PVH (PVH): Assessing Valuation After a Recent Slide in the Share Price

PVH (PVH) has quietly slid over the past month, giving back close to 9%, and is down about 21% in the past 3 months, even as its underlying business continues to grow.

See our latest analysis for PVH.

Zooming out, PVH’s share price return has been weak this year, with the 1 year total shareholder return also negative. This suggests momentum has clearly faded despite steady revenue and profit growth.

If PVH’s recent slide has you rethinking where to put fresh capital, it could be a good moment to explore fast growing stocks with high insider ownership for other ideas with strong alignment.

With shares now trading well below analyst targets despite improving earnings, the key question is whether PVH is quietly undervalued or if the market is already factoring in all the growth that lies ahead.

Most Popular Narrative Narrative: 28.3% Undervalued

With PVH last closing at $69.40 against a narrative fair value near $96.79, the story frames today’s price as lagging its earnings potential.

Analysts expect earnings to reach $707.7 million (and earnings per share of $16.09) by about September 2028, up from $468.5 million today.

In order for the above numbers to justify the analysts price target, the company would need to trade at a PE ratio of 7.2x on those 2028 earnings, down from 8.5x today.

Read the complete narrative.

Curious how modest revenue growth, rising margins and shrinking share count can still add up to a much higher valuation multiple story than today suggests?

Result: Fair Value of $96.79 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, lingering tariff pressures and uneven digital execution could still squeeze margins and slow growth, which challenges the case that PVH is meaningfully undervalued.

Find out about the key risks to this PVH narrative.

Build Your Own PVH Narrative

If you see the story differently or would rather dig into the numbers yourself, you can build a custom view in just minutes: Do it your way.

A great starting point for your PVH research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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