COMPARE · Reviewed July 2, 2026

FIVE vs KTB

Verdict: Side-by-side breakdown using the Bull Rankings model. FIVE scored 79.1, KTB scored 76.3 — FIVE ahead by 2.799999999999997.
FIVE
Five Below, Inc.
Specialty Retail · Quality-Growth
79.1
$182.43
Score gap
2.799999999999997
FIVE leads
KTB
Kontoor Brands, Inc.
Apparel Manufacturing · Quality-Growth
76.3
$85.00
FIVEFive Below, Inc.
Specialty Retail · $182.43 · beta 0.97
Why now
Specialty Retail · market cap $10.1b. Down 28% from 52-week high of $251.63 — deep drawdown territory. Revenue growing +23%, comfortably above the S&P median. PEG 0.98 — paying under fair value for the growth rate. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $260.81 (implying +43% upside).
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 115% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
KTBKontoor Brands, Inc.
Apparel Manufacturing · $85.00 · beta 0.93
Why now
Apparel Manufacturing · market cap $4.7b. Trading near 52-week high of $87.00 — momentum setup, limited technical margin of safety. Revenue growing +21%, comfortably above the S&P median. PEG 0.82 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $92.40 (implying +9% upside).
Moat
ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 144% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.06 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
FIVEComponentKTB
C+70FCFC65
A-90RevA-90
B80D/EC65
B80P/E or P/SB+85
B+85PEGB+85
Supplemental signals · feed the score, not on the row card
B+85FCF YieldA-90
B+85ROEA95
82.3Base composite82.7
FIVE
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus tilt buy (60%)+1
Total+6
KTB
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (70% buy/strong-buy)+2
covered yield (2.5% at 42% payout)+1
DCF cross-check (avg upside 117%)+2
Total+6
FIVE upsideHorizonKTB upside
-21%1Y+58%
-17%5Y+102%
-10%10Y+190%
Generating verdict… typically 5–10 seconds
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