AEO Stock in Focus: Does It Outshine the Peer Group?

-47.92%
Downside
24.18
Market
12.59
Trefis
AEO: American Eagle Outfitters logo
AEO
American Eagle Outfitters

Here is how American Eagle Outfitters (AEO) stacks up against its peers in size, valuation, growth and margin.

  • AEO’s operating margin of 5.7% is modest, but lower than most peers – trailing ANF (14.2%).
  • AEO’s revenue growth of -0.9% in the last 12 months is negative, lagging URBN, LB, ANF, BURL, BOOT.
  • AEO’s stock is down 36.3% in last 1 year, and trades at a PE of 11.9; it underperformed URBN, LB, BURL, BOOT.

As a quick background, American Eagle Outfitters provides clothing, accessories, and personal care products through American Eagle, Aerie, and Todd Snyder brands, operating over 1,100 stores across the US, Canada, Mexico, and Hong Kong.

  AEO URBN LB ANF BURL BOOT
Market Cap ($ Bil) 2.3 7.1 1.2 4.6 17.7 5.0
Revenue ($ Bil) 5.3 5.7 0.1 5.0 10.8 2.0
PE Ratio 11.9 15.8 -26.0 8.7 33.6 25.4
LTM Revenue Growth -0.9% 8.4% 77.5% 12.5% 8.3% 16.7%
LTM Operating Margin 5.7% 9.3% -3.7% 14.2% 6.8% 13.0%
LTM FCF Margin 4.0% 5.1% 48.5% 8.3% -3.3% 1.4%
12M Market Return -36.3% 94.4% 52.8% -42.1% 5.8% 15.7%

Why does this matter? AEO just went up 29.1% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell AEO Stock to see if American Eagle Outfitters holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through AEO Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

Relevant Articles
  1. American Eagle Outfitters Stock To $17?
  2. Better Value & Growth: URBN, ANF Lead American Eagle Outfitters Stock
  3. Better Value & Growth: ANF Leads American Eagle Outfitters Stock
  4. Better Bet Than American Eagle Outfitters Stock: Pay Less To Get More From ANF
  5. AEO Stock: Marketing Wins Drive Q2 Beat, Fundamentals Still Mixed
  6. Better Bet Than American Eagle Outfitters Stock: Pay Less To Get More From ANF

Revenue Growth Comparison

  LTM 2025 2024 2023 2022
AEO -0.9% 1.3% 5.4% -0.4%  
URBN 8.4% 7.7% 7.5% 5.4%  
LB 77.5% 50.9% 40.7%
ANF 12.5% 15.6% 15.8% -0.4%  
BURL 8.3% 9.3% 11.8% -6.6%  
BOOT 16.7% 14.6% 0.6% 11.4%  

Operating Margin Comparison

  LTM 2025 2024 2023 2022
AEO 5.7% 8.3% 6.9% 5.4%  
URBN 9.3% 8.5% 7.3% 4.7%  
LB -3.7% -15.0% 96.1% -6.2%
ANF 14.2% 15.0% 11.3% 2.5%  
BURL 6.8% 6.7% 5.6% 4.4%  
BOOT 13.0% 12.5% 11.9% 14.0%  

PE Ratio Comparison

  LTM 2025 2024 2023 2022
AEO 10.6 9.8 24.3 20.3  
URBN 10.7 12.6 11.5 13.9  
LB -34.1 225.1 0.0 -0.0
ANF 7.1 13.4 13.5 409.3  
BURL 28.6 36.0 37.0 57.8  
BOOT 23.8 25.6 15.8 10.9  

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.