Lands' End Valuation

Is LE undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of LE when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: LE ($14.95) is trading above our estimate of fair value ($9.26)

Significantly Below Fair Value: LE is trading above our estimate of fair value.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for LE?

Key metric: As LE is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for LE. This is calculated by dividing LE's market cap by their current revenue.
What is LE's PS Ratio?
PS Ratio0.3x
SalesUS$1.44b
Market CapUS$460.71m

Price to Sales Ratio vs Peers

How does LE's PS Ratio compare to its peers?

The above table shows the PS ratio for LE vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average0.5x
CURV Torrid Holdings
0.4x0.8%US$414.5m
ZUMZ Zumiez
0.5x2.9%US$411.0m
SFIX Stitch Fix
0.4x-3.5%US$483.2m
MYTE MYT Netherlands Parent B.V
0.7x8.7%US$616.5m
LE Lands' End
0.3x-0.2%US$460.7m

Price-To-Sales vs Peers: LE is good value based on its Price-To-Sales Ratio (0.3x) compared to the peer average (0.5x).


Price to Sales Ratio vs Industry

How does LE's PS Ratio compare vs other companies in the US Specialty Retail Industry?

44 CompaniesPrice / SalesEstimated GrowthMarket Cap
TA TravelCenters of America
0.1x-0.8%US$1.30b
ODP ODP
0.1x-2.1%US$778.86m
ARKO Arko
0.09x-1.7%US$766.41m
GCO Genesco
0.1x1.9%US$323.86m
LE 0.3xIndustry Avg. 0.4xNo. of Companies44PS00.61.21.82.43+
44 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: LE is good value based on its Price-To-Sales Ratio (0.3x) compared to the US Specialty Retail industry average (0.4x).


Price to Sales Ratio vs Fair Ratio

What is LE's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

LE PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.3x
Fair PS Ratio0.3x

Price-To-Sales vs Fair Ratio: LE is expensive based on its Price-To-Sales Ratio (0.3x) compared to the estimated Fair Price-To-Sales Ratio (0.3x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst LE forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$14.95
US$19.00
+27.1%
7.4%US$20.00US$17.00n/a3
Nov ’25US$16.09
US$19.00
+18.1%
7.4%US$20.00US$17.00n/a3
Oct ’25US$16.08
US$19.00
+18.2%
7.4%US$20.00US$17.00n/a3
Sep ’25US$15.49
US$18.67
+20.5%
10.1%US$20.00US$16.00n/a3
Aug ’25US$17.06
US$18.67
+9.4%
10.1%US$20.00US$16.00n/a3
Jul ’25US$13.26
US$17.67
+33.2%
9.6%US$20.00US$16.00n/a3
Jun ’25US$14.29
US$16.67
+16.6%
15.0%US$20.00US$14.00n/a3
May ’25US$13.57
US$14.00
+3.2%
5.8%US$15.00US$13.00n/a3
Apr ’25US$11.31
US$14.00
+23.8%
5.8%US$15.00US$13.00n/a3
Mar ’25US$9.72
US$10.67
+9.7%
11.7%US$12.00US$9.00n/a3
Feb ’25US$9.41
US$10.00
+6.3%
10.0%US$11.00US$9.00n/a2
Jan ’25US$9.56
US$10.00
+4.6%
10.0%US$11.00US$9.00n/a2
Dec ’24US$6.70
US$10.00
+49.3%
10.0%US$11.00US$9.00n/a2
Nov ’24US$6.11
US$10.00
+63.7%
10.0%US$11.00US$9.00US$16.092
Oct ’24US$7.47
US$10.00
+33.9%
10.0%US$11.00US$9.00US$16.082
Sep ’24US$7.61
US$10.00
+31.5%
10.0%US$11.00US$9.00US$15.492
Aug ’24US$9.36
US$10.00
+6.8%
10.0%US$11.00US$9.00US$17.062
Jul ’24US$7.76
US$10.00
+28.9%
10.0%US$11.00US$9.00US$13.262
May ’24US$6.96
US$9.50
+36.5%
5.3%US$10.00US$9.00US$13.572
Apr ’24US$9.72
US$9.50
-2.3%
5.3%US$10.00US$9.00US$11.312
Mar ’24US$7.80
US$11.50
+47.4%
21.7%US$14.00US$9.00US$9.722
Feb ’24US$9.32
US$11.50
+23.4%
21.7%US$14.00US$9.00US$9.412
Jan ’24US$7.59
US$11.50
+51.5%
21.7%US$14.00US$9.00US$9.562
Nov ’23US$10.81
US$15.00
+38.8%
20.0%US$18.00US$12.00US$6.112

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.


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