WallStSmart

Capri Holdings Ltd (CPRI)vsTapestry Inc (TPR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Tapestry Inc generates 74% more annual revenue ($7.51B vs $4.33B). TPR leads profitability with a 7.0% profit margin vs -11.7%. TPR appears more attractively valued with a PEG of 0.32. TPR earns a higher WallStSmart Score of 72/100 (B).

CPRI

Hold

40

out of 100

Grade: F

Growth: 2.0Profit: 4.0Value: 6.7Quality: 4.5
Piotroski: 3/9Altman Z: 2.13

TPR

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 8.5Value: 4.7Quality: 5.3
Piotroski: 5/9Altman Z: 1.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CPRI.

TPRSignificantly Overvalued (-28.1%)

Margin of Safety

-28.1%

Fair Value

$120.74

Current Price

$146.18

$25.44 premium

UndervaluedFair: $120.74Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CPRI1 strengths · Avg: 8.0/10
PEG RatioValuation
0.838/10

Growing faster than its price suggests

TPR5 strengths · Avg: 9.2/10
PEG RatioValuation
0.3210/10

Growing faster than its price suggests

Return on EquityProfitability
55.3%10/10

Every $100 of equity generates 55 in profit

EPS GrowthGrowth
94.2%10/10

Earnings expanding 94.2% YoY

Operating MarginProfitability
28.8%8/10

Strong operational efficiency at 28.8%

Free Cash FlowQuality
$1.08B8/10

Generating 1.1B in free cash flow

Areas to Watch

CPRI4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
20.8x2/10

Trading at 20.8x book value

Return on EquityProfitability
-195.6%2/10

ROE of -195.6% — below average capital efficiency

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

TPR4 concerns · Avg: 2.3/10
Profit MarginProfitability
7.0%3/10

7.0% margin — thin

P/E RatioValuation
55.8x2/10

Premium valuation, high expectations priced in

Price/BookValuation
53.7x2/10

Trading at 53.7x book value

Altman Z-ScoreHealth
1.012/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CPRI

The strongest argument for CPRI centers on PEG Ratio. PEG of 0.83 suggests the stock is reasonably priced for its growth.

Bull Case : TPR

The strongest argument for TPR centers on PEG Ratio, Return on Equity, EPS Growth. Revenue growth of 14.0% demonstrates continued momentum. PEG of 0.32 suggests the stock is reasonably priced for its growth.

Bear Case : CPRI

The primary concerns for CPRI are Piotroski F-Score, Price/Book, Return on Equity. Debt-to-equity of 20.42 is elevated, increasing financial risk.

Bear Case : TPR

The primary concerns for TPR are Profit Margin, P/E Ratio, Price/Book. A P/E of 55.8x leaves little room for execution misses.

Key Dynamics to Monitor

CPRI profiles as a turnaround stock while TPR is a value play — different risk/reward profiles.

TPR carries more volatility with a beta of 1.60 — expect wider price swings.

TPR is growing revenue faster at 14.0% — sustainability is the question.

TPR generates stronger free cash flow (1.1B), providing more financial flexibility.

Bottom Line

TPR scores higher overall (72/100 vs 40/100) and 14.0% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Capri Holdings Ltd

CONSUMER CYCLICAL · LUXURY GOODS · USA

Capri Holdings Limited designs, markets, distributes and retails branded men's and women's clothing, footwear and accessories in the United States, Canada, Latin America, Europe, the Middle East, Africa and Asia. The company is headquartered in London, the United Kingdom.

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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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