Levi Strauss & Co Class A (LEVI)vsPVH Corp (PVH)
LEVI
Levi Strauss & Co Class A
$22.67
-0.35%
CONSUMER CYCLICAL · Cap: $8.75B
PVH
PVH Corp
$89.48
+0.97%
CONSUMER CYCLICAL · Cap: $4.20B
Smart Verdict
WallStSmart Research — data-driven comparison
PVH Corp generates 38% more annual revenue ($8.95B vs $6.50B). LEVI leads profitability with a 9.5% profit margin vs 0.3%. LEVI trades at a lower P/E of 16.7x. LEVI earns a higher WallStSmart Score of 62/100 (C+).
LEVI
Buy62
out of 100
Grade: C+
PVH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$56.76
Current Price
$22.67
$34.09 discount
Margin of Safety
+74.6%
Fair Value
$269.61
Current Price
$89.48
$180.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Earnings expanding 32.6% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
No major concerns identified
ROE of 0.5% — below average capital efficiency
0.3% margin — thin
Premium valuation, high expectations priced in
Earnings declined 96.2%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PVH
The strongest argument for PVH centers on PEG Ratio, Price/Book. PEG of 0.07 suggests the stock is reasonably priced for its growth.
Bear Case : LEVI
No major red flags identified for LEVI, but monitor valuation.
Bear Case : PVH
The primary concerns for PVH are Return on Equity, Profit Margin, P/E Ratio. A P/E of 176.2x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
PVH carries more volatility with a beta of 1.61 — expect wider price swings.
LEVI is growing revenue faster at 14.1% — sustainability is the question.
PVH generates stronger free cash flow (540M), providing more financial flexibility.
Monitor APPAREL MANUFACTURING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LEVI scores higher overall (62/100 vs 59/100) and 14.1% revenue growth. PVH offers better value entry with a 74.6% 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.
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.
PVH Corp
CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA
PVH Corp., formerly known as the Phillips-Van Heusen Corporation, is an American clothing company which owns brands such as Van Heusen, Tommy Hilfiger, Calvin Klein, IZOD, Arrow, Warner's, Olga, True & Co., and Geoffrey Beene.
Compare with Other APPAREL MANUFACTURING Stocks
Want to dig deeper into these stocks?