Ralph Lauren
RL · Apparel, Accessories & Luxury Goods
$377.40
1.2%VF
VFC · Apparel, Accessories & Luxury Goods
$17.26
1.3%The short version
- VF is the larger business, with $9.6B of revenue in fiscal 2026 against $8.1B for Ralph Lauren.
- Ralph Lauren grew revenue faster (14.6%, against 1.1%).
- Ralph Lauren kept more of each dollar of sales as operating profit (14.5% operating margin, against 6.0% operating margin).
- Ralph Lauren turned more of its sales into free cash flow (9.2% FCF margin, against 5.8% FCF margin).
- Ralph Lauren earned a higher return on the capital invested in it (45.4%, against 9.0%).
- Investors pay more for each dollar of VF’s earnings: a P/E of 27.0x against 23.8x for Ralph Lauren.
| Latest fiscal year | RL · FY26 | VFC · FY26 |
|---|---|---|
| Size | ||
| Market cap | $23.1B | $6.8B |
| Revenue | $8.1B | $9.6B |
| Free cash flow | $746M | $557M |
| Net income | $941M | $255M |
| Growth | ||
| Revenue growth | 14.6% | 1.1% |
| 5-year growth | 13.0% | 0.8% |
| Share count change | −2.7% | 0.8% |
| Profitability | ||
| Gross margin | 69.9% | 54.8% |
| Operating margin | 14.5% | 6.0% |
| Net margin | 11.6% | 2.7% |
| FCF margin | 9.2% | 5.8% |
| Return on capital | 45.4% | 9.0% |
| Return on equity | 34.7% | 15.3% |
| Balance sheet | ||
| Net debt | −$593M | $2.7B |
| Net debt / EBITDA | −0.4x | 3.2x |
| Dividends and buybacks | $840M | $141M |
| Valuation & quality | ||
| P/E | 23.8x | 27.0x |
| Piotroski F-score | 8 | 7 |
FY17
RL $6.7B
VFC $8.4B
FY18
RL $6.2B
VFC —
FY19
RL $6.3B
VFC $10.3B
FY20
RL $6.2B
VFC $10.5B
FY21
RL $4.4B
VFC $9.2B
FY22
RL $6.2B
VFC $11.8B
FY23
RL $6.4B
VFC $11.1B
FY24
RL $6.6B
VFC $9.9B
FY25
RL $7.1B
VFC $9.5B
FY26
RL $8.1B
VFC $9.6B
RL
VFC
FY17
RL −1.4%
VFC 10.5%
FY18
RL 8.1%
VFC —
FY19
RL 8.9%
VFC 11.6%
FY20
RL 5.2%
VFC 8.9%
FY21
RL −1.0%
VFC 6.6%
FY22
RL 12.8%
VFC 13.8%
FY23
RL 10.9%
VFC 9.0%
FY24
RL 11.4%
VFC −1.5%
FY25
RL 13.2%
VFC 3.2%
FY26
RL 14.5%
VFC 6.0%
RL
VFC
FY17
RL $669M
VFC $1.3B
FY18
RL $814M
VFC —
FY19
RL $586M
VFC $1.4B
FY20
RL $484M
VFC $586M
FY21
RL $273M
VFC $1.1B
FY22
RL $549M
VFC $619M
FY23
RL $194M
VFC −$808M
FY24
RL $905M
VFC $879M
FY25
RL $1.0B
VFC $379M
FY26
RL $746M
VFC $557M
RL
VFC
FY17
RL −2.5%
VFC 7.3%
FY18
RL 10.9%
VFC —
FY19
RL 19.5%
VFC —
FY20
RL 15.2%
VFC 12.8%
FY21
RL −1.8%
VFC 7.2%
FY22
RL 33.5%
VFC 17.3%
FY23
RL 24.9%
VFC 12.2%
FY24
RL 28.4%
VFC −1.5%
FY25
RL 36.5%
VFC 2.5%
FY26
RL 45.4%
VFC 9.0%
RL
VFC
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.