OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:OXM - US6914973093 - Common Stock
35.48 USD
+0.53 (+1.52%)
35.48 USD
0 (0%)
OXM gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 45 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.
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.
Each year in the past 5 years OXM had a positive operating cash flow.
1.2 Ratios
With a Return On Assets value of -0.23%, OXM is not doing good in the industry: 64.44% of the companies in the same industry are doing better.
OXM has a Return On Equity of -0.55%. This is in the lower half of the industry: OXM underperforms 64.44% of its industry peers.
With a Return On Invested Capital value of 4.36%, OXM is not doing good in the industry: 62.22% of the companies in the same industry are doing better.
Measured over the past 3 years, the Average Return On Invested Capital for OXM is above the industry average of 11.70%.
The last Return On Invested Capital (4.36%) 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 | -0.23% | ||
| ROE | -0.55% | ||
| ROIC | 4.36% |
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 has been stable in the last couple of years.
OXM's Operating Margin of 3.87% is on the low side compared to the rest of the industry. OXM is outperformed by 60.00% of its industry peers.
OXM's Operating Margin has declined in the last couple of years.
OXM has a better Gross Margin (62.85%) than 86.67% of its industry peers.
In the last couple of years the Gross Margin of OXM has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 3.87% | ||
| PM (TTM) | N/A | ||
| GM | 62.85% |
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.
OXM has less shares outstanding than it did 5 years ago.
OXM has a better debt/assets ratio than last year.
2.2 Solvency
OXM has an Altman-Z score of 2.14. 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.
With a Altman-Z score value of 2.14, OXM is not doing good in the industry: 68.89% of the companies in the same industry are doing better.
OXM has a debt to FCF ratio of 5.50. This is a neutral value as OXM would need 5.50 years to pay back of all of its debts.
OXM has a Debt to FCF ratio (5.50) which is in line with its industry peers.
OXM has a Debt/Equity ratio of 0.27. This is a healthy value indicating a solid balance between debt and equity.
OXM's Debt to Equity ratio of 0.27 is fine compared to the rest of the industry. OXM outperforms 66.67% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 5.5 | ||
| Altman-Z | 2.14 |
ROIC/WACC0.38
WACC11.36%
2.3 Liquidity
A Current Ratio of 1.33 indicates that OXM should not have too much problems paying its short term obligations.
With a Current ratio value of 1.33, OXM is not doing good in the industry: 86.67% of the companies in the same industry are doing better.
OXM has a Quick Ratio of 1.33. This is a bad value and indicates that OXM is not financially healthy enough and could expect problems in meeting its short term obligations.
With a Quick ratio value of 0.62, OXM is not doing good in the industry: 93.33% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.33 | ||
| Quick Ratio | 0.62 |
3. Growth
3.1 Past
OXM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -51.11%.
The Earnings Per Share has been growing by 9.09% on average over the past years. This is quite good.
OXM shows a decrease in Revenue. In the last year, the revenue decreased by -2.40%.
The Revenue has been growing slightly by 6.20% on average over the past years.
EPS 1Y (TTM)-51.11%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-736.36%
Revenue 1Y (TTM)-2.4%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-0.22%
3.2 Future
The Earnings Per Share is expected to decrease by -10.34% on average over the next years. This is quite bad
The Revenue is expected to grow by 0.91% on average over the next years.
EPS Next Y-55.89%
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
EPS Next 5YN/A
Revenue Next Year-1.11%
Revenue Next 2Y0.69%
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
A Price/Earnings ratio of 10.05 indicates a reasonable 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 84.44% of the companies listed in the same industry.
The average S&P500 Price/Earnings ratio is at 26.59. OXM is valued rather cheaply when compared to this.
A Price/Forward Earnings ratio of 9.06 indicates a reasonable valuation of OXM.
OXM's Price/Forward Earnings ratio is rather cheap when compared to the industry. OXM is cheaper than 91.11% of the companies in the same industry.
OXM's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 24.03.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.05 | ||
| Fwd PE | 9.06 |
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 93.33% of the companies listed in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of OXM indicates a somewhat cheap valuation: OXM is cheaper than 68.89% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 20.65 | ||
| EV/EBITDA | 5.27 |
4.3 Compensation for Growth
OXM's earnings are expected to decrease with -10.34% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)1.11
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 7.44%, OXM is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 1.50, OXM pays a better dividend. On top of this OXM pays more dividend than 97.78% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 1.87, OXM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.44% |
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 has negative earnings and hence a negative payout ratio. The dividend may be in danger.
DP-1451.53%
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
35.48
+0.53 (+1.52%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)
Earnings (Next)
Inst Owners107.86%
Inst Owner Change-3.18%
Ins Owners6.74%
Ins Owner Change4.03%
Market Cap527.59M
Revenue(TTM)1.49B
Net Income(TTM)-2.92M
Analysts50.77
Price TargetN/A
Short Float %17.05%
Short Ratio4.98
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.44% |
Yearly Dividend2.7
Dividend Growth(5Y)12.76%
DP-1451.53%
Div Incr Years4
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.55%
Min EPS beat(2)3.35%
Max EPS beat(2)5.75%
EPS beat(4)3
Avg EPS beat(4)3.84%
Min EPS beat(4)-0.77%
Max EPS beat(4)7.01%
EPS beat(8)3
Avg EPS beat(8)-26.81%
EPS beat(12)6
Avg EPS beat(12)-16.99%
EPS beat(16)10
Avg EPS beat(16)-8.77%
Revenue beat(2)0
Avg Revenue beat(2)-1.64%
Min Revenue beat(2)-2.85%
Max Revenue beat(2)-0.43%
Revenue beat(4)2
Avg Revenue beat(4)-0.37%
Min Revenue beat(4)-2.85%
Max Revenue beat(4)1.09%
Revenue beat(8)2
Avg Revenue beat(8)-1.86%
Revenue beat(12)2
Avg Revenue beat(12)-1.49%
Revenue beat(16)5
Avg Revenue beat(16)-0.63%
PT rev (1m)-4.66%
PT rev (3m)-4.66%
EPS NQ rev (1m)-89.89%
EPS NQ rev (3m)-89.01%
EPS NY rev (1m)0%
EPS NY rev (3m)2.68%
Revenue NQ rev (1m)-4.03%
Revenue NQ rev (3m)-4.37%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.85%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.05 | ||
| Fwd PE | 9.06 | ||
| P/S | 0.35 | ||
| P/FCF | 20.65 | ||
| P/OCF | 3.28 | ||
| P/B | 1 | ||
| P/tB | 1.7 | ||
| EV/EBITDA | 5.27 |
EPS(TTM)3.53
EY9.95%
EPS(NY)3.92
Fwd EY11.04%
FCF(TTM)1.72
FCFY4.84%
OCF(TTM)10.82
OCFY30.51%
SpS100.46
BVpS35.51
TBVpS20.89
PEG (NY)N/A
PEG (5Y)1.11
Graham Number53.11
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -0.23% | ||
| ROE | -0.55% | ||
| ROCE | 5.42% | ||
| ROIC | 4.36% | ||
| ROICexc | 4.39% | ||
| ROICexgc | 5.52% | ||
| OM | 3.87% | ||
| PM (TTM) | N/A | ||
| GM | 62.85% | ||
| FCFM | 1.71% |
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
ROICexgc growth 3Y-31.03%
ROICexgc 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-Score3
Asset Turnover1.16
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 5.5 | ||
| Debt/EBITDA | 1.12 | ||
| Cap/Depr | 201.16% | ||
| Cap/Sales | 9.07% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 128.64% | ||
| Profit Quality | N/A | ||
| Current Ratio | 1.33 | ||
| Quick Ratio | 0.62 | ||
| Altman-Z | 2.14 |
F-Score3
WACC11.36%
ROIC/WACC0.38
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)-51.11%
EPS 3Y-5.79%
EPS 5Y9.09%
EPS Q2Q%-736.36%
EPS Next Y-55.89%
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
EPS Next 5YN/A
Revenue 1Y (TTM)-2.4%
Revenue growth 3Y9.92%
Revenue growth 5Y6.2%
Sales Q2Q%-0.22%
Revenue Next Year-1.11%
Revenue Next 2Y0.69%
Revenue Next 3Y0.91%
Revenue Next 5YN/A
EBIT growth 1Y-56.29%
EBIT growth 3Y-10.58%
EBIT growth 5Y4.29%
EBIT Next Year-2.77%
EBIT Next 3Y7.7%
EBIT Next 5YN/A
FCF growth 1Y-81.74%
FCF growth 3Y-28.86%
FCF growth 5Y-6.68%
OCF growth 1Y-22.89%
OCF growth 3Y-0.67%
OCF growth 5Y9.74%
OXFORD INDUSTRIES INC / OXM FAQ
What is the fundamental rating for OXM stock?
ChartMill assigns a fundamental rating of 4 / 10 to OXM.
What is the valuation status of OXFORD INDUSTRIES INC (OXM) stock?
ChartMill assigns a valuation rating of 6 / 10 to OXFORD INDUSTRIES INC (OXM). This can be considered as Fairly Valued.
What is the profitability of OXM stock?
OXFORD INDUSTRIES INC (OXM) has a profitability rating of 4 / 10.
What is the financial health of OXFORD INDUSTRIES INC (OXM) stock?
The financial health rating of OXFORD INDUSTRIES INC (OXM) is 4 / 10.
How sustainable is the dividend of OXFORD INDUSTRIES INC (OXM) stock?
The dividend rating of OXFORD INDUSTRIES INC (OXM) is 6 / 10 and the dividend payout ratio is -1451.53%.