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v0.1
SFIX$3.85-8.45%
Fair $3.85+0.0%

SFIX

Stitch Fix, Inc.

Consumer Cyclical / Apparel RetailNasdaqGS

$3.85

-0.35 (-8.45%)

Fairly Valued+0.0%Fair Value $3.85Fund rank 25/100 · Data gapFallback financials|
SA 25/D
F-Score: 6/9
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 $14.2M · 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 14/100Data 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

25/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 10Warnings: 2unknown: 10
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 4 consecutive years ROE is -14.2%, below the 5% threshold
Thesis & Journal · SFIXLocal privado en este navegador · Stitch Fix, 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

$513M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-14.2%

↓

Gross Margin

44.4%

↑

Debt/Equity

0.46

↑
52-Week Range$4
$3$6

TradingView lightweight chart

SFIX price, volumen y niveles de valoración

Último $3.845Periodo -74.6%
Fair value: $3.845

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2016–2025 · 9 años de histórico normalizado

Revenue CAGR

+6.3%

FCF CAGR

-12.2%

FCF margin

0.7%

FCF / Net income

-0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.27B · net income $-28.7M · FCF $9.3M

2016-FY → 2025-FY

Gross margin

44.4%+0.2% pts

Operating margin

-3.1%-11.9% pts

Net margin

-2.3%-6.8% pts

FCF margin

0.7%-3.4% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Income Statement
Revenue$1.27B$1.27B$1.34B$1.59B$2.02B$2.10B$1.71B$1.58B$1.23B$977.1M$730.3M
Net Income$-28.7M$-28.7M$-128.8M$-172.0M$-207.1M$-8.9M$-67.1M$36.9M$44.9M$-594000.00$33.2M
EBITDA$-12.8M$-12.8M$-88.9M$-113.2M$-148.8M$-35.8M$-29.1M$39.6M$53.5M$39.3M$67.8M
EPS-0.22-0.22-1.07-1.50-1.90-0.08-0.660.360.34-0.020.34
Gross Margin44.4%44.4%44.3%42.4%43.9%45.1%44.1%44.6%43.7%44.5%44.3%
Operating Margin-3.1%-3.1%-10.0%-9.8%-9.1%-3.0%-3.0%1.5%3.5%3.2%8.8%
Net Margin-2.3%-2.3%-9.6%-10.8%-10.3%-0.4%-3.9%2.3%3.7%-0.1%4.5%
Balance Sheet
Debt/Equity0.460.460.630.620.53——————
Current Ratio1.501.50—————————
Cash Flow
Free Cash Flow$9.3M$9.3M$14.2M$54.4M$30.3M$-50.9M$12.7M$47.8M$55.6M$21.5M$29.9M
Returns
ROE-14.2%-14.2%-68.9%-69.5%-64.2%-1.9%-16.7%9.3%14.3%-1.0%66.4%
Valuation
P/B2.442.442.632.152.15——————
Growth & Yield
Revenue Growth-5.3%-5.3%-16.0%-21.1%—22.8%8.5%28.6%25.5%33.8%—
EPS Growth79.4%79.4%28.7%21.1%—87.9%-283.3%5.9%1800.0%-105.9%—

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 -6.1%

Total return

-6.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.07 → -0.22

Residual

-6.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.1%

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.