Duluth vs Tilly's
DLTH and TLYS side by side, both in apparel and accessory stores. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DLTH and TLYS compare
Duluth is the larger company, worth 1.3 times as much as Tilly's ($167M against $129M).
On earnings, Duluth is cheaper: it trades at 31.4× trailing earnings, against 70.2× for Tilly's.
Tilly's grew revenue faster over the last twelve months (6.1% versus −8.6% for Duluth).
Duluth keeps more of each dollar of sales as profit, with a net margin of 1.1% compared with 0.34% at Tilly's.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DLTH | TLYS |
|---|---|---|
| Size and price | ||
| Market cap | $167M | $129M |
| Share price | $4.39 | $4.21 |
| Change, 1 year | 47.8% | 173% |
| Change, 5 years | −73.6% | −73.4% |
| Beta (5Y) | 0.70 | 0.85 |
| Employees | 89 | 3,809 |
| StockData Score | ||
| Total score | 8 | 8 |
| Valuation score | 3 (better) | 1 |
| Growth score | 2 (better) | 1 |
| Performance score | 2 (better) | 1 |
| Health score | 1 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 31.4× (better) | 70.2× |
| P/S | 0.3× | 0.2× (better) |
| P/B | 0.9× (better) | 1.5× |
| EV/EBITDA | 4.2× (better) | 6.6× |
| P/FCF | 2.9× (better) | 11.4× |
| FCF yield | 34.5% (better) | 8.8% |
| Fair value | $4.57 | $4.06 |
| Margin of safety | 3.9% (better) | −3.7% |
| Growth | ||
| Revenue growth (TTM) | −8.6% | 6.1% (better) |
| Revenue growth, 5Y average | −2.4% | 0.82% (better) |
| Profitability | ||
| Gross margin | 58.3% (better) | 32.3% |
| Operating margin | 1.7% (better) | 0.13% |
| Net margin | 1.1% (better) | 0.34% |
| FCF margin | 10.4% (better) | 1.9% |
| Return on equity | 3.4% (better) | 2.3% |
| Return on invested capital | 4.7% (better) | 2.3% |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Interest coverage | 2.5× | – |
| Current ratio | 1.88 (better) | 1.16 |
| Altman Z-score | 2.44 (better) | 1.69 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 15.3% | 71.4% |
| Held by insiders | 43.7% | – |
| Insider net buying, 12 months | $62.5K (better) | −$12.8M |
| Short interest, % of float | 1.4% | – |
Go deeper
- DLTH stock overview
- DLTH income statement
- DLTH valuation and score
- TLYS stock overview
- TLYS income statement
- TLYS valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.