RVRC Holding AB RVRC
Valuation holds this up; Moat is the soft spot.
| Moat | 5.0 |
| Management | 7.0 |
| Valuation | 8.0 |
| Risk · 10 = lowest | 7.0 |
| Business model | 7.0 |
| Optionality | 6.0 |
The price needs 6.0% growth a year for ten years. The AI thinks 9.0% is achievable, at a 20.0% margin.
RVRC trades like a solid business generating tons of cash with sky-high returns on capital (31%), better than most apparel peers, but needs steady 9-10% growth to justify the price—which looks doable with store openings and international push. Think of it as owning a efficient online Patagonia-lite with cash hoard for tough times. Main risk: Consumer spending dips in recession hit apparel hard.
RVRC Holding AB (publ), together with its subsidiaries, engages in the e-commerce of active outdoor clothing and equipment in Germany, Sweden, and internationally. The company offers pants, alpine products for demanding conditions, cross-country skiing, cycling, outwear for cold climates, softshell and hybrid products, fleece and mid-layers, base layers, and accessories, such as hats, caps, gloves, and socks. It sells its products under the RevolutionRace brand name. The company was founded in 2013 and is headquartered in Borås, Sweden.
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