OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - NYSE:OXM - US6914973093 - Common Stock
40.59 USD
+0.09 (+0.22%)
40.59 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 is valued correctly, but it does not seem to be growing. 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.
OXM had positive earnings in 4 of the past 5 years.
Each year in the past 5 years OXM had a positive operating cash flow.
1.2 Ratios
Looking at the Return On Assets, with a value of 4.29%, OXM is in the better half of the industry, outperforming 62.50% of the companies in the same industry.
With a Return On Equity value of 9.52%, OXM perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 5.65%, OXM is in line with its industry, outperforming 41.67% 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 12.15%.
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 has a Profit Margin (3.80%) which is comparable to the rest of the industry.
OXM's Profit Margin has been stable in the last couple of years.
OXM has a Operating Margin (5.06%) which is comparable to the rest of the industry.
OXM's Operating Margin has declined in the last couple of years.
Looking at the Gross Margin, with a value of 63.49%, OXM belongs to the top of the industry, outperforming 87.50% 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 | 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
OXM has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
The number of shares outstanding for OXM remains at a similar level compared to 1 year ago.
The number of shares outstanding for OXM has been reduced compared to 5 years ago.
OXM has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 2.27 indicates that OXM is not a great score, but indicates only limited risk for bankruptcy at the moment.
The Altman-Z score of OXM (2.27) is worse than 66.67% of its industry peers.
The Debt to FCF ratio of OXM is 4.92, which is a neutral value as it means it would take OXM, 4.92 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 4.92, OXM is in line with its industry, outperforming 56.25% of the companies in the same industry.
OXM has a Debt/Equity ratio of 0.14. This is a healthy value indicating a solid balance between debt and equity.
With a decent Debt to Equity ratio value of 0.14, OXM is doing good in the industry, outperforming 75.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.14 | ||
| Debt/FCF | 4.92 | ||
| Altman-Z | 2.27 |
ROIC/WACC0.53
WACC10.68%
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 87.50% 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.
The Quick ratio of OXM (0.51) is worse than 93.75% 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.
Looking at the last year, OXM shows a decrease in Revenue. The Revenue has decreased by -3.52% in the last 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)-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
The Earnings Per Share is expected to decrease by -8.64% on average over the next years.
Based on estimates for the next years, OXM will show a small growth in Revenue. The Revenue will grow by 0.91% on average per year.
EPS Next Y-56.11%
EPS Next 2Y-24.67%
EPS Next 3Y-8.64%
EPS Next 5YN/A
Revenue Next Year-1.11%
Revenue Next 2Y0.52%
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
OXM is valuated reasonably with a Price/Earnings ratio of 9.35.
Compared to the rest of the industry, the Price/Earnings ratio of OXM indicates a rather cheap valuation: OXM is cheaper than 83.33% of the companies listed in the same industry.
OXM's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.91.
With a Price/Forward Earnings ratio of 10.69, the valuation of OXM can be described as very reasonable.
Based on the Price/Forward Earnings ratio, OXM is valued cheaper than 85.42% of the companies in the same industry.
OXM's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 22.92.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.35 | ||
| Fwd PE | 10.69 |
4.2 Price Multiples
95.83% of the companies in the same industry are more expensive than OXM, based on the Enterprise Value to EBITDA ratio.
The rest of the industry has a similar Price/Free Cash Flow ratio as OXM.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 36.5 | ||
| EV/EBITDA | 4.7 |
4.3 Compensation for Growth
The decent profitability rating of OXM 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)1.03
EPS Next 2Y-24.67%
EPS Next 3Y-8.64%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 6.81%, OXM is a good candidate for dividend investing.
OXM's Dividend Yield is rather good when compared to the industry average which is at 3.30. OXM pays more dividend than 95.83% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.34, OXM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.81% |
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.
The Dividend Rate of OXM has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP74.87%
EPS Next 2Y-24.67%
EPS Next 3Y-8.64%
40.59
+0.09 (+0.22%)
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-0.02%
Ins Owners6.74%
Ins Owner Change7.85%
Market Cap603.57M
Revenue(TTM)1.49B
Net Income(TTM)56.83M
Analysts47.69
Price Target49.22 (21.26%)
Short Float %17.73%
Short Ratio5.4
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.81% |
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)-9.1%
EPS NQ rev (3m)-39.18%
EPS NY rev (1m)2.17%
EPS NY rev (3m)2.17%
Revenue NQ rev (1m)-0.94%
Revenue NQ rev (3m)-1.93%
Revenue NY rev (1m)-0.85%
Revenue NY rev (3m)-1.05%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.35 | ||
| Fwd PE | 10.69 | ||
| P/S | 0.4 | ||
| P/FCF | 36.5 | ||
| P/OCF | 3.97 | ||
| P/B | 1.01 | ||
| P/tB | 1.91 | ||
| EV/EBITDA | 4.7 |
EPS(TTM)4.34
EY10.69%
EPS(NY)3.8
Fwd EY9.35%
FCF(TTM)1.11
FCFY2.74%
OCF(TTM)10.21
OCFY25.16%
SpS100.51
BVpS40.16
TBVpS21.28
PEG (NY)N/A
PEG (5Y)1.03
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 | 2.27 |
F-Score5
WACC10.68%
ROIC/WACC0.53
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-56.11%
EPS Next 2Y-24.67%
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 2Y0.52%
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%.