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 2.9% and RL reads 1.0%; on implied growth (priced in), LEVI reads +7.9% and RL reads +22.3%. The rest of the comparable metrics sit closer together. On valuation, today's LEVI price has a different growth bar priced in than RL (+7.9% implied for LEVI vs +22.3% 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 | $18.70 | $370.55 |
| Market cap | $7.3B | $22.7B |
| Sector | Apparel | Apparel |
| Stage | Mature | Growth |
| Implied growth (priced in) | +7.9% | +22.3% |
| P/E | 12.6 | 23.4 |
| P/B | 3.02 | 8.35 |
| P/S | 1.09 | 2.72 |
| EV/EBITDA | 7.9 | 15.0 |
| Revenue growth | +6.8% | +14.8% |
| Gross margin | 66.2% | 73.7% |
| Operating margin | 13.8% | 17.5% |
| Net margin | 8.8% | 11.8% |
| Return on equity | 24.4% | 36.1% |
| Return on assets | 8.5% | 12.8% |
| Return on invested capital | 20.4% | 24.1% |
| FCF yield | 8.8% | 4.8% |
| Dividend yield | 2.9% | 1.0% |
| Debt / equity | 0.43 | 0.46 |
| Current ratio | 1.63 | 2.04 |
| Altman Z (solvency) | 2.65 | 5.86 |
| Piotroski F (quality) | 6 / 9 | 7 / 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.