LEVI STRAUSS & CO. vs RALPH LAUREN CORPORATION, two Apparel stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LEVI and RL diverge most: on dividend yield, LEVI reads 2.2% and RL reads 1.0%; on p/s, LEVI reads 1.44 and RL reads 2.92. The rest of the comparable metrics sit closer together. On valuation, today's LEVI price has a different growth bar priced in than RL (+10.5% implied for LEVI vs +21.3% for RL); the higher figure is the steeper assumption to clear, not a better or worse stock. What LEVI's price implies is a bet that sits within the historical range (whole-company basis). What RL's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | LEVI | RL |
|---|---|---|
| Price | $24.52 | $380.70 |
| Market cap | $9.6B | $23.7B |
| Sector | Apparel | Apparel |
| Stage | Mature | Mature |
| Implied growth (priced in) | +10.5% | +21.3% |
| P/E | 15.2 | 25.2 |
| P/B | 4.20 | 8.33 |
| P/S | 1.44 | 2.92 |
| EV/EBITDA | 12.9 | 16.2 |
| Revenue growth | +7.5% | +14.8% |
| Gross margin | 62.7% | 69.7% |
| Operating margin | 7.8% | 9.5% |
| Net margin | 9.7% | 11.6% |
| Return on equity | 28.1% | 33.1% |
| Return on assets | 9.6% | 12.2% |
| Return on invested capital | 16.4% | 22.7% |
| FCF yield | 5.8% | 3.4% |
| Dividend yield | 2.2% | 1.0% |
| Debt / equity | 0.46 | 0.44 |
| Current ratio | 1.60 | 2.13 |
| Altman Z (solvency) | 2.98 | 5.85 |
| Piotroski F (quality) | 7 / 9 | 4 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.