OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:OXM - US6914973093 - Common Stock
36.89 USD
-0.9 (-2.38%)
36.89 USD
0 (0%)
Taking everything into account, OXM scores 4 out of 10 in our fundamental rating. OXM was compared to 45 industry peers in the Textiles, Apparel & Luxury Goods industry. OXM has only an average score on both its financial health and profitability. OXM has a valuation in line with the averages, but on the other hand it scores bad on growth.
1. Profitability
1.1 Basic Checks
In the past year OXM was profitable.
In the past year OXM had a positive cash flow from operations.
OXM had positive earnings in 4 of the past 5 years.
OXM had a positive operating cash flow in each of the past 5 years.
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.
Looking at the Return On Equity, with a value of -0.55%, OXM is doing worse than 64.44% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 4.36%, OXM is doing worse than 60.00% of the companies in the same industry.
OXM had an Average Return On Invested Capital over the past 3 years of 15.61%. This is above the industry average of 11.62%.
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.
The Operating Margin of OXM (3.87%) is comparable to the rest of the industry.
In the last couple of years the Operating Margin of OXM has declined.
With an excellent Gross Margin value of 62.85%, OXM belongs to the best of the industry, outperforming 86.67% of the companies in the same industry.
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.
OXM has about the same amout of shares outstanding than it did 1 year ago.
Compared to 5 years ago, OXM has less shares outstanding
The debt/assets ratio for OXM has been reduced compared to a year ago.
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.
OXM has a debt to FCF ratio of 5.50. This is a neutral value as OXM would need 5.50 years to pay back of all of its debts.
OXM has a Debt to FCF ratio (5.50) which is comparable to the rest of the industry.
OXM has a Debt/Equity ratio of 0.27. This is a healthy value indicating a solid balance between debt and equity.
OXM has a Debt to Equity ratio of 0.27. This is in the better half of the industry: OXM outperforms 68.89% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 5.5 | ||
| Altman-Z | 2.16 |
ROIC/WACC0.38
WACC11.39%
2.3 Liquidity
A Current Ratio of 1.33 indicates that OXM should not have too much problems paying its short term obligations.
With a Current ratio value of 1.33, OXM is not doing good in the industry: 86.67% of the companies in the same industry are doing better.
A Quick Ratio of 0.62 indicates that OXM may have some problems paying its short term obligations.
OXM has a worse Quick ratio (0.62) than 93.33% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.33 | ||
| Quick Ratio | 0.62 |
3. Growth
3.1 Past
The earnings per share for OXM have decreased strongly by -51.11% in the last year.
The Earnings Per Share has been growing by 9.09% on average over the past years. This is quite good.
Looking at the last year, OXM shows a decrease in Revenue. The Revenue has decreased by -2.40% in the last year.
The Revenue has been growing slightly by 6.20% on average over the past years.
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
The Earnings Per Share is expected to decrease by -14.43% on average over the next years. This is quite bad
OXM is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 0.46% yearly.
EPS Next Y-65.4%
EPS Next 2Y-34.87%
EPS Next 3Y-14.43%
EPS Next 5YN/A
Revenue Next Year-1.97%
Revenue Next 2Y-0.2%
Revenue Next 3Y0.46%
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 10.45, the valuation of OXM can be described as reasonable.
Based on the Price/Earnings ratio, OXM is valued cheaply inside the industry as 84.44% of the companies are valued more expensively.
OXM is valuated cheaply when we compare the Price/Earnings ratio to 26.92, which is the current average of the S&P500 Index.
Based on the Price/Forward Earnings ratio of 13.00, the valuation of OXM can be described as correct.
Based on the Price/Forward Earnings ratio, OXM is valued a bit cheaper than 77.78% of the companies in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 23.57, OXM is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.45 | ||
| Fwd PE | 13 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, OXM is valued cheaper than 91.11% of the companies in the same industry.
68.89% of the companies in the same industry are more expensive than OXM, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 21.47 | ||
| EV/EBITDA | 5.44 |
4.3 Compensation for Growth
OXM's earnings are expected to decrease with -14.43% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)1.15
EPS Next 2Y-34.87%
EPS Next 3Y-14.43%
5. Dividend
5.1 Amount
OXM has a Yearly Dividend Yield of 8.07%, which is a nice return.
Compared to an average industry Dividend Yield of 1.53, 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 1.94, OXM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 8.07% |
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
OXM has negative earnings and hence a negative payout ratio. The dividend may be in danger.
DP-1451.53%
EPS Next 2Y-34.87%
EPS Next 3Y-14.43%
36.89
-0.9 (-2.38%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners107.7%
Inst Owner Change0%
Ins Owners6.77%
Ins Owner Change0.54%
Market Cap548.55M
Revenue(TTM)1.49B
Net Income(TTM)-2.92M
Analysts50.77
Price Target35.19 (-4.61%)
Short Float %20.38%
Short Ratio5.62
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 8.07% |
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)-28.5%
PT rev (3m)-28.5%
EPS NQ rev (1m)-90.23%
EPS NQ rev (3m)-89.56%
EPS NY rev (1m)-21.56%
EPS NY rev (3m)-21.17%
Revenue NQ rev (1m)-4.12%
Revenue NQ rev (3m)-3.87%
Revenue NY rev (1m)-0.86%
Revenue NY rev (3m)-0.86%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.45 | ||
| Fwd PE | 13 | ||
| P/S | 0.37 | ||
| P/FCF | 21.47 | ||
| P/OCF | 3.41 | ||
| P/B | 1.04 | ||
| P/tB | 1.77 | ||
| EV/EBITDA | 5.44 |
EPS(TTM)3.53
EY9.57%
EPS(NY)2.84
Fwd EY7.69%
FCF(TTM)1.72
FCFY4.66%
OCF(TTM)10.82
OCFY29.34%
SpS100.46
BVpS35.51
TBVpS20.89
PEG (NY)N/A
PEG (5Y)1.15
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
WACC11.39%
ROIC/WACC0.38
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-65.4%
EPS Next 2Y-34.87%
EPS Next 3Y-14.43%
EPS Next 5YN/A
Revenue 1Y (TTM)-2.4%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-0.22%
Revenue Next Year-1.97%
Revenue Next 2Y-0.2%
Revenue Next 3Y0.46%
Revenue Next 5YN/A
EBIT growth 1Y-56.29%
EBIT growth 3Y-10.58%
EBIT growth 5Y4.29%
EBIT Next Year-15.42%
EBIT Next 3Y4.37%
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 for OXM stock?
ChartMill assigns a valuation rating of 5 / 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 5 / 10.
Can you provide the financial health for OXM stock?
The financial health rating of OXFORD INDUSTRIES INC (OXM) is 4 / 10.
Can you provide the dividend sustainability for OXM stock?
The dividend rating of OXFORD INDUSTRIES INC (OXM) is 6 / 10 and the dividend payout ratio is -1451.53%.