PVH vs Tapestry
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KIRA’s take AI analyst
I put PVH and Tapestry side by side, using each one’s latest annual report. Here is what stands out:
- PVH is the larger business, with $9.0B of revenue in fiscal 2025 against $8.0B for Tapestry.
- Tapestry grew revenue faster (14.2%, against 3.4%).
- Tapestry kept more of each dollar of sales as operating profit (23.9% operating margin, against 2.6%).
- Tapestry turned more of its sales into free cash flow (22.6% FCF margin, against 6.0%).
- Tapestry earned a higher return on the capital invested in it (77.9%, against 1.8%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
PVH
PVH
1/11
Share count change
Tapestry
TPR
10/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | PVH FY25 | TPR FY26 |
|---|---|---|
| Size | ||
| Market cap | $4.0B | $23.3B |
| Revenue | $9.0B | $8.0B |
| Free cash flow | $538M | $1.8B |
| Net income | $25.3M | $1.5B |
| Growth | ||
| Revenue growth | 3.4% | 14.2% |
| 5-year growth | 4.6% | 6.9% |
| Share count change | −14.5% | −5.5% |
| Profitability | ||
| Gross margin | 57.5% | 77.8% |
| Operating margin | 2.6% | 23.9% |
| Net margin | 0.3% | 19.1% |
| FCF margin | 6.0% | 22.6% |
| Return on capital | 1.8% | 77.9% |
| Return on equity | 0.5% | 197.1% |
| Balance sheet | ||
| Net debt | $1.6B | $1.2B |
| Net debt / EBITDA | 3.2x | 0.6x |
| Dividends and buybacks | $585M | $1.9B |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 6 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.