Levi Strauss 对比 Ralph Lauren
可添加、更换或移除公司，最多四家。
简而言之
- Ralph Lauren 规模更大:2026 财年营收 $8.1B，Levi Strauss 为 $6.3B。
- Ralph Lauren 营收增长更快(14.6%，对方为 4.1%)。
- Ralph Lauren 每一美元销售额中留下的营业利润更多(营业利润率 14.5%，对方为 10.8%)。
- Ralph Lauren 将更多销售额转化为自由现金流(自由现金流利润率 9.2%，对方为 4.9%)。
- Ralph Lauren 的投入资本回报更高(45.4%，对方为 22.2%)。
- 投资者愿为 Ralph Lauren 每一美元的盈利支付更高价格：市盈率 23.8x，而 Levi Strauss 为 14.1x。
| 最近财年 | LEVI · FY25 | RL · FY26 |
|---|---|---|
| 规模 | ||
| 市值 | $8.3B | $23.1B |
| 营收 | $6.3B | $8.1B |
| 自由现金流 | $308M | $746M |
| 净利润 | $578M | $941M |
| 增长 | ||
| 营收增长 | 4.1% | 14.6% |
| 5年增长率 | 7.1% | 13.0% |
| 股数变化 | −0.7% | −2.7% |
| 盈利能力 | ||
| 毛利率 | 61.7% | 69.9% |
| 营业利润率 | 10.8% | 14.5% |
| 净利率 | 9.2% | 11.6% |
| 自由现金流利润率 | 4.9% | 9.2% |
| 资本回报率 | 22.2% | 45.4% |
| 股本回报率 | 27.2% | 34.7% |
| 资产负债表 | ||
| 净债务 | $276M | −$593M |
| 净债务 / EBITDA | 0.3x | −0.4x |
| 股息与回购 | $243M | $840M |
| 估值与质量 | ||
| 市盈率 | 14.1x | 23.8x |
| Piotroski F 分数 | 7 | 8 |
FY17
LEVI $4.9B
RL $6.7B
FY18
LEVI $5.6B
RL $6.2B
FY19
LEVI $5.8B
RL $6.3B
FY20
LEVI $4.5B
RL $6.2B
FY21
LEVI $5.8B
RL $4.4B
FY22
LEVI $6.2B
RL $6.2B
FY23
LEVI $5.8B
RL $6.4B
FY24
LEVI $6.0B
RL $6.6B
FY25
LEVI $6.3B
RL $7.1B
FY26
LEVI —
RL $8.1B
LEVI
RL
FY17
LEVI 9.8%
RL −1.4%
FY18
LEVI 9.7%
RL 8.1%
FY19
LEVI 9.8%
RL 8.9%
FY20
LEVI −1.9%
RL 5.2%
FY21
LEVI 11.9%
RL −1.0%
FY22
LEVI 10.5%
RL 12.8%
FY23
LEVI 6.1%
RL 10.9%
FY24
LEVI 4.4%
RL 11.4%
FY25
LEVI 10.8%
RL 13.2%
FY26
LEVI —
RL 14.5%
LEVI
RL
FY17
LEVI $407M
RL $669M
FY18
LEVI $261M
RL $814M
FY19
LEVI $237M
RL $586M
FY20
LEVI $339M
RL $484M
FY21
LEVI $570M
RL $273M
FY22
LEVI −$39.0M
RL $549M
FY23
LEVI $122M
RL $194M
FY24
LEVI $671M
RL $905M
FY25
LEVI $308M
RL $1.0B
FY26
LEVI —
RL $746M
LEVI
RL
FY17
LEVI 33.7%
RL −2.5%
FY18
LEVI 28.6%
RL 10.9%
FY19
LEVI 36.4%
RL 19.5%
FY20
LEVI −4.7%
RL 15.2%
FY21
LEVI 42.8%
RL −1.8%
FY22
LEVI 27.0%
RL 33.5%
FY23
LEVI 13.2%
RL 24.9%
FY24
LEVI 10.3%
RL 28.4%
FY25
LEVI 22.2%
RL 36.5%
FY26
LEVI —
RL 45.4%
LEVI
RL
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。