Boot Barn vs Tilly's
BOOT 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 BOOT and TLYS compare
Boot Barn is the larger company, worth 32 times as much as Tilly's ($4.1B against $128M).
On earnings, Boot Barn is cheaper: it trades at 16.4× trailing earnings, against 69.5× for Tilly's.
Boot Barn grew revenue faster over the last twelve months (16.8% versus 6.1% for Tilly's).
Boot Barn keeps more of each dollar of sales as profit, with a net margin of 10.4% compared with 0.34% at Tilly's.
Boot Barn scores higher on the StockData Score (19 against 8 for Tilly's), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | BOOT | TLYS |
|---|---|---|
| Size and price | ||
| Market cap | $4.1B | $128M |
| Share price | $135.49 | $4.17 |
| Change, 1 year | −27.6% | 198% |
| Change, 5 years | 7.1% | −74.8% |
| Beta (5Y) | 1.59 | 0.84 |
| Employees | 8,900 | 3,809 |
| StockData Score | ||
| Total score | 19 (better) | 8 |
| Valuation score | 4 (better) | 1 |
| Growth score | 3 (better) | 1 |
| Performance score | 6 (better) | 1 |
| Health score | 6 (better) | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 16.4× (better) | 69.5× |
| P/S | 1.7× | 0.2× (better) |
| P/B | 2.9× | 1.5× (better) |
| EV/EBITDA | 11.9× | 6.4× (better) |
| P/FCF | 31.8× | 11.3× (better) |
| PEG | 1.75 | – |
| FCF yield | 3.1% | 8.8% (better) |
| Fair value | $137.67 | $4.02 |
| Margin of safety | 1.6% (better) | −3.7% |
| Growth | ||
| Revenue growth (TTM) | 16.8% (better) | 6.1% |
| Revenue growth, 5Y average | 20.3% (better) | 0.82% |
| Net income growth (TTM) | 21.4% | – |
| EPS growth (TTM) | 22.0% | – |
| EPS growth, 5Y average | 29.6% | – |
| Profitability | ||
| Gross margin | 38.6% (better) | 32.3% |
| Operating margin | 13.8% (better) | 0.13% |
| Net margin | 10.4% (better) | 0.34% |
| FCF margin | 5.3% (better) | 1.9% |
| Return on equity | 19.6% (better) | 2.3% |
| Return on invested capital | 20.7% (better) | 2.3% |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 2.44 (better) | 1.16 |
| Altman Z-score | 4.18 (better) | 1.69 |
| Piotroski F-score | 8 (better) | 6 |
| Dividends and buybacks | ||
| Buyback yield | 2.1% | – |
| Shareholder yield | 2.1% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 116% | 71.4% |
| Held by insiders | 0.69% | – |
| Insider net buying, 12 months | −$464K (better) | −$12.8M |
| Short interest, % of float | 6.8% | – |
Go deeper
- BOOT stock overview
- BOOT income statement
- BOOT 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.