American Eagle Outfitters vs Urban Outfitters
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The short version
- Urban Outfitters is the larger business, with $6.2B of revenue in fiscal 2026 against $5.5B for American Eagle Outfitters.
- Urban Outfitters grew revenue faster (11.1%, against 4.1%).
- Urban Outfitters kept more of each dollar of sales as operating profit (9.8% operating margin, against 4.1%).
- Urban Outfitters turned more of its sales into free cash flow (5.1% FCF margin, against 3.5%).
- Urban Outfitters earned a higher return on the capital invested in it (23.7%, against 11.5%).
- Investors pay more for each dollar of Urban Outfitters’s earnings: a P/E of 13.5x against 9.1x for American Eagle Outfitters.
| Latest fiscal year | AEO · FY25 | URBN · FY26 |
|---|---|---|
| Size | ||
| Market cap | $3.0B | $7.5B |
| Revenue | $5.5B | $6.2B |
| Free cash flow | $195M | $315M |
| Net income | $192M | $465M |
| Growth | ||
| Revenue growth | 4.1% | 11.1% |
| 5-year growth | 8.1% | 12.3% |
| Share count change | −10.3% | −2.8% |
| Profitability | ||
| Gross margin | 36.5% | 36.0% |
| Operating margin | 4.1% | 9.8% |
| Net margin | 3.5% | 7.5% |
| FCF margin | 3.5% | 5.1% |
| Return on capital | 11.5% | 23.7% |
| Return on equity | 11.1% | 17.6% |
| Balance sheet | ||
| Net debt | −$197M | −$696M |
| Net debt / EBITDA | −0.4x | −1.0x |
| Dividends and buybacks | $142M | $154M |
| Valuation & quality | ||
| P/E | 9.1x | 13.5x |
| Piotroski F-score | 4 | 8 |
Revenue
FY17
AEO $3.8B
URBN $3.5B
FY18
AEO $4.0B
URBN $3.6B
FY19
AEO $4.3B
URBN $4.0B
FY20
AEO $3.8B
URBN $4.0B
FY21
AEO $5.0B
URBN $3.4B
FY22
AEO $5.0B
URBN $4.5B
FY23
AEO $5.3B
URBN $4.8B
FY24
AEO $5.3B
URBN $5.2B
FY25
AEO $5.5B
URBN $5.6B
FY26
AEO —
URBN $6.2B
AEO
URBN
Operating margin
FY17
AEO 8.0%
URBN 9.6%
FY18
AEO 8.4%
URBN 7.2%
FY19
AEO 5.4%
URBN 9.7%
FY20
AEO −7.2%
URBN 5.8%
FY21
AEO 11.8%
URBN 0.1%
FY22
AEO 5.0%
URBN 9.0%
FY23
AEO 4.2%
URBN 4.7%
FY24
AEO 8.0%
URBN 7.2%
FY25
AEO 4.1%
URBN 8.5%
FY26
AEO —
URBN 9.8%
AEO
URBN
Free cash flow
FY17
AEO $225M
URBN $272M
FY18
AEO $268M
URBN $219M
FY19
AEO $205M
URBN $332M
FY20
AEO $74.5M
URBN $56.5M
FY21
AEO $69.8M
URBN $127M
FY22
AEO $146M
URBN $96.9M
FY23
AEO $406M
URBN −$56.8M
FY24
AEO $254M
URBN $310M
FY25
AEO $195M
URBN $320M
FY26
AEO —
URBN $315M
AEO
URBN
Return on capital
FY17
AEO 26.0%
URBN 22.8%
FY18
AEO 30.2%
URBN 14.4%
FY19
AEO 21.5%
URBN 34.6%
FY20
AEO −30.8%
URBN 17.4%
FY21
AEO 46.9%
URBN 0.2%
FY22
AEO 12.6%
URBN 28.4%
FY23
AEO 11.6%
URBN 12.1%
FY24
AEO 23.3%
URBN 18.2%
FY25
AEO 11.5%
URBN 21.7%
FY26
AEO —
URBN 23.7%
AEO
URBN
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.