OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
NYSE:OXM - US6914973093 - Common Stock
47 USD
+2.43 (+5.45%)
47 USD
0 (0%)
OXM gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 50 industry peers in the Textiles, Apparel & Luxury Goods industry. OXM has an excellent profitability rating, but 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. 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.
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
The Return On Assets of OXM (6.03%) is better than 72.00% of its industry peers.
OXM has a better Return On Equity (13.64%) than 68.00% of its industry peers.
Looking at the Return On Invested Capital, with a value of 7.52%, OXM is in line with its industry, outperforming 54.00% 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 10.63%.
The last Return On Invested Capital (7.52%) 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 | 6.03% | ||
| ROE | 13.64% | ||
| ROIC | 7.52% |
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
The Profit Margin of OXM (5.35%) is better than 70.00% of its industry peers.
OXM's Profit Margin has been stable in the last couple of years.
OXM has a Operating Margin (6.80%) which is comparable to the rest of the industry.
OXM's Operating Margin has declined in the last couple of years.
OXM has a better Gross Margin (64.00%) than 88.00% of its industry peers.
OXM's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 6.8% | ||
| PM (TTM) | 5.35% | ||
| GM | 64% |
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.
Compared to 5 years ago, OXM has less shares outstanding
The debt/assets ratio for OXM has been reduced compared to a year ago.
2.2 Solvency
OXM has an Altman-Z score of 2.42. 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.
The Altman-Z score of OXM (2.42) is worse than 62.00% of its industry peers.
OXM has a debt to FCF ratio of 10.30. This is a negative value and a sign of low solvency as OXM would need 10.30 years to pay back of all of its debts.
OXM has a Debt to FCF ratio (10.30) which is comparable to the rest of the industry.
A Debt/Equity ratio of 0.20 indicates that OXM is not too dependend on debt financing.
The Debt to Equity ratio of OXM (0.20) is better than 68.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.2 | ||
| Debt/FCF | 10.3 | ||
| Altman-Z | 2.42 |
ROIC/WACC0.82
WACC9.12%
2.3 Liquidity
OXM has a Current Ratio of 1.32. This is a normal value and indicates that OXM is financially healthy and should not expect problems in meeting its short term obligations.
The Current ratio of OXM (1.32) is worse than 80.00% of its industry peers.
A Quick Ratio of 0.64 indicates that OXM may have some problems paying its short term obligations.
OXM has a Quick ratio of 0.64. This is amonst the worse of the industry: OXM underperforms 82.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.32 | ||
| Quick Ratio | 0.64 |
3. Growth
3.1 Past
OXM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -35.14%.
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.
The Revenue has decreased by -2.47% in the past 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)-35.14%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-31.58%
Revenue 1Y (TTM)-2.47%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-1.34%
3.2 Future
The Earnings Per Share is expected to decrease by -10.02% on average over the next years. This is quite bad
The Revenue is expected to grow by 1.32% on average over the next years.
EPS Next Y-57.04%
EPS Next 2Y-21.61%
EPS Next 3Y-10.02%
EPS Next 5YN/A
Revenue Next Year-0.07%
Revenue Next 2Y0.91%
Revenue Next 3Y1.32%
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
Based on the Price/Earnings ratio of 8.03, the valuation of OXM can be described as reasonable.
Based on the Price/Earnings ratio, OXM is valued cheaply inside the industry as 88.00% of the companies are valued more expensively.
OXM's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.24.
A Price/Forward Earnings ratio of 11.43 indicates a reasonable valuation of OXM.
Based on the Price/Forward Earnings ratio, OXM is valued a bit cheaper than 78.00% of the companies in the same industry.
OXM's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.81.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.03 | ||
| Fwd PE | 11.43 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, OXM is valued cheaply inside the industry as 94.00% of the companies are valued more expensively.
OXM's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 61.42 | ||
| EV/EBITDA | 4.76 |
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 -10.02% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.88
EPS Next 2Y-21.61%
EPS Next 3Y-10.02%
5. Dividend
5.1 Amount
OXM has a Yearly Dividend Yield of 6.19%, which is a nice return.
OXM's Dividend Yield is rather good when compared to the industry average which is at 3.65. OXM pays more dividend than 94.00% of the companies in the same industry.
OXM's Dividend Yield is rather good when compared to the S&P500 average which is at 2.34.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.19% |
5.2 History
The dividend of OXM is nicely growing with an annual growth rate of 12.76%!
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
OXM pays out 52.75% of its income as dividend. This is a bit on the high side, but may be sustainable.
The Dividend Rate of OXM has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP52.75%
EPS Next 2Y-21.61%
EPS Next 3Y-10.02%
47
+2.43 (+5.45%)
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 Cap702.18M
Analysts47.69
Price Target48.71 (3.64%)
Short Float %15.05%
Short Ratio4.28
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.19% |
Yearly Dividend2.7
Dividend Growth(5Y)12.76%
DP52.75%
Div Incr Years4
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)3.12%
Min EPS beat(2)-0.77%
Max EPS beat(2)7.01%
EPS beat(4)1
Avg EPS beat(4)-54.65%
Min EPS beat(4)-216.11%
Max EPS beat(4)7.01%
EPS beat(8)3
Avg EPS beat(8)-27.28%
EPS beat(12)6
Avg EPS beat(12)-15.96%
EPS beat(16)10
Avg EPS beat(16)12.33%
Revenue beat(2)2
Avg Revenue beat(2)0.9%
Min Revenue beat(2)0.7%
Max Revenue beat(2)1.09%
Revenue beat(4)2
Avg Revenue beat(4)-1.77%
Min Revenue beat(4)-5.12%
Max Revenue beat(4)1.09%
Revenue beat(8)2
Avg Revenue beat(8)-1.73%
Revenue beat(12)3
Avg Revenue beat(12)-1.13%
Revenue beat(16)7
Avg Revenue beat(16)0.41%
PT rev (1m)0%
PT rev (3m)-6.37%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-47.34%
EPS NY rev (1m)0%
EPS NY rev (3m)-33.44%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.09%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.33%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.03 | ||
| Fwd PE | 11.43 | ||
| P/S | 0.46 | ||
| P/FCF | 61.42 | ||
| P/OCF | 4.47 | ||
| P/B | 1.19 | ||
| P/tB | 2.27 | ||
| EV/EBITDA | 4.76 |
EPS(TTM)5.85
EY12.45%
EPS(NY)4.11
Fwd EY8.75%
FCF(TTM)0.77
FCFY1.63%
OCF(TTM)10.51
OCFY22.37%
SpS101.16
BVpS39.65
TBVpS20.7
PEG (NY)N/A
PEG (5Y)0.88
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.03% | ||
| ROE | 13.64% | ||
| ROCE | 9.35% | ||
| ROIC | 7.52% | ||
| ROICexc | 7.57% | ||
| ROICexgc | 10.23% | ||
| OM | 6.8% | ||
| PM (TTM) | 5.35% | ||
| GM | 64% | ||
| FCFM | 0.76% |
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 Turnover1.13
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.2 | ||
| Debt/FCF | 10.3 | ||
| Debt/EBITDA | 0.69 | ||
| Cap/Depr | 214.58% | ||
| Cap/Sales | 9.64% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 92.04% | ||
| Profit Quality | 14.15% | ||
| Current Ratio | 1.32 | ||
| Quick Ratio | 0.64 | ||
| Altman-Z | 2.42 |
F-Score6
WACC9.12%
ROIC/WACC0.82
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)-35.14%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-31.58%
EPS Next Y-57.04%
EPS Next 2Y-21.61%
EPS Next 3Y-10.02%
EPS Next 5YN/A
Revenue 1Y (TTM)-2.47%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-1.34%
Revenue Next Year-0.07%
Revenue Next 2Y0.91%
Revenue Next 3Y1.32%
Revenue Next 5YN/A
EBIT growth 1Y-38.86%
EBIT growth 3Y-10.58%
EBIT growth 5Y4.29%
EBIT Next Year-1.74%
EBIT Next 3Y9.22%
EBIT Next 5YN/A
FCF growth 1Y-88.75%
FCF growth 3Y-28.86%
FCF growth 5Y-6.68%
OCF growth 1Y0.9%
OCF growth 3Y-0.67%
OCF growth 5Y9.74%