ANF Tops Guess Stock on Price & Potential

-2.08%
Downside
17.01
Market
16.66
Trefis
GES: Guess logo
GES
Guess

ANF is Guess’s peer in Apparel Retail industry that has:

1) Lower valuation (P/OpInc) compared to Guess stock
2) But higher revenue and operating income growth

This disconnect between valuation and performance could mean that you are better off buying ANF stock vs. GES stock

Equities is one thing, but we do more. Is a portfolio of 10% commodities, 10% gold, and 2% crypto in addition to equities and bonds – likely to return more and protect you better? We have crunched the numbers.

Relevant Articles
  1. Why ANF Could Outperform Guess Stock
  2. Why ANF May Be the Better Choice Over Guess? Stock: Cheaper and Growing Faster
  3. Guess Stock Skyrockets 26% As Privatization Deal Unfolds, But Is the Risk Too High?
  4. Market Movers | Winners: GES, SRRK, NESR | Losers: CLDX, LZB, OPEN
  5. Will Q1 Results Move Guess Stock Up?
  6. Now Is Not The Time To Buy Guess Stock

Key Metrics Compared

Metric GES ANF
P/OpInc* 6.2x 4.5x
LTM OpInc Growth -36.5% 11.6%
3Y Avg OpInc Growth -20.0% 83.0%
LTM Revenue Growth 7.8% 9.3%
3Y Avg Revenue Growth 4.9% 11.7%

OpInc = Operating Income, P/OpInc = Price To Operating Income Ratio

But do these numbers tell the full story? Read Buy or Sell GES Stock to see if Guess still has an edge that holds up under the hood. As a quick background, Guess (GES) provides lifestyle apparel and accessories through retail, wholesale, and licensing across Americas, Europe, and Asia, featuring jeans, dresses, activewear, and intimate apparel collections.

This is just one approach to evaluate investments. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure

Is The Mismatch In Stock Price Temporary

One way to check if Guess stock is expensive now versus the other tickers would be to see how these metrics compared across companies exactly a year ago. Specifically, if there has been a marked reversal in the trend for Guess in the last 12 months, then there is a chance that the current mismatch is likely to reverse. On the other hand, a persistent underperformance in revenue and operating income growth for Guess would reinforce the conclusion that the stock is expensive compared to its peers, but may not revert soon

Key Metrics Compared 1 Yr Prior

Metric GES ANF
P/OpInc* 5.2x 9.3x
LTM OpInc Growth -36.9% 22.7%
3Y Avg OpInc Growth -18.3% 102.5%
LTM Revenue Growth 9.0% 12.5%
3Y Avg Revenue Growth 4.7% 10.6%

OpInc = Operating Income

Additional Metrics To Consider

Metric GES ANF
P/S 0.3x 0.7x
Market Cap (Current) $ 874.5 Mil $ 3.3 Bil
LTM Revenue $ 3.09 Bil $ 5.10 Bil
LTM Opinc $ 140.20 Mil $ 743.54 Mil
LTM Op Margin 4.5% 14.6%

OpInc = Operating Income

Alternate buying based on valuation, while attractive, needs to be evaluated carefully from multiple angles. Such multi-factor analysis is exactly how we construct Trefis portfolio strategies. If you want upside with a smoother ride than an individual stock, consider the High Quality portfolio, which has outperformed the its benchmark – a combination of S&P 500, Russell, and S&P midcap index.