AEO vs M
American Eagle Outfitters, Inc. vs Macy's — AI-powered side-by-side comparison
AEO
American Eagle Outfitters, Inc.
69
Buy
VS
| Metric | AEO | M |
|---|
| AI Score |
69
|
66
|
| Price |
$17.36
|
$24.52
|
| P/E Ratio |
10.52×
|
9.92×
|
| ROE |
11.4%
|
13.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
34.8%
|
36.5%
|
| Debt / Equity |
1.14×
|
1.06×
|
| Dividend Yield |
2.9%
|
3.0%
|
| RSI (14) |
44.4
|
49.7
|
| Beta |
1.317
|
1.45
|
| Expected Upside |
—
|
+0.9%
|
AI Committee View
Current Innellis committee reasoning for AEO versus M.
AEO leads by 3 points.
AEO scores 69/100 (Buy) versus M at 66/100 (Buy).
AEO Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 10.7 is inexpensive for the broad market — Value
- ROE of 17.2% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.7% pays you to wait — Value
M Committee View
80% agreement
5 analysts
The primary driver is p/e of 10.0 is inexpensive for the broad market. The main limiting factor is revenue declining -0.3% yoy -- this is not a growth story right now. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 10.0 is inexpensive for the broad market — Value
- Price-to-book of 1.2x is a discount to asset value — Value
- Dividend yield of 3.1% pays you to wait — Value
Bear Case
- Revenue declining -0.3% YoY -- this is not a growth story right now — Growth
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth