WallStSmart

Tillys Inc (TLYS)vsUrban Outfitters Inc (URBN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Urban Outfitters Inc generates 1007% more annual revenue ($6.32B vs $570.69M). URBN leads profitability with a 7.5% profit margin vs -0.6%. TLYS appears more attractively valued with a PEG of 0.88. URBN earns a higher WallStSmart Score of 66/100 (B-).

TLYS

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 2.0Value: 6.0Quality: 4.0
Piotroski: 4/9Altman Z: 1.49

URBN

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 6.7Quality: 7.5
Piotroski: 6/9Altman Z: 3.32
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for TLYS.

URBNUndervalued (+1.8%)

Margin of Safety

+1.8%

Fair Value

$71.78

Current Price

$75.40

$3.62 discount

UndervaluedFair: $71.78Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TLYS3 strengths · Avg: 8.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

PEG RatioValuation
0.888/10

Growing faster than its price suggests

Revenue GrowthGrowth
15.9%8/10

15.9% revenue growth

URBN3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
3.3210/10

Safe zone — low bankruptcy risk

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

TLYS4 concerns · Avg: 2.3/10
Market CapQuality
$120.73M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-18.8%2/10

ROE of -18.8% — below average capital efficiency

EPS GrowthGrowth
-97.4%2/10

Earnings declined 97.4%

Free Cash FlowQuality
$-5.27M2/10

Negative free cash flow — burning cash

URBN2 concerns · Avg: 2.5/10
Profit MarginProfitability
7.5%3/10

7.5% margin — thin

Free Cash FlowQuality
$-177.76M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : TLYS

The strongest argument for TLYS centers on Price/Book, PEG Ratio, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum. PEG of 0.88 suggests the stock is reasonably priced for its growth.

Bull Case : URBN

The strongest argument for URBN centers on Altman Z-Score, P/E Ratio, Price/Book. Revenue growth of 11.4% demonstrates continued momentum. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bear Case : TLYS

The primary concerns for TLYS are Market Cap, Return on Equity, EPS Growth. Debt-to-equity of 2.26 is elevated, increasing financial risk.

Bear Case : URBN

The primary concerns for URBN are Profit Margin, Free Cash Flow.

Key Dynamics to Monitor

TLYS profiles as a growth stock while URBN is a value play — different risk/reward profiles.

URBN carries more volatility with a beta of 1.22 — expect wider price swings.

TLYS is growing revenue faster at 15.9% — sustainability is the question.

TLYS generates stronger free cash flow (-5M), providing more financial flexibility.

Bottom Line

URBN scores higher overall (66/100 vs 48/100) and 11.4% revenue growth. Both earn "Strong 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.

Tillys Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Tilly's, Inc. is a specialty retailer of casual clothing, footwear, accessories and consumer goods for young men and women and boys and girls in the United States. The company is headquartered in Irvine, California.

Urban Outfitters Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Urban Outfitters, Inc. is engaged in the retail and wholesale of general consumer products. The company is headquartered in Philadelphia, Pennsylvania.

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