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 3.51; on p/b, SHOO reads 3.42 and TPR reads 45.11. The rest of the comparable metrics sit closer together. On valuation, today's SHOO price has a different growth bar priced in than TPR (+18.0% implied for SHOO vs +12.8% 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 | $46.06 | $152.36 |
| Market cap | $3.3B | $30.8B |
| Sector | Luxury Goods | Luxury Goods |
| Stage | Growth | Mature |
| Implied growth (priced in) | +18.0% | +12.8% |
| P/E | 23.0 | 46.0 |
| P/B | 3.42 | 45.11 |
| P/S | 1.21 | 3.92 |
| EV/EBITDA | 14.2 | 30.5 |
| Revenue growth | +18.4% | +14.1% |
| Gross margin | 46.5% | 76.9% |
| Operating margin | 5.9% | 22.3% |
| Net margin | 5.3% | 8.4% |
| Return on equity | 15.0% | 97.1% |
| Return on assets | 8.0% | 10.3% |
| Return on invested capital | 13.8% | 23.9% |
| FCF yield | 6.8% | 5.7% |
| Dividend yield | 1.8% | 0.9% |
| Debt / equity | 0.13 | 3.51 |
| Current ratio | 1.91 | 1.84 |
| Altman Z (solvency) | 5.56 | 4.17 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.