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VFCV.F. Corporation
$20.35$8.0B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
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VFC logo

V.F. Corporation

VFC
NYSE · Apparel & Footwear Brands
$20.35
At close - Nov 6, 4:00 PM EST - USD
Market Cap$8B
P/E22.0x
52W High$22.27
Volume11.26M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2027Q2

Turnaround Stalls as Leverage and Cash Burn Persist

V.F. Corporation's revenue growth has hovered near zero, ranging from -5.6% to +1.9% over the last ten quarters, with the latest quarter at -3.8%, suggesting the Project Reinvent program has not yet translated into sustained top-line acceleration.

GrowthMixed
ProfitabilityWeak
ValuationExpensive
TechnicalsNeutral
Explore valuation models
MARKET ACTION

VFC 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

8/12 Beats

EPS beat 8 of last 12 quarters

02

Valuation risk

+32% Peers

P/E is 32% above peer median

03

Market leadership

RS 91 · Leader

High momentum (Outperforming 91% of market)

04

Trend Check

N/A

Trend data unavailable

Next CatalystEstimated earnings · Jan 28
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 stayed flat to slightly negative while gross margin held near 55.4% in 2027Q2, yet operating margin of 13.7% in that quarter follows a series of losses and sub-3% margins, indicating that earnings quality remains inconsistent.

Analyst Consensus-11.9% target
Hold(59 analysts)
26 Buy30 Hold3 Sell

The Bull Case

Upside Catalysts

Turnaround under new leadership

The company's turnaround strategy under CEO Bracken Darrell has led to improved revenue, EPS, and operational efficiencies.

Improved financial metrics

VFC has shown progress in gross margins and debt reduction, contributing to a stronger balance sheet.

Focus on core brands

The company's emphasis on its iconic brands is driving growth and operational improvements.

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
VFC+13.55%
S&P 500 (^GSPC)+7.63%
1-Year Return
VFC+45.23%
S&P 500 (^GSPC)+9.69%
3-Year Return
VFC+34.36%
S&P 500 (^GSPC)+68.98%
5-Year Return
VFC-66.78%
S&P 500 (^GSPC)+56.94%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
22.0x
Forward P/E
24.7x
EV/EBITDA40th %ile
13.5x
FCF YieldCash Flow
7.9%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
22.0x
25.6x
33rd· Fair
EV/EBITDA
13.5x
14.6x
40th· Fair
Price/FCF
12.6x
18.2x
25th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$3.80-81.3%
Base (Fair)$15.23-25.2%
Bull$26.30+29.2%
$3.80 Bear$15.23 Base$26.30 Bull
Current Market Price: $20.35
Trades at a 33.6% premium to Base DCF ($15.23)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY26
$9.61B+1.1% YoY
Net income FY26
$255M+234.4% YoY
Free cash flow FY26
$505M+49.0% YoY
Operating margin FY26
6.3%+3.1 pts YoY
ROIC (FY26)7.3%
Avg ROIC 5Y6%
ROE (TTM)19.9%
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 Rate8/12 (67%)
Revenue Beat Rate7/12 (58%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Oct 28, 2026
$0.70+30.8%
vs $0.54
$2.7B+1.1%
vs $2.7B
Q3 2026
Jul 29, 2026
-$0.27-20.3%
vs -$0.22
$1.7B+1.9%
vs $1.6B
Q2 2026
May 20, 2026
-$0.30-4565.6%
vs -$0.01
$2.2B+1.7%
vs $2.1B
Q1 2026
Jan 28, 2026
$0.58+34.9%
vs $0.43
$2.8B+2.4%
vs $2.8B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
247 Wallst·Oct 29, 2026
Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Boston Scientific, eBay, Fervo Energy, Fortinet, Hilton Worldwide Holdings, Lennox International, Palantir Technologies, and More

Pre-Market Stock Futures: Futures are trading lower after a solid day for the stock market, as the interest-rate scenario played out as we (and most across Wall Street) predicted, with the Federal Reserve holding rates steady. If the inflation picture remains the same, burdened by higher energy costs, the Fed could raise rates by 25

Benzinga·Oct 29, 2026
These Analysts Increase Their Forecasts On VF After Strong Q2 Results

VF Corp. (NYSE:VFC) on Wednesday reported better-than-expected second-quarter results and reaffirmed its full-year outlook.

MarketBeat·Oct 29, 2026
What V.F. (VFC) Said on Its Q2 Earnings Call

V.F. NYSE: VFC reported second-quarter fiscal 2027 revenue growth of 1%, exceeding its guidance for flat sales, as gross-margin expansion and lower interest expense helped drive a more than 40% increase in adjusted earnings per share.

Zacks Investment Research·Oct 28, 2026
V.F. Corp. Q2 Earnings Beat on Margin Gains, Brand Strength

VFC beats Q2 earnings and revenue estimates as The North Face, Timberland and Altra drive growth, margins expand and fiscal 2027 outlook holds firm.

Filtered for V.F. CorporationMore Headlines
04

Compare before deciding

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

Peers Comparison

Key metrics vs top competitors for V.F. Corporation (VFC)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
VFC logoVFCV.F. CorporationCurrent
$20.35$8B22.001.06%3.93%19.9%1.75%
PVH logoPVHPVH Corp.
$89.95$4.15B-24.543.44%-1.89%-3.49%0.17%
RL logoRLRalph Lauren Corporation
$376.56$22.97B21.3914.63%12.56%38.35%0.92%
UAA logoUAAUnder Armour, Inc.
$5.28$2.25B-4.79-3.86%-9.79%-33.1%—
GIL logoGILGildan Activewear Inc.
$34.75$5.32B102.6912.5%1.33%2.13%2.59%
COLM logoCOLMColumbia Sportswear Company
$70.43$3.6B15.030.84%6.97%14.64%1.7%

Compare VFC vs Peers

V.F. Corporation (VFC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs PVH

Most directly comparable listed peer for VFC.

Scale Benchmark

vs AMZN

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

Peer Set

Compare Top 5

vs PVH, RL, UAA, GIL

05

Keep researching

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

VFC SEC Filings & Documents

V.F. Corporation (VFC) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Oct 28, 2026·SEC

Material company update

Jul 30, 2026·SEC

Material company update

Jul 29, 2026·SEC

10-K Annual Reports

3
FY 2026

May 20, 2026·SEC

FY 2025

May 22, 2025·SEC

FY 2024

May 23, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Oct 28, 2026·SEC

FY 2026

Jul 29, 2026·SEC

FY 2026

Jan 28, 2026·SEC

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VFC Frequently Asked Questions

V.F. Corporation (VFC) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is V.F. Corporation's revenue?

V.F. Corporation (VFC) reported $9.41B in revenue over the trailing twelve months. Revenue was $9.61B in fiscal year 2026. That is 87% more than the $5.14B of fiscal year 1997.

How fast is V.F. Corporation growing?

V.F. Corporation (VFC) revenue fell by 1.4% over the trailing twelve months, compared with the twelve months before.

Is VFC profitable?

Yes. V.F. Corporation (VFC) earned $369.7M in net income over the trailing twelve months (a 3.9% net margin).

Dividend & Returns
Does VFC pay dividends?

Yes. V.F. Corporation (VFC) pays a dividend that yields 1.75% at the current price, a moderate yield.

What is VFC's return on equity?

V.F. Corporation (VFC) had a return on equity (ROE) of 19.9% over the trailing twelve months. That is above the market's typical 10-15%.

What is V.F. Corporation's free cash flow?

V.F. Corporation (VFC) generated $635.9M in free cash flow over the trailing twelve months.

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

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

See returns →