Ralph Lauren Corporation (RL) Fair Value & Analysis
Consumer Cyclical · US · Market cap $22.3B
Ralph Lauren Corporation
RL · US
Fair value as of: Jul 16, 2026
From 23 valuation models · updated 22 days ago
Fair value updated Jul 16, 2026, revised from $254.10 to $224.21 (−11.8%) since Jul 5, 2026. Share price +0.1% over the past month.
A strong business, but screening 43% overvalued on our models.
What matters now
- A high-quality business (quality 76/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($323.95). The favourable scenario is already priced in.
- A fairly wide model range ($152.29 to $323.95) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $77.94 – $413.24 · fair‑value band $152.29 – $323.95 · the $395.83 price screens above the $224.21 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Ralph Lauren Corporation (RL) currently trades at $395.83, while our model-based Fair Value estimate is $224.21, implying the stock looks roughly 43.4% overvalued today. We read business quality at 76/100 (high 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, Ralph Lauren Corporation generated revenue of $8.1B at a net margin of 11.6%. Revenue grew 16.6% year over year. It earns a return on equity of 34.7%. Net debt stands at $1.0B. Fundamentals as of Jul 16, 2026
Our scenario range runs from $152.29 (bear case) to $323.95 (bull case); at $395.83, 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 near its 52-week high and 55% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 1% fair-value upside, at -43%, RL 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 23 models by family
Widest divergence: Multiples ($258.09) versus Asset-Based ($30.55). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 79 · Market factors (momentum, volatility) 62
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
Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally.
Full company description
Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally. The company offers apparel, including a range of men's, women's, and children's clothing; footwear and accessories, which comprise casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, fashion and fine jewelry, scarves, hats, gloves, and umbrellas, as well as leather goods comprising handbags, luggage, small leather goods, and belts; home products, such as bed and bath lines, furniture, fabric and wall coverings, lighting, dining, floor coverings, decorative accessories, and giftware; and fragrances. The company sells apparel and accessories under the Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, RLX Ralph Lauren, Polo Ralph Lauren Children, and Chaps brands; women's fragrances under the Ralph Lauren Collection, Woman by Ralph Lauren, Romance Collection, and Ralph Collection brand names; and men's fragrances under the Ralph's Club, Purple Label, Polo Blue, Polo Red, Polo Green, Polo Black, Polo 67, Safari, Polo Sport, and Big Pony Men's brand names. Its restaurant collection includes The Polo Bar in New York City; RL Restaurant in Chicago; Ralph's in Paris; The Bar at Ralph Lauren located in Milan; Ralph's Bar located in Chengdu, China; and Ralph's Coffee concept. The company sells its products to department stores, specialty stores, and golf and pro shops, as well as directly to consumers through its retail stores, concession-based shop-within-shops, and its digital commerce sites. It operates retail stores and concession-based shop-within-shops; and operates Ralph Lauren stores and shops through licensing partners. Ralph Lauren Corporation was founded in 1967 and is based in New York, New York.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Ralph Lauren Corporation reported revenue of $8.1B in FY2026 versus $6.2B in FY2022, a compound +6.9%/yr. Reported net income was $941M in FY2026, compounding +11.9%/yr from FY2022.
RL screens 43% overvalued. Compare with H & M Hennes & Mauritz AB →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Ralph Lauren Pre-Q1 Earnings: Is It Poised to Surprise Investors?
- Ralph Lauren (RL) Gains Ahead Of Earnings As Fair Value Stays In Focus
- Why Ralph Lauren (RL) Outpaced the Stock Market Today
- Ralph Lauren Revenue Tops $8B as Shareholders Back Board, Pay Plan
Peer Group
Apparel Manufacturing · 211 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 Manufacturing 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.
Insider activity: 46/100
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 Manufacturing stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| H & M Hennes & Mauritz AB HMB | kr 163.45 | kr 165.47 | +1% |
| Moncler S.p.A MONC | €52.08 | €50.69 | -3% |
| Gildan Activewear Inc GIL | C$73.17 | C$32.85 | -55% |
| LPP SA LPP | 19,380 PLN | 17,754 PLN | -8% |
| Bosideng International Holdings 3998 | HK$4.88 | HK$5.92 | +21% |
| Youngor Fashion Co 600177 | ¥7.57 | ¥5.59 | -26% |
| Page Industries Limited PAGEIND | ₹39,900 | ₹12,395 | -69% |
| Hla Group 600398 | ¥5.65 | ¥9.92 | +76% |
| Eclat Textile Co 1476 | 333.50 TWD | 357.81 TWD | +7% |
| Youngone Corporation 111770 | 87,600 KRW | 196,629 KRW | +124% |
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Frequently asked questions
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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.
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