OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:OXM - US6914973093 - Common Stock
38.3 USD
+2.28 (+6.33%)
38.25 USD
-0.05 (-0.13%)
We assign a fundamental rating of 4 out of 10 to OXM. 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 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.
In the past year OXM had a positive cash flow from operations.
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
With a Return On Assets value of -0.23%, OXM is not doing good in the industry: 64.44% of the companies in the same industry are doing better.
OXM has a Return On Equity of -0.55%. This is in the lower half of the industry: OXM underperforms 64.44% of its industry peers.
OXM has a worse Return On Invested Capital (4.36%) than 60.00% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for OXM is above the industry average of 11.59%.
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
OXM's Profit Margin has been stable in the last couple of years.
OXM has a Operating Margin of 3.87%. This is comparable to the rest of the industry: OXM outperforms 42.22% of its industry peers.
OXM's Operating Margin has declined in the last couple of years.
Looking at the Gross Margin, with a value of 62.85%, OXM belongs to the top of the industry, outperforming 86.67% of the companies in the same industry.
In the last couple of years the Gross Margin of OXM has grown nicely.
| 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
OXM has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
OXM has about the same amout of shares outstanding than it did 1 year ago.
OXM has less shares outstanding than it did 5 years ago.
OXM has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 2.15 indicates that OXM is not a great score, but indicates only limited risk for bankruptcy at the moment.
The Altman-Z score of OXM (2.15) is worse than 68.89% of its industry peers.
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's Debt to FCF ratio of 5.50 is in line compared 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.
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 | 2.15 |
ROIC/WACC0.38
WACC11.38%
2.3 Liquidity
A Current Ratio of 1.33 indicates that OXM should not have too much problems paying its short term obligations.
OXM has a Current ratio of 1.33. This is amonst the worse of the industry: OXM underperforms 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.
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.
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.
Looking at the last year, OXM shows a decrease in Revenue. The Revenue has decreased by -2.40% in the last year.
Measured over the past years, OXM shows a small growth in Revenue. The Revenue has been growing by 6.20% on average per year.
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 -14.43% on average per year.
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 10.85, the valuation of OXM can be described as reasonable.
Based on the Price/Earnings ratio, OXM is valued cheaper than 84.44% of the companies in the same industry.
OXM's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.25.
A Price/Forward Earnings ratio of 13.50 indicates a correct valuation of OXM.
82.22% of the companies in the same industry are more expensive than OXM, based on the Price/Forward Earnings ratio.
OXM's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 23.98.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.85 | ||
| Fwd PE | 13.5 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, OXM is valued cheaply inside the industry as 91.11% of the companies are valued more expensively.
Based on the Price/Free Cash Flow ratio, OXM is valued a bit cheaper than the industry average as 68.89% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 22.29 | ||
| EV/EBITDA | 5.34 |
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)1.19
EPS Next 2Y-34.87%
EPS Next 3Y-14.43%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 7.17%, OXM is a good candidate for dividend investing.
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.
OXM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.92.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.17% |
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
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-34.87%
EPS Next 3Y-14.43%
38.3
+2.28 (+6.33%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners107.7%
Inst Owner Change0.02%
Ins Owners6.77%
Ins Owner Change0.55%
Market Cap569.52M
Revenue(TTM)1.49B
Net Income(TTM)-2.92M
Analysts50.77
Price Target35.19 (-8.12%)
Short Float %20.38%
Short Ratio5.62
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.17% |
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)-25%
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 | 10.85 | ||
| Fwd PE | 13.5 | ||
| P/S | 0.38 | ||
| P/FCF | 22.29 | ||
| P/OCF | 3.54 | ||
| P/B | 1.08 | ||
| P/tB | 1.83 | ||
| EV/EBITDA | 5.34 |
EPS(TTM)3.53
EY9.22%
EPS(NY)2.84
Fwd EY7.41%
FCF(TTM)1.72
FCFY4.49%
OCF(TTM)10.82
OCFY28.26%
SpS100.46
BVpS35.51
TBVpS20.89
PEG (NY)N/A
PEG (5Y)1.19
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 | 2.15 |
F-Score3
WACC11.38%
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 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 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%.