Abercrombie & Fitch Company Common Stock (ANF)

FairStock Score: 76/100 — HIGH CONVICTION

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I begin with the business. Abercrombie & Fitch is an omnichannel apparel retailer with brands such as Abercrombie, Hollister, and Gilly Hicks. It has no wide moat; fashion is cyclical and competitive. Still, the numbers show better execution. In fiscal Q2 2026, the quarter ended 2026-08-01, revenue was $1.3B, net income $183.7M, and diluted EPS $4.17. For FY2025, ended 2026-01-31, revenue was $5.3B, net income $506.9M, and diluted EPS $10.46. FY2024 revenue was $4.9B, net income $566.2M, and EPS $10.69, while FY2023 revenue was $4.3B, net income $328.1M, and EPS $6.22. Sales have grown, but profits are not perfectly smooth. Financial health is decent: FairStock calculations show ROE 40.61%, ROCE 13.63%, D/E 0.94, Piotroski 8/9, and Altman Z-Score 3.99. TTM free cash flow is $566.5M, an 8.8% FCF yield at the $150.88 close on 2026-10-13. On valuation, FairStock shows P/E 13.03, P/B 4.73, PEG 0.44, and EV/EBITDA 7.64. Those are not demanding on earnings, and cash generation supports the price. But the Graham Number is $91.20, and the margin of safety is -65.44%, so the asset-based bargain is thin. FairStock classifies it as a STALWART, citing 17.8% yearly profit growth and 9.1% revenue growth over four years. I see a reasonably priced cyclical business with strong recent cash flows, offset by fashion risk, leverage, and little asset cushion.

In plain English: Abercrombie & Fitch sells clothes, accessories, and personal care products under names like Abercrombie, Hollister, and Gilly Hicks, mostly through stores and online. The business looks strong right now: it is profitable, generates plenty of cash, and can handle its debts. At the recent price of $150.88, the shares look fair rather than cheap or expensive: they are not a deep bargain, but they are not costly compared with the profits the company earns.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-08-01) · fiscal Q1 2026 10-Q (period ended 2026-05-02) · fiscal Q3 2025 10-Q (period ended 2025-11-01) · fiscal Q2 2025 10-Q (period ended 2025-08-02) · FY2025 10-K (period ended 2026-01-31) · FY2024 10-K (period ended 2025-02-01) · FY2023 10-K (period ended 2024-02-03)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer