WallStSmart

Steven Madden Ltd (SHOO)vsVera Bradley Inc (VRA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Steven Madden Ltd generates 662% more annual revenue ($2.53B vs $332.53M). SHOO leads profitability with a 1.8% profit margin vs -29.4%. VRA appears more attractively valued with a PEG of 1.15. SHOO earns a higher WallStSmart Score of 52/100 (C-).

SHOO

Buy

52

out of 100

Grade: C-

Growth: 5.3Profit: 5.0Value: 4.7Quality: 6.8
Piotroski: 4/9Altman Z: 5.16

VRA

Hold

40

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHOOSignificantly Overvalued (-802.1%)

Margin of Safety

-802.1%

Fair Value

$4.28

Current Price

$33.99

$29.71 premium

UndervaluedFair: $4.28Overvalued

Intrinsic value data unavailable for VRA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHOO3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
5.1610/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
29.4%8/10

Revenue surging 29.4% year-over-year

VRA1 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Areas to Watch

SHOO4 concerns · Avg: 3.0/10
PEG RatioValuation
2.174/10

Expensive relative to growth rate

Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

P/E RatioValuation
53.1x2/10

Premium valuation, high expectations priced in

VRA4 concerns · Avg: 2.3/10
Market CapQuality
$79.34M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-44.4%2/10

ROE of -44.4% — below average capital efficiency

Revenue GrowthGrowth
-24.6%2/10

Revenue declined 24.6%

EPS GrowthGrowth
-36.6%2/10

Earnings declined 36.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : SHOO

The strongest argument for SHOO centers on Altman Z-Score, Price/Book, Revenue Growth. Revenue growth of 29.4% demonstrates continued momentum.

Bull Case : VRA

The strongest argument for VRA centers on Price/Book. PEG of 1.15 suggests the stock is reasonably priced for its growth.

Bear Case : SHOO

The primary concerns for SHOO are PEG Ratio, Return on Equity, Profit Margin. A P/E of 53.1x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.

Bear Case : VRA

The primary concerns for VRA are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

SHOO profiles as a growth stock while VRA is a turnaround play — different risk/reward profiles.

VRA carries more volatility with a beta of 1.77 — expect wider price swings.

SHOO is growing revenue faster at 29.4% — sustainability is the question.

SHOO generates stronger free cash flow (81M), providing more financial flexibility.

Bottom Line

SHOO scores higher overall (52/100 vs 40/100) and 29.4% revenue growth. 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.

Steven Madden Ltd

CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA

Steven Madden, Ltd. designs, supplies, markets and sells private label and brand name footwear for women, men and children in the United States and internationally. The company is headquartered in Long Island City, New York.

Vera Bradley Inc

CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA

Vera Bradley, Inc. designs, manufactures and sells women's handbags, luggage and travel items, fashion and home accessories, and gifts. The company is headquartered in Roanoke, Indiana.

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