OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - NYSE:OXM - US6914973093 - Common Stock
45.56 USD
-0.67 (-1.45%)
45.56 USD
0 (0%)
Taking everything into account, OXM scores 5 out of 10 in our fundamental rating. OXM was compared to 49 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
OXM had positive earnings in the past year.
In the past year OXM had a positive cash flow from operations.
OXM had positive earnings in 4 of the past 5 years.
In the past 5 years OXM always reported a positive cash flow from operatings.
1.2 Ratios
With a decent Return On Assets value of 4.29%, OXM is doing good in the industry, outperforming 61.22% of the companies in the same industry.
Looking at the Return On Equity, with a value of 9.52%, OXM is in line with its industry, outperforming 51.02% of the companies in the same industry.
OXM's Return On Invested Capital of 5.65% is on the low side compared to the rest of the industry. OXM is outperformed by 61.22% of its industry peers.
The Average Return On Invested Capital over the past 3 years for OXM is above the industry average of 12.08%.
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 55.10% of its industry peers.
OXM's Profit Margin has been stable in the last couple of years.
With a Operating Margin value of 5.06%, OXM perfoms like the industry average, outperforming 44.90% of the companies in the same industry.
OXM's Operating Margin has declined in the last couple of years.
The Gross Margin of OXM (63.49%) is better than 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 | 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.
Compared to 1 year ago, OXM has about the same amount of shares outstanding.
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 2.34. 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.
OXM has a worse Altman-Z score (2.34) than 65.31% 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 has a Debt to FCF ratio (4.92) which is in line with 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.
The Debt to Equity ratio of OXM (0.14) is better than 73.47% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.14 | ||
| Debt/FCF | 4.92 | ||
| Altman-Z | 2.34 |
ROIC/WACC0.55
WACC10.33%
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 worse Current ratio (1.18) than 85.71% of its industry peers.
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.
Looking at the Quick ratio, with a value of 0.51, OXM is doing worse than 95.92% of the companies in the same industry.
| 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.
OXM shows a decrease in Revenue. In the last year, the revenue decreased by -3.52%.
The Revenue has been growing slightly by 6.20% on average over the past years.
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 -9.24% on average over the next years.
The Revenue is expected to grow by 0.91% on average over the next years.
EPS Next Y-57.04%
EPS Next 2Y-21.61%
EPS Next 3Y-9.24%
EPS Next 5YN/A
Revenue Next Year-0.26%
Revenue Next 2Y0.82%
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.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 10.50, 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 81.63% of the companies listed in the same industry.
When comparing the Price/Earnings ratio of OXM to the average of the S&P500 Index (27.41), we can say OXM is valued rather cheaply.
Based on the Price/Forward Earnings ratio of 11.08, the valuation of OXM can be described as reasonable.
81.63% of the companies in the same industry are more expensive than OXM, based on the Price/Forward Earnings ratio.
Compared to an average S&P500 Price/Forward Earnings ratio of 22.88, OXM is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.5 | ||
| Fwd PE | 11.08 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of OXM indicates a rather cheap valuation: OXM is cheaper than 91.84% of the companies listed in the same industry.
OXM's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 41.16 | ||
| EV/EBITDA | 5.31 |
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 -9.24% in the coming years.
PEG (NY)N/A
PEG (5Y)1.15
EPS Next 2Y-21.61%
EPS Next 3Y-9.24%
5. Dividend
5.1 Amount
OXM has a Yearly Dividend Yield of 5.97%, which is a nice return.
Compared to an average industry Dividend Yield of 3.08, OXM pays a better dividend. On top of this OXM pays more dividend than 95.92% 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 2.38.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.97% |
5.2 History
The dividend of OXM is nicely growing with an annual growth rate of 12.76%!
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
OXM pays out 74.87% of its income as dividend. 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-21.61%
EPS Next 3Y-9.24%
45.56
-0.67 (-1.45%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners116.07%
Inst Owner Change-9.08%
Ins Owners6.48%
Ins Owner Change8.05%
Market Cap680.67M
Analysts47.69
Price Target49.22 (8.03%)
Short Float %17.08%
Short Ratio5.38
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.97% |
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)1.05%
PT rev (3m)-7.66%
EPS NQ rev (1m)-27.57%
EPS NQ rev (3m)-91.52%
EPS NY rev (1m)0%
EPS NY rev (3m)-33.44%
Revenue NQ rev (1m)-1%
Revenue NQ rev (3m)0.03%
Revenue NY rev (1m)-0.2%
Revenue NY rev (3m)1.4%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.5 | ||
| Fwd PE | 11.08 | ||
| P/S | 0.46 | ||
| P/FCF | 41.16 | ||
| P/OCF | 4.48 | ||
| P/B | 1.14 | ||
| P/tB | 2.15 | ||
| EV/EBITDA | 5.31 |
EPS(TTM)4.34
EY9.53%
EPS(NY)4.11
Fwd EY9.02%
FCF(TTM)1.11
FCFY2.43%
OCF(TTM)10.16
OCFY22.31%
SpS100.04
BVpS39.97
TBVpS21.18
PEG (NY)N/A
PEG (5Y)1.15
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
ROICexcg growth 3Y-31.03%
ROICexcg 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 | 2.34 |
F-Score5
WACC10.33%
ROIC/WACC0.55
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-57.04%
EPS Next 2Y-21.61%
EPS Next 3Y-9.24%
EPS Next 5YN/A
Revenue 1Y (TTM)-3.52%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-3.99%
Revenue Next Year-0.26%
Revenue Next 2Y0.82%
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-1.74%
EBIT Next 3Y8.43%
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%