OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
NYSE:OXM - New York Stock Exchange, Inc. - US6914973093 - Common Stock - Currency: USD
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 scores excellent on profitability, but there are some minor concerns on its financial health. OXM is valued quite cheap, but it does not seem to be growing. Finally OXM also has an excellent dividend rating. This makes OXM very considerable for value and dividend investing!
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.
In the past 5 years OXM always reported a positive cash flow from operatings.
1.2 Ratios
OXM has a better Return On Assets (7.18%) than 68.75% of its industry peers.
Looking at the Return On Equity, with a value of 14.87%, OXM is in the better half of the industry, outperforming 66.67% of the companies in the same industry.
With a Return On Invested Capital value of 9.15%, OXM perfoms like the industry average, outperforming 58.33% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for OXM is above the industry average of 11.61%.
The last Return On Invested Capital (9.15%) 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 | 7.18% | ||
| ROE | 14.87% | ||
| ROIC | 9.15% |
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 of 6.11% is fine compared to the rest of the industry. OXM outperforms 64.58% of its industry peers.
OXM's Profit Margin has been stable in the last couple of years.
Looking at the Operating Margin, with a value of 7.82%, OXM is in line with its industry, outperforming 50.00% of the companies in the same industry.
In the last couple of years the Operating Margin of OXM has declined.
OXM has a better Gross Margin (64.22%) than 85.42% of its industry peers.
OXM's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 7.82% | ||
| PM (TTM) | 6.11% | ||
| GM | 64.22% |
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.
Compared to 1 year ago, OXM has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 2.50 indicates that OXM is not a great score, but indicates only limited risk for bankruptcy at the moment.
With a Altman-Z score value of 2.50, OXM is not doing good in the industry: 68.75% of the companies in the same industry are doing better.
The Debt to FCF ratio of OXM is 0.52, which is an excellent value as it means it would take OXM, only 0.52 years of fcf income to pay off all of its debts.
OXM's Debt to FCF ratio of 0.52 is amongst the best of the industry. OXM outperforms 83.33% of its industry peers.
OXM has a Debt/Equity ratio of 0.05. This is a healthy value indicating a solid balance between debt and equity.
With a decent Debt to Equity ratio value of 0.05, OXM is doing good in the industry, outperforming 75.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.05 | ||
| Debt/FCF | 0.52 | ||
| Altman-Z | 2.5 |
ROIC/WACC1.03
WACC8.87%
2.3 Liquidity
A Current Ratio of 1.18 indicates that OXM should not have too much problems paying its short term obligations.
With a Current ratio value of 1.18, OXM is not doing good in the industry: 85.42% of the companies in the same industry are doing better.
A Quick Ratio of 0.51 indicates that OXM may have some problems paying its short term obligations.
With a Quick ratio value of 0.51, OXM is not doing good in the industry: 93.75% of the companies in the same industry are doing better.
| 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 -34.02%.
OXM shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 9.09% yearly.
Looking at the last year, OXM shows a decrease in Revenue. The Revenue has decreased by -3.49% in the last year.
The Revenue has been growing slightly by 6.20% on average over the past years.
EPS 1Y (TTM)-34.02%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-27.89%
Revenue 1Y (TTM)-3.49%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-3.44%
3.2 Future
The Earnings Per Share is expected to decrease by -4.59% on average over the next years.
The Revenue is expected to grow by 0.48% on average over the next years.
EPS Next Y-35.45%
EPS Next 2Y-10.2%
EPS Next 3Y-4.59%
EPS Next 5YN/A
Revenue Next Year-1.64%
Revenue Next 2Y0.46%
Revenue Next 3Y0.48%
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.
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
With a Price/Earnings ratio of 6.26, the valuation of OXM can be described as very cheap.
89.58% of the companies in the same industry are more expensive than OXM, based on the Price/Earnings ratio.
Compared to an average S&P500 Price/Earnings ratio of 26.32, OXM is valued rather cheaply.
The Price/Forward Earnings ratio is 9.70, which indicates a very decent valuation of OXM.
Based on the Price/Forward Earnings ratio, OXM is valued cheaply inside the industry as 83.33% of the companies are valued more expensively.
The average S&P500 Price/Forward Earnings ratio is at 22.13. OXM is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.26 | ||
| Fwd PE | 9.7 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, OXM is valued cheaper than 95.83% of the companies in the same industry.
79.17% of the companies in the same industry are more expensive than OXM, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.41 | ||
| EV/EBITDA | 3.27 |
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 -4.59% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.69
EPS Next 2Y-10.2%
EPS Next 3Y-4.59%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 6.99%, OXM is a good candidate for dividend investing.
In the last 3 months the price of OXM has falen by -30.34%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
OXM's Dividend Yield is rather good when compared to the industry average which is at 3.75. OXM pays more dividend than 93.75% of the companies in the same industry.
OXM's Dividend Yield is rather good when compared to the S&P500 average which is at 2.40.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.99% |
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
46.69% of the earnings are spent on dividend by OXM. This is a bit on the high side, but may be sustainable.
DP46.69%
EPS Next 2Y-10.2%
EPS Next 3Y-4.59%
41.88
+2.38 (+6.03%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners114.82%
Inst Owner Change3.18%
Ins Owners6.05%
Ins Owner Change3.38%
Market Cap622.76M
Analysts47.69
Price Target53.3 (27.27%)
Short Float %16.79%
Short Ratio4.87
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.99% |
Yearly Dividend2.7
Dividend Growth(5Y)12.76%
DP46.69%
Div Incr Years4
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-104.55%
Min EPS beat(2)-216.11%
Max EPS beat(2)7.01%
EPS beat(4)1
Avg EPS beat(4)-54.86%
Min EPS beat(4)-216.11%
Max EPS beat(4)7.01%
EPS beat(8)3
Avg EPS beat(8)-27.19%
EPS beat(12)7
Avg EPS beat(12)-13.74%
EPS beat(16)11
Avg EPS beat(16)17.21%
Revenue beat(2)1
Avg Revenue beat(2)-1.52%
Min Revenue beat(2)-3.74%
Max Revenue beat(2)0.7%
Revenue beat(4)1
Avg Revenue beat(4)-2.69%
Min Revenue beat(4)-5.12%
Max Revenue beat(4)0.7%
Revenue beat(8)1
Avg Revenue beat(8)-1.97%
Revenue beat(12)3
Avg Revenue beat(12)-0.72%
Revenue beat(16)7
Avg Revenue beat(16)1.15%
PT rev (1m)2.45%
PT rev (3m)-36.28%
EPS NQ rev (1m)0.49%
EPS NQ rev (3m)-38.03%
EPS NY rev (1m)0%
EPS NY rev (3m)-39.38%
Revenue NQ rev (1m)0.32%
Revenue NQ rev (3m)-6.86%
Revenue NY rev (1m)-0.27%
Revenue NY rev (3m)-4.58%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.26 | ||
| Fwd PE | 9.7 | ||
| P/S | 0.41 | ||
| P/FCF | 10.41 | ||
| P/OCF | 3.21 | ||
| P/B | 1 | ||
| P/tB | 1.85 | ||
| EV/EBITDA | 3.27 |
EPS(TTM)6.69
EY15.97%
EPS(NY)4.32
Fwd EY10.31%
FCF(TTM)4.02
FCFY9.6%
OCF(TTM)13.05
OCFY31.16%
SpS101.99
BVpS41.87
TBVpS22.68
PEG (NY)N/A
PEG (5Y)0.69
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.18% | ||
| ROE | 14.87% | ||
| ROCE | 11.39% | ||
| ROIC | 9.15% | ||
| ROICexc | 9.24% | ||
| ROICexgc | 12.76% | ||
| OM | 7.82% | ||
| PM (TTM) | 6.11% | ||
| GM | 64.22% | ||
| FCFM | 3.94% |
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-Score6
Asset Turnover1.18
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.05 | ||
| Debt/FCF | 0.52 | ||
| Debt/EBITDA | 0.17 | ||
| Cap/Depr | 197.77% | ||
| Cap/Sales | 8.85% | ||
| Interest Coverage | 59.29 | ||
| Cash Conversion | 104.06% | ||
| Profit Quality | 64.58% | ||
| Current Ratio | 1.18 | ||
| Quick Ratio | 0.51 | ||
| Altman-Z | 2.5 |
F-Score6
WACC8.87%
ROIC/WACC1.03
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)-34.02%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-27.89%
EPS Next Y-35.45%
EPS Next 2Y-10.2%
EPS Next 3Y-4.59%
EPS Next 5YN/A
Revenue 1Y (TTM)-3.49%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-3.44%
Revenue Next Year-1.64%
Revenue Next 2Y0.46%
Revenue Next 3Y0.48%
Revenue Next 5YN/A
EBIT growth 1Y-39.09%
EBIT growth 3Y-10.58%
EBIT growth 5Y4.29%
EBIT Next Year15.19%
EBIT Next 3Y10.79%
EBIT Next 5YN/A
FCF growth 1Y-64.86%
FCF growth 3Y-28.86%
FCF growth 5Y-6.68%
OCF growth 1Y-20.57%
OCF growth 3Y-0.67%
OCF growth 5Y9.74%