WallStSmart

Birks Group Inc (BGI)vsTapestry Inc (TPR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Tapestry Inc generates 4015% more annual revenue ($7.85B vs $190.81M). TPR leads profitability with a 8.4% profit margin vs -6.4%. TPR earns a higher WallStSmart Score of 74/100 (B).

BGI

Avoid

27

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 5.0Quality: 4.5
Piotroski: 2/9Altman Z: -0.32

TPR

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 8.5Value: 6.3Quality: 4.5
Piotroski: 5/9Altman Z: 1.01

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BGI2 strengths · Avg: 9.0/10
Debt/EquityHealth
-8.1310/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
16.2%8/10

16.2% revenue growth

TPR5 strengths · Avg: 9.2/10
PEG RatioValuation
0.3010/10

Growing faster than its price suggests

Return on EquityProfitability
97.1%10/10

Every $100 of equity generates 97 in profit

EPS GrowthGrowth
73.7%10/10

Earnings expanding 73.7% YoY

Operating MarginProfitability
22.4%8/10

Strong operational efficiency at 22.4%

Revenue GrowthGrowth
21.2%8/10

Revenue surging 21.2% year-over-year

Areas to Watch

BGI4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$11.80M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-589.0%2/10

ROE of -589.0% — below average capital efficiency

TPR4 concerns · Avg: 1.8/10
P/E RatioValuation
45.1x2/10

Premium valuation, high expectations priced in

Price/BookValuation
41.7x2/10

Trading at 41.7x book value

Altman Z-ScoreHealth
1.012/10

Distress zone — elevated risk

Debt/EquityHealth
5.751/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BGI

The strongest argument for BGI centers on Debt/Equity, Revenue Growth. Revenue growth of 16.2% demonstrates continued momentum.

Bull Case : TPR

The strongest argument for TPR centers on PEG Ratio, Return on Equity, EPS Growth. Revenue growth of 21.2% demonstrates continued momentum. PEG of 0.30 suggests the stock is reasonably priced for its growth.

Bear Case : BGI

The primary concerns for BGI are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : TPR

The primary concerns for TPR are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 45.1x leaves little room for execution misses. Debt-to-equity of 5.75 is elevated, increasing financial risk.

Key Dynamics to Monitor

TPR carries more volatility with a beta of 1.45 — expect wider price swings.

TPR is growing revenue faster at 21.2% — sustainability is the question.

TPR generates stronger free cash flow (187M), providing more financial flexibility.

Monitor LUXURY GOODS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TPR scores higher overall (74/100 vs 27/100) and 21.2% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Birks Group Inc

CONSUMER CYCLICAL · LUXURY GOODS · USA

Birks Group Inc. designs, develops, manufactures and retails fine jewelry, watches, sterling silver and silver and gifts in the United States and Canada. The company is headquartered in Montreal, Canada.

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Tapestry Inc

CONSUMER CYCLICAL · LUXURY GOODS · USA

Tapestry, Inc. is an American multinational luxury fashion holding company. It is based in New York City and is the parent company of three major brands: Coach New York, Kate Spade New York and Stuart Weitzman.

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