OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:OXM - US6914973093 - Common Stock
34.84 USD
+2.98 (+9.35%)
35.11 USD
+0.27 (+0.77%)
Overall OXM gets a fundamental rating of 5 out of 10. We evaluated OXM against 45 industry peers in the Textiles, Apparel & Luxury Goods industry. OXM has only an average score on both its financial health and profitability. OXM is valued correctly, but it does not seem to be growing. 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.
OXM had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
With a decent Return On Assets value of 4.29%, OXM is doing good in the industry, outperforming 68.89% 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 60.00% of the companies in the same industry.
The Return On Invested Capital of OXM (5.65%) is worse than 60.00% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for OXM is above the industry average of 11.77%.
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 60.00% of its industry peers.
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.
OXM's Operating Margin has declined in the last couple of years.
With an excellent Gross Margin value of 63.49%, OXM belongs to the best of the industry, outperforming 86.67% of the companies in the same industry.
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.
Compared to 1 year ago, OXM has about the same amount of shares outstanding.
The number of shares outstanding for OXM has been reduced compared to 5 years ago.
OXM has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 2.16 indicates that OXM is not a great score, but indicates only limited risk for bankruptcy at the moment.
OXM has a worse Altman-Z score (2.16) than 68.89% 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.
With a Debt to FCF ratio value of 4.92, OXM perfoms like the industry average, outperforming 60.00% 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 has a better Debt to Equity ratio (0.14) than 77.78% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.14 | ||
| Debt/FCF | 4.92 | ||
| Altman-Z | 2.16 |
ROIC/WACC0.5
WACC11.33%
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 Current ratio of 1.18. This is amonst the worse of the industry: OXM underperforms 88.89% 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.
With a Quick ratio value of 0.51, 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 | 1.18 | ||
| 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.
The Revenue has decreased by -3.52% 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)-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
Based on estimates for the next years, OXM will show a very negative growth in Earnings Per Share. The EPS will decrease by -10.34% on average per year.
Based on estimates for the next years, OXM will show a small growth in Revenue. The Revenue will grow by 0.91% on average per year.
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.
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
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 cheaper than 91.11% of the companies in the same industry.
OXM's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.54.
The Price/Forward Earnings ratio is 8.89, which indicates a very decent valuation of OXM.
Based on the Price/Forward Earnings ratio, OXM is valued cheaply inside the industry as 91.11% of the companies are valued more expensively.
OXM's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 23.78.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.03 | ||
| Fwd PE | 8.89 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, OXM is valued cheaply inside the industry as 97.78% of the companies are valued more expensively.
The rest of the industry has a similar Price/Free Cash Flow ratio as OXM.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 31.33 | ||
| EV/EBITDA | 3.81 |
4.3 Compensation for Growth
OXM has a very decent profitability rating, which may justify a higher PE ratio.
A cheap valuation may be justified as OXM's earnings are expected to decrease with -10.34% in the coming years.
PEG (NY)N/A
PEG (5Y)0.88
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 8.66%, OXM is a good candidate for dividend investing.
In the last 3 months the price of OXM has falen by -26.08%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
Compared to an average industry Dividend Yield of 1.77, 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 1.96, OXM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 8.66% |
5.2 History
On average, the dividend of OXM grows each year by 12.76%, which is quite nice.
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
74.87% of the earnings are spent on dividend by OXM. 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-23.47%
EPS Next 3Y-10.33%
34.84
+2.98 (+9.35%)
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 Change4.86%
Market Cap518.07M
Revenue(TTM)1.49B
Net Income(TTM)56.83M
Analysts50.77
Price Target46.92 (34.67%)
Short Float %16.81%
Short Ratio6.29
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 8.66% |
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)-4.66%
PT rev (3m)-2.65%
EPS NQ rev (1m)0.68%
EPS NQ rev (3m)-38.89%
EPS NY rev (1m)0%
EPS NY rev (3m)2.68%
Revenue NQ rev (1m)0.07%
Revenue NQ rev (3m)-2.03%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.05%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.03 | ||
| Fwd PE | 8.89 | ||
| P/S | 0.35 | ||
| P/FCF | 31.33 | ||
| P/OCF | 3.41 | ||
| P/B | 0.87 | ||
| P/tB | 1.64 | ||
| EV/EBITDA | 3.81 |
EPS(TTM)4.34
EY12.46%
EPS(NY)3.92
Fwd EY11.25%
FCF(TTM)1.11
FCFY3.19%
OCF(TTM)10.21
OCFY29.31%
SpS100.51
BVpS40.16
TBVpS21.28
PEG (NY)N/A
PEG (5Y)0.88
Graham Number62.62
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
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-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 | 2.16 |
F-Score5
WACC11.33%
ROIC/WACC0.5
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-55.89%
EPS Next 2Y-23.47%
EPS Next 3Y-10.33%
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 2Y0.69%
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-2.77%
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%
OXFORD INDUSTRIES INC / OXM FAQ
What is the fundamental rating for OXM stock?
ChartMill assigns a fundamental rating of 5 / 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 6 / 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 7 / 10 and the dividend payout ratio is 74.87%.