• David Jones Limited is engaged in department store retailing and financial services alliance with American Express. It operates in two segments: Department Stores and Financial Services
DAVID JONES EXISTING STRENGTHS
Profitability
EBITDA Margin interim
18.00% 16.00% 14.00% 12.00% 10.00% 8.00% Jan-10 David Jones Limited Jan-11 Jan-12 Myer Holdings Limited 15.00% 14.00% 13.00% 12.00% 11.00% 10.00% 9.00% Jul-09 David Jones Limited Jul-10 Jul-11 Myer Holdings Limited
EBITDA Margin annual
Return on equity
ROE interim
15.00% 14.00% 13.00% 12.00% 11.00% 10.00% 9.00% 8.00% Jan-10 Jan-11 Jan-12 24.00% 22.00% 20.00% 18.00% David Jones Limited Myer Holdings Limited
ROE annual
16.00%
14.00% 12.00% 10.00% 8.00% Jul-09 Jul-10 Jul-11
David Jones Limited Myer Holdings Limited
Return on Asset
ROA annual
10.00% 9.00% 8.00% 7.00% 6.00% 5.00% 4.00% 3.00% 2.00% 1.00% 0.00% Jan-10 Jan-11 Jan-12 16.00% 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% Jul-09 Jul-10 Jul-11 David Jones Limited Myer Holdings Limited David Jones Limited Myer Holdings Limited
ROA annual
Liquidity
Current Ratio interim
1.1 1.05 1 0.95 0.9 0.85 0.8 Jan-10 Jan-11 Jan-12 1.2 1.4 David Jones Limited Myer Holdings Limited
Current Ratio annual
1
0.8 David Jones Limited 0.6 0.4 0.2 0 Jul-09 Jul-10 Jul-11 Myer Holdings Limited
Finance/Dept
Net Gearing annual
60.00%
50.00%
40.00%
30.00%
David Jones Limited Myer Holdings Limited
20.00%
10.00%
0.00% Jul-09 Jul-10 Jul-11
Plant & Equipment
Plant & Equipment % of Total Assets
70.00% David Jones Limited Myer Holdings Limited
60.00%
50.00%
40.00%
30.00%
20.00%
10.00%
0.00% 2009 2010 2011
Profit Financial Services
Profit from Financial Services
25,000,000
24,000,000
23,000,000
22,000,000
21,000,000
20,000,000
19,000,000 2010 2011 2012
Controlling cost
Operating Exp. growth interim
16.00% 14.00%