Loading...
PVH logo

PVH Corp.NYSE:PVH 주식 보고서

시가총액 US$4.5b
주가
US$93.28
US$96.79
3.6% 저평가 내재 할인율
1Y11.4%
7D4.9%
1D
포트폴리오 가치
보기

PVH Corp.

NYSE:PVH 주식 리포트

시가총액: US$4.5b

PVH Community Fair Values

Create Narrative

See what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.

PVH Corp. 경쟁사

가격 이력 및 성과

PVH 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$93.28
52주 최고가US$100.15
52주 최저가US$59.60
베타1.73
1개월 변동2.51%
3개월 변동35.98%
1년 변동11.35%
3년 변동20.14%
5년 변동-15.23%
IPO 이후 변동5,144.24%

최근 뉴스 및 업데이트

내러티브 업데이트 May 23

PVH: Brand Phaseouts And Higher SG&A Will Limit Long Term Earnings Delivery

Analysts have lifted their blended price target on PVH stock, pointing to updated assumptions around discount rates, expected revenue growth, profit margins, and future P/E multiples as key drivers behind the new $16 to $10 upward target revisions from several research firms, alongside one $8 and one $28 reduction. Analyst Commentary Recent research on PVH highlights a mix of optimism around long term earnings potential and caution around execution risks, cost pressures, and brand transitions.

Recent updates

내러티브 업데이트 May 23

PVH: Brand Phaseouts And Higher SG&A Will Limit Long Term Earnings Delivery

Analysts have lifted their blended price target on PVH stock, pointing to updated assumptions around discount rates, expected revenue growth, profit margins, and future P/E multiples as key drivers behind the new $16 to $10 upward target revisions from several research firms, alongside one $8 and one $28 reduction. Analyst Commentary Recent research on PVH highlights a mix of optimism around long term earnings potential and caution around execution risks, cost pressures, and brand transitions.
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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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...
User avatar
새로운 내러티브 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.

주주 수익률

PVHUS LuxuryUS 시장
7D4.9%5.7%1.8%
1Y11.4%-7.5%28.4%

수익률 대 산업: PVH은 지난 1년 동안 -7.5%의 수익을 기록한 US Luxury 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: PVH은 지난 1년 동안 28.4%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is PVH's price volatile compared to industry and market?
PVH volatility
PVH Average Weekly Movement6.8%
Luxury Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.0%

안정적인 주가: PVH는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: PVH의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
188120,500Stefan Larssonwww.pvh.com

는 자회사와 함께 미국 및 전 세계에서 의류 회사로 운영되고 있습니다. 이 회사는 타미 힐피거 북미, 타미 힐피거 인터내셔널, 캘빈 클라인 북미, 캘빈 클라인 인터내셔널, 헤리티지 브랜드 도매 부문을 통해 운영되고 있습니다. 남성, 여성 및 아동 브랜드 의류, 신발 및 액세서리, 속옷, 가정용 가구, 여행 가방, 드레스, 정장 및 수영복, 액티브웨어, 스포츠웨어, 양말 및 액세서리, 아우터웨어, 골프 제품, 시계 및 보석, 안경 및 비안경 선글라스, 청바지, 기능성 의류, 친밀한 의류, 드레스 셔츠, 핸드백, 향수, 소형 가죽 제품 및 기타 관련 제품을 디자인 및 판매합니다.

PVH Corp. 기초 지표 요약

PVH의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
PVH 기초 통계
시가총액US$4.46b
순이익 (TTM)US$25.30m
매출 (TTM)US$8.95b
169.9x
주가수익비율(P/E)
0.5x
주가매출비율(P/S)

PVH는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
PVH 손익계산서 (TTM)
매출US$8.95b
매출원가US$3.80b
총이익US$5.15b
기타 비용US$5.12b
순이익US$25.30m

최근 보고된 실적

Feb 01, 2026

다음 실적 발표일

Jun 03, 2026

주당순이익(EPS)0.55
총이익률57.53%
순이익률0.28%
부채/자본 비율48.1%

PVH의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

0.2%
현재 배당 수익률
29%
배당 성향

PVH는 안정적으로 배당을 지급합니까?

PVH 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 PVH를 매수해야 하나요?
PVH 배당 일정
배당락일Jun 03 2026
배당 지급일Jun 24 2026
배당락일까지 남은 일수4 days
배당 지급일까지 남은 일수25 days

PVH는 안정적으로 배당을 지급합니까?

PVH 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 21:57
종가2026/05/29 00:00
수익2026/02/01
연간 수익2026/02/01

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

PVH Corp.는 28명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jamie MerrimanBernstein
Lorraine Corrine HutchinsonBofA Global Research
Kendall ToscanoBofA Global Research