OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - NYSE:OXM - US6914973093 - Common Stock
35.01 USD
-0.87 (-2.42%)
35.01 USD
0 (0%)
We assign a fundamental rating of 5 out of 10 to OXM. OXM was compared to 48 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 has a valuation in line with the averages, but on the other hand it scores bad on growth. Finally OXM also has an excellent dividend rating.
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.
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
With a decent Return On Assets value of 4.29%, OXM is doing good in the industry, outperforming 68.75% of the companies in the same industry.
OXM's Return On Equity of 9.52% is in line compared to the rest of the industry. OXM outperforms 54.17% of its industry peers.
OXM has a Return On Invested Capital of 5.65%. This is in the lower half of the industry: OXM underperforms 60.42% of its industry peers.
The Average Return On Invested Capital over the past 3 years for OXM is above the industry average of 12.21%.
The 3 year average ROIC (15.61%) for OXM is well above the current ROIC(5.65%). The reason for the recent decline needs to be investigated.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.29% | ||
| ROE | 9.52% | ||
| ROIC | 5.65% |
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
OXM's Profit Margin of 3.80% is fine compared to the rest of the industry. OXM outperforms 60.42% of its industry peers.
In the last couple of years the Profit Margin of OXM has remained more or less at the same level.
Looking at the Operating Margin, with a value of 5.06%, OXM is in line with its industry, outperforming 47.92% of the companies in the same industry.
OXM's Operating Margin has declined in the last couple of years.
With an excellent Gross Margin value of 63.49%, OXM belongs to the best of the industry, outperforming 87.50% of the companies in the same industry.
OXM's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 5.06% | ||
| PM (TTM) | 3.8% | ||
| GM | 63.49% |
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
The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so OXM is still creating some value.
Compared to 1 year ago, OXM has about the same amount of shares outstanding.
The number of shares outstanding for OXM has been reduced compared to 5 years ago.
Compared to 1 year ago, OXM has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 2.21 indicates that OXM is not a great score, but indicates only limited risk for bankruptcy at the moment.
OXM has a worse Altman-Z score (2.21) than 62.50% of its industry peers.
OXM has a debt to FCF ratio of 4.92. This is a neutral value as OXM would need 4.92 years to pay back of all of its debts.
OXM has a Debt to FCF ratio of 4.92. This is in the better half of the industry: OXM outperforms 60.42% of its industry peers.
A Debt/Equity ratio of 0.14 indicates that OXM is not too dependend on debt financing.
OXM has a better Debt to Equity ratio (0.14) than 75.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.14 | ||
| Debt/FCF | 4.92 | ||
| Altman-Z | 2.21 |
ROIC/WACC0.52
WACC10.82%
2.3 Liquidity
OXM has a Current Ratio of 1.18. This is a normal value and indicates that OXM is financially healthy and should not expect problems in meeting its short term obligations.
Looking at the Current ratio, with a value of 1.18, OXM is doing worse than 89.58% of the companies in the same industry.
A Quick Ratio of 0.51 indicates that OXM may have some problems paying its short term obligations.
OXM has a Quick ratio of 0.51. This is amonst the worse of the industry: OXM underperforms 93.75% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.18 | ||
| Quick Ratio | 0.51 |
3. Growth
3.1 Past
The earnings per share for OXM have decreased strongly by -47.96% in the last year.
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.
OXM shows a decrease in Revenue. In the last year, the revenue decreased by -3.52%.
The Revenue has been growing slightly by 6.20% on average over the past years.
EPS 1Y (TTM)-47.96%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-54.51%
Revenue 1Y (TTM)-3.52%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-3.99%
3.2 Future
OXM is expected to show a decrease in Earnings Per Share. In the coming years, the EPS will decrease by -8.64% yearly.
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-8.64%
EPS Next 5YN/A
Revenue Next Year-1.11%
Revenue Next 2Y0.69%
Revenue Next 3Y0.91%
Revenue Next 5YN/A
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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
The Price/Earnings ratio is 8.07, which indicates a very decent valuation of OXM.
85.42% of the companies in the same industry are more expensive than OXM, based on the Price/Earnings ratio.
OXM's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 25.89.
A Price/Forward Earnings ratio of 8.94 indicates a reasonable valuation of OXM.
89.58% of the companies in the same industry are more expensive than OXM, based on the Price/Forward Earnings ratio.
The average S&P500 Price/Forward Earnings ratio is at 34.59. OXM is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.07 | ||
| Fwd PE | 8.94 |
4.2 Price Multiples
OXM's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. OXM is cheaper than 93.75% of the companies in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of OXM is on the same level as its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 31.48 | ||
| EV/EBITDA | 4.22 |
4.3 Compensation for Growth
OXM has a very decent profitability rating, which may justify a higher PE ratio.
A cheap valuation may be justified as OXM's earnings are expected to decrease with -8.64% in the coming years.
PEG (NY)N/A
PEG (5Y)0.89
EPS Next 2Y-23.47%
EPS Next 3Y-8.64%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 7.62%, OXM is a good candidate for dividend investing.
In the last 3 months the price of OXM has falen by -22.48%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
Compared to an average industry Dividend Yield of 3.40, OXM pays a better dividend. On top of this OXM pays more dividend than 95.83% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 2.36, OXM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.62% |
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 pays out 74.87% of its income as dividend. This is not a sustainable payout ratio.
OXM's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP74.87%
EPS Next 2Y-23.47%
EPS Next 3Y-8.64%
35.01
-0.87 (-2.42%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners110.63%
Inst Owner Change-0.36%
Ins Owners6.74%
Ins Owner Change7.85%
Market Cap520.60M
Revenue(TTM)1.49B
Net Income(TTM)56.83M
Analysts47.69
Price Target49.22 (40.59%)
Short Float %18.55%
Short Ratio5.65
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.62% |
Yearly Dividend2.7
Dividend Growth(5Y)12.76%
DP74.87%
Div Incr Years4
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)2.49%
Min EPS beat(2)-0.77%
Max EPS beat(2)5.75%
EPS beat(4)2
Avg EPS beat(4)-51.03%
Min EPS beat(4)-216.11%
Max EPS beat(4)7.01%
EPS beat(8)3
Avg EPS beat(8)-26.64%
EPS beat(12)6
Avg EPS beat(12)-15.72%
EPS beat(16)10
Avg EPS beat(16)10.34%
Revenue beat(2)1
Avg Revenue beat(2)-0.88%
Min Revenue beat(2)-2.85%
Max Revenue beat(2)1.09%
Revenue beat(4)2
Avg Revenue beat(4)-1.2%
Min Revenue beat(4)-3.74%
Max Revenue beat(4)1.09%
Revenue beat(8)2
Avg Revenue beat(8)-1.85%
Revenue beat(12)3
Avg Revenue beat(12)-1.28%
Revenue beat(16)6
Avg Revenue beat(16)-0.12%
PT rev (1m)0%
PT rev (3m)1.05%
EPS NQ rev (1m)0.01%
EPS NQ rev (3m)-39.16%
EPS NY rev (1m)0.5%
EPS NY rev (3m)2.68%
Revenue NQ rev (1m)-0.14%
Revenue NQ rev (3m)-2.06%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.05%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.07 | ||
| Fwd PE | 8.94 | ||
| P/S | 0.35 | ||
| P/FCF | 31.48 | ||
| P/OCF | 3.43 | ||
| P/B | 0.87 | ||
| P/tB | 1.65 | ||
| EV/EBITDA | 4.22 |
EPS(TTM)4.34
EY12.4%
EPS(NY)3.92
Fwd EY11.19%
FCF(TTM)1.11
FCFY3.18%
OCF(TTM)10.21
OCFY29.17%
SpS100.51
BVpS40.16
TBVpS21.28
PEG (NY)N/A
PEG (5Y)0.89
Graham Number62.62
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.29% | ||
| ROE | 9.52% | ||
| ROCE | 7.03% | ||
| ROIC | 5.65% | ||
| ROICexc | 5.69% | ||
| ROICexgc | 7.72% | ||
| OM | 5.06% | ||
| PM (TTM) | 3.8% | ||
| GM | 63.49% | ||
| FCFM | 1.11% |
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-Score5
Asset Turnover1.13
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.14 | ||
| Debt/FCF | 4.92 | ||
| Debt/EBITDA | 0.57 | ||
| Cap/Depr | 198.02% | ||
| Cap/Sales | 9.05% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 105.43% | ||
| Profit Quality | 29.1% | ||
| Current Ratio | 1.18 | ||
| Quick Ratio | 0.51 | ||
| Altman-Z | 2.21 |
F-Score5
WACC10.82%
ROIC/WACC0.52
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)-47.96%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-54.51%
EPS Next Y-55.89%
EPS Next 2Y-23.47%
EPS Next 3Y-8.64%
EPS Next 5YN/A
Revenue 1Y (TTM)-3.52%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-3.99%
Revenue Next Year-1.11%
Revenue Next 2Y0.69%
Revenue Next 3Y0.91%
Revenue Next 5YN/A
EBIT growth 1Y-50.52%
EBIT growth 3Y-10.58%
EBIT growth 5Y4.29%
EBIT Next Year-6.7%
EBIT Next 3Y7.7%
EBIT Next 5YN/A
FCF growth 1Y-87.2%
FCF growth 3Y-28.86%
FCF growth 5Y-6.68%
OCF growth 1Y-19.01%
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 5 / 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 6 / 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 7 / 10 and the dividend payout ratio is 74.87%.