Stock analysis · Bull Rankings model

TPR analysis

Tapestry, Inc.Luxury Goods. Scored on the same transparent model behind the daily rankings.

TPR
Tapestry, Inc. · Luxury Goods
FCF$1.8bC+
Rev+14.1%B+
D/E5.75D
P/E47.7xD
PEG0.31A
68.4Score
$156.31$31.6B
1Y Target$167.15Analyst consensus · 20 analysts
5Y Target$244.72Compound horizon
10Y Target$363.03Long-dated conviction
FCF$1.8bTTM
C+
FCF $1.8b — respectable but not differentiating
Rev+14.1%TTM YoY
B+
Revenue +14.1% — above sector median, healthy trajectory
D/E5.75
D
D/E 5.75 — most levered decile in Consumer Cyclical (≈95th pctile)
P/E47.7x
D
P/E 47.7 — most expensive decile in Consumer Cyclical (≈95th pctile)
PEG0.31
A
PEG 0.31 — exceptional; paying well under fair value for growth

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 68.4
Quality0.80
Growth0.76
Value0.53
Why this score
  • Buying back stock
  • Raising its dividend
Entry · Margin of safety
52-week rangeNear 52-week high
3% off the 12-month high
vs DCF fair value38% aboveest. fair value ~$113
What the price assumes: free cash flow compounding at ~16% a year for the next decade — vs the ~12% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability92% · Agross profit ÷ total assets (Novy-Marx)
ROIC22.8% · Areturn on invested capital — not score-weighted
Why now
Luxury Goods · market cap $31.6b. 3% off the 52-week high of $161.97. Revenue growing +14%, comfortably above the S&P median. PEG 0.31 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $167.15 (implying +7% upside).
Moat
ROE 97% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 5.75 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 48x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Horizon
1-3 yr $167.15 (20-analyst consensus) — fundamentals + valuation re-rating. 5 yr $244.72 at ~9% CAGR — compounding case rests on the competitive position widening. 10 yr $363.03 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

TPR vs the Top Picks average

PillarTPRBook avgDiff
Quality0.800.83-0.03
Growth0.760.91-0.15
Value0.530.75-0.21

Averaged across the 30 names in today's Top Picks (mean score 81.8). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
+7.4 over 34 daily scores
From 61.0 (Jun 22) → 68.4 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
12
Position size
$1,876
3.8% of portfolio
Stop price
$117.24
25% below $156.31
$ at risk if stopped
$468.94
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Tapestry, Inc. (TPR): score, valuation & FAQ

Tapestry, Inc. (TPR) is a Luxury Goods company that scores 68.4 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are PEG (A) and Rev (B+), while D/E (D) and P/E (D) rate weaker. On valuation, TPR sits about 38% above our discounted-cash-flow fair value — the current price implies roughly 16% annual free-cash-flow growth over the next decade.

Is TPR a good stock to buy?

Bull Rankings scores TPR 68.4 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by PEG (A) and Rev (B+). A score is a quantitative screen of Tapestry, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does TPR score 68.4 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). TPR earns its highest marks on PEG (A) and Rev (B+), and is held back by D/E (D) and P/E (D). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is TPR overvalued or undervalued?

Based on $156.31, TPR sits about 38% above our discounted-cash-flow fair value — the current price implies roughly 16% annual free-cash-flow growth over the next decade. It trades at a 47.7x× P/E (graded D). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in TPR?

D/E 5.75 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 48x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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