OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:OXM - US6914973093 - Common Stock
36.32 USD
-0.79 (-2.13%)
36.7 USD
+0.38 (+1.05%)
Overall OXM gets a fundamental rating of 4 out of 10. We evaluated OXM against 45 industry peers in the Textiles, Apparel & Luxury Goods industry. Both the profitability and the financial health of OXM get a neutral evaluation. Nothing too spectacular is happening here. OXM is valued correctly, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
OXM had positive earnings in the past year.
OXM had a positive operating cash flow in the past year.
Of the past 5 years OXM 4 years were profitable.
In the past 5 years OXM always reported a positive cash flow from operatings.
1.2 Ratios
OXM has a Return On Assets of -0.23%. This is in the lower half of the industry: OXM underperforms 64.44% of its industry peers.
OXM's Return On Equity of -0.55% is on the low side compared to the rest of the industry. OXM is outperformed by 64.44% of its industry peers.
With a Return On Invested Capital value of 4.36%, OXM is not doing good in the industry: 62.22% of the companies in the same industry are doing better.
Measured over the past 3 years, the Average Return On Invested Capital for OXM is above the industry average of 11.76%.
The last Return On Invested Capital (4.36%) for OXM is well below the 3 year average (15.61%), which needs to be investigated, but indicates that OXM had better years and this may not be a problem.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -0.23% | ||
| ROE | -0.55% | ||
| ROIC | 4.36% |
ROA(3y)8.89%
ROA(5y)5.87%
ROE(3y)18.52%
ROE(5y)11.57%
ROIC(3y)15.61%
ROIC(5y)N/A
1.3 Margins
In the last couple of years the Profit Margin of OXM has remained more or less at the same level.
OXM's Operating Margin of 3.87% is on the low side compared to the rest of the industry. OXM is outperformed by 60.00% of its industry peers.
In the last couple of years the Operating Margin of OXM has declined.
The Gross Margin of OXM (62.85%) is better than 86.67% of its industry peers.
OXM's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 3.87% | ||
| PM (TTM) | N/A | ||
| GM | 62.85% |
OM growth 3Y-18.64%
OM growth 5Y-1.8%
PM growth 3Y-18.91%
PM growth 5Y0.1%
GM growth 3Y-0.13%
GM growth 5Y1.79%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), OXM is creating some value.
Compared to 1 year ago, OXM has about the same amount of shares outstanding.
Compared to 5 years ago, OXM has less shares outstanding
OXM has a better debt/assets ratio than last year.
2.2 Solvency
OXM has an Altman-Z score of 2.16. This is not the best score and indicates that OXM is in the grey zone with still only limited risk for bankruptcy at the moment.
With a Altman-Z score value of 2.16, OXM is not doing good in the industry: 68.89% of the companies in the same industry are doing better.
The Debt to FCF ratio of OXM is 5.50, which is a neutral value as it means it would take OXM, 5.50 years of fcf income to pay off all of its debts.
OXM has a Debt to FCF ratio of 5.50. This is comparable to the rest of the industry: OXM outperforms 53.33% of its industry peers.
OXM has a Debt/Equity ratio of 0.27. This is a healthy value indicating a solid balance between debt and equity.
Looking at the Debt to Equity ratio, with a value of 0.27, OXM is in the better half of the industry, outperforming 66.67% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 5.5 | ||
| Altman-Z | 2.16 |
ROIC/WACC0.39
WACC11.21%
2.3 Liquidity
A Current Ratio of 1.33 indicates that OXM should not have too much problems paying its short term obligations.
The Current ratio of OXM (1.33) is worse than 86.67% of its industry peers.
OXM has a Quick Ratio of 1.33. This is a bad value and indicates that OXM is not financially healthy enough and could expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 0.62, OXM is doing worse than 93.33% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.33 | ||
| Quick Ratio | 0.62 |
3. Growth
3.1 Past
OXM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -51.11%.
Measured over the past years, OXM shows a quite strong growth in Earnings Per Share. The EPS has been growing by 9.09% on average per year.
The Revenue has decreased by -2.40% in the past year.
OXM shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.20% yearly.
EPS 1Y (TTM)-51.11%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-736.36%
Revenue 1Y (TTM)-2.4%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-0.22%
3.2 Future
Based on estimates for the next years, OXM will show a very negative growth in Earnings Per Share. The EPS will decrease by -10.34% on average per year.
The Revenue is expected to grow by 0.91% on average over the next years.
EPS Next Y-55.89%
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
EPS Next 5YN/A
Revenue Next Year-1.11%
Revenue Next 2Y0.69%
Revenue Next 3Y0.91%
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 10.29, which indicates a very decent valuation of OXM.
OXM's Price/Earnings ratio is rather cheap when compared to the industry. OXM is cheaper than 84.44% of the companies in the same industry.
When comparing the Price/Earnings ratio of OXM to the average of the S&P500 Index (26.38), we can say OXM is valued rather cheaply.
With a Price/Forward Earnings ratio of 9.27, the valuation of OXM can be described as very reasonable.
Based on the Price/Forward Earnings ratio, OXM is valued cheaper than 91.11% of the companies in the same industry.
When comparing the Price/Forward Earnings ratio of OXM to the average of the S&P500 Index (23.83), we can say OXM is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.29 | ||
| Fwd PE | 9.27 |
4.2 Price Multiples
88.89% of the companies in the same industry are more expensive than OXM, based on the Enterprise Value to EBITDA ratio.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of OXM indicates a somewhat cheap valuation: OXM is cheaper than 68.89% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 21.14 | ||
| EV/EBITDA | 5.47 |
4.3 Compensation for Growth
A cheap valuation may be justified as OXM's earnings are expected to decrease with -10.34% in the coming years.
PEG (NY)N/A
PEG (5Y)1.13
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
5. Dividend
5.1 Amount
OXM has a Yearly Dividend Yield of 7.51%, which is a nice return.
Compared to an average industry Dividend Yield of 1.46, OXM pays a better dividend. On top of this OXM pays more dividend than 97.78% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 1.87, OXM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.51% |
5.2 History
On average, the dividend of OXM grows each year by 12.76%, which is quite nice.
OXM has been paying a dividend for at least 10 years, so it has a reliable track record.
OXM has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)12.76%
Div Incr Years4
Div Non Decr Years4
5.3 Sustainability
The earnings of OXM are negative and hence is the payout ratio. OXM will probably not be able to sustain this dividend level.
DP-1451.53%
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
36.32
-0.79 (-2.13%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners107.86%
Inst Owner Change-3.18%
Ins Owners6.74%
Ins Owner Change5.74%
Market Cap540.08M
Revenue(TTM)1.49B
Net Income(TTM)-2.92M
Analysts50.77
Price Target46.92 (29.19%)
Short Float %17.05%
Short Ratio4.98
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.51% |
Yearly Dividend2.7
Dividend Growth(5Y)12.76%
DP-1451.53%
Div Incr Years4
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.55%
Min EPS beat(2)3.35%
Max EPS beat(2)5.75%
EPS beat(4)3
Avg EPS beat(4)3.84%
Min EPS beat(4)-0.77%
Max EPS beat(4)7.01%
EPS beat(8)3
Avg EPS beat(8)-26.81%
EPS beat(12)6
Avg EPS beat(12)-16.99%
EPS beat(16)10
Avg EPS beat(16)-8.77%
Revenue beat(2)0
Avg Revenue beat(2)-1.64%
Min Revenue beat(2)-2.85%
Max Revenue beat(2)-0.43%
Revenue beat(4)2
Avg Revenue beat(4)-0.37%
Min Revenue beat(4)-2.85%
Max Revenue beat(4)1.09%
Revenue beat(8)2
Avg Revenue beat(8)-1.86%
Revenue beat(12)2
Avg Revenue beat(12)-1.49%
Revenue beat(16)5
Avg Revenue beat(16)-0.63%
PT rev (1m)-4.66%
PT rev (3m)-4.66%
EPS NQ rev (1m)0.68%
EPS NQ rev (3m)-8.35%
EPS NY rev (1m)0%
EPS NY rev (3m)2.68%
Revenue NQ rev (1m)0.07%
Revenue NQ rev (3m)-1.01%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.85%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.29 | ||
| Fwd PE | 9.27 | ||
| P/S | 0.36 | ||
| P/FCF | 21.14 | ||
| P/OCF | 3.36 | ||
| P/B | 1.02 | ||
| P/tB | 1.74 | ||
| EV/EBITDA | 5.47 |
EPS(TTM)3.53
EY9.72%
EPS(NY)3.92
Fwd EY10.79%
FCF(TTM)1.72
FCFY4.73%
OCF(TTM)10.82
OCFY29.8%
SpS100.46
BVpS35.51
TBVpS20.89
PEG (NY)N/A
PEG (5Y)1.13
Graham Number53.11
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -0.23% | ||
| ROE | -0.55% | ||
| ROCE | 5.42% | ||
| ROIC | 4.36% | ||
| ROICexc | 4.39% | ||
| ROICexgc | 5.52% | ||
| OM | 3.87% | ||
| PM (TTM) | N/A | ||
| GM | 62.85% | ||
| FCFM | 1.71% |
ROA(3y)8.89%
ROA(5y)5.87%
ROE(3y)18.52%
ROE(5y)11.57%
ROIC(3y)15.61%
ROIC(5y)N/A
ROICexc(3y)15.75%
ROICexc(5y)N/A
ROICexgc(3y)25.33%
ROICexgc(5y)N/A
ROCE(3y)19.42%
ROCE(5y)N/A
ROICexgc growth 3Y-31.03%
ROICexgc growth 5Y-1.49%
ROICexc growth 3Y-28.76%
ROICexc growth 5Y-0.82%
OM growth 3Y-18.64%
OM growth 5Y-1.8%
PM growth 3Y-18.91%
PM growth 5Y0.1%
GM growth 3Y-0.13%
GM growth 5Y1.79%
F-Score3
Asset Turnover1.16
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 5.5 | ||
| Debt/EBITDA | 1.12 | ||
| Cap/Depr | 201.16% | ||
| Cap/Sales | 9.07% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 128.64% | ||
| Profit Quality | N/A | ||
| Current Ratio | 1.33 | ||
| Quick Ratio | 0.62 | ||
| Altman-Z | 2.16 |
F-Score3
WACC11.21%
ROIC/WACC0.39
Cap/Depr(3y)137.15%
Cap/Depr(5y)112.68%
Cap/Sales(3y)5.62%
Cap/Sales(5y)4.7%
Profit Quality(3y)130.77%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-51.11%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-736.36%
EPS Next Y-55.89%
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
EPS Next 5YN/A
Revenue 1Y (TTM)-2.4%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-0.22%
Revenue Next Year-1.11%
Revenue Next 2Y0.69%
Revenue Next 3Y0.91%
Revenue Next 5YN/A
EBIT growth 1Y-56.29%
EBIT growth 3Y-10.58%
EBIT growth 5Y4.29%
EBIT Next Year-2.77%
EBIT Next 3Y7.7%
EBIT Next 5YN/A
FCF growth 1Y-81.74%
FCF growth 3Y-28.86%
FCF growth 5Y-6.68%
OCF growth 1Y-22.89%
OCF growth 3Y-0.67%
OCF growth 5Y9.74%
OXFORD INDUSTRIES INC / OXM FAQ
What is the fundamental rating for OXM stock?
ChartMill assigns a fundamental rating of 4 / 10 to OXM.
What is the valuation status of OXFORD INDUSTRIES INC (OXM) stock?
ChartMill assigns a valuation rating of 6 / 10 to OXFORD INDUSTRIES INC (OXM). This can be considered as Fairly Valued.
What is the profitability of OXM stock?
OXFORD INDUSTRIES INC (OXM) has a profitability rating of 4 / 10.
What is the financial health of OXFORD INDUSTRIES INC (OXM) stock?
The financial health rating of OXFORD INDUSTRIES INC (OXM) is 4 / 10.
How sustainable is the dividend of OXFORD INDUSTRIES INC (OXM) stock?
The dividend rating of OXFORD INDUSTRIES INC (OXM) is 6 / 10 and the dividend payout ratio is -1451.53%.