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Tuesday, September 22, 2009
Mike Pienciak :: Townhall.com Columnist
Put Some Spring in Your Portfolio's Step
by Mike Pienciak
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After months of outperformance, there's a yawning pit of downside risk lurking beneath many consumer discretionary stocks. Yet strong companies whose shares have lagged the sector deserve a look. Those criteria have led me to footwear and athletic apparel king Nike (NYSE: NKE).

Just shy of a slam-dunk
With a core brand that's synonymous with global sports culture, active living, and big-name endorsers, there's a lot to like about Nike. First, the company's culture of nonstop product innovation should continue to carry its brands to the forefront of consumer awareness, even as the recession drags on. In addition, its product portfolio strides across multiple price points, from Converse All Stars to Air Jordans -- another strength made more noteworthy by tough times. What stands out most, however, is Nike's global footprint: In fiscal 2009, international sales represented 58% of total revenue, up from 53% in fiscal 2007. Indeed, diversifying away from U.S. consumersnever looked smarter.

Lately, the market's tidal wave of enthusiasm has largely bypassed Nike shares. Year to date, the stock's trailed both the consumer discretionary group and the S&P 500. Meanwhile, the company's most recently reported quarterly revenue was down only 7%, or flat on a currency-neutral basis. That beats the scales off the embattled Crocs ' (Nasdaq: CROX) recent performance.

Of course, that's an easy comparison. To see how Nike stacks up against stronger competitors, I've assembled the table below. Debt and interest coverage metrics suggest how well each company can withstand a prolonged sales slump, while return on invested capital(ROIC) disregards potential differences between companies' financing and accounting choices, offering a truer picture of operating earnings power.

Company

Market Cap

5-Year Average ROIC

Long-Term Debt-to-Equity

Times Interest Earned

Nike

$28.4 B

19.7%

5%

N/A

VF (NYSE: VFC)

$8.1 B

13.7%

41%

8.8

Under Armour (NYSE: UA)

$1.5 B

16.1%

3.5%

32.2

Volcom (Nasdaq: VLCM)

$416.3 M Continued...

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