WallStSmart

Levi Strauss & Co Class A (LEVI)vsVF Corporation (VFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

VF Corporation generates 97% more annual revenue ($12.78B vs $6.50B). LEVI leads profitability with a 9.5% profit margin vs 5.5%. LEVI trades at a lower P/E of 16.7x. VFC earns a higher WallStSmart Score of 69/100 (B-).

LEVI

Buy

62

out of 100

Grade: C+

Growth: 6.7Profit: 7.0Value: 7.7Quality: 6.3
Piotroski: 5/9Altman Z: 2.13

VFC

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 6.5Value: 8.0Quality: 5.8
Piotroski: 6/9Altman Z: 1.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LEVIUndervalued (+61.1%)

Margin of Safety

+61.1%

Fair Value

$56.76

Current Price

$22.67

$34.09 discount

UndervaluedFair: $56.76Overvalued
VFCUndervalued (+79.2%)

Margin of Safety

+79.2%

Fair Value

$99.81

Current Price

$18.98

$80.83 discount

UndervaluedFair: $99.81Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LEVI3 strengths · Avg: 8.3/10
Return on EquityProfitability
25.4%9/10

Every $100 of equity generates 25 in profit

P/E RatioValuation
16.7x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
32.6%8/10

Earnings expanding 32.6% YoY

VFC4 strengths · Avg: 9.3/10
PEG RatioValuation
0.1710/10

Growing faster than its price suggests

EPS GrowthGrowth
78.1%10/10

Earnings expanding 78.1% YoY

Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

LEVI0 concerns · Avg: 0/10

No major concerns identified

VFC4 concerns · Avg: 3.3/10
P/E RatioValuation
34.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Free Cash FlowQuality
$-13.60M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : LEVI

The strongest argument for LEVI centers on Return on Equity, P/E Ratio, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum.

Bull Case : VFC

The strongest argument for VFC centers on PEG Ratio, EPS Growth, Return on Equity. PEG of 0.17 suggests the stock is reasonably priced for its growth.

Bear Case : LEVI

No major red flags identified for LEVI, but monitor valuation.

Bear Case : VFC

The primary concerns for VFC are P/E Ratio, Revenue Growth, Profit Margin.

Key Dynamics to Monitor

LEVI carries more volatility with a beta of 1.34 — expect wider price swings.

LEVI is growing revenue faster at 14.1% — sustainability is the question.

LEVI generates stronger free cash flow (152M), providing more financial flexibility.

Monitor APPAREL MANUFACTURING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VFC scores higher overall (69/100 vs 62/100). LEVI offers better value entry with a 61.1% margin of safety. Both earn "Strong Buy" and "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.

Levi Strauss & Co Class A

CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA

Levi Strauss & Co. is a clothing company. The company is headquartered in San Francisco, California.

VF Corporation

CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA

VF Corporation is an American worldwide apparel and footwear company founded in 1899 and headquartered in Denver, Colorado. The company's more than 30 brands are organized into three categories: Outdoor, Active and Work.

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