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Urban Outfitters, Inc.NasdaqGS:URBN 株式レポート

時価総額 US$6.2b
株価
US$73.01
US$83.17
12.2% 割安 内在価値ディスカウント
1Y1.0%
7D5.9%
1D
ポートフォリオ価値
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Urban Outfitters, Inc.

NasdaqGS:URBN 株式レポート

時価総額:US$6.2b

Urban Outfitters(URBN)株式概要

アーバンアウトフィッターズ社は、ライフスタイル商品とサービスを米国内外で提供している。 詳細

URBN ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長1/6
過去の実績3/6
財務の健全性6/6
配当金0/6

URBN Community Fair Values

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Urban Outfitters, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Urban Outfitters
過去の株価
現在の株価US$73.01
52週高値US$84.35
52週安値US$59.54
ベータ1.23
1ヶ月の変化-0.86%
3ヶ月変化10.79%
1年変化1.01%
3年間の変化133.11%
5年間の変化86.44%
IPOからの変化4,818.55%

最新ニュース

ナラティブの更新 May 22

URBN: Brand Execution And Rental Platform Will Support Further Upside Potential

Analysts have made only a small adjustment to the Urban Outfitters fair value estimate, lifting it from $82.50 to about $83.17. This reflects recent Q1 beats, broad-based portfolio strength, and ongoing confidence in Free People and Anthropologie, alongside more mixed views on valuation multiples across the peer group.
ナラティブの更新 May 07

URBN: Brand Momentum And Lifestyle Partnerships Will Face Valuation And Execution Constraints

Urban Outfitters' fair value estimate moves modestly higher to $67.00 from $65.06 as analysts factor in updated P/E comparisons to peers, continued strength at Free People and Anthropologie, the growth potential of Nuuly and improving signals at the core Urban Outfitters brand, even as several firms trim their published price targets to align with sector multiples. Analyst Commentary Recent Street research shows that while many analysts see solid brand momentum across the portfolio, several are also tempering expectations by pulling back price targets to align more closely with sector multiples and perceived execution risks.

Recent updates

ナラティブの更新 May 22

URBN: Brand Execution And Rental Platform Will Support Further Upside Potential

Analysts have made only a small adjustment to the Urban Outfitters fair value estimate, lifting it from $82.50 to about $83.17. This reflects recent Q1 beats, broad-based portfolio strength, and ongoing confidence in Free People and Anthropologie, alongside more mixed views on valuation multiples across the peer group.
ナラティブの更新 May 07

URBN: Brand Momentum And Lifestyle Partnerships Will Face Valuation And Execution Constraints

Urban Outfitters' fair value estimate moves modestly higher to $67.00 from $65.06 as analysts factor in updated P/E comparisons to peers, continued strength at Free People and Anthropologie, the growth potential of Nuuly and improving signals at the core Urban Outfitters brand, even as several firms trim their published price targets to align with sector multiples. Analyst Commentary Recent Street research shows that while many analysts see solid brand momentum across the portfolio, several are also tempering expectations by pulling back price targets to align more closely with sector multiples and perceived execution risks.
ナラティブの更新 Apr 20

URBN: Brand Execution And Rental Platform Will Support Further Upside Potential

Urban Outfitters' analyst price target has moved slightly lower to $82.50, with analysts pointing to strong contributions from Free People, Anthropologie and Nuuly. They are also aligning valuation more closely with peer average multiples and maintaining a measured stance on riskier ideas.
ナラティブの更新 Apr 05

URBN: Portfolio Strength And Rental Platform Will Support Future Earnings Power

Analysts have trimmed their average Urban Outfitters price target by a few dollars to better align with peer P/E multiples, even as they highlight strength at Free People and Anthropologie, a constructive view on Nuuly, and improving trends following the holiday period. Analyst Commentary Recent research points to a more measured stance on valuation, with price targets adjusted closer to peer P/E multiples, while still highlighting areas where the story looks constructive for long term growth and execution.
ナラティブの更新 Mar 22

URBN: Brand Execution And Rental Platform Expansion Will Support Further Upside

Analysts have trimmed their average price targets on Urban Outfitters by single digits, placing them in a roughly $75 to $85 range. They point to strong contributions from Free People and Anthropologie, growth potential at Nuuly, and a more constructive tone from management, while also aligning multiples more closely with peers and acknowledging that investors may still view the stock as a higher risk idea.
ナラティブの更新 Mar 06

URBN: Brand Execution And Margin Discipline Will Support Further Upside

Analysts have trimmed their blended price target on Urban Outfitters by $2 to $83, citing a shift toward peer average P/E multiples. They also highlight ongoing strengths at Free People, Anthropologie and Nuuly, along with a healthier flagship recovery.
Seeking Alpha Feb 26

Urban Outfitters: Ideal Specialty Retailer With Upside

Summary Urban Outfitters, Inc. delivered record Q4 revenue of $1.80B, up 9.8% year-over-year, with strong comps and margin expansion. Comparable sales rose 5.5% overall, with notable gains across Urban Outfitters, Free People, and Anthropologie brands, and a 42.6% surge in subscription segment sales. Adjusted EPS climbed to $1.43 in Q4 and $5.44 for the year, up 35%, reflecting robust operating leverage and lower markdowns. We reiterate a Buy rating for URBN, citing attractive valuation at 11x forward EPS, ongoing buybacks, a debt-free balance sheet, and projected 8% sales growth for FY2026. Read the full article on Seeking Alpha
ナラティブの更新 Feb 20

URBN: Q3 Margin Execution And Topline Momentum Will Support Further Upside

Urban Outfitters' updated analyst price target holds steady at $85.25, with recent Street research showing mixed revisions as analysts balance Q3 beats, ongoing topline momentum, and more cautious views on how much further the valuation multiple and margins can stretch. Analyst Commentary Recent research paints a mixed but constructive picture, with several firms lifting targets on the back of Q3 outperformance and one later trim suggesting expectations may have run ahead of what some see as sustainable on margins and the valuation multiple.
ナラティブの更新 Feb 06

URBN: Q3 Portfolio Momentum Will Support Future Earnings Power Expansion

Narrative Update on Urban Outfitters Our analyst price target for Urban Outfitters has been raised by $4 to $102, as analysts factor in recent Q3 outperformance across sales and margins, continued topline momentum, and an updated view on valuation multiples, despite some mixed near term guidance and differing firm level target revisions. Analyst Commentary Recent research highlights a generally constructive stance on Urban Outfitters, with several bullish analysts lifting price targets after Q3 results and updated guidance.
ナラティブの更新 Jan 23

URBN: Q3 Margin Strength And Brand Initiatives Will Support Future Upside

Analysts have nudged their average price target for Urban Outfitters higher to about $85, reflecting updated views that incorporate recent Q3 strength across sales, margins and category breadth, along with slightly more conservative P/E assumptions. Analyst Commentary Recent Street research on Urban Outfitters clusters around a similar theme, with most firms acknowledging Q3 outperformance while fine tuning their price targets and assumptions.
ナラティブの更新 Jan 08

URBN: Q3 Strength And Mixed Q4 Margins Will Restrain Further Upside

Analysts have lifted their implied fair value estimate for Urban Outfitters shares from about US$47.28 to roughly US$65.06, citing stronger than expected Q3 topline momentum, broad based portfolio strength and margin performance. This supported a higher revenue growth outlook and slightly better profit margin assumptions, partly offset by a modestly higher discount rate and a lower future P/E multiple.
ナラティブの更新 Dec 25

URBN: Broad Portfolio Momentum Will Support Stronger Margins And Share Repurchases

Analysts have nudged our Urban Outfitters fair value estimate higher to $98 from $93, citing stronger than expected Q3 topline momentum, broad based portfolio strength and better margin performance that supports a slightly richer but still disciplined forward multiple. Analyst Commentary Street research has turned more constructive on Urban Outfitters following the Q3 print, with multiple bullish analysts lifting price targets in response to better than expected execution and portfolio wide strength.
ナラティブの更新 Dec 11

URBN: Q3 Topline Momentum Will Shape Mixed Margin And Multiple Expectations

Analysts have nudged their blended price target for Urban Outfitters modestly higher, toward the mid 80 dollar range, citing stronger than expected Q3 topline momentum, broad based portfolio strength, and better sales and margin performance that support only minor tweaks to growth, profitability, and valuation assumptions. Analyst Commentary Street research has turned incrementally more constructive on Urban Outfitters, with multiple firms lifting price targets on the back of a Q3 beat, stronger than anticipated portfolio momentum, and broad based category strength.
分析記事 Dec 03

Urban Outfitters, Inc. (NASDAQ:URBN) Shares Fly 26% But Investors Aren't Buying For Growth

Urban Outfitters, Inc. ( NASDAQ:URBN ) shares have had a really impressive month, gaining 26% after a shaky period...
ナラティブの更新 Nov 27

URBN: Topline Momentum And Q3 Outperformance Will Influence Near-Term Market Direction

Urban Outfitters' fair value estimate has increased from $79.67 to $83.50. Analysts attribute this change to stronger-than-expected Q3 results, solid topline momentum, and broad-based portfolio strength, which support a higher price target.
ナラティブの更新 Aug 27

Opening 58 New Stores Will Expand Retail Footprint Of Free People And Anthropologie

Analysts have modestly raised Urban Outfitters' price target to $78, reflecting slight optimism despite increased sector risks and tariff concerns, with the updated fair value now at $78.00. Analyst Commentary Cautious outlook on the specialty apparel sector for the second half of 2025.
分析記事 Aug 04

The Return Trends At Urban Outfitters (NASDAQ:URBN) Look Promising

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
分析記事 Jul 05

Do Urban Outfitters' (NASDAQ:URBN) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Jun 20

Is It Too Late To Consider Buying Urban Outfitters, Inc. (NASDAQ:URBN)?

Urban Outfitters, Inc. ( NASDAQ:URBN ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 Jun 01

Urban Outfitters, Inc. (NASDAQ:URBN) Shares Fly 28% But Investors Aren't Buying For Growth

Urban Outfitters, Inc. ( NASDAQ:URBN ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha Apr 22

Urban Outfitters, Inc.: Rating Downgrade On Poor Macro Backdrop And Internal Struggles

Summary I am downgrading Urban Outfitters, Inc. from hold to sell due to a severely deteriorating macro backdrop and emerging risks. Consumer sentiment has plummeted, inflation expectations are high, and US-China trade tensions are escalating, all of which pressure household budgets and discretionary spending. Elevated inventory levels pose significant markdown risks, and I expect URBN's valuation to derate as the market realizes the earnings downside. Read the full article on Seeking Alpha
Seeking Alpha Mar 19

Urban Outfitters: Anthropologie Shines, But Growing Margins May Cost Brand

Summary The consumer discretionary sector is hit hard, with Urban Outfitters down 16% in a month, pointing toward a prolonged period of volatility. URBN's valuation is low, with a forward P/E of 10.4X, but high short interest and polarized opinions suggest caution. Anthropologie's growth offsets Urban Outfitters' decline, but concerns about quality and high prices could impact long-term consumer loyalty. Economic risks, including lower consumer sentiment and rising unemployment, suggest avoiding URBN despite its strong balance sheet and growth potential. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

Urban Outfitters: Ready For A Breakout, This Stock Contains Value And Growth In One Package

Summary Urban Outfitters is a buy due to strong growth in Anthropologie and Free People, while its Nuuly subscription service is rapidly adding subs as Rent The Runway fades. The company is adeptly managing its retail footprint, adding new stores for growing brands while closing underperforming Urban Outfitters locations. At a 13.0x FY25 P/E, Urban Outfitters offers solid earnings growth potential at a reasonable price despite risks from changing fashion trends and Nuuly's subscriber volatility. At a 13.0x FY25 P/E, Urban Outfitters offers solid earnings growth potential at a reasonable price, despite risks from changing fashion trends and Nuuly's subscriber volatility. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Urban Outfitters: A Show Me Story

Summary Urban Outfitters is an SA Top 10 Quant pick for 2025. The apparel retailer has been steadily improving store productivity post-pandemic, but still has a long way to go to reach past levels. Consensus estimates do not expect the company to post a meaningful improvement in 2025, with EPS growth under 10%. If URBN can surprise the market and show that the turnaround has legs, the shares may gain a higher valuation. My YE25 price target of US$65 points to a Hold rating on modestly improving fundamentals. Read the full article on Seeking Alpha
Seeking Alpha Jan 13

Urban Outfitters Is Performing But The Stock Has Shifted To Overoptimism, Hold

Summary Urban Outfitters' stock is now considered slightly overvalued at $58, despite positive trends in most franchises and a 50% stock price rally post-Q3 results. Margin expansion, a key profit driver, is nearing its limit, and future improvements are unlikely, with potential contraction as Urban Outfitters targets Gen Z. The company's valuation has become aggressive, requiring 8% top-line growth at constant margins, which seems unrealistic given current 6% revenue growth and macro volatility. I maintain a Hold rating on URBN, noting the stock has left the fairly priced territory and is now slightly overvalued. Read the full article on Seeking Alpha
Seeking Alpha Nov 27

Urban Outfitters' Q3 Shows Great Margin Management, Resilient Sales

Summary Urban Outfitters reported strong Q3 results, as total retail sales were resilient amid a turbulent consumer confidence. The Nuuly platform's growth remained great. The Q3 performance showed great pricing management, leading to margin expansion. I still believe that higher, sustained margin levels require stabilizing Urban Outfitters brand traffic. The URBN stock remains roughly fairly valued in a base financial scenario. Read the full article on Seeking Alpha
Seeking Alpha Sep 19

Urban Outfitters Q2 2025 Scare Led To A More Fairly Priced Stock. Still A Hold But More Interesting

Summary Urban Outfitters' 2Q25 results disappointed due to worsening trends in July and August, leading to higher promotional activity and lower sales growth. The company is doing very well in Anthropologie, Free People, and Nuuly, while Urban Outfitters (the brand) is more challenged. Future growth will be more challenging because of the cycle and because margin expansion opportunities are more scarce. URBN's current valuation offers a 10% earnings yield, but consumer cycle risks and uncertain margin improvements justify a Hold rating. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Sep 04

Revitalizing Brand Positions And Expanding Footprints Set To Propel Retail Growth

Expansion across retail, wholesale, and Nuuly, alongside disciplined inventory and targeted marketing, indicates potential for improved margins and revenue growth.
Seeking Alpha Aug 23

Urban Outfitters Q2: Nuuly's Growth Is Exciting (Rating Upgrade)

Summary Urban Outfitters, Inc. reported Q2 results with similar retail sales momentum to Q1, carried by Anthropologie and Free People but pushed down by Urban Outfitters. The underlying margin expansion was great, although higher discounting activity in the Urban Outfitters brand combined with slower sales countered some margin expansion. The Nuuly subscription service showed accelerating subscriptions and growth, being an exciting development for the company with potentially great significance over the long term. Urban Outfitters' stock is now valued fairly. Read the full article on Seeking Alpha
Seeking Alpha Aug 08

Urban Outfitters: Great Q1, But I Am Not Ready To Buy

Summary Despite record-breaking Q1 results with 7.8% YoY net sales increase, the Urban Outfitters brand faced a 14% decline in net sales due to higher markdowns and lagging fashion trends. Nuuly's 51.4% net sales surge, and a 45% increase in subscribers, shows signs of long-term potential for this segment. Robust balance sheet, with steadily decreasing debt since 2019, a current ratio of 1.33, and valuation metrics indicating potential undervaluation compared to the sector, despite recent margin declines. Lack of recent insider buying activity and slow share buybacks raise my doubts about management's confidence in current share price, contributing to my Hold rating. Read the full article on Seeking Alpha

株主還元

URBNUS Specialty RetailUS 市場
7D5.9%5.9%1.0%
1Y1.0%2.3%28.7%

業界別リターン: URBN過去 1 年間で2.3 % の収益を上げたUS Specialty Retail業界を下回りました。

リターン対市場: URBNは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is URBN's price volatile compared to industry and market?
URBN volatility
URBN Average Weekly Movement5.4%
Specialty Retail Industry Average Movement7.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

安定した株価: URBN 、 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: URBNの 週次ボラティリティ ( 5% ) 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
197021,390Dick Haynewww.urbn.com

アーバン・アウトフィッターズ(Urban Outfitters, Inc.同社は3つのセグメントで事業を展開している:小売、卸売、サブスクリプション。18歳から28歳のヤングアダルト向けに、レディースおよびメンズのファッションアパレル、アクティブウェア、インティメート、シューズ、アクセサリー、ホームグッズ、エレクトロニクス、ビューティ製品を提供するアーバンアウトフィッターズストアと、28歳から45歳の女性向けに、レディースのアパレル、アクセサリー、インティメート、シューズ、家具、ホームデコレーション、ビューティ&ウェルネス製品、ギフトや装飾品を提供するアンソロポロジーストアを運営している。また、ライフスタイル家庭用品、ガーデン&アウトドアリビング用品、アンティーク、生きた植物、花、ウェルネス用品、アクセサリーを扱うテレインストアも運営している。さらに、25歳から30歳の若い女性向けのカジュアルなレディスアパレル、インティメート、アクティブウェア、シューズ、アクセサリー、ホーム用品、ギフト、ビューティ&ウェルネス製品を提供するフリーピープルの小売店や、レストラン、イベント会場、Nuulyブランドのレディスアパレルの定期レンタルサービスも運営している。さらに、「フリーピープル」「FPムーブメント」のブランドで若い女性向けのコンテンポラリーなカジュアルウェア、インティメート、アクティブウェア、シューズを、「アーバンアウトフィッターズ」のブランドでアパレルコレクションをデザイン、開発、販売している。小売店、ウェブサイト、モバイル・アプリケーション、カタログ、カスタマー・コンタクト・センター、フランチャイジー直営店、百貨店、専門店、ソーシャルメディアや第三者のデジタル・プラットフォームを通じて顧客に直接サービスを提供している。アーバン・アウトフィッターズ社は1970年に設立され、ペンシルバニア州フィラデルフィアに本社を置いている。

Urban Outfitters, Inc. 基礎のまとめ

Urban Outfitters の収益と売上を時価総額と比較するとどうか。
URBN 基礎統計学
時価総額US$6.25b
収益(TTM)US$472.28m
売上高(TTM)US$6.32b
13.2x
PER(株価収益率
1.0x
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
URBN 損益計算書(TTM)
収益US$6.32b
売上原価US$4.04b
売上総利益US$2.28b
その他の費用US$1.81b
収益US$472.28m

直近の収益報告

Apr 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)5.52
グロス・マージン36.06%
純利益率7.48%
有利子負債/自己資本比率0%

URBN の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/05/24 01:19
終値2026/05/22 00:00
収益2026/04/30
年間収益2026/01/31

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

Urban Outfitters, Inc. 12 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。46

アナリスト機関
Elizabeth Pierce LaddAscendiant Capital Markets LLC
Mark AltschwagerBaird
Matthew McClintockBarclays