Stitch Fix, Inc. (SFIX) vs Tilly's, Inc. (TLYS)

Stitch Fix, Inc. and Tilly's, Inc. are both Apparel Retail companies. Stitch Fix, Inc. is the larger, with a market value of $293.6M against $129.7M — 2.3× the size. Stitch Fix, Inc. has negative trailing earnings, so its P/E is not meaningful; Tilly's, Inc. trades at 61.1×. Tilly's, Inc. grew revenue faster over the last twelve months: 6.07% against 4.66%. Tilly's, Inc. has the higher net margin (0.34% vs −1.43%) and the higher return on invested capital (1.89% vs −121.7%). Across the 18 metrics below, Tilly's, Inc. leads on 12 and Stitch Fix, Inc. on 6.

Valuation

Metric SFIX TLYS Apparel Retail median
P/E n/m 61.14 12.56
P/S 0.22 0.22 0.35
P/B 1.45 1.49 1.57
Price to free cash flow 16.03 11.45 11.15
EV/EBITDA n/m 30.72 7.42
EV/Sales 0.08 0.54 0.51
Earnings yield (6.74%) 1.64% 5.76%
Free cash flow yield 6.24% 8.73% 4.34%

Profitability

Metric SFIX TLYS Apparel Retail median
Gross margin 43.66% 32.29% 41.90%
Operating margin (2.14%) 0.13% 2.50%
Net margin (1.43%) 0.34% 3.41%
Free cash flow margin 1.37% 1.94% 2.86%
Return on equity (9.51%) 2.32% 7.71%
Return on assets (3.86%) 0.57% 2.85%
Return on invested capital (121.72%) 1.89% 6.41%

Growth

Metric SFIX TLYS Apparel Retail median
Revenue growth (TTM) 4.66% 6.07% 4.14%
EPS growth (last fiscal year) 79.14% 62.34% —
Revenue growth, 5-year CAGR (5.84%) 0.82% 5.92%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric SFIX TLYS Apparel Retail median
Debt to equity 0.00 0.00 0.01
Current ratio 1.50 1.16 1.54
Net debt to EBITDA 18.38 5.29 (0.29)

Dividend

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

Size

Metric SFIX TLYS Apparel Retail median
Market cap 293.59m 129.69m 358.41m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack