Tapestry, Inc (TPR) Fair Value & Analysis
Consumer Cyclical · US · Market cap $28.4B
Tapestry, Inc
TPR · US
Fair value as of: Jul 13, 2026
From 26 valuation models · updated 25 days ago
Share price +10.7% over the past month.
A solid business, but screening 88% overvalued on our models.
What matters now
- A high-quality business (quality 72/100), 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 ($24.94). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.
How to read this chart
60‑month range $23.74 – $162.00 · fair‑value band $13.87 – $24.94 · the $162.00 price screens above the $19.95 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.
Analysis
Tapestry, Inc (TPR) currently trades at $162.00, while our model-based Fair Value estimate is $19.95, implying the stock looks roughly 87.7% overvalued today. We read business quality at 72/100 (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, Tapestry, Inc generated revenue of $7.9B at a net margin of 8.4%. Revenue grew 21.2% year over year. It earns a return on equity of 60.9%. Net debt stands at $2.8B. Fundamentals as of Jul 13, 2026
Our scenario range runs from $13.87 (bear case) to $24.94 (bull case); at $162.00, 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades near its 52-week high and 110% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -4% fair-value upside, at -88%, TPR 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 26 models by family
Widest divergence: DCF Models ($45.99) versus Asset-Based ($2.84). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 68 · Market factors (momentum, volatility) 68
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
Tapestry, Inc. provides accessories and lifestyle brand products in North America, Greater China, rest of Asia, and internationally. The company operates in three segments: Coach, Kate Spade, and Stuart Weitzman.
Full company description
Tapestry, Inc. provides accessories and lifestyle brand products in North America, Greater China, rest of Asia, and internationally. The company operates in three segments: Coach, Kate Spade, and Stuart Weitzman. It offers women's handbags, fashion designs, business cases, computer bags, messenger style bags, backpacks, travel bags, and totes; and accessories, such as small leather goods which includes mini and micro handbags, money pieces, wristlets, pouches, and cosmetic cases, as well as novelty accessories, including address books, time management and travel accessories, sketchbooks, and portfolios; and belts, key rings, technology accessories, gifting, straps, and charms. The company also provides women's and men's footwear, which casual and dress shoes, boots, sneakers, and sandals; and other products which includes outerwear, ready-to-wear, jewelry, watches, eyewear, fragrance, scarves, hats, gloves, and other products. It offers its products through retail and outlet stores, brand e-commerce sites, and concession shop-in-shops under the Coach, Kate Spade, and Stuart Weitzman brand names. The company was formerly known as Coach, Inc. and changed its name to Tapestry, Inc. in October 2017. Tapestry, Inc. was founded in 1941 and is headquartered in New York, New York.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Tapestry, Inc reported revenue of $7.0B in FY2025 versus $5.7B in FY2021, a compound +5.1%/yr. Reported net income was $183M in FY2025, compounding −31.5%/yr from FY2021.
TPR screens 88% overvalued. Compare with Compagnie Financière Richemont SA →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Tapestry (TPR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
- This Retail Expert Likes Tapestry, Ralph Lauren, Gap, and Off-Price Chains
- Revisiting Stock Picks Cinemark Holdings, Tapestry, Carpenter Technology
- BOOT or TPR: Which Is the Better Value Stock Right Now?
Peer Group
Luxury Goods · 132 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 Luxury Goods 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: 40/100
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 Luxury Goods stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Compagnie Financière Richemont SA CFR | CHF 197.40 | CHF 117.30 | -41% |
| Christian Dior SE DIO | €455.40 | €502.30 | +10% |
| Kering SA KER | €248.50 | €60.61 | -76% |
| Chow Tai Fook Jewellery Group 1929 | HK$11.82 | HK$12.28 | +4% |
| The Swatch Group UHRN | CHF 40.95 | CHF 21.48 | -48% |
| Prada S.p.A 1913 | HK$43.26 | HK$64.05 | +48% |
| Pandora A/S PNDORA | kr 779.40 | kr 1,424 | +83% |
| Brunello Cucinelli S.p.A BC | €80.32 | €42.69 | -47% |
| Kalyan Jewellers India Limited KALYANKJIL | ₹546.60 | ₹238.57 | -56% |
| LVMH Moët Hennessy - Louis Vuitton, Société Européenne, LV | C$11.46 | C$11.05 | -4% |
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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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