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v0.1
GOOS$10.05-1.08%
Fair $10.05+0.0%

GOOS

Canada Goose Holdings Inc.

Consumer Cyclical / Apparel ManufacturingNYSE

$10.05

-0.11 (-1.08%)

Fairly Valued+0.0%Fair Value $10.05Fund rank 32/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9
Low 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $141.4M · quality 55.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

34/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
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. ROE is 3.7%, below the 5% threshold
Thesis & Journal · GOOSLocal privado en este navegador · Canada Goose 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

$976M

P/E

59.1x

↑

EV/EBITDA

6.1x

↓

ROE

3.7%

↓

Gross Margin

69.7%

↑

Debt/Equity

1.29

↑
52-Week Range$10
$9$15

TradingView lightweight chart

GOOS price, volumen y niveles de valoración

Último $10.05Periodo -37.5%
Fair value: $10.05

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+7.9%

FCF CAGR

+27.5%

FCF margin

9.3%

FCF / Net income

6.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.53B · net income $22.5M · FCF $141.4M

2023-FY → 2026-FY

Gross margin

69.7%+2.7% pts

Operating margin

5.8%-6.3% pts

Net margin

1.5%-4.5% pts

FCF margin

9.3%+3.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1.53B$1.53B$1.35B$1.33B$1.22B
Net Income$22.5M$22.5M$94.8M$58.4M$72.7M
EBITDA$224.7M$224.7M$299.8M$243.1M$234.7M
EPS0.230.230.970.570.69
Gross Margin69.7%69.7%69.9%68.8%67.0%
Operating Margin5.8%5.8%12.2%9.3%12.1%
Net Margin1.5%1.5%7.0%4.4%6.0%
Balance Sheet
Debt/Equity1.291.291.371.751.61
Current Ratio2.632.63———
Cash Flow
Free Cash Flow$141.4M$141.4M$274.0M$108.1M$68.2M
Returns
ROE3.7%3.7%17.5%14.0%15.5%
Valuation
P/E59.1259.127.8419.7226.41
EV/EBITDA6.116.113.857.1110.19
P/B1.641.641.382.744.10
Growth & Yield
Revenue Growth13.3%13.3%1.1%9.6%—
EPS Growth-76.3%-76.3%70.2%-17.4%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

57.1%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

-133.4%

5Y implied EPS CAGR

36.2%

muy exigente

EPS terminal req.

$1.08

Spread vs growth

-112.5%

10Y implied EPS CAGR

22.4%

exigente

EPS terminal req.

$1.74

Spread vs growth

-98.7%

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 -16.7%

Total return

-16.7%

Start / end P/E

12.4x → 43.7x

EPS bridge

0.97 → 0.23

Residual

-191.6%

EPS growth-76.3%
Multiple rerating+251.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-191.6%

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.