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QUALIPORT
Does Your Company Have A Staff Problem?

By Maynard Paton (TMFMayn)
February 28, 2002

Carburton Street, London -- It is often said that a company's greatest asset is its staff. But as a shareholder, how can you tell if the employees are actually pulling their weight? And how can you determine whether a company is reliant on its staff for success rather than some other asset?

Financial notes

To answer those questions, investors have to look in the relevant company's annual report. Within the notes at the back, there will be details of the number of workers employed during the financial year and their total remuneration. Those figures, past and present, coupled with the historic performance of the company can help pinpoint the efficiency of the employees.

Take DFS Furniture (LSE: DFS). It's annual report for 2001 contained these details:

Profit and loss account

                                      2001         2000
                                     (£000)       (£000)

Turnover                            401,940      357,318 


Employment costs of all employees (including directors):

                                      2001         2000
                                     (£000)       (£000)

Wages and salaries                   37,163       30,120
Social security costs                 3,686        3,149
Other pension costs                   1,014          738
Total                                41,863       34,007


Number of people employed (including directors):

                                       2001         2000

Production                              463          425
Warehouse and transport                 423          345
Selling and administration              869          706
Total                                 1,755        1,476

Key ratios

The key ratios to be derived from the above numbers are:

* Staff productivity (sales per employee);
* The average employee cost, and;
* Staff costs as a proportion of sales.

For DFS, the figures are:

* £229,026 (£401.94m / 1,755);
* £23,854 (£41.863m / 1,755), and;
* 10.42% (£41.863m / £401.94m)

Taken over several years, here's how DFS measures up:

Year to    Sales per    Average employee     Employee costs/
July       Employee          cost                Sales
             (£)              (£)                 (%)

1994       200,132           15,936              7.96
1995       209,137           17,092              8.17
1996       231,826           18,089              7.80
1997       252,773           18,889              7.48
1998       228,601           17,725              7.75
1999       236,011           20,231              8.57
2000       242,085           23,040              9.52
2001       229,026           23,854             10.42

Needless to say, staff costs at DFS have risen over time. But with an average growth rate of 6% per year, it's hardly a case of the employees having DFS over a barrel. Meanwhile, sales per employee have bounced around the £225,000 mark. But there is a definite trend of rising staff costs as a proportion of sales at DFS.

Ideally, shareholders should see staff productivity outrunning growth in average salaries. Over time, such a performance should equate to staff costs declining as a proportion of sales. A very good example in this respect is Ulster Television (LSE: UTV):

Year to    Sales per    Average employee     Employee costs/
December   Employee          cost                Sales
             (£)              (£)                 (%)

1998       170,477           43,394             25.54
1999       195,612           35,250             18.02
2000       202,069           34,084             16.87

Comparisons

While staff ratio trends can highlight individual company (in)efficiencies, they can also be used to identify those businesses that are least reliant on its workforce.

For a long-term investment, sustainable competitive advantages are rarely based on highly-paid specialist employees who can leave at a moment's notice. In general, the best businesses to own for the long-term are those that generate plenty of revenues from a small number of low-skilled (i.e. low-paid) employees. As well as being simpler to run, such companies will obviously have some sort of other asset (e.g. economies of scale, a reputation, a patent, a brand, a government licence) that helps to fend off its rivals. Furthermore, those companies where total staff costs are low in proportion to revenues should be less susceptible to margin pressures from ongoing wage increases.

Here's how the Qualiport watch list companies compare on the three measures (the companies are listed in descending order of attractiveness, with the overall places based on each company's average ranked position for each ratio):

                      Sales per    Average employee   Employee costs/
                       employee          cost              Sales
                        (£)              (£)               (%)

DFS Furniture         229,026          23,854             10.42   
Imperial Tobacco*     231,761          28,931             12.48
Allied Domecq         294,226          33,214             11.29
Carpetright           111,620          18,053             16.17
Latchways             218,628          33,581             15.36
London Stock Exch.    320,408          52,381             16.35
Ultraframe            114,302          22,885             20.02
SSL International      82,430          15,806             19.17
Ulster Television     202,069          34,084             16.87
PizzaExpress           29,321           9,336             31.84
Halma                  87,716          24,465             27.89
Johnston Press         52,911          17,214             32.53
Games Workshop         41,973          15,207             36.23
Emap                  179,642          36,467             20.30
Metal Bulletin         98,054          32,835             33.49
Renishaw               82,902          31,008             37.40
Lloyds TSB                n/a          23,690               n/a

(*Figures exclude sales duty)

It's surprising to see retailers DFS and Carpetright (LSE: CPR) up there at the top. In a very competitive sector, it would be natural to assume such businesses would be heavily reliant on their sales forces. But DFS, for instance, has a lower proportion of its turnover spent on employees than Imperial Tobacco (LSE: IMT) or Allied Domecq (LSE: ALLD), two companies whose brands effectively sell themselves to consumers. There's obviously more to DFS and Carpetright than great sales floor techniques.

On the other hand, it's surprising to see Johnston Press (LSE: JPR) and Metal Bulletin (LSE: MTLB) languishing towards the bottom end of the table. Although both media firms are definite 'business franchises', both employ relatively large numbers of staff to generate their revenues.

Summary

On their own, staff ratios can't determine whether a company will be a great investment. Being able to judge a company's sustainable competitive advantage still underpins any prospective long-term stock pick. However, reviewing employee numbers and wage bills can help identify businesses where the competitive advantage could walk out and join a rival. Generally speaking, the best businesses to own are those that can generate the greatest revenues from the fewest employees while spending the least on salaries.

The author owns shares in Carpetright, Games Workshop, Johnston Press and Latchways