+xml Matplotlib v3.9.1, https://matplotlib.org/ 1 2 3 4 5 6 7 8 9 10 Future Year -4% -2% 0% 2% Return on Intrinsic Value (ROIV) SimSim.Run - Jul 18-2024 (UTC) Foot Locker / Hist.Data / Zero Real Growth Share Buyback vs. Dividend using P/S Ratios (Model SB-DIV-PS) 3.0% 1.9% 1.4% 1.1% 0.6% 0.7% 0.4% 0.3% 0.1% 0.2%
  • This violin-plot shows the Return on Intrinsic Value (ROIV) for investment periods between 1-10 years, when making a share buyback now for USD 100m at the current share-price of USD 26, as opposed to using the same amount of money to make a dividend payout now.
  • Out of 100k simulation trials 100% had valid results. Outliers >10.0 IQR are removed.
  • ROIV is invalid when the intrinsic value is zero or negative. ROB also works in those cases.
  • If there are losses in some simulations, then the red boxes on the bottom show the probability of loss for each future year.
2024-07-18T15:38:49.997242 image/svg+xml Matplotlib v3.9.1, https://matplotlib.org/ 1 2 3 4 5 6 7 8 9 10 Future Year 0% 100% 200% 300% 400% 500% Return on Buyback (ROB) SimSim.Run - Jul 18-2024 (UTC) Foot Locker / Hist.Data / Zero Real Growth Share Buyback vs. Dividend using P/S Ratios (Model SB-DIV-PS) 3.0% 1.9% 1.4% 1.1% 0.6% 0.7% 0.4% 0.3% 0.1% 0.2%
  • This violin-plot shows the Return on Buyback (ROB) for investment periods between 1-10 years, when making a share buyback now for USD 100m at the current share-price of USD 26, as opposed to using the same amount of money to make a dividend payout now.
  • Out of 100k simulation trials 100% had valid results. Outliers >10.0 IQR are removed.
  • If there are losses in some simulations, then the red boxes on the bottom show the probability of loss for each future year.
2024-07-18T15:38:51.371381 image/svg+xml Matplotlib v3.9.1, https://matplotlib.org/ 15 20 25 30 35 Current Share-Price -2% 0% 2% 4% 6% Return on Intrinsic Value (ROIV) SimSim.Run - Jul 18-2024 (UTC) Foot Locker / Hist.Data / Zero Real Growth Share Buyback vs. Dividend using P/S Ratios (Model SB-DIV-PS) Prob Loss: 1.0%
  • This 2D histogram shows how different share-prices at the time of the share buyback would impact the Return on Intrinsic Value (ROIV) for all investment periods between 1-10 years, when making a share buyback for USD 100m, as opposed to making a dividend payout for the same amount.
  • Out of 100k simulation trials 100% had valid results. Outliers >10.0 IQR are removed.
  • ROIV is invalid when the intrinsic value is zero or negative. ROB also works in those cases.
  • The x-axis shows a range of share-prices around the current share-price of USD 26, which is marked as a dashed blue line.
  • The red box at the bottom shows the probability of loss, if a share buyback is made now at the current share-price of USD 26, when considering all investment periods between 1-10 years.
2024-07-18T15:38:52.776758 image/svg+xml Matplotlib v3.9.1, https://matplotlib.org/ 15 20 25 30 35 Current Share-Price 0% 200% 400% 600% 800% 1000% Return on Buyback (ROB) SimSim.Run - Jul 18-2024 (UTC) Foot Locker / Hist.Data / Zero Real Growth Share Buyback vs. Dividend using P/S Ratios (Model SB-DIV-PS) Prob Loss: 1.0%
  • This 2D histogram shows how different share-prices at the time of the share buyback would impact the Return on Buyback (ROB) for all investment periods between 1-10 years, when making a share buyback for USD 100m, as opposed to making a dividend payout for the same amount.
  • Out of 100k simulation trials 100% had valid results. Outliers >10.0 IQR are removed.
  • The x-axis shows a range of share-prices around the current share-price of USD 26, which is marked as a dashed blue line.
  • The red box at the bottom shows the probability of loss, if a share buyback is made now at the current share-price of USD 26, when considering all investment periods between 1-10 years.