CHARGED ALPHA
Stock Analysis
VFC Unclassified Latest YouTube: Q4 FY2026

VFC

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

VFC Stock: HOLD Call - Turnaround Working But Debt Looms Q4 FY2026

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q4 FY2026
Podcast available
Yes
Current price
$17.54
+0.51 (+2.99%)
Trailing / Forward P/E
27.41x
Forward: 12.90x
Market cap / Volume
Volume:
Revenue / Earnings Growth
1.0%
Earnings: —
Margins
3.8% op
Gross: 50.8% · Net: 5.5%
Balance sheet
1.44x current
Debt / Equity: 269.4
52-week range / Beta
$11.11 - $22.27
Beta: 0.97
Analyst target
$20.21
Upside: 15.2%
Cash / shareholder return
11.36% FCF yield
Dividend yield: 10.51%

Company context

Industry: Apparel Manufacturing
Country: United States
Employees:
Price to book: 1.86x
Return on equity: 22.1%
V.F. Corporation, together with its subsidiaries, offers branded apparel, footwear, and accessories for men, women, and children in the Americas, Europe, and the Asia-Pacific. The company operates through two segments: Outdoor and Active. The company provides outdoor apparel, footwear, equipment, accessories; and style-forward and weather-ready footwear, apparel, and accessories under the Timberland, Timberland PRO, and The North Face brands. It also offers youth culture/action sports-inspired and apparel, footwear, and accessories; handbags, luggage, backpacks, totes, and accessories; and backpacks and luggage under the Vans, Kipling, Eastpak, and JanSport brands. In addition, the company provides performance-based footwear; performance merino wool and other natural fibers-based apparel and accessories; performance-based footwear; and high-performance apparel and accessories based on natural fibers under the Smartwool, Napapijri, Icebreaker, and Altra brands. The company sells its products primarily to specialty stores, department stores, national chains, independently operated partnership stores, and mass merchants, as well as sells through direct-to-consumer operations, including retail stores, concession retail stores, and e-commerce sites, and other digital platforms. V.F. Corporation was incorporated in 1899 and is headquartered in Denver, Colorado.

Price chart

Market context for VFC

Competitive view

VFC vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

VFC latest YouTube video thumbnail YouTube
VFC
VFC
Latest video
Q4 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
VFC
$6.88B
VFC
DHR
$141.00B
Danaher Corporation
ADBE
$99.01B
ADBE
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
VFC
27.4x
VFC
DHR
35.8x
Danaher Corporation
ADBE
14.3x
ADBE
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
VFC
12.9x
VFC
DHR
21.7x
Danaher Corporation
ADBE
9.1x
ADBE
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
VFC
1.0%
VFC
DHR
5.5%
Danaher Corporation
ADBE
12.7%
ADBE
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
VFC
VFC
DHR
59.7%
Danaher Corporation
ADBE
7.9%
ADBE
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
VFC
3.8%
VFC
DHR
19.8%
Danaher Corporation
ADBE
35.3%
ADBE
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
VFC
50.8%
VFC
DHR
58.8%
Danaher Corporation
ADBE
89.4%
ADBE
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
VFC
5.5%
VFC
DHR
15.9%
Danaher Corporation
ADBE
28.7%
ADBE
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
VFC
22.1%
VFC
DHR
7.6%
Danaher Corporation
ADBE
63.0%
ADBE
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
VFC
11.4%
VFC
DHR
3.1%
Danaher Corporation
ADBE
9.3%
ADBE
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
VFC
269.39x
VFC
DHR
52.97x
Danaher Corporation
ADBE
61.44x
ADBE
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
VFC
1.44x
VFC
DHR
1.65x
Danaher Corporation
ADBE
0.75x
ADBE
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
VFC
0.97
VFC
DHR
0.82
Danaher Corporation
ADBE
1.43
ADBE
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
VFC
10.5%
VFC
DHR
0.7%
Danaher Corporation
ADBE
ADBE
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
VFC
15.2%
VFC
DHR
13.5%
Danaher Corporation
ADBE
8.2%
ADBE

Episode timeline

Episode archive for VFC

Each row is one earnings episode with every verified platform link available.

Q4 FY2026
Episode live
Published youtube podcast complete
VFC Stock: HOLD Call - Turnaround Working But Debt Looms Q4 FY2026
Quarterly earnings-analysis entry for VFC. Use the links on the right to open the video or podcast episode.