Skip to content
Company Analysis

Lands' End, Inc. LE

A comprehensive view of key metrics, scores, and financial health for Lands' End, Inc.

Overview of Lands' End, Inc.

LE NCM
Consumer Cyclical Apparel Retail Framework: General Corporate Micro Cap
Lands' End, Inc. (LE), is a Micro Cap company, in the Apparel Retail industry, last closed at $9.66, about 357.9% undervalued vs fair value, -39.2% 1Y return, ranked 325/548 in sector.
Metrics P/E 100.1× Rev Growth -2.0% ROE 2.3% Gross Margin 48.7%
USD 9.67
1.63%
(Delayed)
• Vol 90d: 47.0%
52-Week Range
Market Cap
$285.54M
Enterprise Value
$329.43M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Weak
Health
Weak
Efficiency
Weak
Valuation
Weak
Growth
Fair
Profitability
Weak
Health
Weak
Efficiency
Weak
Valuation
Weak
Completeness: 88%
Confidence: 92%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.landsend.com
HQ Dodgeville, WI
Employees 2,432
Fiscal year Jan 31

Next Events

Earnings Dec 8 Estimated

Fair Value Snapshot

Bear Base Bull
$36
$44
$52
Current: $9.67 +358% vs base

Engine Room Money Flow™

Micro Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.3B
-2%%
Gross Profit
$650.2M
-0.5%%
Operating Income
$44.3M
-13.1%%
Net Income
$5.5M
-11.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2026
370.3%

Operating Cash Flow / Net Income

FCF / Net Income — not a reliable quality signal when net income is near-zero (ratio is inflated by thin margins, not strong cash generation)

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$17.5M
85.9% of FCF

Where It Leaks

Cash Flow Health significant issues
Overall assessment of cash flow efficiency and conversion quality.
4
Active Leaks
1/4
Improving
2
High Impact
0
Critical
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Lands' End, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
48
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.88), suggesting sticky customer base.
  • Operating Leverage in Effect Operating leverage is evident (score 0.64), with margins expanding over time.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.23), raising refinancing risk.
  • Volatile Margins Suggest Cyclicality Margin volatility is high (stability score 0.39), suggesting cyclical exposure or competitive pressure.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Developing
48
Premium

Signals, strengths and risks for Pricing Power

Premium

Signals, strengths and risks for Cost Advantage

Premium

Signals, strengths and risks for Customer Stickiness

Premium

Signals, strengths and risks for Capital Efficiency

Premium

Signals, strengths and risks for Resilience

Premium

Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing LE's balance between Growth (24.0%), Profitability (45.2%), and Safety (30.8%). Growth 24% Safety 31% Profitability 45%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

27th percentile vs peers
28
Key Signals
Rev Growth YoY -2.0% 31p EPS Growth YoY -9.8% 39p Revenue CAGR 3Y -5.0% 24p EPS CAGR 3Y -41.6% 9p
Strengths

No notable strengths identified for this axis.

Risks

No significant risks identified for this axis.

Profitability

52th percentile vs peers
52
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

35th percentile vs peers
35
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Lands' End, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$44.28
- - -
+357.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info
Send Feedback
Please select a category.
0/1000