Buckle (BKE)
Market Price (5/29/2026): $50.7 | Market Cap: $2.6 BilSector: Consumer Discretionary | Industry: Apparel Retail
Buckle (BKE)
Market Price (5/29/2026): $50.7Market Cap: $2.6 BilSector: Consumer DiscretionaryIndustry: Apparel Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 17%, Dividend Yield is 8.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 13%, FCF Yield is 8.1% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 20% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16% Low stock price volatilityVol 12M is 27% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail. | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.0% Key risksBKE key risks include [1] its dependence on discretionary consumer spending, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 17%, Dividend Yield is 8.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 13%, FCF Yield is 8.1% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 20% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16% |
| Low stock price volatilityVol 12M is 27% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail. |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.0% |
| Key risksBKE key risks include [1] its dependence on discretionary consumer spending, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 5/21/2026
Buckle (BKE) stock has gained about 5% since 1/31/2026 because of the following key factors:
1. Buckle reported robust fourth-quarter fiscal 2025 results, announced on March 13, 2026, significantly exceeding analyst expectations. The company posted diluted earnings per share (EPS) of $1.59, surpassing the consensus estimate of $1.51 by $0.08. Additionally, net sales for the quarter increased 5.3% year-over-year to $399.1 million, also beating analyst estimates of $396.45 million. This strong financial performance for the period ending January 31, 2026, likely fueled positive investor sentiment.
2. The company demonstrated consistent positive sales momentum through early 2026. Buckle reported an 8.0% increase in comparable store net sales for February 2026 and a 7.0% increase for March 2026. This strong performance contributed to an overall year-to-date comparable store net sales increase of 5.1% for the 13-week period ended May 2, 2026, with total net sales rising 6.1% to $288.7 million.
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Buckle (BKE) stock has gained about 5% since 1/31/2026 because of the following key factors:
1. Buckle reported robust fourth-quarter fiscal 2025 results, announced on March 13, 2026, significantly exceeding analyst expectations. The company posted diluted earnings per share (EPS) of $1.59, surpassing the consensus estimate of $1.51 by $0.08. Additionally, net sales for the quarter increased 5.3% year-over-year to $399.1 million, also beating analyst estimates of $396.45 million. This strong financial performance for the period ending January 31, 2026, likely fueled positive investor sentiment.
2. The company demonstrated consistent positive sales momentum through early 2026. Buckle reported an 8.0% increase in comparable store net sales for February 2026 and a 7.0% increase for March 2026. This strong performance contributed to an overall year-to-date comparable store net sales increase of 5.1% for the 13-week period ended May 2, 2026, with total net sales rising 6.1% to $288.7 million.
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Stock Movement Drivers
Fundamental Drivers
The 7.4% change in BKE stock from 1/31/2026 to 5/28/2026 was primarily driven by a 6.1% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5282026 | Change |
|---|---|---|---|
| Stock Price ($) | 46.99 | 50.48 | 7.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,278 | 1,298 | 1.6% |
| Net Income Margin (%) | 16.1% | 16.2% | 0.2% |
| P/E Multiple | 11.4 | 12.1 | 6.1% |
| Shares Outstanding (Mil) | 50 | 50 | -0.5% |
| Cumulative Contribution | 7.4% |
Market Drivers
1/31/2026 to 5/28/2026| Return | Correlation | |
|---|---|---|
| BKE | 7.4% | |
| Market (SPY) | 9.3% | 39.0% |
| Sector (XLY) | 0.9% | 43.6% |
Fundamental Drivers
The -1.3% change in BKE stock from 10/31/2025 to 5/28/2026 was primarily driven by a -4.7% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5282026 | Change |
|---|---|---|---|
| Stock Price ($) | 51.17 | 50.48 | -1.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,251 | 1,298 | 3.8% |
| Net Income Margin (%) | 16.1% | 16.2% | 0.3% |
| P/E Multiple | 12.7 | 12.1 | -4.7% |
| Shares Outstanding (Mil) | 50 | 50 | -0.5% |
| Cumulative Contribution | -1.3% |
Market Drivers
10/31/2025 to 5/28/2026| Return | Correlation | |
|---|---|---|
| BKE | -1.3% | |
| Market (SPY) | 11.3% | 27.8% |
| Sector (XLY) | 2.2% | 36.3% |
Fundamental Drivers
The 57.7% change in BKE stock from 4/30/2025 to 5/28/2026 was primarily driven by a 48.0% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5282026 | Change |
|---|---|---|---|
| Stock Price ($) | 32.01 | 50.48 | 57.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,218 | 1,298 | 6.6% |
| Net Income Margin (%) | 16.1% | 16.2% | 0.7% |
| P/E Multiple | 8.2 | 12.1 | 48.0% |
| Shares Outstanding (Mil) | 50 | 50 | -0.7% |
| Cumulative Contribution | 57.7% |
Market Drivers
4/30/2025 to 5/28/2026| Return | Correlation | |
|---|---|---|
| BKE | 57.7% | |
| Market (SPY) | 37.6% | 40.5% |
| Sector (XLY) | 24.7% | 46.0% |
Fundamental Drivers
The 95.9% change in BKE stock from 4/30/2023 to 5/28/2026 was primarily driven by a 142.8% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5282026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.77 | 50.48 | 95.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,345 | 1,298 | -3.5% |
| Net Income Margin (%) | 18.9% | 16.2% | -14.6% |
| P/E Multiple | 5.0 | 12.1 | 142.8% |
| Shares Outstanding (Mil) | 49 | 50 | -2.1% |
| Cumulative Contribution | 95.9% |
Market Drivers
4/30/2023 to 5/28/2026| Return | Correlation | |
|---|---|---|
| BKE | 95.9% | |
| Market (SPY) | 88.5% | 44.2% |
| Sector (XLY) | 69.2% | 48.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BKE Return | 70% | 11% | 15% | 17% | 14% | -0% | 189% |
| Peers Return | 34% | -38% | 79% | 21% | 29% | -11% | 107% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 100% |
Monthly Win Rates [3] | |||||||
| BKE Win Rate | 75% | 50% | 50% | 42% | 50% | 40% | |
| Peers Win Rate | 57% | 32% | 63% | 53% | 62% | 48% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| BKE Max Drawdown | -23% | -36% | -34% | -20% | -31% | -15% | |
| Peers Max Drawdown | -31% | -54% | -34% | -33% | -42% | -32% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AEO, ANF, URBN, LEVI, ZUMZ.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/28/2026 (YTD)
How Low Can It Go
| Event | BKE | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.3% | -18.8% |
| % Gain to Breakeven | 27.1% | 23.1% |
| Time to Breakeven | 49 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -12.6% | -9.5% |
| % Gain to Breakeven | 14.4% | 10.5% |
| Time to Breakeven | 12 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.6% | -6.7% |
| % Gain to Breakeven | 40.1% | 7.1% |
| Time to Breakeven | 194 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.3% | -24.5% |
| % Gain to Breakeven | 52.3% | 32.4% |
| Time to Breakeven | 114 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -49.8% | -33.7% |
| % Gain to Breakeven | 99.0% | 50.9% |
| Time to Breakeven | 205 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -17.1% | -19.2% |
| % Gain to Breakeven | 20.7% | 23.8% |
| Time to Breakeven | 203 days | 105 days |
In The Past
Buckle's stock fell -21.3% during the 2025 US Tariff Shock. Such a loss loss requires a 27.1% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | BKE | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.3% | -18.8% |
| % Gain to Breakeven | 27.1% | 23.1% |
| Time to Breakeven | 49 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.6% | -6.7% |
| % Gain to Breakeven | 40.1% | 7.1% |
| Time to Breakeven | 194 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.3% | -24.5% |
| % Gain to Breakeven | 52.3% | 32.4% |
| Time to Breakeven | 114 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -49.8% | -33.7% |
| % Gain to Breakeven | 99.0% | 50.9% |
| Time to Breakeven | 205 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -28.0% | -3.7% |
| % Gain to Breakeven | 38.8% | 3.9% |
| Time to Breakeven | 229 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -33.5% | -12.2% |
| % Gain to Breakeven | 50.4% | 13.9% |
| Time to Breakeven | 1750 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -38.7% | -6.8% |
| % Gain to Breakeven | 63.1% | 7.3% |
| Time to Breakeven | 1750 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -25.3% | -17.9% |
| % Gain to Breakeven | 33.9% | 21.8% |
| Time to Breakeven | 70 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -30.8% | -15.4% |
| % Gain to Breakeven | 44.5% | 18.2% |
| Time to Breakeven | 122 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -30.1% | -53.4% |
| % Gain to Breakeven | 43.1% | 114.4% |
| Time to Breakeven | 14 days | 1085 days |
In The Past
Buckle's stock fell -21.3% during the 2025 US Tariff Shock. Such a loss loss requires a 27.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Buckle (BKE)
The Buckle, Inc. operates as a retailer of casual apparel, footwear, and accessories for young men and women in the United States. It markets a selection of brand name casual apparel, including denims, other casual bottoms, tops, sportswear, outerwear, accessories, and footwear, as well as private label merchandise primarily comprising BKE, Buckle Black, Salvage, Red by BKE, Daytrip, Gimmicks, Gilded Intent, FITZ + EDDI, Willow & Root, Outpost Makers, Departwest, Reclaim, BKE Vintage, Nova Industries, J.B. Holt, and Veece. The company also provides services, such as hemming, gift-packaging, layaways, guest loyalty program, the Buckle private label credit card, and personalized stylist services, as well as special order system that allows stores to obtain requested merchandise from other company stores or its online order fulfillment center. As of March 11, 2022, it operated 440 retail stores in 42 states under the Buckle and The Buckle names. The Buckle, Inc. also sells its products through its website, buckle.com. The company was formerly known as Mills Clothing, Inc. and changed its name to The Buckle, Inc. in April 1991. The Buckle, Inc. was incorporated in 1948 and is headquartered in Kearney, Nebraska.
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Here are 1-3 brief analogies to describe The Buckle (BKE):
- An American Eagle Outfitters focused more on multi-brand casual wear and premium denim.
- A PacSun or Zumiez, but for a broader range of mainstream casual apparel and denim for young adults.
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```html- Casual Apparel: A selection of brand name and private label clothing, including denims, other casual bottoms, tops, sportswear, and outerwear for young men and women.
- Footwear: A variety of shoes offered to complement their apparel collections.
- Accessories: Items such as belts, bags, and jewelry designed to enhance outfits.
- Retail Convenience Services: Offerings like hemming, gift-packaging, layaways, and a special order system to facilitate customer purchases.
- Customer Engagement Programs: A guest loyalty program and personalized stylist services designed to enhance the customer's shopping experience and build relationships.
- Private Label Credit Card: A credit card issued under the Buckle brand to provide financing options to customers.
AI Analysis | Feedback
```htmlThe Buckle, Inc. (BKE) sells primarily to individuals.
Based on the company description, Buckle serves the following categories of individual customers:
- Young Men: Individuals falling within the "young men" demographic who are seeking casual apparel, footwear, and accessories.
- Young Women: Individuals falling within the "young women" demographic who are seeking casual apparel, footwear, and accessories.
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Dennis H. Nelson, President and Chief Executive Officer
Mr. Nelson began his career with The Buckle, Inc. in 1970 as a part-time salesperson while attending Kearney State College (now the University of Nebraska - Kearney). Upon graduation in 1973, he became a full-time employee and has since worked in all phases of the company's operations. He has held the titles of President and Director since April 19, 1991, and was elected Chief Executive Officer on March 17, 1997.
Thomas B. Heacock, Senior Vice President of Finance, Treasurer, and Chief Financial Officer
Mr. Heacock serves as Senior Vice President of Finance, Treasurer, Chief Financial Officer, and a Director of The Buckle, Inc. He was appointed Chief Financial Officer on July 20, 2017, and became Senior Vice President of Finance, Treasurer, and Chief Financial Officer effective February 4, 2018. Mr. Heacock has been with Buckle since October 2003, previously serving as Vice President of Finance, Treasurer, and Corporate Controller. Prior to joining Buckle, he was employed by Ernst & Young, LLP. Mr. Heacock is the son-in-law of Dennis H. Nelson, the President and Chief Executive Officer.
Daniel J. Hirschfeld, Chairman
Mr. Hirschfeld has served as Chairman of the Board of The Buckle, Inc. since April 19, 1991. Prior to this role, he held positions as President and Chief Executive Officer. He has been involved in all aspects of Buckle's business, including the development of its management information systems. His father, David Hirschfeld, founded Mills Clothing, Inc., the precursor to The Buckle, Inc., in 1948, and Daniel took over the business in 1965.
Brady M. Fritz, Senior Vice President, General Counsel and Corporate Secretary
Ms. Fritz was appointed Senior Vice President, General Counsel, and Corporate Secretary on February 22, 2022, having previously served as Vice President, General Counsel, and Corporate Secretary since March 2021. She joined Buckle on December 10, 2018. Before her tenure at Buckle, Ms. Fritz spent over 10 years at Cargill Incorporated, where she held various roles of increasing responsibility, including Global Legal Operations Leader and Senior Attorney.
Brett P. Milkie, Senior Vice President of Leasing
Mr. Milkie holds the position of Senior Vice President of Leasing at The Buckle, Inc.
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```htmlHere are the key risks to The Buckle, Inc. (BKE):
- Dependence on Merchandising/Fashion Sensitivity: The success of The Buckle, Inc. is highly reliant on its ability to accurately identify and respond to rapidly evolving fashion trends and consumer tastes, particularly in its core denim category, which accounts for a significant portion of its sales. A failure to anticipate or react effectively and timely to changes in fashion trends could lead to reduced net sales, increased markdowns, and compressed margins.
- Economic Sensitivity: As a retailer of discretionary casual apparel, footwear, and accessories, Buckle's performance is significantly influenced by general economic conditions. Economic downturns, inflation, and job uncertainty can adversely impact consumer discretionary spending, which in turn can lead to a decline in sales and gross margins.
- Intense Competition: The retail apparel industry is characterized by fierce competition from numerous players, including national chains, department stores, specialty stores, and online retailers. This intense competitive environment poses a constant threat of emerging trends and new entrants that could erode Buckle's market position and profitability.
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The rise of ultra-fast fashion retailers (e.g., Shein, Temu) represents a clear emerging threat. These companies leverage highly agile supply chains, data-driven trend identification, and aggressive pricing to rapidly produce and distribute vast selections of trendy apparel, footwear, and accessories directly to consumers, primarily targeting the same young demographic as Buckle. This model challenges traditional retail operations like Buckle's by offering significantly lower price points and a faster turnover of styles, potentially eroding market share and consumer relevance for conventional retailers.
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The addressable markets for Buckle's main products and services in the U.S. region are as follows:- The United States casual wear market was valued at USD 196.22 billion in 2024, and it is forecasted to reach USD 266.47 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 3.48% during the period 2026–2033. The broader U.S. clothing and apparel market was USD 370.4 billion in 2024 and is projected to grow to USD 482.1 billion by 2032, with casual wear representing the leading category at a 75% share.
- The U.S. shoe and footwear market size was USD 95.1 billion in 2024, and it is projected to grow by 3.7% between 2025 and 2032, reaching USD 125.7 billion by 2032. Another estimate places the U.S. footwear market at USD 94,538.1 million in 2024, expected to reach USD 117,375.3 million by 2030 with a CAGR of 3.7% from 2025 to 2030.
- The U.S. fashion accessories market generated a revenue of USD 222,074.1 million in 2024 and is expected to reach USD 342,988.5 million by 2030, growing at a CAGR of 7.8% from 2025 to 2030.
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The Buckle, Inc. (BKE) is expected to drive future revenue growth over the next 2-3 years through several key strategies: * Growth in Online Sales: The company has demonstrated consistent strength in its e-commerce platform, with online sales increasing by 13.6% in Q3 FY2025 and 6.4% in Q4 FY2025, leading to a 9.8% increase for the full fiscal year 2025. Management has emphasized a commitment to enhancing the online shopping experience to further capitalize on this trend. * Store Expansion and Remodels: Buckle plans to open 12-14 new stores and complete 12-14 full remodel projects in fiscal year 2026. A significant portion of these remodels are planned relocations into new outdoor shopping centers and outlet formats, aligning with evolving consumer preferences for open-air shopping environments and signaling confidence in its real estate strategy. * Expansion of Women's Merchandise: The women's merchandise category has been a strong performer, experiencing double-digit growth of approximately 12% in Q4 FY2025 and accounting for 46% of total sales. Women's denim sales specifically saw a 10.5% increase. The company's management is committed to expanding this category, indicating continued focus and investment. * Growth in the Kids' Segment: The kids' business is identified as a key area of opportunity for growth, having delivered a standout quarter with approximately 16% year-over-year growth in Q4 FY2025. * Enhancement of Product Assortment, including Private Labels: Ongoing enhancements in product assortment, particularly within the successful women's and kids' segments, along with the continued performance of private label brands such as Buckle Black, are expected to contribute to future revenue gains. Executives have highlighted the success of the Buckle Black label in driving sales growth.AI Analysis | Feedback
Share Repurchases
- The Buckle, Inc. has a 1,000,000 share repurchase plan authorized by the Board of Directors on November 20, 2008.
- As of February 1, 2020, 435,655 shares remained available under this authorization. As of April 2, 2025, and December 11, 2025, 410,655 shares remained to complete the authorization, indicating no significant repurchases were made under this plan in recent years.
- The company recorded minimal share repurchases of $0.37 million in fiscal year 2021 (ended January 29, 2022), with $0 reported for fiscal years 2022, 2023, 2024, and the trailing twelve months ending November 2025.
Share Issuance
- The number of common shares outstanding for Buckle has generally increased over the last few fiscal years, rising from 49,728,651 shares at January 29, 2022, to 50,092,616 shares at January 28, 2023.
- Annual shares outstanding increased from 50 million in January 2024 to 51 million in January 2025, indicating new shares were issued during this period.
- As of May 3, 2025, the company had 51,157,306 shares outstanding, compared to 50,773,556 shares at February 1, 2025, and 50,778,536 shares at May 4, 2024.
Capital Expenditures
- In fiscal year 2025 (ended January 31, 2026), capital expenditures totaled $45.4 million, with $40.7 million allocated for new store construction, store remodels, and technology upgrades, and $4.7 million for corporate headquarters and the distribution center.
- Capital expenditures were $42.275 million in fiscal year 2024 (ended February 1, 2025), $37.274 million in fiscal year 2023 (ended February 3, 2024), $30.36 million in fiscal year 2022 (ended January 28, 2023), and $19.1 million in fiscal year 2021 (ended January 29, 2022).
- The company anticipates capital spending of approximately $50.0 to $55.0 million during fiscal year 2025, primarily for planned store projects and technology investments, with plans to open 7 new stores and complete approximately 18-22 full remodels. For fiscal 2026, Buckle plans to open 12 to 14 new stores and complete 12 to 14 full remodel projects.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 37.90 |
| Mkt Cap | 3.4 |
| Rev LTM | 5,407 |
| Op Inc LTM | 467 |
| FCF LTM | 260 |
| FCF 3Y Avg | 300 |
| CFO LTM | 516 |
| CFO 3Y Avg | 517 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.5% |
| Rev Chg 3Y Avg | 2.6% |
| Rev Chg Q | 7.7% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Inc Chg LTM | 9.3% |
| Op Inc Chg 3Y Avg | 26.1% |
| Op Mgn LTM | 10.4% |
| Op Mgn 3Y Avg | 9.1% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 10.0% |
| CFO/Rev 3Y Avg | 10.9% |
| FCF/Rev LTM | 6.1% |
| FCF/Rev 3Y Avg | 7.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 3.4 |
| P/S | 0.9 |
| P/Op Inc | 10.4 |
| P/EBIT | 10.5 |
| P/E | 14.7 |
| P/CFO | 8.9 |
| Total Yield | 8.4% |
| Dividend Yield | 0.7% |
| FCF Yield 3Y Avg | 8.0% |
| D/E | 0.3 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 2.9% |
| 3M Rtn | -6.2% |
| 6M Rtn | -4.6% |
| 12M Rtn | 31.0% |
| 3Y Rtn | 99.4% |
| 1M Excs Rtn | -3.1% |
| 3M Excs Rtn | -15.7% |
| 6M Excs Rtn | -2.3% |
| 12M Excs Rtn | 1.7% |
| 3Y Excs Rtn | 20.6% |
Price Behavior
Price Behavior
| Market Price | $50.48 | |
| Market Cap ($ Bil) | 2.5 | |
| First Trading Date | 05/11/1992 | |
| Distance from 52W High | -11.6% | |
| 50 Days | 200 Days | |
| DMA Price | $51.78 | $52.11 |
| DMA Trend | up | indeterminate |
| Distance from DMA | -2.5% | -3.1% |
| 3M | 1YR | |
| Volatility | 28.8% | 27.4% |
| Downside Capture | 126.40 | 72.87 |
| Upside Capture | 56.60 | 78.54 |
| Correlation (SPY) | 44.5% | 33.4% |
BKE Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.90 | 0.84 | 0.70 | 0.54 | 0.91 | 0.90 |
| Up Beta | 1.02 | 1.01 | 0.93 | 1.07 | 1.45 | 0.96 |
| Down Beta | -0.10 | 1.28 | 0.83 | 0.40 | 0.46 | 0.64 |
| Up Capture | 95% | 72% | 88% | 44% | 106% | 113% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 14 | 25 | 41 | 68 | 132 | 384 |
| Down Capture | -91% | 55% | 23% | 29% | 64% | 99% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 8 | 18 | 23 | 57 | 120 | 361 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BKE | |
|---|---|---|---|---|
| BKE | 26.6% | 27.4% | 0.84 | - |
| Sector ETF (XLY) | 13.5% | 18.0% | 0.56 | 40.1% |
| Equity (SPY) | 29.2% | 11.8% | 1.86 | 33.4% |
| Gold (GLD) | 35.7% | 26.7% | 1.12 | 7.9% |
| Commodities (DBC) | 40.2% | 18.8% | 1.66 | -13.1% |
| Real Estate (VNQ) | 13.3% | 13.0% | 0.70 | 29.0% |
| Bitcoin (BTCUSD) | -31.9% | 41.6% | -0.81 | 19.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BKE | |
|---|---|---|---|---|
| BKE | 16.3% | 35.7% | 0.50 | - |
| Sector ETF (XLY) | 8.5% | 23.7% | 0.31 | 51.7% |
| Equity (SPY) | 14.2% | 17.0% | 0.66 | 47.7% |
| Gold (GLD) | 18.6% | 18.0% | 0.84 | 1.2% |
| Commodities (DBC) | 10.6% | 19.4% | 0.43 | 13.2% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | 38.0% |
| Bitcoin (BTCUSD) | 12.8% | 54.7% | 0.43 | 15.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BKE | |
|---|---|---|---|---|
| BKE | 19.6% | 43.4% | 0.57 | - |
| Sector ETF (XLY) | 13.4% | 22.0% | 0.56 | 45.1% |
| Equity (SPY) | 15.8% | 17.9% | 0.75 | 41.7% |
| Gold (GLD) | 13.1% | 16.0% | 0.68 | -2.6% |
| Commodities (DBC) | 7.3% | 17.9% | 0.33 | 16.5% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 34.9% |
| Bitcoin (BTCUSD) | 66.5% | 66.9% | 1.06 | 10.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for MoreUpdated on -| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/13/2026 | -1.9% | -2.2% | 6.0% |
| 11/21/2025 | -1.0% | 3.6% | -0.0% |
| 8/22/2025 | -0.5% | 0.7% | 7.0% |
| 5/23/2025 | 5.3% | 3.6% | 7.7% |
| 3/14/2025 | 2.8% | 8.1% | -2.2% |
| 11/22/2024 | 4.9% | 10.7% | 4.9% |
| 8/23/2024 | -2.8% | -4.1% | -1.5% |
| 5/24/2024 | -1.3% | 5.0% | 0.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 13 |
| # Negative | 11 | 10 | 11 |
| Median Positive | 2.6% | 3.6% | 6.3% |
| Median Negative | -1.5% | -3.3% | -6.1% |
| Max Positive | 5.5% | 10.7% | 22.0% |
| Max Negative | -4.6% | -6.6% | -13.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 01/31/2026 | 04/01/2026 | 10-K |
| 10/31/2025 | 12/11/2025 | 10-Q |
| 07/31/2025 | 09/11/2025 | 10-Q |
| 04/30/2025 | 06/12/2025 | 10-Q |
| 01/31/2025 | 04/02/2025 | 10-K |
| 10/31/2024 | 12/12/2024 | 10-Q |
| 07/31/2024 | 09/12/2024 | 10-Q |
| 04/30/2024 | 06/13/2024 | 10-Q |
| 01/31/2024 | 04/03/2024 | 10-K |
| 10/31/2023 | 12/07/2023 | 10-Q |
| 07/31/2023 | 09/07/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 03/29/2023 | 10-K |
| 10/31/2022 | 12/08/2022 | 10-Q |
| 07/31/2022 | 09/08/2022 | 10-Q |
| 04/30/2022 | 06/09/2022 | 10-Q |
Insider Activity
Expand for MoreUpdated on 4262026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hoffman, Michelle | SVP Sales | Direct | Sell | 4142026 | 54.80 | 16,200 | 887,762 | 1,626,577 | Form |
| 2 | Smith, Kari G | EVP Stores | Trust | Sell | 4142026 | 54.57 | 30,000 | 1,637,238 | 4,574,116 | Form |
| 3 | Hoffman, Michelle | SVP Sales | Direct | Sell | 3232026 | 49.12 | 29,281 | 1,438,245 | 2,253,664 | Form |
| 4 | Hoffman, Michelle | SVP Sales | Direct | Sell | 3232026 | 50.00 | 719 | 35,950 | 3,758,188 | Form |
| 5 | Smith, Kari G | EVP Stores | Trust | Sell | 3172026 | 50.39 | 48,860 | 2,461,904 | 3,867,396 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why. Last Updated: 5282026