Stitch Fix Inc. Class A Common Stock (SFIX)

FairStock Score: 51/100 — MIXED

Key Financials

AI Analysis

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

As a Buffett/Graham investor, I start with whether the business earns money and has durable advantages. Stitch Fix sells apparel and accessories with personal styling, but the filed figures show no profit: in fiscal Q3 2026 (quarter ended 2026-05-02), revenue was $340.3M and net loss was $1.5M, or diluted EPS -$0.01. That is better than fiscal Q3 2025, when revenue was $325.0M and net loss was $7.4M, or EPS -$0.06. For FY2026 (period ended 2026-08-01), revenue was $1.3B and net loss was $12.6M, or EPS -$0.09, an improvement from FY2025's net loss of $28.7M and FY2024's $128.8M. Still, FairStock's Lynch category is none because losses occurred in each of the last four years. A moat is hard to identify in online apparel; competition is intense and switching costs are low. Financial health is mixed: FairStock's Piotroski F-Score is 7/9, and trailing free cash flow is $18.2M, a 5.5% FCF yield. But Altman Z-Score is 0.19, deep in distress territory, and D/E is 0.37. At the 2026-10-13 close of $2.45, FairStock ratios show P/B 1.62, ROE -9.52%, ROCE -3.05%, and P/E -17.50, with a $331.6M market cap, Beta 2.28, and 52W range of $2.10-$5.74. Valuation is not Graham-cheap; book value is modest and profits are absent. I see a speculative turnaround, not a safe value investment, unless margins become consistently positive.

In plain English: Stitch Fix sells clothes and accessories online, using personal styling to pick items for customers. It has lost money in each of the last four years, but its losses are getting smaller and it is generating some cash. At $2.45, the price looks fair to expensive relative to current profits, since there are none, and it depends on a turnaround that is not yet proven.

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

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-05-02) · fiscal Q2 2026 10-Q (period ended 2026-01-31) · fiscal Q1 2026 10-Q (period ended 2025-11-01) · fiscal Q3 2025 10-Q (period ended 2025-05-03) · FY2026 10-K (period ended 2026-08-01) · FY2025 10-K (period ended 2025-08-02) · FY2024 10-K (period ended 2024-08-03)

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