PVH（PVH）株式概要
PVHコーポレーションは、その子会社とともに、米国内外でアパレル事業を展開している。 詳細
PVH Community Fair Values
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Analyst Price Targets
PVH Corp. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$84.66 |
| 52週高値 | US$100.15 |
| 52週安値 | US$59.60 |
| ベータ | 1.73 |
| 1ヶ月の変化 | -13.95% |
| 3ヶ月変化 | 21.52% |
| 1年変化 | 1.79% |
| 3年間の変化 | -0.99% |
| 5年間の変化 | -25.98% |
| IPOからの変化 | 4,659.62% |
最新ニュース
Recent updates
Seeking Alpha • May 09
The Pros And Cons Of Buying PVH Corp. Now
Summary PVH Corp. demonstrates resilient sales results amid fluctuating U.S. consumer confidence, but the fact that FX contributed significantly to growth is worrying. While the growth in PVH's receivables is not a concern, the amount of debt is, especially if interest rates were to stay higher for longer. Share buybacks underscore management's confidence in PVH's valuation and future cash flow generation. Current market dynamics and internal capital allocation strategies position PVH for potential long-term shareholder value creation, but I would like to see growth before issuing a buy rating. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 30
PVH: Brand Phaseouts And Rising SG&A Will Constrain Future Upside Potential
PVH's updated analyst price targets show a mixed but generally supportive tone, with several firms lifting their views by $10 to $16 while one cut its target to $120. Analysts point to self help earnings initiatives and shifting expectations around revenue growth, margins and future P/E multiples.ナラティブの更新 • Apr 15
PVH: Self Help And Brand Phaseout Risks Will Pressure Future Upside
PVH's analyst price target has shifted to $79 from $74 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside recent changes in Street targets and commentary on the company's self help initiatives. Analyst Commentary Recent Street research shows a mix of optimism on PVH's long term earnings potential and caution around execution risks, brand transitions and the impact on valuation.ナラティブの更新 • Apr 01
PVH: Self Help And AI Collaboration Will Shape Balanced Risk Reward Outlook
PVH's analyst price target has been trimmed from $79 to $74 as analysts factor in lower Street targets tied to concerns around brand phaseouts and higher SG&A investments, even as they continue to reference company specific self help initiatives in their rationale. Analyst Commentary Recent price target revisions on PVH reflect a more cautious tone from several bearish analysts, even as they continue to reference self help initiatives and long term earnings ambitions.ナラティブの更新 • Mar 18
PVH: Self Help And AI Adoption Will Drive Future Re Rating
Narrative Update on PVH Analysts have reduced their PVH Corp. price target to $120 from $148, citing ongoing self help initiatives that support slightly higher modeled revenue growth, profit margins, and a marginally lower future P/E assumption.ナラティブの更新 • Mar 04
PVH: Future AI Execution And Buy Rating Will Support Share Re Rating
Analysts keep their fair value estimate for PVH steady at $79.00, with updated assumptions around revenue growth, profit margins and a lower discount rate helping support the current $79.00 price target, backed by recent positive research attention including a new Buy rating initiation. Analyst Commentary Recent research attention, including a new Buy initiation, highlights that some analysts see upside potential in PVH at current levels, with the steady US$79.00 fair value estimate reflecting updated views on growth, margins and risk.
ナラティブの更新 • Feb 17
PVH: New Buy Rating And Execution Will Support Stronger Future Returns
Analysts nudged their $138.72 price target for PVH in line with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, supported by fresh Street research including a new Buy initiation. Analyst Commentary Recent Street research has tilted constructive, with bullish analysts aligning around a case that PVH can justify a higher valuation multiple as execution improves against their updated assumptions for revenue growth, margins, and future P/E.ナラティブの更新 • Feb 03
PVH: Margin Resilience And Buy Rating Will Support Stronger Future Returns
Analysts have adjusted their fair value estimate for PVH to about US$139 from roughly US$137, citing updated assumptions around the discount rate, modest revenue growth, profit margins and future P/E expectations following recent Street research attention. Analyst Commentary Bullish analysts are treating the recent fair value adjustment for PVH as part of a broader positive reassessment, centered on how the company might balance modest revenue growth, profit margins and its future P/E profile.ナラティブの更新 • Jan 19
PVH: Future Execution On Earnings Guidance Will Support Share Re Rating
The analyst price target for PVH has been adjusted modestly, with a US$1 move in fair value to US$79.0 as analysts factor in updated revenue growth and margin assumptions, along with recent Street research that includes a higher US$98 target from Jefferies. Analyst Commentary Recent updates from the Street have centered on refined revenue and margin assumptions for PVH, with the latest fair value estimate at US$79.0 sitting below a higher US$98 price target from Jefferies.ナラティブの更新 • Jan 05
PVH: Higher Earnings Confidence Will Support Re Rating Despite Margin Concerns
Analysts have lifted their fair value estimate for PVH from US$70.00 to US$80.00, reflecting updated assumptions around revenue growth, profit margins and a slightly higher future P/E multiple following recent price target revisions in Street research. Analyst Commentary Recent Street research has generally framed PVH as a stock with upside potential, but also one where execution on revenue growth and profitability assumptions will be closely watched.ナラティブの更新 • Dec 15
PVH: Margin Improvements And Share Repurchases Will Support Stronger Share Performance
Analysts modestly raised their price target on PVH to approximately $98 from about $96, reflecting slightly stronger margin expectations, even as revenue growth forecasts ease and valuation multiples compress. Analyst Commentary Bullish analysts have highlighted PVH as a relative winner within the Fashion Brands group, pointing to resilient fundamentals despite a more cautious backdrop for discretionary spending.分析記事 • Sep 09
Results: PVH Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates
PVH Corp. ( NYSE:PVH ) defied analyst predictions to release its second-quarter results, which were ahead of market...
ナラティブの更新 • Aug 28
Expansion In Asia-Pacific And Europe Will Unlock Future Potential
PVH’s price target has been raised to $95.00, as stronger-than-expected Q2 sales and margin improvements outweighed concerns about promotional pressure, operational challenges, and cautious guidance, with bullish sentiment further supported by CEO insider buying and expectations for efficiency gains. Analyst Commentary Stronger-than-expected Q2 sales and improved margins contributed to upward price target revisions, though some analysts view management’s guidance as conservative and the stock as undervalued.分析記事 • Jul 17
An Intrinsic Calculation For PVH Corp. (NYSE:PVH) Suggests It's 45% Undervalued
Key Insights PVH's estimated fair value is US$131 based on 2 Stage Free Cash Flow to Equity PVH's US$71.41 share price...分析記事 • Jul 02
These 4 Measures Indicate That PVH (NYSE:PVH) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Jun 16
There May Be Reason For Hope In PVH's (NYSE:PVH) Disappointing Earnings
The most recent earnings report from PVH Corp. ( NYSE:PVH ) was disappointing for shareholders. However, our analysis...分析記事 • Jun 11
Increases to CEO Compensation Might Be Put On Hold For Now at PVH Corp. (NYSE:PVH)
Key Insights PVH to hold its Annual General Meeting on 18th of June CEO Stefan Larsson's total compensation includes...分析記事 • May 09
PVH Corp. (NYSE:PVH) Could Be Riskier Than It Looks
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...分析記事 • Apr 21
Should You Investigate PVH Corp. (NYSE:PVH) At US$68.92?
PVH Corp. ( NYSE:PVH ), is not the largest company out there, but it saw a decent share price growth of 14% on the NYSE...Seeking Alpha • Mar 25
PVH Corp. Q4 Preview: I Recommend High Caution
Summary PVH Corp. has historically had quite stable earnings, while notably trailing from its 2022 Investor Day targets. PVH's outlook is weak. With risks in China, stagnant brand relevance with Tommy Hilfiger and Calvin Klein, and potentially weak consumer confidence, the Q4 report will likely be weak. After a decline, PVH's stock is cheap. Yet, due to the rising uncertainties, I believe that the cheap price is warranted. Read the full article on Seeking Alpha分析記事 • Mar 14
PVH (NYSE:PVH) Is Experiencing Growth In Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...分析記事 • Feb 06
Not Many Are Piling Into PVH Corp. (NYSE:PVH) Stock Yet As It Plummets 26%
PVH Corp. ( NYSE:PVH ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...Seeking Alpha • Jan 17
PVH Corp: China's Advanced Probe Could Disrupt Supply Chain And Production
Summary PVH Corp faces significant risks due to a Chinese investigation over alleged Xinjiang cotton boycotts, potentially impacting 16% of its profits and supply chains. The investigation is linked to U.S. sanctions under the Uyghur Forced Labor Prevention Act, complicating PVH's choices between U.S. compliance and Chinese market access. The most severe penalties could include restrictions on China trade, investment, personnel, and unspecified fines, with PVH potentially needing to cease all China operations. Given the heightened risks and market reaction, I maintain a Hold rating, anticipating PVH may need to orchestrate an orderly withdrawal from China. Read the full article on Seeking Alpha分析記事 • Jan 10
Does PVH (NYSE:PVH) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Jan 09
PVH Corp.: Reiterate Buy Rating As I Remain Confident On Growth And Margin Outlook
Summary I maintain a buy rating on PVH Corp. due to expected positive growth in FY25, driven by improved demand and margin expansion. The macroeconomic environment has continued to improve, boosting consumer confidence and discretionary spending, benefiting PVH's DTC channels and stabilizing U.S. wholesale markets. Strategic initiatives, including effective inventory management and transitioning G-III licenses in-house, are set to enhance margins and operational efficiency. Read the full article on Seeking Alpha分析記事 • Dec 23
Fewer Investors Than Expected Jumping On PVH Corp. (NYSE:PVH)
PVH Corp.'s ( NYSE:PVH ) price-to-earnings (or "P/E") ratio of 8.4x might make it look like a strong buy right now...分析記事 • Dec 05
PVH (NYSE:PVH) Is Doing The Right Things To Multiply Its Share Price
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Seeking Alpha • Dec 05
PVH Corp.: Concerning Guidance Outweighs Solid Q3 Results
Summary PVH Corp. shares fell 6% after reporting Q3 results and offering disappointing Q4 guidance, despite beating Q3 earnings expectations. European consumer pullback and high inventory levels are key concerns, impacting PVH's sales and margins. Despite challenges, PVH's strong balance sheet and buybacks offer some support, with shares trading at an attractive valuation. I recommend buying the dip, anticipating shares to recover to $115-120, driven by strong brands and potential growth in the US next year. Read the full article on Seeking Alpha分析記事 • Nov 04
A Look At The Intrinsic Value Of PVH Corp. (NYSE:PVH)
Key Insights The projected fair value for PVH is US$94.54 based on 2 Stage Free Cash Flow to Equity With US$98.46 share...Seeking Alpha • Oct 02
PVH Corp.: Upgrade To Buy Given The Better Demand Outlook
Summary I upgrade PVH stock from sell to buy due to improved demand outlook and visible path to margin expansion, enabling faster earnings growth than top line. Easing inflation in key markets and improved consumer sentiment have significantly boosted the demand outlook, with strong sell-through rates and improving order books. Management's cautious 3Q24 revenue decline guidance is prudent, but early signs of strong sales and record consumer engagement suggest potential outperformance. Read the full article on Seeking Alpha分析記事 • Sep 18
Not Many Are Piling Into PVH Corp. (NYSE:PVH) Just Yet
With a price-to-earnings (or "P/E") ratio of 7.2x PVH Corp. ( NYSE:PVH ) may be sending very bullish signals at the...Seeking Alpha • Sep 02
PVH Corp.: Q2 Results Provide More Confidence For FY24 Guidance, Reiterating Buy
Summary PVH Corp.'s 2Q24 results met expectations, with revenue declines mainly due to the sale of legacy brands, and showed sequential improvement in North America and Europe. Despite a 20% stock drop since June, fundamentals have improved, making the current 9.5x earnings valuation attractive; I maintain my Buy rating. Mixed top line performance: 2Q24 revenue down 6%, with a 3% comparable decrease; Europe showed significant improvement, while North America was flat and Asia declined. For 2H24, wholesale revenue outlook aligns with yearly guidance, showing improvement in Europe for the Spring 25 season. Read the full article on Seeking Alpha分析記事 • Aug 30
Results: PVH Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates
PVH Corp. ( NYSE:PVH ) shareholders are probably feeling a little disappointed, since its shares fell 4.9% to US$96.89...
新しいナラティブ • Aug 29
Shifting Focus To Calvin Klein And Tommy Hilfiger Drives Brand Revitalization And Margin Growth
Streamlining operations through focus on Calvin Klein and Tommy Hilfiger brands and efficiency measures should improve net margins and revenue.株主還元
| PVH | US Luxury | US 市場 | |
|---|---|---|---|
| 7D | 5.4% | 3.1% | -0.3% |
| 1Y | 1.8% | -15.1% | 26.7% |
業界別リターン: PVH過去 1 年間で-15.1 % の収益を上げたUS Luxury業界を上回りました。
リターン対市場: PVHは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| PVH volatility | |
|---|---|
| PVH Average Weekly Movement | 6.7% |
| Luxury Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: PVH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PVHの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1881 | 20,500 | Stefan Larsson | www.pvh.com |
PVH Corp.はその子会社と共に、アメリカ国内及び海外でアパレル事業を展開している。トミーヒルフィガー・ノースアメリカ、トミーヒルフィガー・インターナショナル、カルバン・クライン・ノースアメリカ、カルバン・クライン・インターナショナル、ヘリテージ・ブランズ・ホールセールの各セグメントを通して事業を展開している。メンズ、レディス、キッズブランドアパレル、フットウェア、アクセサリー、アンダーウェア、ホームファニシング、ラゲージ、ドレス、スーツ、スイムウェア、アクティブウェア、スポーツウェア、ソックス、アクセサリー、アウターウェア、ゴルフ製品、時計、ジュエリー、メガネ、サングラス、ジーンズウェア、パフォーマンスウェア、インナーウェア、ドレスシャツ、ハンドバッグ、フレグランス、革小物、その他関連製品をデザイン、販売している。トミー・ヒルフィガー、トミー・ジーンズ、カルバン・クライン、カルバン・クライン・ジーンズ、カルバン・クライン・アンダーウェア、カルバン・クライン・コレクション、カルバン・クライン・スポーツなどの自社ブランド、その他様々な自社ブランド、ライセンスブランド、プライベートブランドで商品を提供している。デパート、チェーン店、専門店での卸売り、倉庫クラブ、量販店、オフプライス店、独立系小売店、直営のフルプライス店、アウトレット店、売店、デジタルコマースサイトを通じて商品を販売している。PVHコーポレーションは以前はフィリップス・ヴァン・ヒューゼン・コーポレーションとして知られ、2011年6月にPVHコーポレーションに社名を変更した。同社は1881年に設立され、ニューヨーク州ニューヨークに本社を置いている。
PVH Corp. 基礎のまとめ
| PVH 基礎統計学 | |
|---|---|
| 時価総額 | US$3.90b |
| 収益（TTM） | US$25.30m |
| 売上高(TTM) | US$8.95b |
154.2x
PER（株価収益率0.4x
P/SレシオPVH は割高か？
公正価値と評価分析を参照収益と収入
| PVH 損益計算書（TTM） | |
|---|---|
| 収益 | US$8.95b |
| 売上原価 | US$3.80b |
| 売上総利益 | US$5.15b |
| その他の費用 | US$5.12b |
| 収益 | US$25.30m |
直近の収益報告
Feb 01, 2026
次回決算日
Jun 03, 2026
| 一株当たり利益（EPS） | 0.55 |
| グロス・マージン | 57.53% |
| 純利益率 | 0.28% |
| 有利子負債／自己資本比率 | 48.1% |
PVH の長期的なパフォーマンスは？
過去の実績と比較を見る| PVH 配当日 | |
|---|---|
| 配当落ち日 | Jun 03 2026 |
| 配当支払日 | Jun 24 2026 |
| 配当落ちまでの日数 | 13 days |
| 配当支払日までの日数 | 34 days |
PVH 配当は確実ですか？
PVH 配当履歴とベンチマークを見る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 | 2026/05/20 04:29 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/02/01 |
| 年間収益 | 2026/02/01 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
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
PVH Corp. 13 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。28
| アナリスト | 機関 |
|---|---|
| Jamie Merriman | Bernstein |
| Lorraine Corrine Hutchinson | BofA Global Research |
| Kendall Toscano | BofA Global Research |