OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:OXM - US6914973093 - Common Stock
37 USD
+3.18 (+9.4%)
37 USD
0 (0%)
Taking everything into account, OXM scores 5 out of 10 in our fundamental rating. OXM was compared to 46 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 it does not seem to be growing. OXM also has an excellent dividend rating.
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.
Each year in the past 5 years OXM had a positive operating cash flow.
1.2 Ratios
The Return On Assets of OXM (4.29%) is better than 67.39% of its industry peers.
OXM has a Return On Equity of 9.52%. This is comparable to the rest of the industry: OXM outperforms 54.35% of its industry peers.
OXM has a Return On Invested Capital of 5.65%. This is comparable to the rest of the industry: OXM outperforms 43.48% of its industry peers.
The Average Return On Invested Capital over the past 3 years for OXM is above the industry average of 11.99%.
The last Return On Invested Capital (5.65%) 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 | 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
Looking at the Profit Margin, with a value of 3.80%, OXM is in line with its industry, outperforming 58.70% of the companies in the same industry.
In the last couple of years the Profit Margin of OXM has remained more or less at the same level.
OXM has a Operating Margin (5.06%) which is comparable to the rest of the industry.
In the last couple of years the Operating Margin of OXM has declined.
OXM has a better Gross Margin (63.49%) than 86.96% of its industry peers.
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
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
Compared to 1 year ago, OXM has an improved debt to assets ratio.
2.2 Solvency
OXM has an Altman-Z score of 2.18. 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.
The Altman-Z score of OXM (2.18) is worse than 69.57% 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's Debt to FCF ratio of 4.92 is in line compared to the rest of the industry. OXM outperforms 58.70% of its industry peers.
OXM has a Debt/Equity ratio of 0.14. This is a healthy value indicating a solid balance between debt and equity.
OXM has a better Debt to Equity ratio (0.14) than 76.09% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.14 | ||
| Debt/FCF | 4.92 | ||
| Altman-Z | 2.18 |
ROIC/WACC0.52
WACC10.77%
2.3 Liquidity
A Current Ratio of 1.18 indicates that OXM should not have too much problems paying its short term obligations.
OXM has a Current ratio of 1.18. This is amonst the worse of the industry: OXM underperforms 89.13% of its industry peers.
A Quick Ratio of 0.51 indicates that OXM may have some problems paying its short term obligations.
OXM's Quick ratio of 0.51 is on the low side compared to the rest of the industry. OXM is outperformed by 93.48% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.18 | ||
| Quick Ratio | 0.51 |
3. Growth
3.1 Past
OXM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -47.96%.
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%.
OXM shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.20% yearly.
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
With a Price/Earnings ratio of 8.53, the valuation of OXM can be described as very reasonable.
OXM's Price/Earnings ratio is rather cheap when compared to the industry. OXM is cheaper than 84.78% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 25.98, OXM is valued rather cheaply.
A Price/Forward Earnings ratio of 9.44 indicates a reasonable valuation of OXM.
Based on the Price/Forward Earnings ratio, OXM is valued cheaper than 91.30% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 35.79. OXM is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.53 | ||
| Fwd PE | 9.44 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, OXM is valued cheaply inside the industry as 95.65% of the companies are valued more expensively.
OXM's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 33.27 | ||
| EV/EBITDA | 4.01 |
4.3 Compensation for Growth
OXM has a very decent profitability rating, which may justify a higher PE ratio.
OXM's earnings are expected to decrease with -8.64% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.94
EPS Next 2Y-23.47%
EPS Next 3Y-8.64%
5. Dividend
5.1 Amount
OXM has a Yearly Dividend Yield of 8.63%, which is a nice return.
OXM's Dividend Yield is rather good when compared to the industry average which is at 3.54. OXM pays more dividend than 97.83% of the companies in the same industry.
OXM's Dividend Yield is rather good when compared to the S&P500 average which is at 2.41.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 8.63% |
5.2 History
On average, the dividend of OXM grows each year by 12.76%, which is quite nice.
OXM has paid a dividend for at least 10 years, which is 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
74.87% of the earnings are spent on dividend by OXM. 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%
37
+3.18 (+9.4%)
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-3.18%
Ins Owners6.74%
Ins Owner Change7.85%
Market Cap550.19M
Revenue(TTM)1.49B
Net Income(TTM)56.83M
Analysts47.69
Price Target49.22 (33.03%)
Short Float %16.78%
Short Ratio5.18
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 8.63% |
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 | 8.53 | ||
| Fwd PE | 9.44 | ||
| P/S | 0.37 | ||
| P/FCF | 33.27 | ||
| P/OCF | 3.62 | ||
| P/B | 0.92 | ||
| P/tB | 1.74 | ||
| EV/EBITDA | 4.01 |
EPS(TTM)4.34
EY11.73%
EPS(NY)3.92
Fwd EY10.59%
FCF(TTM)1.11
FCFY3.01%
OCF(TTM)10.21
OCFY27.6%
SpS100.51
BVpS40.16
TBVpS21.28
PEG (NY)N/A
PEG (5Y)0.94
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 | 2.18 |
F-Score5
WACC10.77%
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%.