WallStSmart

Columbia Sportswear Company (COLM)vsLevi Strauss & Co Class A (LEVI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Levi Strauss & Co Class A generates 91% more annual revenue ($6.50B vs $3.40B). LEVI leads profitability with a 9.5% profit margin vs 5.0%. LEVI trades at a lower P/E of 17.6x. LEVI earns a higher WallStSmart Score of 62/100 (C+).

COLM

Hold

44

out of 100

Grade: D

Growth: 2.7Profit: 5.5Value: 6.7Quality: 9.0
Piotroski: 4/9Altman Z: 3.58

LEVI

Buy

62

out of 100

Grade: C+

Growth: 6.7Profit: 7.0Value: 7.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COLMUndervalued (+35.6%)

Margin of Safety

+35.6%

Fair Value

$96.56

Current Price

$64.22

$32.34 discount

UndervaluedFair: $96.56Overvalued
LEVIUndervalued (+26.2%)

Margin of Safety

+26.2%

Fair Value

$29.88

Current Price

$22.53

$7.35 discount

UndervaluedFair: $29.88Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COLM3 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.5810/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.309/10

Conservative balance sheet, low leverage

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

LEVI3 strengths · Avg: 8.3/10
Return on EquityProfitability
28.1%9/10

Every $100 of equity generates 28 in profit

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
32.6%8/10

Earnings expanding 32.6% YoY

Areas to Watch

COLM4 concerns · Avg: 3.3/10
PEG RatioValuation
2.194/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

EPS GrowthGrowth
-13.3%2/10

Earnings declined 13.3%

LEVI0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : COLM

The strongest argument for COLM centers on Altman Z-Score, Debt/Equity, Price/Book.

Bull Case : LEVI

The strongest argument for LEVI centers on Return on Equity, P/E Ratio, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum.

Bear Case : COLM

The primary concerns for COLM are PEG Ratio, Revenue Growth, Profit Margin. Thin 5.0% margins leave little buffer for downturns.

Bear Case : LEVI

No major red flags identified for LEVI, but monitor valuation.

Key Dynamics to Monitor

LEVI carries more volatility with a beta of 1.33 — expect wider price swings.

LEVI is growing revenue faster at 14.1% — sustainability is the question.

LEVI generates stronger free cash flow (152M), providing more financial flexibility.

Monitor APPAREL MANUFACTURING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LEVI scores higher overall (62/100 vs 44/100) and 14.1% revenue growth. COLM offers better value entry with a 35.6% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Columbia Sportswear Company

CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA

Columbia Sportswear Company designs, supplies, markets and distributes clothing, footwear, accessories and equipment for outdoor, active and day-to-day activities in the United States, Latin America, Asia Pacific, Europe, the Middle East, Africa and Canada. The company is headquartered in Portland, Oregon.

Levi Strauss & Co Class A

CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA

Levi Strauss & Co. is a clothing company. The company is headquartered in San Francisco, California.

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