Is Abercrombie & Fitch Stock Outperforming Its Rivals?

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ANF: Abercrombie & Fitch logo
ANF
Abercrombie & Fitch

Abercrombie & Fitch (ANF) stock has recently surged, demonstrating strong momentum in a value-driven, digitally transforming retail market. While its past year saw volatility, ANF now exhibits robust profitability with industry-leading operating margins, strong growth outlooks, and an attractive valuation. This positions it favorably amidst cautious consumer spending but resilient apparel sales, even as competition in digital engagement intensifies.

  • ANF’s 13.9% operating margin, highest among peers, reflects its successful brand repositioning, driving premium pricing power and efficient inventory management.
  • ANF’s 7.6% revenue growth outpaces most peers, yet lags URBN, which benefits from its diversified brands like Free People and Anthropologie, and robust digital sales.
  • ANF’s 16.8% stock drop and 7.7 PE suggest investor concern over cautious guidance/growth slowdown, despite operational improvements, creating potential undervaluation.

Here’s how Abercrombie & Fitch stacks up across size, valuation, and profitability versus key peers.

  ANF TJX URBN AEO GES ROST
Market Cap ($ Bil) 4.0 160.7 6.4 2.9 0.9 49.0
Revenue ($ Bil) 5.2 59.0 6.0 5.3 3.1 22.0
PE Ratio 7.7 31.4 13.1 13.9 10.7 23.5
LTM Revenue Growth 7.6% 4.5% 11.1% -1.2% 6.4% 3.7%
LTM Operating Margin 13.9% 11.3% 9.5% 5.4% 4.0% 11.9%
LTM FCF Margin 7.4% 7.5% 6.7% 2.9% 2.0% 8.9%
12M Market Return -16.8% 27.1% 57.7% 63.5% 19.0% 21.4%

For more details on Abercrombie & Fitch, read Buy or Sell ANF Stock. Below we compare ANF’s growth, margin, and valuation with peers across years

Revenue Growth Comparison

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  LTM 2025 2024 2023
ANF 7.6% 15.6% 15.8% -0.4%
TJX 4.5% 4.0% 8.6% 2.9%
URBN 11.1% 7.7% 7.5% 5.4%
AEO -1.2% 1.3% 5.4% -0.4%
GES 6.4% 7.9% 3.3% 3.7%
ROST 3.7% 3.7% 9.0% -1.2%

Operating Margin Comparison

  LTM 2025 2024 2023
ANF 13.9% 15.0% 11.3% 2.5%
TJX 11.3% 11.2% 10.7% 9.7%
URBN 9.5% 8.5% 7.3% 4.7%
AEO 5.4% 8.3% 6.9% 5.4%
GES 4.0% 5.6% 9.7% 9.5%
ROST 11.9% 12.2% 11.3% 10.6%

PE Ratio Comparison

  LTM 2025 2024 2023
ANF 7.7 13.4 13.5 409.3
TJX 31.4 28.0 24.0 26.5
URBN 13.1 12.6 11.5 13.9
AEO 13.9 9.8 24.3 20.3
GES 10.7 12.0 6.2 7.8
ROST 23.5 23.8 24.7 26.4

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