RL Consumer Cyclical

Ralph Lauren Corporation

$394.40-0.79%

Price as of close on Nov 3, 2026 · Financials updated Sep 30, 2026

Basics

Sector: Consumer Cyclical
Industry: Apparel Manufacturing
Country: United States
Market cap: 23.5B USD
Enterprise value: 22.9B USD
Full-time employees: 15,600

Overall health

Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings
Drawback: its share price swings more than most peers’ (beta 1.35 vs a peer median of 0.63)bigger price swings (beta 1.35 vs peers 0.63)
About average: risk (debt, liquidity and share-price swings)risk

Ranks #402 of 1,502 consumer cyclical companies (top 27%)

See how it ranks against its peers

Worth knowing

Operating margin at a 6-year high. 15% in FY Mar 2026, the best of the last 6 years.
Ralph Lauren kept 15% of revenue as operating profit in FY Mar 2026, its highest in the 6 years of filings we have.
Profits growing faster than sales. Since FY Mar 2023: revenue +26%, operating profit +67%.
Since FY Mar 2023, Ralph Lauren's revenue grew 26% while operating profit grew 67%: each extra dollar of sales is adding more profit.
Annual revenue rose 5 years in a row. Fiscal-year revenue rose from $4.4B in FY Mar 2021 to $8.1B in FY Mar 2026.
Ralph Lauren's fiscal-year revenue rose in each of the five years to FY Mar 2026, from $4.4B to $8.1B.
Wide margins. Operating margin 15% (12 months to Jun 2026) vs a peer median of 6.4%.Operating margin 15% vs peers 6.4%.
Ralph Lauren keeps 15% of revenue as operating profit, more than 83% of peers (median 6.4%).

StockQuotient Score

62/ 100

Oct 5 63 → Nov 4 62 (-1)

Valuation

Is the price right?

36/100

Weak

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why

Weaker than most peers on:

▼ FCF yield
▼ EBITDA yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield4.1%

SEC filings · 12 months to Jun 2026Reported value30% base weight · Z-score -0.10Sector median: 0.0439 · MAD: 0.0329

EBITDA yield6.3%

SEC filings · 12 months to Jun 2026Reported value50% base weight · Z-score -0.53Sector median: 0.0877 · MAD: 0.0461

Free cash flow yield3.6%

SEC filings · 12 months to Jun 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score -0.46Sector median: 0.0614 · MAD: 0.0545

Other data (not scored)

Book yield11.3%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5650 · MAD: 0.3500

Growth

Is it growing?

76/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

12-month revenue up 3.0%

Why

Stronger than most peers on:

▲ Revenue growth
▲ EPS growth
▲ 3-yr revenue

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth26.1%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.86Sector median: 0.0420 · MAD: 0.2537

3-year revenue growth9.0%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score 0.75Sector median: 0.0425 · MAD: 0.0636

Revenue growth14.7%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 1.68Sector median: 0.0373 · MAD: 0.0653

Profitability

Does it earn well?

97/100

Strong

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ ROIC
▲ ROA
▲ Operating margin

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin14.9%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 1.86Sector median: 0.0638 · MAD: 0.0461

Return on assets12.8%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 3.75Sector median: 0.0331 · MAD: 0.0254

Return on invested capital44.0%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 6.11Sector median: 0.0733 · MAD: 0.0600

Other data (not scored)

Gross margin70.3%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.3025 · MAD: 0.1399

Return on equity36.1%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.0746 · MAD: 0.0674

Risk

Debt, liquidity, price swings

Moderate

Moderate relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Mixed versus peers:

▲ Current ratio
▼ Beta

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.35

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -2.41Sector median: 0.6345 · MAD: 0.2980

Current ratio2.04×

SEC filings · latest balance sheetReported value33% base weight · Z-score 1.01Sector median: 1.4800 · MAD: 0.5570

Debt / equity0.46×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.03Sector median: 0.4646 · MAD: 0.3556

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Ralph Lauren

Is Ralph Lauren getting weaker?: Its latest SEC filing (Aug 6, 2026) showed no major changes. Its overall score is unchanged at 62/100 since Oct 28, 2026.
How is Ralph Lauren valued vs its peers?: Priced higher than most peers relative to what it earns. Valuation scores 36/100 against 1,612 consumer cyclical peers. Free cash flow yield 3.6% vs a peer median of 6.1% (weaker than 66% of peers).Free cash flow yield 3.6% vs peers 6.1% (weaker than 66% of peers).
Is Ralph Lauren growing?: Yes, faster than most of its peers. Growth scores 76/100 against 1,612 consumer cyclical peers. Revenue growth 14.7% vs a peer median of 3.7% (stronger than 83% of peers).Revenue growth 14.7% vs peers 3.7% (stronger than 83% of peers).
How profitable is Ralph Lauren?: More profitable than most of its peers. Profitability scores 97/100 against 1,612 consumer cyclical peers. Return on invested capital 44.0% vs a peer median of 7.3% (stronger than 95% of peers).Return on invested capital 44.0% vs peers 7.3% (stronger than 95% of peers).
How risky is Ralph Lauren?: Moderate risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 2.04× vs a peer median of 1.48× (stronger than 70% of peers).Current ratio 2.04× vs peers 1.48× (stronger than 70% of peers). Beta 1.35 vs a peer median of 0.63 (weaker than 88% of peers).Beta 1.35 vs peers 0.63 (weaker than 88% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 27, 2026 · filed Aug 6, 2026 · compared with the quarter ended Mar 28, 2026

No major changes

	Previous quarter	Latest quarter	Change
Revenue (12 months)	8.1B USD	8.4B USD	+3.0%
Net income (12 months)	941.1M USD	982.9M USD	+4.4%
Operating margin	14.5%	14.9%	+0.4 pts
Debt	1.2B USD	1.2B USD	+0.0%
Cash	2.0B USD	1.7B USD	−13.5%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Consumer Cyclical · 182 companies

Valuations in Consumer Cyclical are within their usual range since 2016.

36% of months since 2016 were valued lower than now.
15% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +0% and earnings +10% (medians): prices and earnings moved broadly together.
Median price-to-sales is −55% vs the whole market, against a usual −41%.

2016Shaded: most expensive fifth of its range2026

Shown for Consumer Cyclical: too few Apparel Manufacturing companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY Mar 2022	FY Mar 2023	FY Mar 2024	FY Mar 2025	FY Mar 2026	Change
Gross margin	66.7%	64.7%	66.8%	68.6%	69.9%	▲ 1.3 pts
Operating margin	12.8%	10.9%	11.4%	13.2%	14.5%	▲ 1.4 pts
Net margin	9.7%	8.1%	9.7%	10.5%	11.6%	▲ 1.1 pts
Return on assets (ROA)	7.8%	7.7%	9.8%	10.5%	12.2%	▲ 1.6 pts
Return on equity (ROE)	23.7%	21.5%	26.4%	28.7%	33.1%	▲ 4.4 pts
Free cash flow margin	8.8%	3.0%	13.6%	14.4%	—	—
Current ratio	1.87×	2.23×	2.29×	1.78×	2.13×	▲ 20%
Quick ratio	1.44×	1.51×	1.68×	1.33×	1.57×	▲ 18%
Debt to equity	0.65×	0.47×	0.47×	0.44×	0.44×	▼ 1.2%
Interest coverage	14.79×	17.43×	17.92×	21.14×	21.76×	▲ 2.9%

RL price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings

Drawback: its share price swings more than most peers’ (beta 1.35 vs a peer median of 0.63)bigger price swings (beta 1.35 vs peers 0.63)

About average: risk (debt, liquidity and share-price swings)risk

Ranks #402 of 1,502 consumer cyclical companies (top 27%)

See how it ranks against its peers

Worth knowing

Operating margin at a 6-year high. 15% in FY Mar 2026, the best of the last 6 years.

Ralph Lauren kept 15% of revenue as operating profit in FY Mar 2026, its highest in the 6 years of filings we have.

Profits growing faster than sales. Since FY Mar 2023: revenue +26%, operating profit +67%.

Since FY Mar 2023, Ralph Lauren's revenue grew 26% while operating profit grew 67%: each extra dollar of sales is adding more profit.

Annual revenue rose 5 years in a row. Fiscal-year revenue rose from $4.4B in FY Mar 2021 to $8.1B in FY Mar 2026.

Ralph Lauren's fiscal-year revenue rose in each of the five years to FY Mar 2026, from $4.4B to $8.1B.

Wide margins. Operating margin 15% (12 months to Jun 2026) vs a peer median of 6.4%.Operating margin 15% vs peers 6.4%.

Ralph Lauren keeps 15% of revenue as operating profit, more than 83% of peers (median 6.4%).

Questions investors ask about Ralph Lauren

Is Ralph Lauren getting weaker?

Its latest SEC filing (Aug 6, 2026) showed no major changes. Its overall score is unchanged at 62/100 since Oct 28, 2026.

How is Ralph Lauren valued vs its peers?

Priced higher than most peers relative to what it earns. Valuation scores 36/100 against 1,612 consumer cyclical peers. Free cash flow yield 3.6% vs a peer median of 6.1% (weaker than 66% of peers).Free cash flow yield 3.6% vs peers 6.1% (weaker than 66% of peers).

Is Ralph Lauren growing?

Yes, faster than most of its peers. Growth scores 76/100 against 1,612 consumer cyclical peers. Revenue growth 14.7% vs a peer median of 3.7% (stronger than 83% of peers).Revenue growth 14.7% vs peers 3.7% (stronger than 83% of peers).

How profitable is Ralph Lauren?

More profitable than most of its peers. Profitability scores 97/100 against 1,612 consumer cyclical peers. Return on invested capital 44.0% vs a peer median of 7.3% (stronger than 95% of peers).Return on invested capital 44.0% vs peers 7.3% (stronger than 95% of peers).

How risky is Ralph Lauren?

Moderate risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 2.04× vs a peer median of 1.48× (stronger than 70% of peers).Current ratio 2.04× vs peers 1.48× (stronger than 70% of peers). Beta 1.35 vs a peer median of 0.63 (weaker than 88% of peers).Beta 1.35 vs peers 0.63 (weaker than 88% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

8.1B USD

8.4B USD

+3.0%

Net income (12 months)

941.1M USD

982.9M USD

+4.4%

Operating margin

14.5%

14.9%

+0.4 pts

Debt

1.2B USD

1.2B USD

+0.0%

Cash

2.0B USD

1.7B USD

−13.5%

Key ratios

FY Mar 2022

FY Mar 2023

FY Mar 2024

FY Mar 2025

FY Mar 2026

Change

Gross margin

66.7%

64.7%

66.8%

68.6%

69.9%

▲ 1.3 pts

Operating margin

12.8%

10.9%

11.4%

13.2%

14.5%

▲ 1.4 pts

Net margin

9.7%

8.1%

9.7%

10.5%

11.6%

▲ 1.1 pts

Return on assets (ROA)

7.8%

7.7%

9.8%

10.5%

12.2%

▲ 1.6 pts

Return on equity (ROE)

23.7%

21.5%

26.4%

28.7%

33.1%

▲ 4.4 pts

Free cash flow margin

8.8%

3.0%

13.6%

14.4%

—

Current ratio

1.87×

2.23×

2.29×

1.78×

2.13×

▲ 20%

Quick ratio

1.44×

1.51×

1.68×

1.33×

1.57×

▲ 18%

Debt to equity

0.65×

0.47×

0.44×

▼ 1.2%

Interest coverage

14.79×

17.43×

17.92×

21.14×

21.76×

▲ 2.9%