AEO vs PHM
American Eagle Outfitters, Inc. vs PulteGroup — AI-powered side-by-side comparison
AEO
American Eagle Outfitters, Inc.
69
Buy
VS
| Metric | AEO | PHM |
|---|
| AI Score |
69
|
66
|
| Price |
$17.36
|
$132.45
|
| P/E Ratio |
10.52×
|
13.47×
|
| ROE |
11.4%
|
17.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
34.8%
|
24.5%
|
| Debt / Equity |
1.14×
|
0.18×
|
| Dividend Yield |
2.9%
|
0.8%
|
| RSI (14) |
44.4
|
50.2
|
| Beta |
1.317
|
1.197
|
| Expected Upside |
—
|
+1.0%
|
AI Committee View
Current Innellis committee reasoning for AEO versus PHM.
AEO leads by 3 points.
AEO scores 69/100 (Buy) versus PHM 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
PHM Committee View
83% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -7.3% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Revenue declining -7.3% YoY -- this is not a growth story right now — Growth
- EPS declining -26.8% YoY despite any revenue growth — Growth