American Eagle Outfitters, Inc. (AEO) vs Reformation Inc. (REF)

American Eagle Outfitters, Inc. and Reformation Inc. are both Apparel Retail companies. American Eagle Outfitters, Inc. is the larger, with a market value of $3.4B against $995.5M — 3.4× the size. Across the 6 metrics below, American Eagle Outfitters, Inc. leads on 6 and Reformation Inc. on 0.

Valuation

Metric AEO REF Apparel Retail median
P/E 10.20 — 13.45
P/S 0.59 n/m 0.32
P/B 1.93 2.23 1.91
Price to free cash flow 9.92 n/m 11.85
EV/EBITDA 4.96 n/m 8.18
EV/Sales 0.58 n/m 0.55
Earnings yield 9.80% — 4.97%
Free cash flow yield 10.08% 0.00% 3.74%

Profitability

Metric AEO REF Apparel Retail median
Gross margin 40.54% — 41.90%
Operating margin 7.79% — 2.50%
Net margin 5.86% — 3.41%
Free cash flow margin 5.97% — 2.86%
Return on equity 20.37% — 7.71%
Return on assets 8.08% — 2.85%
Return on invested capital 16.77% 0.00% 5.83%

Growth

Metric AEO REF Apparel Retail median
Revenue growth (TTM) 9.16% — 4.87%
EPS growth (last fiscal year) (35.12%) — 5.51%
Revenue growth, 5-year CAGR 8.09% — 6.40%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric AEO REF Apparel Retail median
Debt to equity 0.03 0.64 0.03
Current ratio 1.59 1.58 1.48
Net debt to EBITDA (0.53) 0.00 (0.37)

Dividend

Metric AEO REF Apparel Retail median
Dividend yield 2.45% — 2.08%
Payout ratio 0.26 — 0.21

Size

Metric AEO REF Apparel Retail median
Market cap 3.41b 995.49m 425.23m

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