Lands' End, Inc (LE) Fair Value & Analysis
Consumer Cyclical · US · Market cap $382M
Lands' End, Inc
LE · US
Fair value as of: Jul 17, 2026
From 20 valuation models · updated 24 days ago
Fair value updated Jul 17, 2026, revised from $6.42 to $3.94 (−38.6%) since Jun 24, 2026. Share price +8.8% over the past month.
A solid business, but screening 70% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($4.93). The favourable scenario is already priced in.
- Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.
How to read this chart
60‑month range $6.11 – $43.16 · fair‑value band $2.96 – $4.93 · the $13.12 price screens above the $3.94 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.
Analysis
Lands' End, Inc (LE) currently trades at $13.12, while our model-based Fair Value estimate is $3.94, implying the stock looks roughly 70.0% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Lands' End, Inc generated revenue of $1.3B at a net margin of 26.2%. Revenue declined 8.5% year over year. It earns a return on equity of 94.2%. Net debt stands at $228M. Fundamentals as of Jul 17, 2026
Our scenario range runs from $2.96 (bear case) to $4.93 (bull case); at $13.12, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 35% below its 52-week high and 46% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -45% fair-value upside, at -70%, LE screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 20 models by family
Widest divergence: DCF Models ($7.80) versus Growth DCF ($0.7200). Highest evidence: Growth DCF (80).
Notify me when LE reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 56 · Market factors (momentum, volatility) 25
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Lands' End, Inc. operates as a digital retailer of apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms in the United States, Europe, and internationally. The company operates through U.S. eCommerce, Europe eCommerce, Outfitters, Third Party, Licensing, and Retail segments.
Full company description
Lands' End, Inc. operates as a digital retailer of apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms in the United States, Europe, and internationally. The company operates through U.S. eCommerce, Europe eCommerce, Outfitters, Third Party, Licensing, and Retail segments. It also sells uniform and logo apparel to businesses and their employees, and student households; and earns royalties on the use of Lands' End trademark. The company sells its products through its e-commerce websites and company operated stores, as well as through third party distribution channels under the Lands' End, Lands' End Lighthouse, Squall, Tugless Tank, Drifter, Outrigger, Marinac, Wanderweight, Beach Living, Supima, No-Gape, Anyweather, Waveshaper, Starfish, Little Black Suit, Iron Knees, Hyde Park, Year'Rounder, ClassMate, Willis & Geiger, and ThermaCheck brands. Lands' End, Inc. was founded in 1963 and is headquartered in Dodgeville, Wisconsin.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Lands' End, Inc reported revenue of $1.3B in FY2026 versus $1.6B in FY2022, a compound −5.0%/yr. Reported net income was $5.5M in FY2026, compounding −36.3%/yr from FY2022.
LE screens 70% overvalued. Compare with Industria de Diseño Textil, S.A →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Lands’ End picks tech-focused CEO following WHP Global investment
- Lands’ End Names Charlie Cole CEO
- Lands' End CEO Andrew McLean Steps Down, Charlie Cole Named Replacement
- Is Lands’ End, Inc. (LE) Stock Set for Growth After Debt Reduction and Strategic Partnership?
Peer Group
Apparel Retail · 106 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Apparel Retail median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Apparel Retail stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Industria de Diseño Textil, S.A 1ITX | €58.44 | €23.29 | -60% |
| The TJX Companies, Inc TJX | $154.46 | $84.95 | -45% |
| Fast Retailing Co 6288 | HK$40.00 | HK$15.37 | -62% |
| Ross Stores, Inc ROST | $233.46 | $118.41 | -49% |
| Burlington Stores, Inc BURL | $327.72 | $147.08 | -55% |
| Trent Limited TRENT | ₹2,903 | ₹709.49 | -76% |
| lululemon athletica inc., LULU | $116.33 | $299.63 | +158% |
| Aritzia Inc ATZ | C$160.05 | C$87.26 | -45% |
| The Gap, Inc GAP | $20.35 | $37.12 | +82% |
| Urban Outfitters, Inc URBN | $72.95 | $92.88 | +27% |
Compare Lands' End, Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Frequently asked questions
Is Lands' End, Inc (LE) overvalued or undervalued?
What is the fair value of LE?
What is the quality score of LE?
What is the revenue of Lands' End, Inc (LE)?
What is the net profit margin of LE?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Lands' End, Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.