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Ralph Lauren CorporationNYSE:RL 株式レポート

時価総額 US$22.5b
株価
US$358.45
US$413.33
13.3% 割安 内在価値ディスカウント
1Y40.6%
7D-1.4%
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$22.5b

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2/6
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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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$353.55
52週高値US$393.41
52週安値US$246.08
ベータ1.39
1ヶ月の変化1.15%
3ヶ月変化3.11%
1年変化40.59%
3年間の変化218.60%
5年間の変化168.78%
IPOからの変化1,022.38%

最新ニュース

ナラティブ更新 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.
Seeking Alpha Mar 24

Ralph Lauren: Coveted Brand With Strong Outlook, Shares Fairly Valued

Summary Ralph Lauren Corporation’s share price performance is one of the outliers in the broader consumer discretionary sector. Despite the premium pricing of its product lines, the company’s operating results continue to impress in an era of higher consumer prices and more cautious consumer spending. Shares are up over 40% in the past year, and the stock may even have more room to run. I view RL shares as valued appropriately in the current market and view the stock as a Hold. Read the full article on Seeking Alpha

Recent updates

ナラティブ更新 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.
Seeking Alpha Mar 24

Ralph Lauren: Coveted Brand With Strong Outlook, Shares Fairly Valued

Summary Ralph Lauren Corporation’s share price performance is one of the outliers in the broader consumer discretionary sector. Despite the premium pricing of its product lines, the company’s operating results continue to impress in an era of higher consumer prices and more cautious consumer spending. Shares are up over 40% in the past year, and the stock may even have more room to run. I view RL shares as valued appropriately in the current market and view the stock as a Hold. Read the full article on Seeking Alpha
ナラティブ更新 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...
分析記事 Jun 24

Ralph Lauren (NYSE:RL) Is Increasing Its Dividend To $0.9125

Ralph Lauren Corporation's ( NYSE:RL ) dividend will be increasing from last year's payment of the same period to...
分析記事 May 30

We Like The Quality Of Ralph Lauren's (NYSE:RL) Earnings

Shareholders appeared to be happy with Ralph Lauren Corporation's ( NYSE:RL ) solid earnings report last week. Looking...
分析記事 May 25

Ralph Lauren Corporation (NYSE:RL) Released Earnings Last Week And Analysts Lifted Their Price Target To US$300

Last week saw the newest full-year earnings release from Ralph Lauren Corporation ( NYSE:RL ), an important milestone...
分析記事 May 22

Ralph Lauren Corporation's (NYSE:RL) 34% Price Boost Is Out Of Tune With Earnings

Ralph Lauren Corporation ( NYSE:RL ) shareholders are no doubt pleased to see that the share price has bounced 34% in...
分析記事 May 16

A Look At The Intrinsic Value Of Ralph Lauren Corporation (NYSE:RL)

Key Insights Ralph Lauren's estimated fair value is US$298 based on 2 Stage Free Cash Flow to Equity With US$269 share...
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
Seeking Alpha Jan 20

Ralph Lauren: Signals Point To Strong Holiday Season Sales

Summary Ralph Lauren has continued showing strong growth momentum as the company has continued to successfully elevate its brand. Signals point towards strong fiscal Q3 sales across markets. The shift away from the outlet channel, and correspondingly better full-price sales, have continued to expand Ralph Lauren's gross margin level. RL stock remains valued fairly, with my fair value estimate standing at $238.8. Read the full article on Seeking Alpha

株主還元

RLUS LuxuryUS 市場
7D-1.4%-0.9%2.1%
1Y40.6%-6.4%30.6%

業界別リターン: RL過去 1 年間で-6.4 % 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30.6 % 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 Movement5.5%
Luxury Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

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 ( 6% ) 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
196719,200Patrice Jean Louvetwww.corporate.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、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、ハンドバッグ、ラゲージ、革小物、ベルトなどの革製品、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用品、フレグランスなどを提供している。同社はラルフ・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、ポロ・ゴルフ・ラルフ・ローレン、ラルフ・ローレン・ゴルフ、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でアパレルとアクセサリーを販売している;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」ブランドの女性用フレグランス、「ラルフ・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」ブランドの男性用フレグランス。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・ローレンは、小売店や売店型ショップ・イン・ショップを直接運営するほか、ライセンス・パートナーを通じてラルフ・ローレンの店舗やショップを運営している。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$22.53b
収益(TTM)US$918.50m
売上高(TTM)US$7.83b
23.3x
PER(株価収益率
2.7x
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$7.83b
売上原価US$2.38b
売上総利益US$5.46b
その他の費用US$4.54b
収益US$918.50m

直近の収益報告

Dec 27, 2025

次回決算日

May 21, 2026

一株当たり利益(EPS)15.17
グロス・マージン69.65%
純利益率11.73%
有利子負債/自己資本比率42.9%

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

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2026/05/07 17:14
終値2026/05/07 00:00
収益2025/12/27
年間収益2025/03/29

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

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。37

アナリスト機関
null nullArgus Research Company
Adrienne Yih-TennantBarclays
Paul KearneyBarclays