PVH
PVH Corp.
$86.50
+1.53% 2026-10-20
Consumer DiscretionaryS&P 400
PVHSPY
1W
+4.5%
1M
+17.9%
3M
+10.0%
6M
-12.4%
YTD
+29.3%
1Y
+5.6%
Live chart
Loading live chart…
Grades vs sector
Momentum44th pct in sectorC
Momentum
44th pct in sector
12-1 return: -5.3%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Growth18th pct in sectorD
Growth
18th pct in sector
Revenue growth (YoY): -3.2%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Value88th pct in sectorA
Value
88th pct in sector
Forward E/P: 14.7% · EBITDA/EV: 12.9%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Profitability8th pct in sectorD-
Profitability
8th pct in sector
Profit margin: -1.9% · Return on equity: -3.5%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
Revisions
Not enough data yet
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15not ranked (outside this model's universe or screens)
Momentum Blendnot in the current book
New Highs Growthnot ranked (outside this model's universe or screens)
Conviction 20not in the current book
News
More newsIs Lululemon's Next Big Thing Already Here?
Trefis · Oct 19
Can PVH Leverage Brand Strength and Digital Initiatives to Drive Growth?
Zacks · Oct 19
What Has The Market Missed In Lululemon Stock's Drop?
Trefis · Oct 16
PVH (PVH) Stock May Be 46% Below Fair Value Following Margin Outlook
Simply Wall St. · Oct 16
Designer Exits Roll On: Seán McGirr, Veronica Leoni Out at McQueen, Calvin Klein
WWD · Oct 16
Key stats
Market cap$4.0B
P/E (trailing)–
P/E (forward)6.9
52-week range59.60 – 100.75
Revenue growth (YoY, latest qtr)-3.2%
Dividend yield0.18%
Analyst consensusBuy (11)
Mean price target$92.36 (+7%)
Valuation and fundamentals
Valuation & fundamentals
Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +1 (DCF counts double).
•DCF (base case)above the price by 9%
▲Forward P/E vs sector6.9x vs median 13.4x
•Piotroski F-score5/9
•Net debt / EBITDA2.1x
•Analyst target+7% (11 analysts)
Discounted cash flow
Bear
$58
-33%
growth -7% · disc. 14.0% · term. 2.0%
Base
$94
+9%
growth -2% · disc. 13.0% · term. 2.5%
Bull
$134
+55%
growth 1% · disc. 12.0% · term. 3.0%
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price implies shrinking cash flows: about -2% a year for 10 years.
Implied
-2%/yr
FCF, last 3 yrs
n/a
FCF, last 5 yrs
+3%/yr
Revenue, last 3 yrs
+0%/yr
Revenue, last 5 yrs
+5%/yr
Same inputs as the DCF above: trailing free cash flow 0.7B, 13.0% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2026; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-08-02). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.76 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Consumer Discretionary
P/E (trailing)
sector median 17.7×
–Forward P/E
cheaper
sector median 13.4× · 6th pct
6.9×cheaper
EV / EBITDA
cheaper
sector median 11.3× · 30th pct
8.5×cheaper
Price / sales
cheaper
sector median 1.2× · 21st pct
0.4×cheaper
Price / book
cheaper
sector median 2.8× · 9th pct
0.8×cheaper
FCF yield
cheaper
sector median 6.6% · 91st pct
17.9%cheaper
Forward EPS $12.51 vs trailing $-3.46. Forward P/E uses analysts' next-12-month estimate.
Backlog (remaining performance obligations)
RPO
$1.2B
as of 2018-11-04
vs a year ago
–
YoY
× TTM revenue
0.13×
coverage
Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).
Quality & financial health
Gross margin
58.8%
Operating margin
4.1%
FCF margin
8.0%
Net margin
-1.9%
Return on equity
-3.5%
Return on invested capital
3.9%
Net debt / EBITDA
2.1×
Current ratio
1.6×
Interest cover
4.0×
Cash conversion (OCF/NI)
–
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✓ Current ratio improved✓ No share dilution✗ Gross margin improved✗ Asset turnover improved
Analysts
Mean target
$92
+7%
Analysts
11
Buy
Range
$70–$128
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2026 | $9.0B | $25.3M | $538.4M |
| 2025 | $8.7B | $598.5M | $582.2M |
| 2024 | $9.2B | $663.6M | $724.7M |
| 2023 | $9.0B | $200.4M | $-250.9M |
| 2022 | $9.2B | $952.3M | $803.3M |
| 2021 | $7.1B | $-1.1B | $471.1M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -0.3%.
Earnings
Next report: 2026-12-02 · during market · EPS est 2.54
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-09-02 | 3.08 | 3.70 | +20.3% |
| 2026-06-03 | 1.82 | 2.01 | +10.5% |
| 2026-03-31 | 3.30 | 3.82 | +15.7% |
| 2025-12-03 | 2.54 | 2.83 | +11.4% |
| 2025-08-26 | 2.00 | 2.52 | +25.9% |
| 2025-06-04 | 2.25 | 2.30 | +2.2% |
| 2025-03-31 | 3.21 | 3.27 | +1.8% |
| 2024-12-04 | 2.59 | 3.03 | +17.0% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-07-31 | $2.1B | -3.2% |
| 2026-04-30 | $2.0B | – |
| 2026-01-31 | $2.5B | – |
| 2025-10-31 | $2.3B | – |
| 2025-07-31 | $2.2B | – |
Analyst actions
Jefferies
PT $95
2026-10-14 · main
Buy → BuyPT $95
JP Morgan
PT $83
2026-09-03 · main
Underweight → UnderweightPT $83
Needham
PT $95
2026-09-03 · main
Buy → BuyPT $95
JP Morgan
PT $84
2026-08-04 · down
Neutral → UnderweightPT $84
B of A Securities
PT $70
2026-06-25 · down
Neutral → UnderperformPT $70
UBS
PT $121
2026-06-05 · main
Buy → BuyPT $121
Recent dividends
2026-09-02: $0.038 · 2026-06-03: $0.038 · 2026-03-04: $0.038 · 2025-11-26: $0.038 · 2025-09-03: $0.038 · 2025-06-04: $0.038 · 2025-03-05: $0.038 · 2024-11-27: $0.038
Insider trades
Larsson Stefan
$1.0M
Director, Chief Executive Officer · 2026-09-11
BUY$1.0M
None
–
None · None
SELL–
None
–
None · None
SELL–
Stats refreshed 2026-10-20 18:03:37 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.