STEVEN MADDEN, LTD. vs Tapestry, Inc., two Luxury Goods stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Handbags against shoes here, Tapestry's Coach and Kate Spade accessories against Steven Madden's footwear, both mid-tier names in accessible fashion. Tapestry is far larger at $30.4B against $3.1B, and keeps more of each sale, 8.44% of revenue against Madden's 3.05%. Tapestry converts more to free cash, a 5.77% yield against 2.8%, while Madden pays the bigger dividend, 1.94% against 0.96%. The two trade near each other on earnings, Tapestry at 44.09 times and Madden at 40.77, both rich. Steven Madden earns 8.49% on equity and carries light debt at 0.3 turns; the handbag house wins on margin and cash conversion.
Comparison updated 2026-07-11.
| Metric | SHOO | TPR |
|---|---|---|
| Price | $42.01 | $140.74 |
| Market cap | $3.0B | $29.3B |
| Sector | Luxury Goods | Luxury Goods |
| Stage | Growth | Mature |
| Implied growth (priced in) | +3.4% | +11.8% |
| P/E | 39.6 | 42.5 |
| P/B | 3.19 | 42.96 |
| P/S | 1.15 | 3.73 |
| EV/EBITDA | 20.2 | 29.1 |
| Revenue growth | +15.3% | +14.1% |
| Gross margin | 54.7% | 76.9% |
| Operating margin | 15.1% | 22.3% |
| Net margin | 3.0% | 8.4% |
| Return on equity | 8.5% | 97.1% |
| Return on assets | 4.1% | 10.3% |
| Return on invested capital | 7.7% | 23.9% |
| FCF yield | 2.9% | 6.0% |
| Dividend yield | 2.0% | 1.0% |
| Debt / equity | 0.30 | 3.51 |
| Current ratio | 2.23 | 1.84 |
| Altman Z (solvency) | 4.98 | 4.02 |
| Piotroski F (quality) | 4 / 9 | 4 / 9 |
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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.