OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - NYSE:OXM - US6914973093 - Common Stock
37.12 USD
+0.9 (+2.48%)
37.12 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. 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. OXM also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
In the past year OXM was profitable.
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
OXM's Return On Assets of 4.29% is fine compared to the rest of the industry. OXM outperforms 66.67% of its industry peers.
OXM's Return On Equity of 9.52% is in line compared to the rest of the industry. OXM outperforms 50.00% of its industry peers.
OXM has a worse Return On Invested Capital (5.65%) than 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 12.15%.
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
OXM has a Profit Margin of 3.80%. This is comparable to the rest of the industry: OXM outperforms 58.33% of its industry peers.
OXM's Profit Margin has been stable in the last couple of years.
OXM has a Operating Margin (5.06%) which is in line with its industry peers.
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.
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
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), OXM is creating some value.
The number of shares outstanding for OXM remains at a similar level compared to 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
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.
The Altman-Z score of OXM (2.21) is worse than 64.58% 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.
OXM has a Debt to FCF ratio of 4.92. This is comparable to the rest of the industry: OXM outperforms 58.33% 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's Debt to Equity ratio of 0.14 is fine compared to the rest of the industry. OXM outperforms 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
WACC10.81%
2.3 Liquidity
A Current Ratio of 1.18 indicates that OXM should not have too much problems paying 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.
OXM has a Quick Ratio of 1.18. 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 (0.51) than 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.
OXM shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 9.09% yearly.
The Revenue has decreased by -3.52% in the past 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)-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 very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -10.34% yearly.
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-10.33%
EPS Next 5YN/A
Revenue Next Year-1.11%
Revenue Next 2Y0.52%
Revenue Next 3Y0.91%
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
OXM is valuated reasonably with a Price/Earnings ratio of 8.55.
85.42% of the companies in the same industry are more expensive than OXM, based on the Price/Earnings ratio.
When comparing the Price/Earnings ratio of OXM to the average of the S&P500 Index (25.83), we can say OXM is valued rather cheaply.
The Price/Forward Earnings ratio is 9.78, which indicates a very decent valuation of OXM.
Based on the Price/Forward Earnings ratio, OXM is valued cheaply inside the industry as 85.42% of the companies are valued more expensively.
When comparing the Price/Forward Earnings ratio of OXM to the average of the S&P500 Index (32.68), we can say OXM is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.55 | ||
| Fwd PE | 9.78 |
4.2 Price Multiples
91.67% 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 | 33.38 | ||
| EV/EBITDA | 4.26 |
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 -10.34% in the coming years.
PEG (NY)N/A
PEG (5Y)0.94
EPS Next 2Y-24.67%
EPS Next 3Y-10.33%
5. Dividend
5.1 Amount
OXM has a Yearly Dividend Yield of 7.56%, which is a nice return.
Compared to an average industry Dividend Yield of 3.35, OXM pays a better dividend. On top of this OXM pays more dividend than 95.83% 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 2.39.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.56% |
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
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-10.33%
37.12
+0.9 (+2.48%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners110.63%
Inst Owner Change0.14%
Ins Owners6.74%
Ins Owner Change7.85%
Market Cap551.97M
Revenue(TTM)1.49B
Net Income(TTM)56.83M
Analysts47.69
Price Target49.22 (32.6%)
Short Float %18.55%
Short Ratio5.65
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.56% |
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%
EPS NQ rev (3m)-39.18%
EPS NY rev (1m)0%
EPS NY rev (3m)2.17%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.93%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.05%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.55 | ||
| Fwd PE | 9.78 | ||
| P/S | 0.37 | ||
| P/FCF | 33.38 | ||
| P/OCF | 3.64 | ||
| P/B | 0.92 | ||
| P/tB | 1.74 | ||
| EV/EBITDA | 4.26 |
EPS(TTM)4.34
EY11.69%
EPS(NY)3.8
Fwd EY10.23%
FCF(TTM)1.11
FCFY3%
OCF(TTM)10.21
OCFY27.51%
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 | 2.21 |
F-Score5
WACC10.81%
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-56.11%
EPS Next 2Y-24.67%
EPS Next 3Y-10.33%
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%.