WallStSmart

Gildan Activewear Inc. (GIL)vsLevi Strauss & Co Class A (LEVI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Levi Strauss & Co Class A generates 62% more annual revenue ($6.61B vs $4.07B). LEVI leads profitability with a 9.7% profit margin vs 6.1%. LEVI trades at a lower P/E of 17.4x. GIL earns a higher WallStSmart Score of 62/100 (C+).

GIL

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 5.0Value: 5.3Quality: 5.0
Piotroski: 2/9Altman Z: 1.29

LEVI

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 7.0Value: 7.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GILSignificantly Overvalued (-46.3%)

Margin of Safety

-46.3%

Fair Value

$49.51

Current Price

$51.25

$1.74 premium

UndervaluedFair: $49.51Overvalued
LEVIUndervalued (+28.5%)

Margin of Safety

+28.5%

Fair Value

$30.85

Current Price

$24.67

$6.18 discount

UndervaluedFair: $30.85Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GIL3 strengths · Avg: 9.3/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Revenue GrowthGrowth
63.8%10/10

Revenue surging 63.8% year-over-year

Price/BookValuation
2.8x8/10

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
17.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
31.1%8/10

Earnings expanding 31.1% YoY

Areas to Watch

GIL4 concerns · Avg: 3.3/10
P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

Profit MarginProfitability
6.1%3/10

6.1% margin — thin

Debt/EquityHealth
1.473/10

Elevated debt levels

LEVI1 concerns · Avg: 3.0/10
Debt/EquityHealth
1.013/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : GIL

The strongest argument for GIL centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 63.8% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.

Bull Case : LEVI

The strongest argument for LEVI centers on Return on Equity, P/E Ratio, EPS Growth.

Bear Case : GIL

The primary concerns for GIL are P/E Ratio, Return on Equity, Profit Margin.

Bear Case : LEVI

The primary concerns for LEVI are Debt/Equity.

Key Dynamics to Monitor

GIL profiles as a hypergrowth stock while LEVI is a value play — different risk/reward profiles.

LEVI carries more volatility with a beta of 1.32 — expect wider price swings.

GIL is growing revenue faster at 63.8% — sustainability is the question.

LEVI generates stronger free cash flow (231M), providing more financial flexibility.

Bottom Line

GIL scores higher overall (62/100 vs 58/100) and 63.8% revenue growth. LEVI offers better value entry with a 28.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Gildan Activewear Inc.

CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA

Gildan Activewear Inc. manufactures and sells various apparel products in the United States, Canada, and internationally. The company is headquartered in Montreal, Canada.

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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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