OXFORD INDUSTRIES INC (OXM) Stock Fundamental Analysis
USA - NYSE:OXM - US6914973093 - Common Stock
35.01 USD
-0.87 (-2.42%)
35.01 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. Finally OXM also has an excellent dividend rating.
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.
Each year in the past 5 years OXM had a positive operating cash flow.
1.2 Ratios
OXM has a better Return On Assets (4.29%) than 68.75% of its industry peers.
OXM has a Return On Equity (9.52%) which is in line with its industry peers.
OXM has a Return On Invested Capital of 5.65%. This is in the lower half of the industry: OXM underperforms 60.42% of its industry peers.
The Average Return On Invested Capital over the past 3 years for OXM is above the industry average of 12.21%.
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's Profit Margin of 3.80% is fine compared to the rest of the industry. OXM outperforms 60.42% 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.
In the last couple of years the Operating Margin of OXM has declined.
Looking at the Gross Margin, with a value of 63.49%, OXM belongs to the top of the industry, outperforming 87.50% of the companies in the same industry.
In the last couple of years the Gross Margin of OXM has grown nicely.
| 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
The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so OXM is still 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
OXM has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 2.21 indicates that OXM is not a great score, but indicates only limited risk for bankruptcy at the moment.
OXM's Altman-Z score of 2.21 is on the low side compared to the rest of the industry. OXM is outperformed by 62.50% of its industry peers.
The Debt to FCF ratio of OXM is 4.92, which is a neutral value as it means it would take OXM, 4.92 years of fcf income to pay off all of its debts.
With a decent Debt to FCF ratio value of 4.92, OXM is doing good in the industry, outperforming 60.42% of the companies in the same industry.
A Debt/Equity ratio of 0.14 indicates that OXM is not too dependend on debt financing.
OXM has a better Debt to Equity ratio (0.14) than 75.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.14 | ||
| Debt/FCF | 4.92 | ||
| Altman-Z | 2.21 |
ROIC/WACC0.52
WACC10.82%
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 89.58% 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.
OXM's Quick ratio of 0.51 is on the low side compared to the rest of the industry. OXM is outperformed by 93.75% of its industry peers.
| 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 -47.96%.
The Earnings Per Share has been growing by 9.09% on average over the past years. This is quite good.
Looking at the last year, OXM shows a decrease in Revenue. The Revenue has decreased by -3.52% in the last 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
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-55.89%
EPS Next 2Y-23.47%
EPS Next 3Y-8.64%
EPS Next 5YN/A
Revenue Next Year-1.11%
Revenue Next 2Y0.69%
Revenue Next 3Y0.91%
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
Based on the Price/Earnings ratio of 8.07, the valuation of OXM can be described as reasonable.
Compared to the rest of the industry, the Price/Earnings ratio of OXM indicates a rather cheap valuation: OXM is cheaper than 85.42% of the companies listed in the same industry.
OXM is valuated cheaply when we compare the Price/Earnings ratio to 25.89, which is the current average of the S&P500 Index.
Based on the Price/Forward Earnings ratio of 8.94, the valuation of OXM can be described as reasonable.
Based on the Price/Forward Earnings ratio, OXM is valued cheaply inside the industry as 89.58% of the companies are valued more expensively.
Compared to an average S&P500 Price/Forward Earnings ratio of 34.59, OXM is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.07 | ||
| Fwd PE | 8.94 |
4.2 Price Multiples
93.75% of the companies in the same industry are more expensive than OXM, based on the Enterprise Value to EBITDA ratio.
OXM's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 31.48 | ||
| EV/EBITDA | 4.22 |
4.3 Compensation for Growth
OXM has a very decent profitability rating, which may justify a higher PE ratio.
OXM's earnings are expected to decrease with -8.64% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.89
EPS Next 2Y-23.47%
EPS Next 3Y-8.64%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 7.69%, OXM is a good candidate for dividend investing.
In the last 3 months the price of OXM has falen by -22.48%. 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 3.40, OXM pays a better dividend. On top of this OXM pays more dividend than 95.83% of the companies listed in the same industry.
OXM's Dividend Yield is rather good when compared to the S&P500 average which is at 2.36.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.69% |
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
OXM pays out 74.87% of its income as dividend. 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-8.64%
35.01
-0.87 (-2.42%)
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-0.36%
Ins Owners6.74%
Ins Owner Change7.85%
Market Cap520.60M
Revenue(TTM)1.49B
Net Income(TTM)56.83M
Analysts47.69
Price Target49.22 (40.59%)
Short Float %18.55%
Short Ratio5.65
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.69% |
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)0%
PT rev (3m)1.05%
EPS NQ rev (1m)0.01%
EPS NQ rev (3m)-39.16%
EPS NY rev (1m)0.5%
EPS NY rev (3m)2.68%
Revenue NQ rev (1m)-0.14%
Revenue NQ rev (3m)-2.06%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.05%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.07 | ||
| Fwd PE | 8.94 | ||
| P/S | 0.35 | ||
| P/FCF | 31.48 | ||
| P/OCF | 3.43 | ||
| P/B | 0.87 | ||
| P/tB | 1.65 | ||
| EV/EBITDA | 4.22 |
EPS(TTM)4.34
EY12.4%
EPS(NY)3.92
Fwd EY11.19%
FCF(TTM)1.11
FCFY3.18%
OCF(TTM)10.21
OCFY29.17%
SpS100.51
BVpS40.16
TBVpS21.28
PEG (NY)N/A
PEG (5Y)0.89
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 | 2.21 |
F-Score5
WACC10.82%
ROIC/WACC0.52
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-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 2Y0.69%
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-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%
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%.