Genesco Inc. (GCO) vs Stitch Fix, Inc. (SFIX)

Genesco Inc. and Stitch Fix, Inc. are both Apparel Retail companies. Genesco Inc. is the larger, with a market value of $372.8M against $293.6M — 1.3× the size. Stitch Fix, Inc. has negative trailing earnings, so its P/E is not meaningful; Genesco Inc. trades at 8.6×. Stitch Fix, Inc. grew revenue faster over the last twelve months: 4.66% against 3.00%. Genesco Inc. has the higher net margin (1.71% vs −1.43%) and the higher return on invested capital (5.83% vs −121.7%). Across the 19 metrics below, Genesco Inc. leads on 16 and Stitch Fix, Inc. on 3.

Valuation

Metric GCO SFIX Apparel Retail median
P/E 8.62 n/m 12.56
P/S 0.15 0.22 0.35
P/B 0.66 1.45 1.57
Price to free cash flow 4.95 16.03 11.15
EV/EBITDA 3.41 n/m 7.42
EV/Sales 0.14 0.08 0.51
Earnings yield 11.61% (6.74%) 5.76%
Free cash flow yield 20.18% 6.24% 4.34%

Profitability

Metric GCO SFIX Apparel Retail median
Gross margin 47.54% 43.66% 41.90%
Operating margin 1.98% (2.14%) 2.50%
Net margin 1.71% (1.43%) 3.41%
Free cash flow margin 3.03% 1.37% 2.86%
Return on equity 7.84% (9.51%) 7.71%
Return on assets 2.85% (3.86%) 2.85%
Return on invested capital 5.83% (121.72%) 6.41%

Growth

Metric GCO SFIX Apparel Retail median
Revenue growth (TTM) 3.00% 4.66% 4.14%
EPS growth (last fiscal year) 171.84% 79.14% —
Revenue growth, 5-year CAGR 6.40% (5.84%) 5.92%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GCO SFIX Apparel Retail median
Debt to equity 0.03 0.00 0.01
Current ratio 1.58 1.50 1.54
Net debt to EBITDA (1.44) 18.38 (0.29)

Dividend

Metric GCO SFIX Apparel Retail median
Dividend yield 6.59% — 2.94%
Payout ratio 0.00 0.00 0.00

Size

Metric GCO SFIX Apparel Retail median
Market cap 372.75m 293.59m 358.41m

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