NYSE:OXM

Stock Analysis Report

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Executive Summary

Oxford Industries, Inc., an apparel company, designs, sources, markets, and distributes products of company owned and licensed brands, and private label apparel products worldwide.


Snowflake Analysis

Excellent balance sheet with proven track record and pays a dividend.


Similar Companies

Share Price & News

How has Oxford Industries's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: OXM's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

13.9%

OXM

4.8%

US Luxury

1.1%

US Market


1 Year Return

-41.1%

OXM

-4.0%

US Luxury

4.6%

US Market

Return vs Industry: OXM underperformed the US Luxury industry which returned -4.5% over the past year.

Return vs Market: OXM underperformed the US Market which returned 4.1% over the past year.


Shareholder returns

OXMIndustryMarket
7 Day13.9%4.8%1.1%
30 Day17.4%9.0%5.5%
90 Day-29.9%-7.5%-4.9%
1 Year-39.8%-41.1%-2.7%-4.0%7.0%4.6%
3 Year-14.4%-19.1%48.4%41.3%28.6%20.1%
5 Year-37.4%-42.7%27.5%18.9%52.5%35.3%

Price Volatility Vs. Market

How volatile is Oxford Industries's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Oxford Industries undervalued compared to its fair value and its price relative to the market?

11.7%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: OXM ($43.59) is trading below our estimate of fair value ($49.39)

Significantly Below Fair Value: OXM is trading below fair value, but not by a significant amount.


Price To Earnings Ratio

PE vs Industry: OXM is good value based on its PE Ratio (10.7x) compared to the Luxury industry average (13.8x).

PE vs Market: OXM is good value based on its PE Ratio (10.7x) compared to the US market (15.1x).


Price to Earnings Growth Ratio

PEG Ratio: OXM is poor value based on its PEG Ratio (2x)


Price to Book Ratio

PB vs Industry: OXM is overvalued based on its PB Ratio (1.4x) compared to the US Luxury industry average (0.9x).


Next Steps

Future Growth

How is Oxford Industries forecast to perform in the next 1 to 3 years based on estimates from 5 analysts?

5.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: OXM's forecast earnings growth (5.4% per year) is above the savings rate (2.2%).

Earnings vs Market: OXM's earnings (5.4% per year) are forecast to grow slower than the US market (21.6% per year).

High Growth Earnings: OXM's earnings are forecast to grow, but not significantly.

Revenue vs Market: OXM's revenue is expected to decline over the next 3 years (-3.7% per year).

High Growth Revenue: OXM's revenue is forecast to decline over the next 3 years (-3.7% per year).


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if OXM's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Oxford Industries performed over the past 5 years?

5.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: OXM has high quality earnings.

Growing Profit Margin: OXM's current net profit margins (6.1%) are higher than last year (6%).


Past Earnings Growth Analysis

Earnings Trend: OXM's earnings have grown by 5.5% per year over the past 5 years.

Accelerating Growth: OXM's earnings growth over the past year (3.2%) is below its 5-year average (5.5% per year).

Earnings vs Industry: OXM earnings growth over the past year (3.2%) exceeded the Luxury industry -7.9%.


Return on Equity

High ROE: OXM's Return on Equity (13%) is considered low.


Next Steps

Financial Health

How is Oxford Industries's financial position?


Financial Position Analysis

Short Term Liabilities: OXM's short term assets ($288.8M) exceed its short term liabilities ($177.8M).

Long Term Liabilities: OXM's short term assets ($288.8M) do not cover its long term liabilities ($327.0M).


Debt to Equity History and Analysis

Debt Level: OXM is debt free.

Reducing Debt: OXM has no debt compared to 5 years ago when its debt to equity ratio was 36.2%.

Debt Coverage: OXM has no debt, therefore it does not need to be covered by operating cash flow.

Interest Coverage: OXM has no debt, therefore coverage of interest payments is not a concern.


Balance Sheet


Next Steps

Dividend

What is Oxford Industries's current dividend yield, its reliability and sustainability?

2.29%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: OXM's dividend (2.29%) is higher than the bottom 25% of dividend payers in the US market (1.75%).

High Dividend: OXM's dividend (2.29%) is low compared to the top 25% of dividend payers in the US market (4.73%).


Stability and Growth of Payments

Stable Dividend: OXM's dividend payments have been volatile in the past 10 years.

Growing Dividend: OXM's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (36.2%), OXM's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: OXM's dividends in 3 years are forecast to be covered by earnings (63.3% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

7.3yrs

Average management tenure


CEO

Tom Chubb (55yo)

7.33yrs

Tenure

US$2,755,628

Compensation

Mr. Thomas Caldecot Chubb, III, also known as Tom, has been the President at Oxford Industries Inc, since June 2009, Chief Executive Officer since January 1, 2013 and the Chairman of the Board since June 1 ...


CEO Compensation Analysis

Compensation vs Market: Tom's total compensation ($USD2.76M) is about average for companies of similar size in the US market ($USD3.23M).

Compensation vs Earnings: Tom's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Thomas Chubb
Chairman7.33yrsUS$2.76m0.71% $5.2m
K. Grassmyer
Executive VP of Finance12.33yrsUS$1.08m0.19% $1.4m
Thomas Campbell
Executive Vice President of People & Technology1.17yrsUS$1.08m0.21% $1.5m
Douglas Wood
Chief Executive Officer of Tommy Bahama Group4.08yrsUS$1.22m0.22% $1.6m
Michelle Kelly
Chief Executive Officer of Lilly Pulitzer4.08yrsUS$1.51m0.21% $1.6m
Mark Kirby
Vice President of Operationsno datano datano data
Suraj Palakshappa
VP of Law1.17yrsno data0.057% $417.9k
Christine Cole
Senior Vice President of Human Resources12.08yrsUS$372.07kno data
Anne Shoemaker
VP of Capital Markets & Treasurer12.67yrsno datano data
James Howard
President of Lanier Apparel8.75yrsUS$772.96k0.059% $431.3k

7.3yrs

Average Tenure

55yo

Average Age

Experienced Management: OXM's management team is seasoned and experienced (7.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Thomas Chubb
Chairman7.33yrsUS$2.76m0.71% $5.2m
Thomas Gallagher
Independent Director6.92yrsUS$121.41k0.079% $579.7k
Clarence Smith
Independent Director16.5yrsUS$133.91k0.094% $690.7k
Dennis Love
Independent Director11.92yrsUS$134.61k0.12% $884.2k
Helen Weeks
Independent Director22.33yrsUS$121.41k0.069% $501.9k
E. Wood
Presiding Independent Director7.92yrsUS$133.91k0.098% $716.9k
Clyde Tuggle
Independent Director8.92yrsUS$121.41k0.060% $436.9k
John Holder
Independent Director11.17yrsUS$121.95k0.14% $1.0m
Virginia Hepner
Independent Director3.92yrsUS$121.41k0.029% $214.9k
Stephen Lanier
Independent Director1.92yrsUS$121.41k0.83% $6.1m

8.4yrs

Average Tenure

63.5yo

Average Age

Experienced Board: OXM's board of directors are considered experienced (8.4 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: OXM insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Oxford Industries, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Oxford Industries, Inc.
  • Ticker: OXM
  • Exchange: NYSE
  • Founded: 1942
  • Industry: Apparel, Accessories and Luxury Goods
  • Sector: Consumer Durables
  • Market Cap: US$731.319m
  • Shares outstanding: 16.78m
  • Website: https://www.oxfordinc.com

Number of Employees


Location

  • Oxford Industries, Inc.
  • 999 Peachtree Street, N.E.
  • Suite 688
  • Atlanta
  • Georgia
  • 30309
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
OXMNYSE (New York Stock Exchange)YesCommon StockUSUSDJan 1968
OXDDB (Deutsche Boerse AG)YesCommon StockDEEURJan 1968

Biography

Oxford Industries, Inc., an apparel company, designs, sources, markets, and distributes products of company owned and licensed brands, and private label apparel products worldwide. The company offers men's and women's sportswear and related products under the Tommy Bahama brand; women's and girl's dresses and sportswear, scarves, bags, jewelry, and belts, as well as footwear and children's apparel under the Lilly Pulitzer brand; and men’s shirts, pants, shorts, outerwear, ties, swimwear, footwear, and accessories, as well as women and youth products under the Southern Tide brand. It also provides branded and private label men's apparel, including tailored clothing, casual pants, and sportswear under the licensed brands, such as Kenneth Cole, Dockers, Nick Graham, and Cole Haan, as well as designs and markets products for owned brands comprising Billy London, Oxford, Duck Head, and Strong Suit. In addition, the company licenses Tommy Bahama names for various products that include men's and women's headwear; watches; outdoor furniture and related products; footwear; belts, leather goods, and gifts; indoor furniture; men's hosiery; handbags; mattresses and box springs; sleepwear; luggage; bedding and bath linens; shampoo, soap, and bath amenities; fabrics; table top accessories; cigar accessories; fragrances; and distilled spirits. Oxford Industries, Inc. offers products through its retail stores and e-commerce sites, department stores, national chains, warehouse clubs, specialty stores, specialty catalogs, and multi-branded e-commerce retailers. It operates 189 brand-specific full-price retail stores; 35 Tommy Bahama outlet stores; and 16 Tommy Bahama restaurants, including Marlin Bars. Oxford Industries, Inc. was founded in 1942 and is headquartered in Atlanta, Georgia. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/05/26 23:57
End of Day Share Price2020/05/26 00:00
Earnings2020/02/01
Annual Earnings2020/02/01


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.