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RLRalph Lauren Corporation
$376.56$23.0B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
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Income StatementBalance SheetCash FlowRatios & Margins
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P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
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RL logo

Ralph Lauren Corporation

RL
NYSE · Luxury Goods & Jewelry
$376.56
At close - Nov 6, 4:00 PM EST - USD
Market Cap$22.97B
P/E21.4x
52W High$421.60
Volume877.01K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2027Q1

Margin Expansion and Buybacks Drive Premium Valuation

Ralph Lauren is executing a successful brand elevation strategy, evidenced by gross margin expansion from 66.6% in 2024Q4 to 73.7% in 2027Q1 and revenue growth accelerating to 14.0% YoY in the latest quarter.

GrowthAccelerating
ProfitabilityStrong
ValuationExpensive
TechnicalsNeutral
Explore valuation models
MARKET ACTION

RL price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

12/12 Beats

EPS beat 12 of last 12 quarters

02

Valuation risk

+8% Peers

P/E is 8% above peer median

03

Market leadership

RS 70 · Avg

Average momentum (RS Rating: 70)

04

Trend Check

N/A

Trend data unavailable

Next CatalystEstimated earnings · Feb 5
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth accelerated to 14.0% YoY in 2027Q1 with gross margin expanding to 73.7% from 66.6% in 2024Q4, driving operating margin to 17.5% and EPS growth of 21.2%.

Analyst Consensus+21.6% target
Buy(48 analysts)
32 Buy13 Hold3 Sell

The Bull Case

Upside Catalysts

Strong brand engagement

Alternative data points to sustained consumer demand and strong brand engagement, positioning RL to outperform consensus expectations.

Premium brand acceleration

Thesis emphasizes premium brand acceleration at Ralph Lauren, supported by alternative data-driven demand momentum.

Robust DTC growth

Global DTC comparable-store sales grew by 17%, with exceptionally strong performance in Asia and China/Lunar New Year demand.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
RL+4.67%
S&P 500 (^GSPC)+7.63%
1-Year Return
RL+20.74%
S&P 500 (^GSPC)+9.69%
3-Year Return
RL+241.82%
S&P 500 (^GSPC)+65.91%
5-Year Return
RL+204.66%
S&P 500 (^GSPC)+54.45%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
21.4x
Forward P/E
23.1x
EV/EBITDA80th %ile
14.9x
FCF YieldCash Flow
5.7%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
21.4x
18.6x
80th· High
EV/EBITDA
14.9x
12.6x
80th· High
Price/FCF
17.6x
15.2x
60th· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$151.32-59.8%
Base (Fair)$289.58-23.1%
Bull$359.13-4.6%
$151.32 Bear$289.58 Base$359.13 Bull
Current Market Price: $376.56
Trades at a 30.0% premium to Base DCF ($289.58)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY26
$8.11B+14.6% YoY
Net income FY26
$941M+26.7% YoY
Free cash flow FY26
$746M-26.8% YoY
Operating margin FY26
14.5%+1.4 pts YoY
ROIC (FY26)24.7%
Avg ROIC 5Y16.4%
ROE (TTM)38.4%
Piotroski Score8 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate12/12 (100%)
Revenue Beat Rate12/12 (100%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Nov 5, 2026
$4.64+8.9%
vs $4.26
$2.2B+3.2%
vs $2.1B
Q3 2026
Aug 6, 2026
$4.59+6.3%
vs $4.32
$2.0B+5.0%
vs $1.9B
Q2 2026
May 21, 2026
$2.80+9.8%
vs $2.55
$2.0B+7.2%
vs $1.8B
Q1 2026
Feb 5, 2026
$6.22+7.2%
vs $5.80
$2.4B+4.1%
vs $2.3B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Seeking Alpha·17h ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (November 2026)

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 3.7%, we present two other groups of five DGI stocks, each with moderate to high yields of up to 8%.

Seeking Alpha·2d ago
Ralph Lauren Corporation (RL) Q2 2027 Earnings Call Transcript

Ralph Lauren Corporation ( RL ) Q2 2027 Earnings Call November 5, 2026 9:00 AM EST Company Participants Corinna Van Ghinst - SVP, Global Head of Strategy & Investor Relations Patrice Louvet - President, CEO & Director Justin Picicci - Chief Financial Officer Conference Call Participants Matthew Boss - JPMorgan Chase & Co, Research Division Jay Sole - UBS Investment Bank, Research Division Kendall Toscano - BofA Securities, Research Division Michael Binetti - Evercore Inc. Laurent Vasilescu - BNP Paribas, Research Division Presentation Corinna Van Ghinst SVP, Global Head of Strategy & Investor Relations [Audio Gap] With me today are Patrice Louvet, the company's President and Chief Executive Officer; and Justin Picicci, Chief Financial Officer. After prepared remarks, we will open up the call for your questions, which we ask that you limit to one per caller.

Zacks Investment Research·2d ago
RL Q2 Earnings Beat Estimates on Strong Asia Sales, Margins Rise

Ralph Lauren's Q2 fiscal 2027 earnings beat estimates as robust Asia sales, higher margins and strong consumer demand drive an upbeat full-year outlook.

Zacks Investment Research·2d ago
Ralph Lauren (RL) Is Up 4.10% in One Week: What You Should Know

Does Ralph Lauren (RL) have what it takes to be a top stock pick for momentum investors? Let's find out.

Filtered for Ralph Lauren CorporationMore Headlines
04

Compare before deciding

Benchmark RL against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Ralph Lauren Corporation (RL)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
RL logoRLRalph Lauren CorporationCurrent
$376.56$22.97B21.3914.63%12.56%38.35%0.92%
PVH logoPVHPVH Corp.
$89.95$4.15B-24.543.44%-1.89%-3.49%0.17%
VFC logoVFCV.F. Corporation
$20.35$8B22.001.06%3.93%19.9%1.75%
TPR logoTPRTapestry, Inc.
$132.80$26.83B16.8414.17%19.68%284.25%1.17%
CPRI logoCPRICapri Holdings Limited
$20.54$2.36B10.90-21.79%6.12%205.43%—
UAA logoUAAUnder Armour, Inc.
$5.28$2.25B-4.79-3.86%-9.79%-33.1%—

Compare RL vs Peers

Ralph Lauren Corporation (RL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs PVH

Most directly comparable listed peer for RL.

Scale Benchmark

vs AMZN

Larger-name benchmark to compare RL against a more recognizable public peer.

Peer Set

Compare Top 5

vs PVH, VFC, TPR, CPRI

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

RL SEC Filings & Documents

Ralph Lauren Corporation (RL) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 6, 2026·SEC

Material company update

May 21, 2026·SEC

Material company update

Feb 5, 2026·SEC

10-K Annual Reports

3
FY 2026

May 21, 2026·SEC

FY 2025

May 22, 2025·SEC

FY 2024

May 23, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 6, 2026·SEC

FY 2026

Feb 5, 2026·SEC

FY 2025

Nov 6, 2025·SEC

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RL Frequently Asked Questions

Ralph Lauren Corporation (RL) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Ralph Lauren Corporation's revenue?

Ralph Lauren Corporation (RL) reported $8.54B in revenue over the trailing twelve months. Revenue was $8.11B in fiscal year 2026. That is 587% more than the $1.18B of fiscal year 1997.

How fast is Ralph Lauren Corporation growing?

Ralph Lauren Corporation (RL) grew revenue by 12.8% over the trailing twelve months, compared with the twelve months before.

Is RL profitable?

Yes. Ralph Lauren Corporation (RL) earned $1.07B in net income over the trailing twelve months (a 12.6% net margin).

Dividend & Returns
Does RL pay dividends?

Yes. Ralph Lauren Corporation (RL) pays a dividend that yields 0.92% at the current price, a small yield.

What is RL's return on equity?

Ralph Lauren Corporation (RL) had a return on equity (ROE) of 38.4% over the trailing twelve months. That is well above the market's typical 10-15%.

What is Ralph Lauren Corporation's free cash flow?

Ralph Lauren Corporation (RL) generated $1.30B in free cash flow over the trailing twelve months.

What if you invested $1,000 in RL back in 1997?

Total return calculator · dividends reinvested · 29+ years of data

See returns →