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.
Where SHOO and TPR diverge most: on debt / equity, SHOO reads 0.13 and TPR reads 3.46; on return on equity, SHOO reads 15.0% and TPR reads 220.7%. The rest of the comparable metrics sit closer together. On valuation, today's SHOO price has a different growth bar priced in than TPR (+19.3% implied for SHOO vs +11.1% for TPR); the higher figure is the steeper assumption to clear, not a better or worse stock. What SHOO's price implies is a bet that sits within the historical range (whole-company basis). What TPR'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 | SHOO | TPR |
|---|---|---|
| Price | $44.34 | $116.14 |
| Market cap | $3.2B | $23.2B |
| Sector | Luxury Goods | Luxury Goods |
| Stage | Growth | Growth |
| Implied growth (priced in) | +19.3% | +11.1% |
| P/E | 22.2 | 16.0 |
| P/B | 3.29 | 33.46 |
| P/S | 1.17 | 2.89 |
| EV/EBITDA | 13.3 | 11.8 |
| Revenue growth | +18.4% | +14.3% |
| Gross margin | 46.5% | 83.3% |
| Operating margin | 5.9% | 23.6% |
| Net margin | 5.3% | 19.1% |
| Return on equity | 15.0% | 220.7% |
| Return on assets | 8.0% | 22.8% |
| Return on invested capital | 13.8% | 50.3% |
| FCF yield | 7.0% | 7.8% |
| Dividend yield | 1.9% | 1.4% |
| Debt / equity | 0.13 | 3.46 |
| Current ratio | 1.91 | 1.75 |
| Altman Z (solvency) | 5.48 | 3.28 |
| Piotroski F (quality) | 7 / 9 | 7 / 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.