OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
NYSE:OXM - New York Stock Exchange, Inc. - US6914973093 - Common Stock - Currency: USD
Overall OXM gets a fundamental rating of 5 out of 10. We evaluated OXM against 50 industry peers in the Textiles, Apparel & Luxury Goods industry. While OXM belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. OXM has a valuation in line with the averages, but it does not seem to be growing.
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.
OXM had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
Looking at the Return On Assets, with a value of 1.23%, OXM is in line with its industry, outperforming 46.94% of the companies in the same industry.
OXM's Return On Equity of 2.45% is in line compared to the rest of the industry. OXM outperforms 46.94% of its industry peers.
OXM's Return On Invested Capital of 10.34% is fine compared to the rest of the industry. OXM outperforms 69.39% of its industry peers.
OXM had an Average Return On Invested Capital over the past 3 years of 18.30%. This is significantly above the industry average of 11.76%.
The last Return On Invested Capital (10.34%) for OXM is well below the 3 year average (18.30%), which needs to be investigated, but indicates that OXM had better years and this may not be a problem.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.23% | ||
| ROE | 2.45% | ||
| ROIC | 10.34% |
ROA(3y)11.06%
ROA(5y)5.75%
ROE(3y)22.16%
ROE(5y)11.17%
ROIC(3y)18.3%
ROIC(5y)N/A
1.3 Margins
The Profit Margin of OXM (0.98%) is comparable to the rest of the industry.
In the last couple of years the Profit Margin of OXM has declined.
With a Operating Margin value of 8.62%, OXM perfoms like the industry average, outperforming 59.18% of the companies in the same industry.
In the last couple of years the Operating Margin of OXM has grown nicely.
OXM's Gross Margin of 64.23% is amongst the best of the industry. OXM outperforms 87.76% of its industry peers.
In the last couple of years the Gross Margin of OXM has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 8.62% | ||
| PM (TTM) | 0.98% | ||
| GM | 64.23% |
OM growth 3YN/A
OM growth 5Y7.58%
PM growth 3YN/A
PM growth 5Y-8.39%
GM growth 3Y4.01%
GM growth 5Y1.87%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) well above the Cost of Capital (WACC), OXM is creating 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
OXM has an Altman-Z score of 3.28. This indicates that OXM is financially healthy and has little risk of bankruptcy at the moment.
The Altman-Z score of OXM (3.28) is better than 65.31% of its industry peers.
The Debt to FCF ratio of OXM is 0.87, which is an excellent value as it means it would take OXM, only 0.87 years of fcf income to pay off all of its debts.
OXM has a better Debt to FCF ratio (0.87) than 85.71% of its industry peers.
A Debt/Equity ratio of 0.09 indicates that OXM is not too dependend on debt financing.
OXM has a better Debt to Equity ratio (0.09) than 67.35% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.09 | ||
| Debt/FCF | 0.87 | ||
| Altman-Z | 3.28 |
ROIC/WACC1.06
WACC9.77%
2.3 Liquidity
OXM has a Current Ratio of 1.42. This is a normal value and indicates that OXM is financially healthy and should not expect problems in meeting its short term obligations.
With a Current ratio value of 1.42, OXM is not doing good in the industry: 79.59% of the companies in the same industry are doing better.
OXM has a Quick Ratio of 1.42. This is a bad value and indicates that OXM is not financially healthy enough and could expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 0.71, OXM is doing worse than 85.71% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.42 | ||
| Quick Ratio | 0.71 |
3. Growth
3.1 Past
The earnings per share for OXM have decreased strongly by -31.37% 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 18.55% on average per year.
The Revenue has decreased by -1.23% in the past year.
OXM shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.25% yearly.
EPS 1Y (TTM)-31.37%
EPS 3YN/A
EPS 5Y18.55%
EPS Q2Q%-110.89%
Revenue 1Y (TTM)-1.23%
Revenue growth 3Y28.03%
Revenue growth 5Y7.25%
Sales Q2Q%-5.7%
3.2 Future
The Earnings Per Share is expected to decrease by -5.96% on average over the next years.
OXM is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 0.50% yearly.
EPS Next Y-34.26%
EPS Next 2Y-16.18%
EPS Next 3Y-5.96%
EPS Next 5YN/A
Revenue Next Year-4.15%
Revenue Next 2Y-0.6%
Revenue Next 3Y0.5%
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 9.94, which indicates a very decent valuation of OXM.
Compared to the rest of the industry, the Price/Earnings ratio of OXM indicates a rather cheap valuation: OXM is cheaper than 87.76% of the companies listed in the same industry.
OXM is valuated cheaply when we compare the Price/Earnings ratio to 29.63, which is the current average of the S&P500 Index.
OXM is valuated reasonably with a Price/Forward Earnings ratio of 10.08.
OXM's Price/Forward Earnings ratio is rather cheap when compared to the industry. OXM is cheaper than 87.76% of the companies in the same industry.
OXM is valuated cheaply when we compare the Price/Forward Earnings ratio to 22.68, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.94 | ||
| Fwd PE | 10.08 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, OXM is valued cheaper than 87.76% of the companies in the same industry.
The rest of the industry has a similar Price/Free Cash Flow ratio as OXM.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 16.93 | ||
| EV/EBITDA | 5.92 |
4.3 Compensation for Growth
The decent profitability rating of OXM may justify a higher PE ratio.
OXM's earnings are expected to decrease with -5.96% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.54
EPS Next 2Y-16.18%
EPS Next 3Y-5.96%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.72%, OXM has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 2.87, OXM pays a better dividend. On top of this OXM pays more dividend than 89.80% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 2.27, OXM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.72% |
5.2 History
The dividend of OXM is nicely growing with an annual growth rate of 13.79%!
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)13.79%
Div Incr Years4
Div Non Decr Years4
5.3 Sustainability
285.01% 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.
DP285.01%
EPS Next 2Y-16.18%
EPS Next 3Y-5.96%
71.79
-0.26 (-0.36%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners112.74%
Inst Owner Change4.98%
Ins Owners5.62%
Ins Owner Change-0.43%
Market Cap1.13B
Analysts48.33
Price Target83.64 (16.51%)
Short Float %17.12%
Short Ratio7.07
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.72% |
Yearly Dividend2.61
Dividend Growth(5Y)13.79%
DP285.01%
Div Incr Years4
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-112.41%
Min EPS beat(2)-216.11%
Max EPS beat(2)-8.71%
EPS beat(4)0
Avg EPS beat(4)-57.45%
Min EPS beat(4)-216.11%
Max EPS beat(4)-1.63%
EPS beat(8)3
Avg EPS beat(8)-27.4%
EPS beat(12)7
Avg EPS beat(12)-12.97%
EPS beat(16)10
Avg EPS beat(16)14.42%
Revenue beat(2)0
Avg Revenue beat(2)-4.43%
Min Revenue beat(2)-5.12%
Max Revenue beat(2)-3.74%
Revenue beat(4)0
Avg Revenue beat(4)-3.34%
Min Revenue beat(4)-5.12%
Max Revenue beat(4)-1.9%
Revenue beat(8)0
Avg Revenue beat(8)-2.05%
Revenue beat(12)3
Avg Revenue beat(12)-0.71%
Revenue beat(16)7
Avg Revenue beat(16)1.17%
PT rev (1m)0.61%
PT rev (3m)0%
EPS NQ rev (1m)-17.77%
EPS NQ rev (3m)-37%
EPS NY rev (1m)-0.19%
EPS NY rev (3m)-7.55%
Revenue NQ rev (1m)-1.41%
Revenue NQ rev (3m)-9.85%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.04%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.94 | ||
| Fwd PE | 10.08 | ||
| P/S | 0.74 | ||
| P/FCF | 16.93 | ||
| P/OCF | 6.32 | ||
| P/B | 1.84 | ||
| P/tB | 3.4 | ||
| EV/EBITDA | 5.92 |
EPS(TTM)7.22
EY10.06%
EPS(NY)7.12
Fwd EY9.92%
FCF(TTM)4.24
FCFY5.91%
OCF(TTM)11.36
OCFY15.83%
SpS97.49
BVpS38.99
TBVpS21.12
PEG (NY)N/A
PEG (5Y)0.54
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.23% | ||
| ROE | 2.45% | ||
| ROCE | 13.1% | ||
| ROIC | 10.34% | ||
| ROICexc | 10.41% | ||
| ROICexgc | 14.48% | ||
| OM | 8.62% | ||
| PM (TTM) | 0.98% | ||
| GM | 64.23% | ||
| FCFM | 4.35% |
ROA(3y)11.06%
ROA(5y)5.75%
ROE(3y)22.16%
ROE(5y)11.17%
ROIC(3y)18.3%
ROIC(5y)N/A
ROICexc(3y)20.83%
ROICexc(5y)N/A
ROICexgc(3y)33.45%
ROICexgc(5y)N/A
ROCE(3y)23.2%
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5Y4.04%
ROICexc growth 3YN/A
ROICexc growth 5Y6.78%
OM growth 3YN/A
OM growth 5Y7.58%
PM growth 3YN/A
PM growth 5Y-8.39%
GM growth 3Y4.01%
GM growth 5Y1.87%
F-Score6
Asset Turnover1.25
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.09 | ||
| Debt/FCF | 0.87 | ||
| Debt/EBITDA | 0.29 | ||
| Cap/Depr | 164.77% | ||
| Cap/Sales | 7.31% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 89.31% | ||
| Profit Quality | 443.5% | ||
| Current Ratio | 1.42 | ||
| Quick Ratio | 0.71 | ||
| Altman-Z | 3.28 |
F-Score6
WACC9.77%
ROIC/WACC1.06
Cap/Depr(3y)97.85%
Cap/Depr(5y)91.68%
Cap/Sales(3y)3.6%
Cap/Sales(5y)3.6%
Profit Quality(3y)151.49%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-31.37%
EPS 3YN/A
EPS 5Y18.55%
EPS Q2Q%-110.89%
EPS Next Y-34.26%
EPS Next 2Y-16.18%
EPS Next 3Y-5.96%
EPS Next 5YN/A
Revenue 1Y (TTM)-1.23%
Revenue growth 3Y28.03%
Revenue growth 5Y7.25%
Sales Q2Q%-5.7%
Revenue Next Year-4.15%
Revenue Next 2Y-0.6%
Revenue Next 3Y0.5%
Revenue Next 5YN/A
EBIT growth 1Y-34.65%
EBIT growth 3YN/A
EBIT growth 5Y15.38%
EBIT Next Year-5.02%
EBIT Next 3Y4.33%
EBIT Next 5YN/A
FCF growth 1Y-24.43%
FCF growth 3Y45.72%
FCF growth 5Y23.43%
OCF growth 1Y40.29%
OCF growth 3Y42.79%
OCF growth 5Y20.44%