WallStSmart

Boot Barn Holdings Inc (BOOT)vsThe Gap, Inc. (GAP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Gap, Inc. generates 554% more annual revenue ($15.33B vs $2.34B). BOOT leads profitability with a 10.3% profit margin vs 8.1%. GAP appears more attractively valued with a PEG of 1.16. GAP earns a higher WallStSmart Score of 68/100 (B-).

BOOT

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 7.0Value: 4.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.69

GAP

Strong Buy

68

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 6.0Quality: 5.5
Piotroski: 3/9Altman Z: 2.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BOOTSignificantly Overvalued (-66.7%)

Margin of Safety

-66.7%

Fair Value

$113.78

Current Price

$144.39

$30.61 premium

UndervaluedFair: $113.78Overvalued
GAPSignificantly Overvalued (-24.0%)

Margin of Safety

-24.0%

Fair Value

$22.14

Current Price

$21.51

$0.63 premium

UndervaluedFair: $22.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BOOT2 strengths · Avg: 8.0/10
Revenue GrowthGrowth
17.7%8/10

17.7% revenue growth

EPS GrowthGrowth
31.6%8/10

Earnings expanding 31.6% YoY

GAP4 strengths · Avg: 9.3/10
P/E RatioValuation
6.7x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
142.1%10/10

Earnings expanding 142.1% YoY

Return on EquityProfitability
21.5%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

BOOT1 concerns · Avg: 4.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

GAP3 concerns · Avg: 2.7/10
Debt/EquityHealth
1.453/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-2.0%2/10

Revenue declined 2.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : BOOT

The strongest argument for BOOT centers on Revenue Growth, EPS Growth. Revenue growth of 17.7% demonstrates continued momentum.

Bull Case : GAP

The strongest argument for GAP centers on P/E Ratio, EPS Growth, Return on Equity. PEG of 1.16 suggests the stock is reasonably priced for its growth.

Bear Case : BOOT

The primary concerns for BOOT are PEG Ratio.

Bear Case : GAP

The primary concerns for GAP are Debt/Equity, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

BOOT profiles as a growth stock while GAP is a value play — different risk/reward profiles.

GAP carries more volatility with a beta of 2.06 — expect wider price swings.

BOOT is growing revenue faster at 17.7% — sustainability is the question.

GAP generates stronger free cash flow (183M), providing more financial flexibility.

Bottom Line

GAP scores higher overall (68/100 vs 67/100). Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Boot Barn Holdings Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Boot Barn Holdings, Inc., a lifestyle retail chain, operates specialty retail stores in the United States. The company is headquartered in Irvine, California.

The Gap, Inc.

CONSUMER CYCLICAL · APPAREL RETAIL · USA

The Gap, Inc. (GAP) is a leading global apparel retailer established in 1969, renowned for its strong portfolio of brands, including Gap, Banana Republic, Old Navy, and Athleta. Headquartered in San Francisco and operating in over 40 countries, the company emphasizes quality, style, and value to cater to a diverse customer base. In response to the evolving retail environment, Gap is aggressively pursuing digital transformation and sustainability initiatives, focusing on enhancing its e-commerce capabilities and introducing innovative product offerings to drive growth and maintain its competitive edge in the marketplace.

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