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DLTH$3.51+4.78%
Fair $3.51+0.0%

DLTH

Duluth Holdings Inc.

Consumer Cyclical / Apparel RetailNasdaqGS

$3.51

+0.16 (+4.78%)

Fairly Valued+0.0%Fair Value $3.51Fund rank 25/100 · Data gapFallback financials|
SA 36/D
F-Score: 7/9
Declining RevenueLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-10.4M · quality 40.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

36/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 13Warnings: 2unknown: 13
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 4 consecutive years ROE is -9.7%, below the 5% threshold
Thesis & Journal · DLTHLocal privado en este navegador · Duluth Holdings Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$134M

P/E

N/A

•

EV/EBITDA

16.2x

↑

ROE

-9.7%

↓

Gross Margin

53.4%

↑

Debt/Equity

0.87

↑
52-Week Range$4
$2$5

TradingView lightweight chart

DLTH price, volumen y niveles de valoración

Último $3.510Periodo -74.3%
Fair value: $3.510

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2014–2026 · 12 años de histórico normalizado

Revenue CAGR

+10.9%

FCF CAGR

—

FCF margin

2.9%

FCF / Net income

-1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $565.2M · net income $-16.4M · FCF $16.6M

2014-FY → 2026-FY

Gross margin

53.4%-3.0% pts

Operating margin

-1.6%-11.5% pts

Net margin

-2.9%-12.4% pts

FCF margin

2.9%— pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Income Statement
Revenue$565.2M$565.2M$626.6M$646.7M$653.3M$698.6M$638.8M$615.6M$568.1M$471.4M$376.1M$304.2M$231.9M$163.1M
Net Income$-16.4M$-16.4M$-43.7M$-9.9M$2.3M$29.7M$13.6M$18.9M$23.2M$23.4M$21.3M$27.4M$23.6M$15.5M
EBITDA$15.6M$15.6M$-4.4M$23.5M$37.4M$73.3M$52.7M$50.2M$49.8M$44.4M$39.7M$32.0M$25.8M$17.5M
EPS-0.47-0.47-1.31-0.280.070.900.420.58———1.060.990.65
Gross Margin53.4%53.4%49.2%50.3%52.6%54.0%51.9%53.3%54.6%55.4%56.9%57.0%56.5%56.4%
Operating Margin-1.6%-1.6%-4.6%-1.5%1.0%6.3%3.8%4.6%6.5%7.9%9.3%9.6%10.4%9.9%
Net Margin-2.9%-2.9%-7.0%-1.5%0.4%4.3%2.1%3.1%4.1%5.0%5.7%9.0%10.2%9.5%
Balance Sheet
Debt/Equity0.870.870.890.840.87——0.160.180.010.000.050.12—
Current Ratio1.591.59————————————
Cash Flow
Free Cash Flow$16.6M$16.6M$-25.2M$-10.4M$-28.5M$81.6M$39.0M$-16.1M$-21.9M$-16.6M$-8.4M$6.9M——
Returns
ROE-9.7%-9.7%-23.9%-4.5%1.0%13.2%7.0%10.6%14.4%17.2%19.2%30.9%64.3%—
Valuation
P/E————98.86—————————
EV/EBITDA16.1816.18—13.4210.23—————————
P/B0.720.720.530.720.99—————————
Growth & Yield
Revenue Growth-9.8%-9.8%-3.1%-1.0%—9.4%3.8%8.4%20.5%25.3%23.7%31.2%42.2%—
EPS Growth64.1%64.1%-367.9%-500.0%—114.3%-27.6%————7.1%52.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +88.7%

Total return

+88.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.31 → -0.47

Residual

+88.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+88.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.