Deal Hound Pet Report Q4 2017
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Pet Food Pet Treats Retailers Hard Goods Co-Packers Animal Veterinary Pet Care Pet Tech
Health Services Services
Financial 54%
Strategic 46%
3
Date
Target
Buyer(s)
12/27/2017 PetVet Care Centers LLC
KKR & Co. L.P. (NYSE:KKR)
12/18/2017 SERG Solutions LLC
Henry Schein, Inc.
12/12/2017 The Kyjen Co. LLC (nka Outward Hound) J.W. Childs Associates LP
12/11/2017 Fuzzy Pet Health
Eniac Ventures
11/15/2017 PupBox, Inc.
Petco Animal Supplies, Inc.
11/14/2017 Pet Circle
Francisco Partners
11/13/2017 Animal Health Clinic of Baton Rouge LLC Opus Equity Partners LLC
11/2/2017 VetPronto-Mobile Veterinarians, Inc. Foundation Capital LLC
10/31/2017 FORPETS Co.,Ltd.
J-STAR Co. Ltd.
10/26/2017 Shadow Ventures LLC
Opus Equity Partners LLC
10/24/2017 Real Pet Food Co. Pty Ltd.
Temasek Capital Pte Ltd.
10/16/2017 Terang & Mortlake Veterinary Clinic
Apiam Animal Health Ltd.
8/1/2017 Novel Ingredient Services LLC
Innophos Holdings, Inc.
8/1/2017 Stratum Nutrition
ESM Technologies LLC
7/31/2017 i4C Innovations, Inc.
One Health Group LLC
Segment
Veterinary Services Pet Tech Hard Goods Veterinary Services Hard Goods Pet Food Veterinary Services Veterinary Services Pet Care Services Pet Care Services Pet Food Veterinary Services Pet Food Pet Food Veterinary Services
Amount ($ in Mil)
780.55 1.26 125.00 20.00
TEV/ Rev TEV/ EBITDA
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0.73x
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Strategic Buyer Radio Systems Corporation Bentley's Pet Stuff LLC
Innovetive Petcare, Inc.
Mars, Incorporated PetSmart, Inc. Petco Animal Supplies, Inc.
Financial Buyer Opus Equity Partners LLC (Destination Pet LLC)
The Halifax Group LLC (Animal Supply Co. LLC)
L Catterton The Riverside Company (Outward Hound) *Sold to JW Childs on 12/12/2017
Inv. Date
3/20/2017
5/31/2016 2/5/2013 12/1/2017
7/12/2017
7/12/2017 9/29/2016 9/29/2016 7/14/2016 5/4/2016 2/1/2017
9/8/2016 5/8/2016 8/19/2015 2/24/2015 1/9/2017
3/31/2016 10/9/2015 1/29/2015 4/18/2017
10/19/2016 11/15/2017 4/4/2017 8/12/2016
Select Corporate Acquisitions
Solvit Products The Piddle Place, LLC Pup-Pee Solutions USA LLC Natural Pet Market Pet Empawrium Pet Things Moochie & Co., Inc. Pet Food Zoom, Inc. Go Dog Go, Inc. ITS A PETS LIFE, Inc.
Sun Dog Cat Moon Veterinary Clinic Crossroads Pet Hospital of Carrolton and Chisolm Trail Vet Clinics of Lockhart Veterinary Referral Hospital of Hickory Chattanooga Emergency Pet Hospital (CEPH) Animal Emergency & Specialty Center, LLC
VCA, Inc. Whistle Labs, Inc. BluePearl Veterinary Partners LLC Snaptracs, Inc.
Chewy, Inc. DCl Ventures, Inc. PupBox, Inc. PetCoach, Inc. Petnet, Inc.
Inv. Date
11/13/2017 11/13/2017 10/26/2017 10/18/2017 10/16/2017 10/5/2017 10/4/2017 5/30/2017
4/18/2017 12/19/2016 3/30/2015 7/15/2013 11/7/2012 6/15/2017 4/25/2017 4/4/2017 9/30/2014 12/7/2016 10/15/2015 9/9/2015 1/13/2015
Select Corporate Acquisitions
Animal Health Clinic of Baton Rouge LLC The Petz Plaza LLC Shadow Ventures LLC Pet Health Center LLC Dog Days Westside LLC All Star Kennels LLC Snoutopia Lewisville LLC Destination Pet LLC
LADS Pet Supplies Holistic Pet Source, Inc Wilson Pet Supply Pet Food Wholesale, Inc. Lone Star Pet Supply, Inc.
Triple-T Foods, Inc. (Add-on to Ainsworth Platform) JustFoodForDogs, LLC NatPets LLC (dba I and love and you) Ainsworth Pet Nutrition, Inc.
Dublin Dog Co. Petstages, Inc. Zoo Active Products AB Bionic Pet Products Inc.
20% 15% 10%
5% 0% -5% -10% -15% -20%
Pet Food & Treats
Retailers
Hard Goods
Animal Health
S&P 500
Company Name
Nestl? SA Colgate-Palmolive Co. The J. M. Smucker Co. Spectrum Brands Holdings, Inc. Blue Buffalo Pet Products, Inc. Central Garden & Pet Co. Freshpet Inc. Segment Average Segment Median
Symbol
NESN-CH CL-US SJM-US SPB-US
BUFF-US CENT-US FRPT-US
Market Cap ($ in Mil)
$ 267,623 66,253 14,112 6,477 6,403 1,907 661
Market Stats
Price ($)
Quarter Change
$ 85.99 75.45
124.24 112.40
32.79 38.92 18.95
3.3% 3.6% 18.4% 6.1% 15.7% 0.2% 21.1%
YTD % of 52 Change Week High
14.7% 15.3% -3.0% -8.1% 36.4% 17.6% 86.7%
95.8% 97.6% 86.5% 76.9% 99.1% 92.0% 92.4%
Operating Stats
Est. Revenue Growth
4.9% 5.2% 2.0% 5.0% 12.2% 2.9% 25.0% 8.2% 5.0%
EBITDA Margin
19.3% 28.3% 23.7% 16.4% 25.9% 5.2% 8.3% 18.1% 19.3%
LTM Multiples
TEV/ Rev
TEV/ Price/ EBITDA EPS
3.2x 4.7x 2.6x 2.0x 5.3x 1.2x 4.4x 3.3x 3.2x
16.3x 16.2x 11.7x 12.0x 21.9x 11.8x 71.1x 23.0x 16.2x
28.3x 29.1x 25.1x 22.4x 37.7x 25.6x NM 28.0x 27.0x
NTM Multiples
TEV/ NTM Revenue 3.0x 4.5x 2.6x 2.0x 4.8x 1.1x 3.5x 3.1x 3.0x
TEV/ NTM EBITDA 15.1x 15.5x 11.1x 10.2x 19.0x 11.1x 29.8x 16.0x 15.1x
Company Name
Tractor Supply Co. PetMed Express, Inc. Segment Average Segment Median
Symbol
TSCO-US PETS-US
Market Stats
Market Cap ($ in Mil)
Price ($)
Quarter Change
$
9,386 $ 74.75 18.1%
937
45.50 37.3%
Operating Stats
YTD Change
% of 52 Week High
Est. Revenue Growth
EBITDA Margin
-1.4% 95.5%
6.9%
11.0%
97.2% 89.4%
8.5%
19.1%
7.7x
15.1x
7.7x
15.1x
LTM Multiples
TEV/ Rev
TEV/ Price/ EBITDA EPS
1.4x
11.4x 22.2x
3.3x
18.1x 30.5x
2.3x
14.8x 26.4x
2.3x
14.8x 26.4x
NTM Multiples
TEV/
TEV/
NTM
NTM
Revenue EBITDA
1.3x
11.2x
3.0x
16.4x
2.2x
13.8x
2.2x
13.8x
Company Name
The Clorox Co. Church & Dwight Co., Inc. Spectrum Brands Holdings, Inc. Central Garden & Pet Co. Oil-Dri Corp. of America Jewett-Cameron Trading Co. Ltd. Boss Holdings, Inc. Segment Average Segment Median
Symbol
CLX-US CHD-US SPB-US CENT-US ODC-US JCTCF-US BSHI-US
Market Cap ($ in Mil)
$ 19,178 12,539 6,477 1,907 213 34 34
Market Stats
Price ($)
Quarter Change
$ 148.74 50.17
112.40 38.92 41.50 15.18 16.25
12.8% 3.6% 6.1% 0.2% -15.2% 9.0% 13.2%
YTD % of 52 Change Week High
23.9% 13.5% -8.1% 17.6% 8.6% 17.6% 24.8%
98.9% 92.6% 76.9% 92.0% 81.7% 84.8% 78.1%
Operating Stats
Est. Revenue Growth
EBITDA Margin
3.4%
22.9%
10.7%
20.5%
5.0%
16.4%
2.9%
5.2%
NM
10.7%
NM
NM
NM
5.8%
5.5%
13.6%
4.2%
13.5%
LTM Multiples
TEV/ Rev
TEV/ Price/ EBITDA EPS
3.5x 4.0x 2.0x 1.2x 1.0x 0.6x 0.3x 1.8x 1.2x
16.0x 18.1x 12.0x 11.8x 9.1x 5.9x 5.3x 11.2x 11.8x
27.4x 28.8x 22.4x 25.6x 25.9x 12.6x 12.0x 22.1x 25.6x
NTM Multiples
TEV/
TEV/
NTM
NTM
Revenue EBITDA
3.4x
15.6x
3.7x
15.2x
2.0x
10.2x
1.1x
11.1x
NM
NM
NM
NM
NM
NM
2.6x
13.0x
2.7x
13.1x
Company Name
Merck & Co., Inc. Sanofi Eli Lilly & Co. Zoetis, Inc. Henry Schein, Inc. IDEXX Laboratories, Inc. Akorn, Inc. Neogen Corp. Trupanion, Inc. Phibro Animal Health Corp. Heska Corp. PetIQ, Inc. Aratana Therapeutics, Inc. RiceBran Technologies Sonoma Pharmaceuticals, Inc. Jaguar Health, Inc. Segment Average Segment Median
Symbol
MRK-US SAN-FR LLY-US ZTS-US HSIC-US IDXX-US AKRX-US NEOG-US TRUP-US PAHC-US HSKA-US PETQ PETX-US RIBT-US SNOA-US JAGX-US
Market Cap ($ in Mil)
$ 153,908 108,980 92,998 35,104 10,968 13,639 4,031 3,176 879 656 581 289 226 25 24 7
Market Stats
Price ($)
Quarter Change
$ 56.27 86.28 84.46 72.04 69.88
156.38 32.23 61.66 29.27 33.50 80.21 21.84 5.26 1.48 5.45 0.14
-12.1% -14.5% -1.3% 13.0% -14.8% 0.6% -2.9% 6.1% 10.8% -9.6% -8.9% -19.4% -14.2% 13.9% 4.4% -30.1%
YTD % of 52 Change Week High
-4.4% -6.6% 14.8% 34.6% -7.9% 33.4% 47.6% 24.6% 88.6% 14.3% 12.0% NM -26.7% 43.7% 8.1% -80.5%
84.2% 84.5% 94.8% 97.9% 74.7% 90.4% 94.8% 95.7% 88.7% 83.2% 69.7% 77.4% 61.0% 95.5% 66.1% 9.2%
Operating Stats
Est. Revenue Growth
3.3% 2.3% 3.3% 9.4% 7.5% 13.1% (9.3%) NM 30.6% 3.8% 14.5% NM 135.4% (63.7%) 19.7% 453.2% 44.5% 8.5%
EBITDA Margin
14.3% 27.2% 28.1% 38.9% 8.3% 24.1% 19.1%
NM 2.5% 15.4% 12.0% 4.7% (127.5%) (34.8%) (63.0%) (206.3%) (15.8%) 12.0%
LTM Multiples
TEV/ Rev
TEV/ Price/ EBITDA EPS
4.3x 2.8x 4.4x 7.6x 1.1x 7.6x 4.8x 8.0x 3.6x 2.1x 4.3x 1.2x 12.5x 0.6x 0.9x 8.4x 4.6x 4.3x
12.8x 9.9x 16.1x 21.6x 12.8x 30.1x 15.5x 36.5x 634.9x 13.7x 30.7x NM NM NM NM NM 75.9x 16.1x
54.1x 21.0x 40.2x 37.9x 20.1x 50.8x 54.1x NM NM 19.8x 42.0x NM NM NM NM NM 37.8x 40.2x
NTM Multiples
TEV/ NTM Revenue 4.1x 2.7x 4.1x 7.0x 1.0x 6.9x
TEV/ NTM EBITDA 10.8x 8.6x 13.5x 17.7x 11.8x 26.1x
5.3x 7.0x 3.1x 2.0x 4.0x 0.9x 5.2x 0.6x 0.8x 1.6x 3.5x 3.5x
21.3x 30.8x 95.7x 12.6x 21.4x 9.3x NM NM NM NM 23.3x 15.6x
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