WallStSmart

PVH Corp (PVH)vsVF Corporation (VFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

VF Corporation generates 43% more annual revenue ($12.78B vs $8.95B). VFC leads profitability with a 5.5% profit margin vs 0.3%. PVH appears more attractively valued with a PEG of 0.07. VFC earns a higher WallStSmart Score of 69/100 (B-).

PVH

Buy

59

out of 100

Grade: C

Growth: 3.3Profit: 5.0Value: 7.3Quality: 5.0
Piotroski: 5/9

VFC

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 6.5Value: 8.0Quality: 5.8
Piotroski: 6/9Altman Z: 1.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PVHUndervalued (+74.6%)

Margin of Safety

+74.6%

Fair Value

$269.61

Current Price

$89.48

$180.13 discount

UndervaluedFair: $269.61Overvalued
VFCUndervalued (+79.2%)

Margin of Safety

+79.2%

Fair Value

$99.81

Current Price

$18.98

$80.83 discount

UndervaluedFair: $99.81Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PVH2 strengths · Avg: 10.0/10
PEG RatioValuation
0.0710/10

Growing faster than its price suggests

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

VFC4 strengths · Avg: 9.3/10
PEG RatioValuation
0.1710/10

Growing faster than its price suggests

EPS GrowthGrowth
78.1%10/10

Earnings expanding 78.1% YoY

Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

PVH4 concerns · Avg: 2.5/10
Return on EquityProfitability
0.5%3/10

ROE of 0.5% — below average capital efficiency

Profit MarginProfitability
0.3%3/10

0.3% margin — thin

P/E RatioValuation
176.2x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-96.2%2/10

Earnings declined 96.2%

VFC4 concerns · Avg: 3.3/10
P/E RatioValuation
34.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Free Cash FlowQuality
$-13.60M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : VFC

The strongest argument for VFC centers on PEG Ratio, EPS Growth, Return on Equity. PEG of 0.17 suggests the stock is reasonably priced for its growth.

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.

Bear Case : VFC

The primary concerns for VFC are P/E Ratio, Revenue Growth, Profit Margin.

Key Dynamics to Monitor

PVH carries more volatility with a beta of 1.61 — expect wider price swings.

PVH is growing revenue faster at 5.6% — 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

VFC scores higher overall (69/100 vs 59/100). PVH offers better value entry with a 74.6% margin of safety. Both earn "Strong 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.

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.

VF Corporation

CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA

VF Corporation is an American worldwide apparel and footwear company founded in 1899 and headquartered in Denver, Colorado. The company's more than 30 brands are organized into three categories: Outdoor, Active and Work.

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