OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - NYSE:OXM - US6914973093 - Common Stock
39.12 USD
+0.56 (+1.45%)
39.12 USD
0 (0%)
OXM gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 48 industry peers in the Textiles, Apparel & Luxury Goods industry. OXM has an average financial health and profitability rating. 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
OXM's Return On Assets of 4.29% is fine compared to the rest of the industry. OXM outperforms 62.50% of its industry peers.
The Return On Equity of OXM (9.52%) is comparable to the rest of the industry.
Looking at the Return On Invested Capital, with a value of 5.65%, OXM is in line with its industry, outperforming 41.67% 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 12.15%.
The 3 year average ROIC (15.61%) for OXM is well above the current ROIC(5.65%). The reason for the recent decline needs to be investigated.
| 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
Looking at the Profit Margin, with a value of 3.80%, OXM is in line with its industry, outperforming 56.25% of the companies in the same industry.
OXM's Profit Margin has been stable in the last couple of years.
OXM has a Operating Margin (5.06%) which is comparable to the rest of the industry.
In the last couple of years the Operating Margin of OXM has declined.
OXM has a Gross Margin of 63.49%. This is amongst the best in the industry. OXM outperforms 87.50% of its industry peers.
OXM's Gross Margin has improved in the last couple of years.
| 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.
OXM has about the same amout of shares outstanding than it did 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 2.25. 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 (2.25) than 66.67% 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.
Looking at the Debt to FCF ratio, with a value of 4.92, OXM is in line with its industry, outperforming 56.25% of the companies in the same industry.
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 | 2.25 |
ROIC/WACC0.56
WACC10.11%
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 87.50% of its industry peers.
A Quick Ratio of 0.51 indicates that OXM may have some problems paying its short term obligations.
Looking at the Quick ratio, with a value of 0.51, OXM is doing worse than 93.75% 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.
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 -3.52% in the past year.
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 -8.64% 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 0.91% yearly.
EPS Next Y-56.11%
EPS Next 2Y-24.67%
EPS Next 3Y-8.64%
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
The Price/Earnings ratio is 9.01, which indicates a very decent valuation of OXM.
OXM's Price/Earnings ratio is rather cheap when compared to the industry. OXM is cheaper than 83.33% of the companies in the same industry.
OXM is valuated cheaply when we compare the Price/Earnings ratio to 27.91, which is the current average of the S&P500 Index.
The Price/Forward Earnings ratio is 10.30, which indicates a very decent valuation of OXM.
85.42% of the companies in the same industry are more expensive than OXM, based on the Price/Forward Earnings ratio.
OXM is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.30, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.01 | ||
| Fwd PE | 10.3 |
4.2 Price Multiples
OXM's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. OXM is cheaper than 95.83% of the companies 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 | 35.18 | ||
| EV/EBITDA | 4.56 |
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 -8.64% in the coming years.
PEG (NY)N/A
PEG (5Y)0.99
EPS Next 2Y-24.67%
EPS Next 3Y-8.64%
5. Dividend
5.1 Amount
OXM has a Yearly Dividend Yield of 6.78%, which is a nice return.
OXM's Dividend Yield is rather good when compared to the industry average which is at 3.18. OXM pays more dividend than 95.83% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.44, OXM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.78% |
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 74.87% of its income as dividend. 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.
DP74.87%
EPS Next 2Y-24.67%
EPS Next 3Y-8.64%
39.12
+0.56 (+1.45%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners110.63%
Inst Owner Change-0.01%
Ins Owners6.74%
Ins Owner Change7.85%
Market Cap581.71M
Analysts47.69
Price Target49.22 (25.82%)
Short Float %18.2%
Short Ratio5.72
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.78% |
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)1.05%
EPS NQ rev (1m)-39.85%
EPS NQ rev (3m)-39.18%
EPS NY rev (1m)2.17%
EPS NY rev (3m)2.17%
Revenue NQ rev (1m)-1.96%
Revenue NQ rev (3m)-1.93%
Revenue NY rev (1m)-1.05%
Revenue NY rev (3m)-1.05%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.01 | ||
| Fwd PE | 10.3 | ||
| P/S | 0.39 | ||
| P/FCF | 35.18 | ||
| P/OCF | 3.83 | ||
| P/B | 0.97 | ||
| P/tB | 1.84 | ||
| EV/EBITDA | 4.56 |
EPS(TTM)4.34
EY11.09%
EPS(NY)3.8
Fwd EY9.7%
FCF(TTM)1.11
FCFY2.84%
OCF(TTM)10.21
OCFY26.1%
SpS100.51
BVpS40.16
TBVpS21.28
PEG (NY)N/A
PEG (5Y)0.99
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 | 2.25 |
F-Score5
WACC10.11%
ROIC/WACC0.56
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-8.64%
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%