Mizuho lowers Mister Car Wash stock price target to $9 on Q2 slowdown

Published 04/08/2025, 16:56
Mizuho lowers Mister Car Wash stock price target to $9 on Q2 slowdown

Investing.com - Mizuho (NYSE:MFG) maintained its Outperform rating on Mister Car Wash (NYSE:MCW) Inc. (NASDAQ:MCW) but lowered its price target to $9.00 from $11.00 on Monday, citing a weaker-than-expected second quarter performance. The stock, currently trading at $5.69, has declined over 21% year-to-date, with EBITDA reaching $284.53M in the last twelve months.

The car wash operator reported positive comparable sales growth of 1.2% in Q2, marking a significant deceleration from the mid-single-digit percentage growth seen in the previous two quarters. This slowdown prompted the company to reduce the upper end of its full-year guidance. According to InvestingPro data, overall revenue growth remains positive at 7.21%, though five analysts have recently revised their earnings expectations downward.

Mizuho noted that retail comp trends missed the company’s internal forecasts, with increased volatility observed over recent months. The firm indicated this volatility could negatively impact conversion to membership programs in the coming months. The company operates with a significant debt burden, as reflected in its debt-to-equity ratio of 1.67 and current ratio of 0.33.

Despite the quarterly setback, Mizuho highlighted favorable industry trends, mentioning an "inflection point" approaching as competitors pull back on new unit growth. The firm also pointed to Mister Car Wash’s development of additional products and services that could potentially increase average unit volumes and improve margins.

Mizuho continues to view Mister Car Wash as an undervalued asset, though it acknowledged the quarter represented "a bit of a step back" for the company, leading to the price target reduction.

In other recent news, Mister Car Wash reported its second-quarter earnings for 2025, which fell short of analyst expectations. The company posted earnings per share of $0.11, missing the forecasted $0.1247. Revenue also came in lower than expected at $265 million, compared to the anticipated $271.82 million. Following these results, Guggenheim adjusted its price target for Mister Car Wash from $9.50 to $8.00, while maintaining a Buy rating. The firm described the second-quarter performance as a "surprising" shortfall in both earnings and revenue for the company. These developments reflect the latest updates concerning Mister Car Wash’s financial performance and analyst perspectives.

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