Specialty Retail
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4 / 10Stock Comparison
BNED vs VSCO vs AEO vs CHGG
Revenue, margins, valuation, and 5-year total return — side by side.
Apparel - Retail
Apparel - Retail
Education & Training Services
BNED vs VSCO vs AEO vs CHGG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Specialty Retail | Apparel - Retail | Apparel - Retail | Education & Training Services |
| Market Cap | $358M | $3.84B | $2.83B | $130M |
| Revenue (TTM) | $1.68B | $6.39B | $5.50B | $319M |
| Net Income (TTM) | $-9M | $171M | $192M | $-86M |
| Gross Margin | 20.2% | 36.7% | 33.0% | 61.9% |
| Operating Margin | 4.1% | 4.9% | 6.0% | -11.1% |
| Forward P/E | — | 17.5x | 12.1x | — |
| Total Debt | $283M | $2.70B | $1.73B | $84M |
| Cash & Equiv. | $9M | $227M | $239M | $31M |
BNED vs VSCO vs AEO vs CHGG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 21 | May 26 | Return |
|---|---|---|---|
| Barnes & Noble Educ… (BNED) | 100 | 1.3 | -98.7% |
| Victoria's Secret &… (VSCO) | 100 | 107.2 | +7.2% |
| American Eagle Outf… (AEO) | 100 | 48.4 | -51.6% |
| Chegg, Inc. (CHGG) | 100 | 1.3 | -98.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BNED vs VSCO vs AEO vs CHGG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BNED is the #2 pick in this set and the best alternative if growth exposure and sleep-well-at-night is your priority.
- Rev growth 2.7%, EPS growth 89.3%, 3Y rev CAGR 2.5%
- Lower volatility, beta 1.85, current ratio 1.67x
- Beta 1.85, current ratio 1.67x
- Beta 1.85 vs CHGG's 2.83
VSCO is the clearest fit if your priority is momentum.
- +143.3% vs BNED's +0.3%
AEO carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 2 yrs, beta 2.07
- 45.8% 10Y total return vs VSCO's 13.0%
- 3.2% revenue growth vs CHGG's -39.0%
- Better valuation composite
CHGG lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 3.2% revenue growth vs CHGG's -39.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 3.5% margin vs CHGG's -26.9% | |
| Stability / Safety | Beta 1.85 vs CHGG's 2.83 | |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | +143.3% vs BNED's +0.3% | |
| Efficiency (ROA) | 4.8% ROA vs CHGG's -26.3%, ROIC 8.1% vs -13.4% |
BNED vs VSCO vs AEO vs CHGG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BNED vs VSCO vs AEO vs CHGG — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AEO leads in 3 of 6 categories
BNED leads 2 • VSCO leads 1 • CHGG leads 0
Explore the data ↓Income & Cash Flow (Last 12 Months)
AEO leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
VSCO is the larger business by revenue, generating $6.4B annually — 20.0x CHGG's $319M. AEO is the more profitable business, keeping 3.5% of every revenue dollar as net income compared to CHGG's -26.9%. On growth, AEO holds the edge at +9.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.7B | $6.4B | $5.5B | $319M |
| EBITDAEarnings before interest/tax | $102M | $561M | $546M | $11M |
| Net IncomeAfter-tax profit | -$9M | $171M | $192M | -$86M |
| Free Cash FlowCash after capex | -$5M | $309M | $25M | -$25M |
| Gross MarginGross profit ÷ Revenue | +20.2% | +36.7% | +33.0% | +61.9% |
| Operating MarginEBIT ÷ Revenue | +4.1% | +4.9% | +6.0% | -11.1% |
| Net MarginNet income ÷ Revenue | -0.6% | +2.7% | +3.5% | -26.9% |
| FCF MarginFCF ÷ Revenue | -0.3% | +4.8% | +0.5% | -8.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.0% | +9.3% | +9.7% | -47.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -61.5% | +35.2% | -7.4% | +101.2% |
Valuation Metrics
BNED leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 15.3x trailing earnings, AEO trades at a 35% valuation discount to VSCO's 23.5x P/E. On an enterprise value basis, AEO's 8.0x EV/EBITDA is more attractive than CHGG's 11.9x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $358M | $3.8B | $2.8B | $130M |
| Enterprise ValueMkt cap + debt − cash | $632M | $6.3B | $4.3B | $183M |
| Trailing P/EPrice ÷ TTM EPS | -4.21x | 23.54x | 15.30x | -1.21x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.55x | 12.09x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 11.74x | 11.15x | 8.01x | 11.94x |
| Price / SalesMarket cap ÷ Revenue | 0.22x | 0.62x | 0.51x | 0.34x |
| Price / BookPrice ÷ Book value/share | 1.02x | 5.84x | 1.74x | 1.04x |
| Price / FCFMarket cap ÷ FCF | — | 15.56x | — | — |
Profitability & Efficiency
AEO leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
VSCO delivers a 24.9% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $-63 for CHGG. CHGG carries lower financial leverage with a 0.70x debt-to-equity ratio, signaling a more conservative balance sheet compared to VSCO's 4.06x. On the Piotroski fundamental quality scale (0–9), VSCO scores 7/9 vs AEO's 2/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -3.4% | +24.9% | +12.1% | -62.9% |
| ROA (TTM)Return on assets | -1.0% | +3.6% | +4.8% | -26.3% |
| ROICReturn on invested capital | +2.3% | +7.7% | +8.1% | -13.4% |
| ROCEReturn on capital employed | +3.4% | +10.1% | +10.7% | -26.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 2 | 6 |
| Debt / EquityFinancial leverage | 1.04x | 4.06x | 1.02x | 0.70x |
| Net DebtTotal debt minus cash | $274M | $2.5B | $1.5B | $53M |
| Cash & Equiv.Liquid assets | $9M | $227M | $239M | $31M |
| Total DebtShort + long-term debt | $283M | $2.7B | $1.7B | $84M |
| Interest CoverageEBIT ÷ Interest expense | 0.65x | 4.24x | 75.18x | -525.53x |
Total Returns (Dividends Reinvested)
VSCO leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in VSCO five years ago would be worth $11,301 today (with dividends reinvested), compared to $135 for BNED. Over the past 12 months, VSCO leads with a +143.3% total return vs BNED's +0.3%. The 3-year compound annual growth rate (CAGR) favors VSCO at 21.5% vs BNED's -59.6% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +22.2% | -10.0% | -35.8% | +18.4% |
| 1-Year ReturnPast 12 months | +0.3% | +143.3% | +51.4% | +60.3% |
| 3-Year ReturnCumulative with dividends | -93.4% | +79.1% | +34.7% | -88.5% |
| 5-Year ReturnCumulative with dividends | -98.6% | +13.0% | -47.9% | -98.6% |
| 10-Year ReturnCumulative with dividends | -98.9% | +13.0% | +45.8% | -73.5% |
| CAGR (3Y)Annualised 3-year return | -59.6% | +21.5% | +10.4% | -51.4% |
Risk & Volatility
BNED leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BNED is the less volatile stock with a 1.85 beta — it tends to amplify market swings less than CHGG's 2.83 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BNED currently trades 86.2% from its 52-week high vs AEO's 58.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.85x | 2.25x | 2.07x | 2.83x |
| 52-Week HighHighest price in past year | $12.21 | $66.89 | $28.46 | $1.90 |
| 52-Week LowLowest price in past year | $5.90 | $17.53 | $9.27 | $0.53 |
| % of 52W HighCurrent price vs 52-week peak | +86.2% | +71.8% | +58.6% | +61.1% |
| RSI (14)Momentum oscillator 0–100 | 60.3 | 40.4 | 38.8 | 68.9 |
| Avg Volume (50D)Average daily shares traded | 228K | 2.3M | 5.2M | 1.4M |
Analyst Outlook
AEO leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: BNED as "Hold", VSCO as "Buy", AEO as "Hold", CHGG as "Hold". Consensus price targets imply 2522.4% upside for CHGG (target: $30) vs -77.4% for BNED (target: $2).
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $2.38 | $57.67 | $24.83 | $30.42 |
| # AnalystsCovering analysts | 3 | 14 | 52 | 22 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | — | — | 2 | 1 |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.3% | 0.0% | 0.0% |
AEO leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BNED leads in 2 (Valuation Metrics, Risk & Volatility).
BNED vs VSCO vs AEO vs CHGG: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BNED or VSCO or AEO or CHGG a better buy right now?
For growth investors, American Eagle Outfitters, Inc.
(AEO) is the stronger pick with 3. 2% revenue growth year-over-year, versus -39. 0% for Chegg, Inc. (CHGG). American Eagle Outfitters, Inc. (AEO) offers the better valuation at 15. 3x trailing P/E (12. 1x forward), making it the more compelling value choice. Analysts rate Victoria's Secret & Co. (VSCO) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BNED or VSCO or AEO or CHGG?
On trailing P/E, American Eagle Outfitters, Inc.
(AEO) is the cheapest at 15. 3x versus Victoria's Secret & Co. at 23. 5x. On forward P/E, American Eagle Outfitters, Inc. is actually cheaper at 12. 1x.
03Which is the better long-term investment — BNED or VSCO or AEO or CHGG?
Over the past 5 years, Victoria's Secret & Co.
(VSCO) delivered a total return of +13. 0%, compared to -98. 6% for Barnes & Noble Education, Inc. (BNED). Over 10 years, the gap is even starker: AEO returned +45. 8% versus BNED's -98. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BNED or VSCO or AEO or CHGG?
By beta (market sensitivity over 5 years), Barnes & Noble Education, Inc.
(BNED) is the lower-risk stock at 1. 85β versus Chegg, Inc. 's 2. 83β — meaning CHGG is approximately 53% more volatile than BNED relative to the S&P 500. On balance sheet safety, Chegg, Inc. (CHGG) carries a lower debt/equity ratio of 70% versus 4% for Victoria's Secret & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — BNED or VSCO or AEO or CHGG?
By revenue growth (latest reported year), American Eagle Outfitters, Inc.
(AEO) is pulling ahead at 3. 2% versus -39. 0% for Chegg, Inc. (CHGG). On earnings-per-share growth, the picture is similar: Barnes & Noble Education, Inc. grew EPS 89. 3% year-over-year, compared to -35. 1% for American Eagle Outfitters, Inc.. Over a 3-year CAGR, AEO leads at 3. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BNED or VSCO or AEO or CHGG?
American Eagle Outfitters, Inc.
(AEO) is the more profitable company, earning 3. 5% net margin versus -27. 4% for Chegg, Inc. — meaning it keeps 3. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AEO leads at 6. 0% versus -16. 8% for CHGG. At the gross margin level — before operating expenses — CHGG leads at 60. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BNED or VSCO or AEO or CHGG more undervalued right now?
On forward earnings alone, American Eagle Outfitters, Inc.
(AEO) trades at 12. 1x forward P/E versus 17. 5x for Victoria's Secret & Co. — 5. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CHGG: 2522. 4% to $30. 42.
08Which pays a better dividend — BNED or VSCO or AEO or CHGG?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is BNED or VSCO or AEO or CHGG better for a retirement portfolio?
For long-horizon retirement investors, Barnes & Noble Education, Inc.
(BNED) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Chegg, Inc. (CHGG) carries a higher beta of 2. 83 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BNED: -98. 9%, CHGG: -73. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BNED and VSCO and AEO and CHGG?
These companies operate in different sectors (BNED (Consumer Cyclical) and VSCO (Consumer Cyclical) and AEO (Consumer Cyclical) and CHGG (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: BNED is a small-cap quality compounder stock; VSCO is a small-cap quality compounder stock; AEO is a small-cap deep-value stock; CHGG is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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