FIGS, Inc.

NYSE:FIGS 株式レポート

時価総額：US$1.9b

FIGS 将来の成長

Future 基準チェック /36

FIGS利益と収益がそれぞれ年間20.5%と8.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.1% 12.1%なると予測されています。

主要情報

20.5%

収益成長率

12.11%

EPS成長率

Luxury 収益成長18.0%
収益成長率8.3%
将来の株主資本利益率12.07%
アナリストカバレッジ

Good

最終更新日08 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • May 09

FIGS: International Expansion And Margin Recovery Will Drive Future Upside Potential

FIGS' analyst fair value estimate has been raised from $16.31 to $17.75 as analysts point to higher price targets following Q4 results that exceeded expectations, perceived progress on profitable growth, and ongoing opportunities in areas such as international expansion and product initiatives. Analyst Commentary Recent research on FIGS points to a mix of optimism around growth drivers and discipline on profitability, alongside some caution about margins returning to prior levels.
ナラティブ更新 • Apr 21

FIGS: International Expansion And Q4 Execution Are Expected To Sustain Upside Potential

Analysts have lifted the FIGS fair value estimate from $20.00 to $22.00, reflecting higher modeled revenue growth, a richer future P/E multiple, and Street research that points to momentum following recent earnings and international expansion commentary. Analyst Commentary Recent Street commentary around FIGS has turned more constructive, with several bullish analysts adjusting their price targets higher and revisiting their views after the latest quarterly update.
ナラティブ更新 • Apr 07

FIGS: International Expansion And Margin Recovery Efforts Will Drive Upside Potential

Narrative Update on FIGS The updated analyst price target for FIGS reflects a modest recalibration in the model inputs. Recent Street research citing Q4 outperformance, improving profitability and customer trends, and longer term opportunities around international expansion and scaling revenue helps explain why analysts continue to refine their $8 to $20 target range for the stock.
ナラティブ更新 • Mar 24

FIGS: International Expansion And Margin Recovery Efforts Will Likely Cap Near Term Upside

Narrative Update on FIGS The analyst fair value estimate for FIGS has moved from $9.81 to $16.31 as analysts factor in a series of higher price targets and upgrades that highlight international expansion, margin recovery efforts, and what they describe as sustained recovery and strong momentum following recent Q4 results. Analyst Commentary Recent research on FIGS centers on how the company executes on growth opportunities while working to restore profitability metrics, with price target changes reflecting different views on how quickly that balance can be achieved.
ナラティブ更新 • Mar 09

FIGS: Q4 Execution And Specialty Retail Tailwinds Are Expected To Drive Upside

The analyst fair value estimate for FIGS has increased to $20.00 from $15.00, as analysts point to Q4 earnings strength, improved profitability assumptions, and confidence that the company’s platform can support higher long term revenue potential. Analyst Commentary Recent research on FIGS has turned more constructive, with several bullish analysts revising their fair value views higher after the latest Q4 print and updated outlook.
Seeking Alpha • Mar 06

FIGS: Hold On To A Uniquely Positioned Company

Summary FIGS Inc., a healthcare apparel company, is beginning to reach an inflection point for its growth on the back of a rejected unsolicited bid for the company. The company is strongly positioned with a fortress balance sheet and operations to deliver long term growth - which will require heavy expenses in the near future. The current valuation of $16.97 proves to be rich when compared to valuations of the company using historical precedents of forward PE. The stock is therefore a "HOLD" for the near term. Read the full article on Seeking Alpha
ナラティブ更新 • Feb 23

FIGS: Higher Multiple Assumptions Will Likely Limit Future Share Price Upside

Analysts have nudged their price expectations for FIGS higher, with a modest lift in fair value and future P/E assumptions helping to raise the average price target by about $0.50 as they factor in slightly stronger revenue growth and profit margin potential. Analyst Commentary Recent Street commentary around FIGS points to a mixed but generally constructive stance, with modest price target increases set against ongoing questions about execution and sector risks.
ナラティブ更新 • Feb 09

FIGS: Demand Uncertainty In Specialty Retail Will Constrain Future Share Performance

Analysts have raised their FIGS fair value estimate from about $4.00 to roughly $6.20 per share. This reflects updated assumptions for revenue growth, profit margins, and the future P/E multiple that are in line with recent price target increases from firms such as Morgan Stanley, Barclays, and Roth Capital.
ナラティブ更新 • Jan 25

FIGS: Raised Outlook Will Rely On Specialty Retail Tailwinds Into 2026

Narrative Update Analysts have inched up their price targets on FIGS into the high single digit to low double digit US$ range, citing recent research that points to more constructive views on specialty retail through 2026 and firm specific discussions that suggest ongoing business momentum. At the same time, our model keeps fair value steady at US$15.00, with slightly higher revenue growth, margin and future P/E assumptions.
ナラティブ更新 • Jan 09

FIGS: Upgraded Outlook Hinges On Strong Brand And Healthcare Apparel Demand

Analysts have lifted their FIGS fair value estimate from US$8.00 to US$15.00, reflecting updated assumptions for revenue growth, profit margins and future P/E, along with a series of recent price target increases from Barclays, Roth Capital, Morgan Stanley, Goldman Sachs and BTIG. Analyst Commentary Recent Street research around FIGS has leaned more constructive, with several bullish analysts lifting price targets and initiating positive coverage.
ナラティブ更新 • Dec 26

FIGS: Reduced Discounting Will Likely Cap Upside Despite Recent Business Momentum

Analysts have modestly lowered our FIGS fair value estimate to approximately $9.17 per share from about $9.53, even as they raise price targets into the mid single to low double digits. They cite stronger than expected post Q3 momentum, improving demand trends, and a richer future earnings multiple outlook, despite slightly softer long term growth and margin assumptions.
ナラティブ更新 • Dec 12

FIGS: Recent Momentum Will Likely Fade As Reduced Discounting Limits Upside

Our FIGS fair value estimate increases to $9.53 from $8.78 as analysts lift price targets following stronger than expected Q3 results, sustained business momentum signals, and a more constructive view on the brand's long term earnings power. Analyst Commentary Street research on FIGS has turned more constructive overall, with several firms lifting price targets and initiating positive coverage following the company’s strong Q3 performance and improving demand indicators.
ナラティブ更新 • Nov 27

FIGS: Share Price Will Likely Reflect Limited Upside Amid Market Caution

Analysts have raised their fair value estimate for FIGS from $7.74 to $8.78, citing stronger than expected business momentum, improved revenue growth expectations, and expanding profit margins. Analyst Commentary Recent research coverage of FIGS has provided a mix of constructive insights and measured caution as analysts adjust their expectations.
ナラティブ更新 • Nov 13

FIGS: Future Competitive Pressures Will Likely Limit Further Upside

FIGS’ analyst price target has increased from $6.74 to $7.74 per share. Analysts point to stronger revenue growth expectations and positive trends within the healthcare apparel sector, which support the revised outlook.
分析記事 • Nov 11

There's Reason For Concern Over FIGS, Inc.'s (NYSE:FIGS) Massive 28% Price Jump

The FIGS, Inc. ( NYSE:FIGS ) share price has done very well over the last month, posting an excellent gain of 28%. The...
ナラティブ更新 • Oct 30

FIGS: High Market Expectations May Limit Upside As Momentum Slows

Analysts have slightly reduced their price target for FIGS, lowering it from $6.74 to $6.74. The adjustment reflects steady business fundamentals and persistent confidence in the brand's strong positioning within the healthcare apparel market.
ナラティブ更新 • Oct 15

Healthcare, E-Commerce And Global Markets Will Fuel Long-Term Success

Analysts have raised their price target for FIGS from $6.42 to $6.74, citing ongoing strength in U.S. healthcare apparel demand and a solid, debt-free balance sheet as supporting factors for the positive adjustment. Analyst Commentary Recent analyst coverage of FIGS has highlighted both encouraging trends and ongoing areas of caution regarding the company's growth trajectory and valuation.
ナラティブ更新 • Aug 08

Healthcare, E-Commerce And Global Markets Will Fuel Long-Term Success

The notable upward revision in FIGS' fair value reflects improved consensus revenue growth expectations, more than offsetting the impact of a higher discount rate, resulting in an increased analyst price target from $4.86 to $5.85. What's in the News FIGS, Inc.
分析記事 • Jun 30

There's Reason For Concern Over FIGS, Inc.'s (NYSE:FIGS) Massive 35% Price Jump

FIGS, Inc. ( NYSE:FIGS ) shareholders have had their patience rewarded with a 35% share price jump in the last month...
分析記事 • May 29

It Looks Like FIGS, Inc.'s (NYSE:FIGS) CEO May Expect Their Salary To Be Put Under The Microscope

Key Insights FIGS to hold its Annual General Meeting on 4th of June CEO Trina Spear's total compensation includes...
分析記事 • May 09

Subdued Growth No Barrier To FIGS, Inc. (NYSE:FIGS) With Shares Advancing 40%

Those holding FIGS, Inc. ( NYSE:FIGS ) shares would be relieved that the share price has rebounded 40% in the last...
分析記事 • May 03

Is Now The Time To Look At Buying FIGS, Inc. (NYSE:FIGS)?

FIGS, Inc. ( NYSE:FIGS ), might not be a large cap stock, but it led the NYSE gainers with a relatively large price...
Seeking Alpha • Apr 24

FIGS, Inc.: Recommending A Hold Despite Tailwinds

Summary FIGS, Inc. is recommended as a “HOLD” due to subpar financial performance and limited upside potential, despite growth plans and strong social media presence. Expansion into untapped markets and new physical stores, particularly in Philadelphia, are key business drivers for FIGS’ future growth. Financial analysis reveals significant declines in EBITDA, net income, and free cash flow, with only a slight increase in net revenue. Tariff risks pose substantial threats to FIGS, potentially increasing production costs and affecting profit margins and demand. Read the full article on Seeking Alpha
分析記事 • Mar 06

FIGS' (NYSE:FIGS) Soft Earnings Don't Show The Whole Picture

The most recent earnings report from FIGS, Inc. ( NYSE:FIGS ) was disappointing for shareholders. While the headline...
Seeking Alpha • Mar 06

Figs, Inc. - Slow Growth Is Still Growth

Summary Figs, Inc. is undervalued, as strong private equity interest and a robust balance sheet indicate potential for significant returns. Favorable growth trends in healthcare employment and broader market appeal support optimistic revenue projections for Figs, Inc. Derived equity value suggests a 25% upside from the current share price, highlighting market undervaluation post-IPO. Superior product quality and brand loyalty, coupled with strategic cash reserves, position Figs, Inc. for steady growth and revenue expansion. Read the full article on Seeking Alpha
分析記事 • Jan 30

Be Wary Of FIGS (NYSE:FIGS) And Its Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Seeking Alpha • Dec 12

FIGS: Enter A White Knight?

Summary FIGS, Inc. faces stagnating sales and plummeting earnings, with recent Q3/2024 revenues shrinking by 1.5% YoY and operating losses mounting. Private equity firm Story3 Capital Partners is rumored to have offered $6 a share for FIGS, causing a pre-market rally; investors should take advantage and sell their shares. FIGS' valuation may be attractive to Story3, trading at 1.2x Fwd EV/Sales, compared to 2.4x for Nike and 4.6x for Lululemon. Management's diversification efforts have failed; a focus on international DTC medical scrubs could be a winning strategy under new ownership. Read the full article on Seeking Alpha
Seeking Alpha • Nov 13

FIGS Back To Q1 Prices, But The Name Is Still A Hold

Summary Figs reported disappointing 3Q24 results with a 2% revenue decline and a 13 percentage point drop in adjusted EBITDA margins, leading to a 30% stock price drop. The company's high SG&A expenses and lack of growth make it difficult to compete against lower-priced alternatives, justifying my Hold rating. Questionable $25 million investment in a pre-product healthcare education app raises concerns about capital allocation and potential conflicts of interest. Despite a great product, Figs' lack of expense control and high valuation make it an unattractive investment at current prices. Read the full article on Seeking Alpha
分析記事 • Nov 10

The Price Is Right For FIGS, Inc. (NYSE:FIGS) Even After Diving 26%

FIGS, Inc. ( NYSE:FIGS ) shares have had a horrible month, losing 26% after a relatively good period beforehand. The...
分析記事 • Oct 18

FIGS (NYSE:FIGS) May Have Issues Allocating Its Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 • Oct 03

If EPS Growth Is Important To You, FIGS (NYSE:FIGS) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Oct 03

FIGS, Inc.: Growth Potentially Inflecting Upwards

Summary I rate FIGS, Inc. stock as a buy, expecting growth to inflect upwards with orders per buyer potentially more than doubling. FIGS has enhanced top-of-funnel awareness, product innovation, and distribution capacity, driving customer acquisition beyond its core scrub customer base. Margin pressures are temporary; scaling non-scrub products and the high-margin TEAMS business should flip this headwind into a tailwind. Read the full article on Seeking Alpha
分析記事 • Sep 18

At US$5.61, Is FIGS, Inc. (NYSE:FIGS) Worth Looking At Closely?

FIGS, Inc. ( NYSE:FIGS ), is not the largest company out there, but it led the NYSE gainers with a relatively large...
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新しいナラティブ • Sep 16

Tactical Partnerships And Innovations Propel Brand Expansion And Financial Growth

The partnership with Team USA and innovative product lines like Flare ScrubLegging highlight brand visibility enhancement and market expansion efforts.
Seeking Alpha • Sep 05

FIGS Q2 2024 Shows Growth At The Expense Of Margins. The Stock Is Still Overpriced

Summary FIGS' Q2 2024 results showed moderate revenue growth but at the expense of lower margins due to increased spending on products and marketing. The company's lack of cost management and high gross margins make it vulnerable to competition, justifying my Hold rating. Despite some improvement in guidance, the valuation remains unattractive with the stock trading at a high P/E ratio even under optimistic scenarios. I maintain that FIGS is not an opportunity at current prices. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:FIGS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202882769N/AN/A2
12/31/20277876281888
12/31/20267295169787
3/31/2026666413949N/A
12/31/2025631345361N/A
9/30/2025581182231N/A
6/30/202557074050N/A
3/31/202556116179N/A
12/31/202455636481N/A
9/30/2024549115171N/A
6/30/20245511978103N/A
3/31/20245452299115N/A
12/31/20235462385101N/A
9/30/2023546167485N/A
6/30/2023532141218N/A
3/31/202351614-36-30N/A
12/31/202250621-41-35N/A
9/30/202249030-31-26N/A
6/30/20224643347N/A
3/31/2022443-124042N/A
12/31/2021420-106466N/A
9/30/2021381-104951N/A
6/30/202135522830N/A
3/31/2021318573739N/A
12/31/2020263501922N/A
12/31/20191100N/A7N/A

アナリストによる今後の成長予測

収入対貯蓄率: FIGSの予測収益成長率 (年間20.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: FIGSの収益 ( 20.5% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: FIGSの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: FIGSの収益 ( 8.3% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: FIGSの収益 ( 8.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: FIGSの 自己資本利益率 は、3年後には低くなると予測されています ( 12.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 18:34
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

FIGS, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Adrienne Yih-TennantBarclays
Robert DrbulBTIG
Brooke RoachGoldman Sachs