American Eagle Outfitters, Inc. (NYSE:AEO)

American Eagle Outfitters, Inc. AEO

Consumer Cyclical - Apparel - Retail - NYSE - US

Watchlist

$ 18.44

1.32 %

$ 3.54 B

Market Cap

14.75

P/E

1. INTRINSIC VALUE

American Eagle Outfitters, Inc. operates as a specialty retailer that provides clothing, accessories, and personal care products under the American Eagle and Aerie brands. The company provides jeans, and specialty apparel and accessories for women and men; and intimates, apparel, activewear, and swim collections, as well as personal care products for women. It also offers graphic tees and other clothing products under the Tailgate brand name; and menswear products under the Todd Snyder New York brand name. As of January 29, 2022, the company operated 880 American Eagle stores, 244 Aerie brand stand-alone stores, and five Todd Snyder stores in the United States, Canada, Mexico, and Hong Kong.[ Read More ]

The intrinsic value of one AEO stock under the base case scenario is HIDDEN Compared to the current market price of 18.4 USD, American Eagle Outfitters, Inc. is HIDDEN

AEO Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart AEO

FINANCIALS

Annual
Quarterly

5.26 B REVENUE

Growth Rates

1Year 5.45%

3Years 11.86%

5Years 5.45%

7Years 5.53%

10Years 4.76%

223 M OPERATING INCOME

Growth Rates

1Year -9.85%

3Years -8.24%

5Years -7.96%

7Years -5.52%

10Years 4.67%

170 M NET INCOME

Growth Rates

1Year 35.88%

3Years 41.16%

5Years -8.28%

7Years -3.13%

10Years 7.44%

581 M OPERATING CASH FLOW

Growth Rates

1Year 42.93%

3Years 42.07%

5Years 4.92%

7Years 6.83%

10Years 9.71%

-287 M INVESTING CASH FLOW

Growth Rates

1Year -9.97%

3Years -57.23%

5Years -0.32%

7Years -8.44%

10Years -3.94%

-109 M FINANCING CASH FLOW

Growth Rates

1Year 73.16%

3Years -9.26%

5Years 15.39%

7Years -3.67%

10Years 0.62%

1.29 B REVENUE

Growth Rates

1Year 5.45%

3Years 11.86%

5Years 5.45%

7Years 5.53%

10Years 4.76%

101 M OPERATING INCOME

Growth Rates

1Year -9.85%

3Years -8.24%

5Years -7.96%

7Years -5.52%

10Years 4.67%

77.3 M NET INCOME

Growth Rates

1Year 35.88%

3Years 41.16%

5Years -8.28%

7Years -3.13%

10Years 7.44%

78.3 M OPERATING CASH FLOW

Growth Rates

1Year 42.93%

3Years 42.07%

5Years 4.92%

7Years 6.83%

10Years 9.71%

-64.6 M INVESTING CASH FLOW

Growth Rates

1Year -9.97%

3Years -57.23%

5Years -0.32%

7Years -8.44%

10Years -3.94%

-120 M FINANCING CASH FLOW

Growth Rates

1Year 73.16%

3Years -9.26%

5Years 15.39%

7Years -3.67%

10Years 0.62%

Balance Sheet Decomposition American Eagle Outfitters, Inc.

3.56 B ASSETS
1.82 B LIABILITIES

Current Assets	1.43 B
Cash & Short-Term Investments	454 M
Receivables	248 M
Other Current Assets	731 M
Non-Current Assets	2.12 B
Long-Term Investments	0
PP&E	1.72 B
Other Non-Current Assets	406 M

Current Liabilities	891 M
Accounts Payable	268 M
Short-Term Debt	569 M
Other Current Liabilities	53.8 M
Non-Current Liabilities	930 M
Long-Term Debt	901 M
Other Non-Current Liabilities	28.9 M

EFFICIENCY

Earnings Waterfall American Eagle Outfitters, Inc.

Revenue	5.26 B
Cost Of Revenue	3.45 B
Gross Profit	1.81 B
Operating Expenses	1.44 B
Operating Income	223 M
Other Expenses	52.7 M
Net Income	170 M

RATIOS

34.44% GROSS MARGIN

Averages

1Year 34.44%

3Years 36.39%

5Years 35.01%

7Years 35.43%

10Years 35.80%

4.23% OPERATING MARGIN

Averages

1Year 4.23%

3Years 6.99%

5Years 7.56%

7Years 7.73%

10Years 7.71%

3.23% NET MARGIN

Averages

1Year 3.23%

3Years 4.70%

5Years 2.60%

7Years 3.55%

10Years 3.94%

9.79% ROE

Averages

1Year 9.79%

3Years 15.70%

5Years 8.63%

7Years 11.41%

10Years 12.53%

4.78% ROA

Averages

1Year 4.78%

3Years 6.51%

5Years 3.83%

7Years 6.31%

10Years 7.44%

7.81% ROIC

Averages

1Year 7.81%

3Years 12.70%

5Years 13.97%

7Years 15.28%

10Years 15.22%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis American Eagle Outfitters, Inc.

Net Income	170 M
Depreciation & Amortization	236 M
Capital Expenditures	-174 M
Stock-Based Compensation	51.1 M
Change in Working Capital	51.5 M
Others	186 M
Free Cash Flow	406 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets American Eagle Outfitters, Inc.

Wall Street analysts predict an average 1-year price target for AEO of $25.7 , with forecasts ranging from a low of $20 to a high of $35 .

AEO Lowest Price Target Wall Street Target

20 USD 8.46%

AEO Average Price Target Wall Street Target

25.7 USD 39.19%

AEO Highest Price Target Wall Street Target

35 USD 89.80%

4. DIVIDEND ANALYSIS

0.62% DIVIDEND YIELD

0.125 USD DIVIDEND PER SHARE

5. COMPETITION

Urban Outfitters, Inc. engages in the retail and wholesale of general consumer products. The company operates through three segments: Retail, Wholesale, and Nully.

13.6 USD

URBN

Overvalued 64.46%

Foot Locker, Inc., through its subsidiaries, operates as an athletic footwear and apparel retailer. The company engages in the retail of athletic footwear, apparel, accessories, equipment, and team licensed merchandise under the Foot Locker, Lady Foot Locker, Kids Foot Locker, Champs Sports, Eastbay, atmos, WSS, Footaction, and Sidestep brand names.

32.4 USD

Undervalued 37.40%

The Children's Place, Inc. operates as a children's specialty apparel retailer. The company operates in two segments, The Children's Place U.S. and The Children's Place International.

-12.6 USD

PLCE

Overvalued 189.98%

Abercrombie & Fitch Co., through its subsidiaries, operates as a specialty retailer. The company operates in two segments, Hollister and Abercrombie.

64.3 USD

ANF

Overvalued 55.52%

lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails athletic apparel and accessories for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer.

381 USD

LULU

Undervalued 19.18%

Burlington Stores, Inc. operates as a retailer of branded apparel products in the United States. The company provides fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, footwear, accessories, toys, gifts, and coats, as well as baby, home, and beauty products.

52.6 USD

BURL

Overvalued 80.44%

6. Ownership

Insider Ownership American Eagle Outfitters, Inc.

Summary
Transactions

Sold

0-3 MONTHS

21.1 M USD 4

3-6 MONTHS

53.9 K USD 1

6-9 MONTHS

1.31 M USD 3

9-12 MONTHS

3.69 M USD 3

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price
1 month ago Oct 16, 2024	Sell 49.1 K USD	MCMILLAN CARY D Director	- 2283	21.488 USD
1 month ago Oct 01, 2024	Sell 654 K USD	Foyle Jennifer M. Global Brand President-aerie	- 30000	21.789 USD
1 month ago Sep 27, 2024	Sell 406 K USD	Sable David M. Director	- 18420	22.035 USD
1 month ago Sep 19, 2024	Sell 12 M USD	SCHOTTENSTEIN JAY L Exec Chairman & CEO	- 598356	20.0387 USD
1 month ago Sep 19, 2024	Sell 8.05 M USD	SCHOTTENSTEIN JAY L Exec Chairman & CEO	- 401643	20.0399 USD
4 months ago Jul 11, 2024	Sell 53.9 K USD	MCMILLAN CARY D Director	- 2577	20.935 USD
7 months ago Apr 05, 2024	Sell 46.9 K USD	MCMILLAN CARY D Director	- 1908	24.595 USD
7 months ago Apr 02, 2024	Sell 433 K USD	Foyle Jennifer M. Global Brand President-aerie	- 16971	25.529 USD
7 months ago Mar 28, 2024	Sell 181 K USD	Keefer James H JR SVP, Controller & CAO	- 7000	25.821 USD
7 months ago Mar 20, 2024	Sell 652 K USD	Foyle Jennifer M. Global Brand President-aerie	- 26440	24.662 USD
9 months ago Feb 08, 2024	Sell 420 K USD	Foyle Jennifer M. Global Brand President-aerie	- 20000	21 USD
9 months ago Jan 19, 2024	Sell 488 K USD	Foyle Jennifer M. Global Brand President-aerie	- 24271	20.113 USD
9 months ago Jan 18, 2024	Sell 47 K USD	MCMILLAN CARY D Director	- 2363	19.911 USD
10 months ago Jan 16, 2024	Sell 1.24 M USD	Foyle Jennifer M. Global Brand President-aerie	- 60000	20.73 USD
11 months ago Dec 08, 2023	Sell 705 K USD	Rempell Michael R EVP, Chief Operations Officer	- 35000	20.155 USD
11 months ago Dec 04, 2023	Sell 782 K USD	Rempell Michael R EVP, Chief Operations Officer	- 40000	19.55 USD
1 year ago Oct 13, 2023	Sell 510 K USD	Foyle Jennifer M. Global Brand President-aerie	- 30000	17 USD
1 year ago Apr 10, 2023	Sell 40.2 K USD	Rempell Michael R EVP, Chief Operations Officer	- 2967	13.56 USD
1 year ago Mar 31, 2023	Sell 76.8 K USD	Rempell Michael R EVP, Chief Operations Officer	- 5761	13.33 USD
1 year ago Mar 27, 2023	Sell 164 K USD	Rempell Michael R EVP, Chief Operations Officer	- 12510	13.13 USD
1 year ago Mar 02, 2023	Sell 278 K USD	Rempell Michael R EVP, Chief Operations Officer	- 18997	14.65 USD
1 year ago Feb 08, 2023	Sell 538 K USD	Rempell Michael R EVP, Chief Operations Officer	- 33642	15.99 USD
1 year ago Feb 02, 2023	Sell 597 K USD	Foyle Jennifer M. Global Brand President-aerie	- 35107	17 USD
1 year ago Feb 02, 2023	Sell 588 K USD	Foyle Jennifer M. Global Brand President-aerie	- 35107	16.75 USD
2 years ago Jul 22, 2022	Bought 5.21 K USD	Sable David M. Director	+ 431.879	12.057 USD
2 years ago Mar 22, 2022	Bought 4.16 K USD	Sable David M. director:	+ 226.527	18.343 USD
2 years ago Jun 23, 2022	Bought 5.95 K USD	Sable David M. director:	+ 500	11.895 USD
2 years ago Jun 17, 2022	Bought 115 K USD	Spiegel Noel Joseph director:	+ 10000	11.5 USD
2 years ago Jun 16, 2022	Bought 116 K USD	Spiegel Noel Joseph director:	+ 10000	11.65 USD
2 years ago Jun 16, 2022	Bought 5.81 K USD	Sable David M. director:	+ 500	11.625 USD
2 years ago Jun 10, 2022	Bought 240 K USD	Spiegel Noel Joseph director:	+ 20000	12 USD
2 years ago Jun 14, 2022	Bought 11.8 K USD	Sable David M. director:	+ 1000	11.775 USD
2 years ago Jun 10, 2022	Bought 6 K USD	Sable David M. Director	+ 500	12 USD
2 years ago Jun 08, 2022	Bought 6.35 K USD	Sable David M. director:	+ 500	12.6992 USD
2 years ago Jun 08, 2022	Bought 6.42 K USD	Sable David M. Director	+ 500	12.85 USD
2 years ago Apr 18, 2022	Sell 449 K USD	McLean Andrew J. EVP & Chief Commercial Officer	- 24958	18 USD
2 years ago Apr 18, 2022	Sell 120 K USD	McLean Andrew J. EVP & Chief Commercial Officer	- 6915	17.4 USD
2 years ago Mar 18, 2022	Sell 247 K USD	Rempell Michael R EVP, Chief Operations Officer	- 12895	19.12 USD
2 years ago Mar 08, 2022	Bought 99.7 K USD	DAVIS STEVEN A director:	+ 5500	18.12 USD
2 years ago Jan 03, 2022	Sell 1.63 M USD	Rempell Michael R EVP, Chief Operations Officer	- 64011	25.43 USD
2 years ago Dec 07, 2021	Sell 849 K USD	Foyle Jennifer M. Global Brand President-aerie	- 30305	28.012 USD
2 years ago Nov 29, 2021	Bought 104 K USD	DAVIS STEVEN A Director	+ 3900	26.555 USD
3 years ago Aug 10, 2021	Sell 207 K USD	Foyle Jennifer M. Global Brand President-aerie	- 5920	35 USD
3 years ago Aug 11, 2021	Sell 204 K USD	Foyle Jennifer M. Global Brand President-aerie	- 5746	35.5 USD
3 years ago Aug 09, 2021	Sell 559 K USD	McLean Andrew J. EVP & Chief Commercial Officer	- 16282	34.31 USD
3 years ago Jul 26, 2021	Sell 540 K USD	McLean Andrew J. EVP & Chief Commercial Officer	- 15431	35 USD

7. News

AEO Inc. to Report Third Quarter Fiscal 2024 Results on December 4th PITTSBURGH--(BUSINESS WIRE)--American Eagle Outfitters (NYSE: AEO) will report its third quarter fiscal 2024 results by press release on Wednesday, December 4th, 2024 after market close. The company will also host a summary of AEO Inc.'s third quarter results with a live conference call that will be webcast on Wednesday, December 4th, 2024 at 4:30pm, Eastern Time. The conference call can be accessed by calling: Domestic: (877) 407-0789 International: (201) 689-8562 A replay will be available fo. businesswire.com - 2 days ago

Here is What to Know Beyond Why American Eagle Outfitters, Inc. (AEO) is a Trending Stock American Eagle (AEO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. zacks.com - 2 days ago

Why American Eagle Outfitters (AEO) Dipped More Than Broader Market Today The latest trading day saw American Eagle Outfitters (AEO) settling at $17.94, representing a -1.48% change from its previous close. zacks.com - 4 days ago

Will American Eagle (AEO) Beat Estimates Again in Its Next Earnings Report? American Eagle (AEO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. zacks.com - 4 days ago

American Eagle Outfitters (AEO) Expected to Beat Earnings Estimates: Can the Stock Move Higher? American Eagle (AEO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 4 days ago

These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP. zacks.com - 4 days ago

AEO or FIGS: Which Is the Better Value Stock Right Now? Investors interested in Retail - Apparel and Shoes stocks are likely familiar with American Eagle Outfitters (AEO) and Figs (FIGS). But which of these two stocks is more attractive to value investors? zacks.com - 1 week ago

Bet on 5 Top-Ranked Stocks With Rising P/E Tap five stocks with increasing P/E ratios to try an an out-of-the-box approach. These stocks include American Eagle Outfitters (AEO), Groupon (GRPN), Nextracker Inc. (NXT), ESS Tech (GWH) and Virgin Galactic (SPCE). zacks.com - 1 week ago

American Eagle Outfitters (AEO) Stock Declines While Market Improves: Some Information for Investors American Eagle Outfitters (AEO) concluded the recent trading session at $19.08, signifying a -0.31% move from its prior day's close. zacks.com - 1 week ago

American Eagle Stock is Attractive With P/E of 10.3X: Should You Buy? AEO is set to drive profitability through brand strengthening, operational efficiency and targeted market share expansion. zacks.com - 2 weeks ago

Is Trending Stock American Eagle Outfitters, Inc. (AEO) a Buy Now? American Eagle (AEO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. zacks.com - 2 weeks ago

Here's Why American Eagle Outfitters (AEO) Fell More Than Broader Market American Eagle Outfitters (AEO) reachead $19.89 at the closing of the latest trading day, reflecting a -0.8% change compared to its last close. zacks.com - 2 weeks ago

8. Profile Summary

American Eagle Outfitters, Inc. AEO

COUNTRY US

INDUSTRY Apparel - Retail

MARKET CAP $ 3.54 B

Dividend Yield 0.62%

Description American Eagle Outfitters, Inc. operates as a specialty retailer that provides clothing, accessories, and personal care products under the American Eagle and Aerie brands. The company provides jeans, and specialty apparel and accessories for women and men; and intimates, apparel, activewear, and swim collections, as well as personal care products for women. It also offers graphic tees and other clothing products under the Tailgate brand name; and menswear products under the Todd Snyder New York brand name. As of January 29, 2022, the company operated 880 American Eagle stores, 244 Aerie brand stand-alone stores, and five Todd Snyder stores in the United States, Canada, Mexico, and Hong Kong. It also ships to 81 countries through its Websites; and offers its merchandise at 260 locations operated by licensees in 28 countries, as well as provides products through its Websites ae.com, aerie.com, and toddsnyder.com. American Eagle Outfitters, Inc. was founded in 1977 and is headquartered in Pittsburgh, Pennsylvania.

Contact 77 Hot Metal Street, Pittsburgh, PA, 15203-2329 https://www.aeo-inc.com

IPO Date April 14, 1994

Employees 10300

Officers Ms. Jennifer B. Stoecklein Vice President of Corporate Governance, Senior Director of Governance & Compliance and Corporate Secretary Ms. Judy Meehan Senior Vice President of Corporate Communications & Investor Relations Mr. James H. Keefer Jr. Senior Vice President, Chief Accounting Officer & Controller Ms. Kitty Yung Executive Vice President and President of Asia Pacific Ms. Jennifer M. Foyle President and Executive Creative Director of AE & Aerie Mr. Jay L. Schottenstein Executive Chairman of the Board & Chief Executive Officer Mr. Dennis R. Parodi Head of Stores-US and Executive Vice President Ms. Marisa A. Baldwin Executive Vice President & Chief Human Resources Officer Ms. Sherry Harris Executive Vice President - Chief Talent and Culture Officer Mr. Michael A. Mathias Executive Vice President & Chief Financial Officer

Price Chart AEO

American Eagle Outfitters, Inc. AEO

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