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Ralph Lauren CorporationNYSE:RL 株式レポート

時価総額 US$24.2b
株価
n/a
1Y50.7%
7D2.6%
1D1.8%
ポートフォリオ価値
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Ralph Lauren Corporation

NYSE:RL 株式レポート

時価総額:US$24.2b

Ralph Lauren(RL)株式概要

ラルフ・ローレン・コーポレーションは、北米、ヨーロッパ、アジア、そして世界中でライフスタイル製品のデザイン、マーケティング、販売を行っている。 詳細

RL ファンダメンタル分析
スノーフレーク・スコア
評価1/6
将来の成長2/6
過去の実績6/6
財務の健全性6/6
配当金3/6

RL Community Fair Values

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See what 46 others think this stock is worth. Follow their fair value or set your own to get alerts.

Ralph Lauren Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Ralph Lauren
過去の株価
現在の株価US$414.25
52週高値US$421.60
52週安値US$266.20
ベータ1.37
1ヶ月の変化9.65%
3ヶ月変化24.16%
1年変化50.71%
3年間の変化239.38%
5年間の変化251.63%
IPOからの変化1,215.08%

最新ニュース

ナラティブの更新 Jun 22

RL: Elevated P/E And 2027 Margin Reliance Will Pressure Overvalued Shares

Analysts have raised their Ralph Lauren fair value estimate by about $8 to $316.77, citing a higher blend of Street price targets following recent Q4-driven target increases and updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Ralph Lauren has centered on how the stock’s valuation lines up with its latest Q4 results, revenue outlook and margin assumptions.
分析記事 Jun 16

Ralph Lauren (RL) Stock After Q1 Beat And Softer Oil Prices Is The Valuation Premium Still Justified

Ralph Lauren (RL) has been back in focus after first quarter 2026 results beat Wall Street expectations. In addition, falling oil prices improved the consumer spending backdrop, lifting the stock to a fresh 52 week high. See our latest analysis for Ralph Lauren. The recent first quarter earnings beat and easing energy costs have coincided with strong momentum, with a 30 day share price return of 26.18% and a 1 year total shareholder return of 54.33%. If this kind of consumer strength has your...

Recent updates

ナラティブの更新 Jun 22

RL: Elevated P/E And 2027 Margin Reliance Will Pressure Overvalued Shares

Analysts have raised their Ralph Lauren fair value estimate by about $8 to $316.77, citing a higher blend of Street price targets following recent Q4-driven target increases and updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Ralph Lauren has centered on how the stock’s valuation lines up with its latest Q4 results, revenue outlook and margin assumptions.
分析記事 Jun 16

Ralph Lauren (RL) Stock After Q1 Beat And Softer Oil Prices Is The Valuation Premium Still Justified

Ralph Lauren (RL) has been back in focus after first quarter 2026 results beat Wall Street expectations. In addition, falling oil prices improved the consumer spending backdrop, lifting the stock to a fresh 52 week high. See our latest analysis for Ralph Lauren. The recent first quarter earnings beat and easing energy costs have coincided with strong momentum, with a 30 day share price return of 26.18% and a 1 year total shareholder return of 54.33%. If this kind of consumer strength has your...
ナラティブの更新 Jun 05

RL: 2027 Margin Dependence Will Expose Earnings To Demand Volatility

Analysts have lifted Ralph Lauren's implied fair value to about $309 from roughly $302, reflecting higher Street price targets in the $415 to $511 range and research that highlights a solid Q4, improved regional trends, and a slightly lower assumed discount rate alongside stable profitability expectations. Analyst Commentary Recent research has centered on higher price targets and upbeat reactions to Ralph Lauren's latest quarterly report, with several firms pointing to a solid Q4, healthy regional trends, and a fiscal 2027 outlook that is described as conservative but well framed.
分析記事 May 24

Analysts Are Updating Their Ralph Lauren Corporation (NYSE:RL) Estimates After Its Full-Year Results

It's been a pretty great week for Ralph Lauren Corporation ( NYSE:RL ) shareholders, with its shares surging 16% to...
Seeking Alpha May 21

Ralph Lauren: A Clear Outlier In Retail

Summary Ralph Lauren Corporation stands out in an oversold retail sector, delivering robust growth and margin performance amid a challenging macro environment. RL reported Q4 revenue up 17% y/y to $1.98B, sharply beating expectations, with comp sales surging 16% in North America and 25% in Asia. Gross margin expanded to ~70%, and pro forma EPS of $2.80 exceeded consensus by 10%, highlighting RL’s operational strength and brand momentum. Trading at 20x forward P/E with 35% FY26 EPS growth, RL offers a compelling 'growth at a reasonable price' opportunity despite macro and promotional risks. Read the full article on Seeking Alpha
ナラティブの更新 May 10

RL: Durable Brand And Margin Execution Will Support Premium Multiple Potential

Ralph Lauren's analyst price target has been nudged higher to about $413 from roughly $405, as analysts factor in slightly lower discount rates, modestly higher revenue growth assumptions, and a marginally higher future P/E informed by recent upbeat research and management meetings. Analyst Commentary Recent Street research points to a generally constructive tone on Ralph Lauren, with multiple firms lifting price targets and, in one case, upgrading the stock following a selloff.
ナラティブの更新 Apr 23

RL: Durable Brand Strength And Earnings Resilience Will Support Higher Long Term Assumptions

Analysts have lifted their average price target for Ralph Lauren by $50, citing increased confidence in the brand's long term growth profile and earnings resilience after recent management meetings and stock volatility. Analyst Commentary Recent research has tilted clearly positive, with several bullish analysts adjusting their models after meetings with management and reviewing the stock's recent volatility.
ナラティブの更新 Apr 08

RL: 2026 Margin Reliance Will Expose Earnings To Volatile Demand

Analysts have raised the Ralph Lauren price target by about $5 to roughly $302, citing recent upgrades and target increases across several firms that highlight confidence in the brand and its growth outlook. Analyst Commentary Recent research has centered on higher price targets and supportive ratings, reflecting confidence in Ralph Lauren's brand position and growth plans.
ナラティブの更新 Mar 25

RL: Raised Fair Value Will Reflect Durable Margins And Sector Support Through 2026

The analyst price target for Ralph Lauren has increased to $477 from $473, with analysts pointing to recent upgrades and price target raises across firms that cite confidence in the brand's growth durability and sector setup. Analyst Commentary Recent Street research on Ralph Lauren has reflected a cluster of bullish calls, with several firms lifting price targets and issuing positive views on the brand and its position within specialty retail.
ナラティブの更新 Mar 09

RL: 2026 Margin Reliance Will Magnify Risk If Demand Weakens

Ralph Lauren's analyst price target has increased by $25.52, supported by higher assumed fair value, slightly higher discount rates, and modestly stronger expectations for revenue growth, profit margins, and future P/E as analysts grow more confident following recent research updates and management meetings. Analyst Commentary Recent research has generally pointed to higher assumed fair value for Ralph Lauren, with several firms lifting price targets and reaffirming positive views after meeting with management and updating their models.
ナラティブの更新 Feb 22

RL: Margin And Brand Gains Will Face Volatile Demand And Macro Risks

Analysts have nudged their price targets on Ralph Lauren higher, reflected in a modest fair value move from about $403.58 to $404.76. They are factoring in slightly stronger revenue growth, a higher profit margin profile and a marginally richer future P/E multiple supported by recent target hikes from several firms across the Street.
ナラティブの更新 Feb 08

RL: Margin Expansion And Brand Elevation Will Support Higher Future Earnings Power

Our fair value estimate for Ralph Lauren has risen by about $34 to roughly $404, as analysts adjust their price targets higher in response to updated sector views, revised discount rates, and refreshed assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent research updates show a cluster of higher price targets for Ralph Lauren, with several firms refreshing their models and assumptions.
ナラティブの更新 Jan 24

RL: Raised Fair Value Reflects Confidence In Margin Resilience Through 2026

Analysts have raised their fair value estimate for Ralph Lauren to $473 from $423, citing recent price target increases, expectations for steadier revenue growth and profit margins, and a slightly higher future P/E assumption supported by generally constructive research on global brands and specialty retail into 2026. Analyst Commentary Recent Street research has tilted clearly positive, with several bullish analysts updating their views on Ralph Lauren and revisiting price targets as they refresh sector outlooks into 2026.
ナラティブの更新 Jan 09

RL: 2026 Margin Hopes Will Heighten Risk If Demand Softens

Narrative Update Analysts have nudged their fair value estimate for Ralph Lauren higher from US$264.39 to US$271.77, citing refreshed price targets that reflect updated views on revenue, margins and sector conditions through 2026. Analyst Commentary Recent research coverage on Ralph Lauren has centered on refreshed price targets through 2026, with several firms updating their models following quarterly results and sector outlook resets.
分析記事 Jan 01

Is It Time To Consider Buying Ralph Lauren Corporation (NYSE:RL)?

Ralph Lauren Corporation ( NYSE:RL ) saw a decent share price growth of 17% on the NYSE over the last few months. The...
ナラティブの更新 Dec 25

RL: Elevated Earnings Hopes Will Leave Little Room For Execution Missteps

Analysts have raised their fair value estimate for Ralph Lauren to approximately $264 from about $244 per share, citing robust global brand momentum, continued margin expansion potential, and higher outer-year EPS forecasts as key drivers supporting higher price targets across the Street. Analyst Commentary Recent Street research highlights a constructive outlook on Ralph Lauren, with several firms lifting price targets to reflect stronger than expected earnings power and sustained brand heat across regions.
ナラティブの更新 Dec 11

RL: Brand Elevation And Margin Expansion Will Support Durable Earnings Strength

We are nudging our fair value estimate for Ralph Lauren modestly higher to approximately $369.46 from about $366.75 per share, reflecting analysts' incremental price target increases into the mid to high $300s and low $400s range as they cite sustained brand momentum, conservative multi year growth guidance, and improving margin and EPS outlooks. Analyst Commentary Recent Street research on Ralph Lauren has tilted decisively positive, with a series of upward price target revisions clustered in the mid to high $300s and one notable target in the low $400s.
ナラティブの更新 Nov 27

RL: Future Brand Momentum And Margin Expansion Will Offset Retail Market Challenges

Analysts have increased their price target for Ralph Lauren by nearly $1 to $366.75, citing robust brand momentum, improved sales growth, and expanding profit margins as key drivers supporting the positive outlook. Analyst Commentary Recent coverage from Wall Street has highlighted both the strengths and potential headwinds facing Ralph Lauren as price targets are updated across the sector.
ナラティブの更新 Nov 13

RL: Future Margin Improvements And Brand Strength Will Balance Macro Risks

Ralph Lauren’s analyst price target was increased from approximately $354 to nearly $366 per share. Analysts point to sustained brand momentum and improving margin forecasts as key drivers of the upward revision.
ナラティブの更新 Oct 30

RL: Future Performance Will Depend On Sustained Demand Momentum And Brand Elevation

Ralph Lauren's analyst price target has been raised modestly, reflecting a $2.18 increase to $354.11. Analysts cite ongoing demand momentum, brand strength, and positive growth outlooks for the company.
ナラティブの更新 Oct 16

Asia And Greater China Expansion Will Create Future Market Opportunities

Ralph Lauren’s analyst price target has increased modestly, rising from $345.74 to $351.94. Analysts cite ongoing operating momentum, robust demand trends, and improved growth visibility as supporting stronger expectations for the company.
ナラティブの更新 Sep 19

Asia And Greater China Expansion Will Create Future Market Opportunities

Analysts raised their price target for Ralph Lauren to $345.74, citing strong operating momentum, impressive execution of brand-elevation strategies, continued topline growth, and robust management performance, while acknowledging that conservative guidance may offer further upside potential. Analyst Commentary Bullish analysts cite continued operating momentum and strong visibility into topline growth potential, supported by recent upside in EPS, revenue, and gross margin performance.
分析記事 Sep 08

Investor Optimism Abounds Ralph Lauren Corporation (NYSE:RL) But Growth Is Lacking

Ralph Lauren Corporation's ( NYSE:RL ) price-to-earnings (or "P/E") ratio of 23.8x might make it look like a sell right...
ナラティブの更新 Sep 04

Asia And Greater China Expansion Will Create Future Market Opportunities

Despite valuation-driven price target recalibrations, analysts remain bullish on Ralph Lauren due to strong brand momentum, robust financial outperformance, and ongoing global execution, resulting in the consensus analyst price target holding steady at $339.24. Analyst Commentary Bullish analysts cite strong brand momentum, reinforced by high-profile celebrity endorsements and cultural relevance as seen with Taylor Swift and Travis Kelce.
分析記事 Aug 10

Here's What Analysts Are Forecasting For Ralph Lauren Corporation (NYSE:RL) After Its First-Quarter Results

The quarterly results for Ralph Lauren Corporation ( NYSE:RL ) were released last week, making it a good time to...
分析記事 Jul 30

Does Ralph Lauren (NYSE:RL) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Jul 18

Does Ralph Lauren (NYSE:RL) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jul 06

Ralph Lauren (NYSE:RL) Is Looking To Continue Growing Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Seeking Alpha Apr 29

Lots Of Upside At Upmarket Apparel Brand Ralph Lauren, Overcoming Tariff Concerns

Summary Upscale apparel brand Ralph Lauren gets a buy rating today, agreeing with the bullish consensus from Wall St. analysts. The firm proved itself with strong holiday sales, solid gross and net profit margins compared to its sector, and new store growth in Asia. Balance sheet risk is modest as corporate debt has declined and the D/E ratio is among the lowest of its peer group. On the heels of positive price targets from UBS and Barclays in February, my own price target forecasts point to 3-year upside potential. Lack of strong dividend growth within its sector, as well as the shadow of trade wars and supply-chain disruptions from tariffs, was considered as a downside risk. Read the full article on Seeking Alpha
Seeking Alpha Feb 25

Ralph Lauren Continues Executing, But Already Seems Pricey At 24x Forward Earnings

Summary Ralph Lauren posted strong Q4 results with 11% revenue growth, driven by a robust holiday season and impressive global comparable sales up 12%. Despite strong performance, RL's stock is rated Hold due to a high valuation at 24x FY25E earnings, which appears stretched for an apparel brand. The brand's strategic execution has elevated its market position, with high same-store productivity, increased AURs, and reduced discounting boosting gross margins. Risks include sustaining high growth rates and potential margin contraction if store productivity declines, making the current valuation offer little margin for error. Read the full article on Seeking Alpha

株主還元

RLUS LuxuryUS 市場
7D2.6%-1.1%-2.5%
1Y50.7%-6.0%20.1%

業界別リターン: RL過去 1 年間で-6 % 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: RL過去 1 年間で20.1 % の収益を上げたUS市場を上回りました。

価格変動

Is RL's price volatile compared to industry and market?
RL volatility
RL Average Weekly Movement6.6%
Luxury Industry Average Movement6.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

安定した株価: RL 、 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: RL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
196719,600Patrice Jean Louvetwww.ralphlauren.com

ラルフ・ローレン・コーポレーションは、北米、ヨーロッパ、アジア、そして世界中でライフスタイル製品のデザイン、販売、流通を行っている。メンズ、レディス、子供服などのアパレル製品、カジュアルシューズ、ドレスシューズ、ブーツ、スニーカー、サンダル、アイウェア、時計、ファッション&ファインジュエリー、スカーフ、帽子、手袋、傘などのフットウェア&アクセサリー、ハンドバッグ、ラゲージ、革小物、ベルトなどのレザーグッズ、ベッド&バスライン、家具、ファブリック、壁材、照明、ダイニング、床材、装飾小物、ギフトウェアなどのホームプロダクト、フレグランスなどを提供している。ラルフ・ローレン・コレクション、ラルフ・ローレン・パープル・レーベル、ポロ・ラルフ・ローレン、ダブルRL、ローレン・ラルフ・ローレン、RLXラルフ・ローレン、ポロ・ラルフ・ローレン・チルドレン、チャップスのブランド名でアパレルとアクセサリーを、ラルフ・ローレン・コレクション、ウーマン・バイ・ラルフ・ローレン、ロマンス・コレクション、ラルフ・コレクションのブランド名で女性用フレグランスを、ラルフズ・クラブ、パープル・レーベル、ポロ・ブルー、ポロ・レッド、ポロ・グリーン、ポロ・ブラック、ポロ67、サファリ、ポロ・スポーツ、ビッグ・ポニー・メンズのブランド名で男性用フレグランスを販売している。レストラン・コレクションには、ニューヨークのザ・ポロ・バー、シカゴのRLレストラン、パリのラルフズ、ミラノのザ・バー・アット・ラルフ・ローレン、中国・成都のラルフズ・バー、ラルフズ・コーヒーのコンセプトがある。同社は商品を百貨店、専門店、ゴルフショップ、プロショップに販売するほか、小売店、売店型ショップ・イン・ショップ、デジタル・コマース・サイトを通じて消費者に直接販売している。ラルフ・ローレン・コーポレーションは、百貨店、専門店、ゴルフショップ、プロショップに商品を提供し、小売店、売店型ショップ、デジタル・コマース・サイトを通じて消費者に直接商品を販売している。ラルフ・ローレン・コーポレーションは1967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。

Ralph Lauren Corporation 基礎のまとめ

Ralph Lauren の収益と売上を時価総額と比較するとどうか。
RL 基礎統計学
時価総額US$24.22b
収益(TTM)US$941.10m
売上高(TTM)US$8.11b
26.2x
PER(株価収益率
3.0x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
RL 損益計算書(TTM)
収益US$8.11b
売上原価US$2.45b
売上総利益US$5.67b
その他の費用US$4.73b
収益US$941.10m

直近の収益報告

Mar 28, 2026

次回決算日

該当なし

一株当たり利益(EPS)15.81
グロス・マージン69.87%
純利益率11.60%
有利子負債/自己資本比率43.6%

RL の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.0%
現在の配当利回り
24%
配当性向

RL 配当は確実ですか?

RL 配当履歴とベンチマークを見る
RL 、いつまでに購入すれば配当金を受け取れますか?
Ralph Lauren 配当日
配当落ち日Jun 26 2026
配当支払日Jul 10 2026
配当落ちまでの日数1 day
配当支払日までの日数15 days

RL 配当は確実ですか?

RL 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2026/06/24 08:37
終値2026/06/24 00:00
収益2026/03/28
年間収益2026/03/28

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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Ralph Lauren Corporation 17 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。36

アナリスト機関
null nullArgus Research Company
Robert DrbulBarclays
Paul KearneyBarclays