LE · sample dossier
Lands' End, Inc. Common Stock
65/100
OutdatedGenerated Aug 29, 2026 · 10:00 AM UTC · 69 days ago
This copy is frozen (Aug 29). Sign in to run the same work — filings, valuation, bull and bear, sources — on any US stock or ETF, in about 90 seconds.
Run a fresh dossierLE
EquityLands' End, Inc. Common Stock
Decision context
Recommendation
Driven by superior Value (99/100) and Quality (75/100) scores.
More going for it than against it — worth a closer look.
AlphaDog Fair Value
Executive thesis & key metrics
Executive Investment Thesis
Lands' End, Inc. is an apparel and home products retailer with a market capitalization of $370.43M, trading at a P/E of 1.09 and EV/EBITDA of 6.02. The profile is supported by a net margin of 26.2%$1.71 (vendor-reported TTM ratio) FCF per share of $1.71 (vendor-reported TTM ratio), and low leverage with a Debt/Equity ratio of 0.10. The primary operational risk is top-line contraction, reflected in a YoY revenue decline of -8.5% and a 6-month return of -31.9%.
Key Metrics to Watch
What changed recently
No material changes found in the last 30 days.
Why this rating
Score 65 · Buy
Data through
OutdatedApr 30, 2026
Quality 75/100 and value 99/100 at P/E 1.1x.
Re-evaluate if
- Severe accounting disclosures (auditor / restatement / going concern) in SEC filings
- Net margin falls below 21.0% (was 26.2%)
- Revenue growth falls below -8.5%
Trim / reconsider if
- ROA falls below 1.8% (was 2.8%)
- Debt/Equity increases above 0.10.
These dollars come from our value estimate and help sketch entry and exit zones. They’re a guide, not a trade order.
A Calmer Look · Devil's Advocate
The prevailing consensus buy rating mistake deeply distorted optical metrics for genuine operational value.
May be overlooked
The extreme divergence between a 26.2% net margin and a weak 2.8% ROA strongly indicates unsustainable non-operating or one-time gains artificially depressing the 1.1 P/E.
Quarterly revenue collapsed nearly 50% sequentially from $462.37M (2026-01-31) to $238.92M (2026-04-30), exposing severe seasonal vulnerability or structural demand evaporation not addressed by bulls.
Financial data from 2026-04-30 is stale (>90 days old as of 2026-08-29), masking potential ongoing deterioration in trailing-twelve-month operating cash flow.
Expectations look stretched
Extrapolating a $1.71 FCF per share and 47.9% gross margin during an active -8.5% YoY sales decline assumes cost-cutting can permanently outrun demand shrinkage.
Overweighting nominal insider purchases of just $23,631 total across trailing months as a meaningful bullish signal for a $370.43M market cap entity.
Treating the 0.74 P/B ratio as an absolute floor when persistent top-line erosion routinely forces inventory write-downs and book value impairments in retail.
Revenue growth YoY drops further below -8.5%.
Revenue growth YoY drops further below -8.5%.
Monitor These Triggers
0 Checkpoints · Next PrintRevenue Growth YoY (current baseline: -8.5%)
Market context
Snapshot returns at report publication
1 month
-3.4%
3 months
+0.5%
6 months
-31.9%
1 year
—
At a Glance
A smaller company has mixed momentum at modest pricing.
Top Holders
Go deeper
For learning and research only — not investment advice. AlphaDog doesn’t hold stocks and isn’t your financial advisor.
Run the next one yourself.
You just read a full LE dossier — scored verdict, valuation, and both sides, with sources. Sign in to run that on a name you hold, on current filings. A free account includes 10 credits a week, 1 per fresh run.