WallStSmart

Ralph Lauren Corp Class A (RL)vsVF Corporation (VFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

VF Corporation generates 63% more annual revenue ($12.78B vs $7.83B). RL leads profitability with a 11.7% profit margin vs 5.5%. VFC appears more attractively valued with a PEG of 0.17. VFC earns a higher WallStSmart Score of 69/100 (B-).

RL

Strong Buy

68

out of 100

Grade: B-

Growth: 6.0Profit: 8.0Value: 4.0Quality: 7.8
Piotroski: 6/9Altman Z: 3.61

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

RLSignificantly Overvalued (-68.6%)

Margin of Safety

-68.6%

Fair Value

$213.25

Current Price

$358.45

$145.20 premium

UndervaluedFair: $213.25Overvalued
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

RL4 strengths · Avg: 9.0/10
Return on EquityProfitability
33.9%10/10

Every $100 of equity generates 34 in profit

Altman Z-ScoreHealth
3.6110/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
20.1%8/10

Strong operational efficiency at 20.1%

EPS GrowthGrowth
24.9%8/10

Earnings expanding 24.9% YoY

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

RL1 concerns · Avg: 4.0/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

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 : RL

The strongest argument for RL centers on Return on Equity, Altman Z-Score, Operating Margin. Revenue growth of 12.2% demonstrates continued momentum.

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 : RL

The primary concerns for RL are PEG Ratio.

Bear Case : VFC

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

Key Dynamics to Monitor

RL carries more volatility with a beta of 1.39 — expect wider price swings.

RL is growing revenue faster at 12.2% — sustainability is the question.

RL generates stronger free cash flow (704M), providing more financial flexibility.

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

Bottom Line

VFC scores higher overall (69/100 vs 68/100). Both earn "Strong Buy" and "Strong 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.

Ralph Lauren Corp Class A

CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA

Ralph Lauren Corporation is an American fashion company producing products ranging from the mid-range to the luxury segments. They are known for the clothing, marketing and distribution of products in four categories: apparel, home, accessories, and fragrances.

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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