3 models fit Lands' End Inc. Common Stock and they disagree: 1 of 3 land within 15% of the average. The price is above every model.
Two or more of our models back this value.
Large premium(i)Bronze43
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionLands' End Inc. Common Stock (LE)
Fair value (3 models)
$5.88
ACCE price target
$9.50
Rating
Overvalued
Horizon
12 months
Fair value published on 19 Oct 2026, 17:05 CEST; previously $7.27 since 10 Oct 2026, 00:00 CEST.
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Rating published on 19 Oct 2026, 17:05 CEST.
Price used: $9.57 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
62.8% above
-38.6% to fair value
ACCE score
51
out of 100
Analysts
100% buy
2 covering
P/E
0.8x
forward 14.1x
1-year return
-40.5%
Dividend yield
0.00%
Lands' End Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Lands' End sells apparel, footwear and home goods mainly through its catalog and online channels, with a branded business alongside a third-party marketplace and uniform programs for corporate and school customers. At a 48.6% gross margin and 2.7% revenue growth, the business is still profitable at the operating line, though 5.2% is thin for the brand it carries. The reported PE of 0.9 is not a reliable read on earnings power and likely reflects one-off gains, so the forward multiple of 14.1 is the more useful anchor. The score of 53 out of 100 and the absence of index membership place this as a small, unloved name that merits a look only if the margin trajectory and cash generation over the next few reporting periods point to durable improvement. The 97.9% ROE is driven by a small equity base and should not be read as evidence of quality on its own.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Earnings declining sharply
Earnings are down 32.7% year over year and Q3 EPS missed by 10.0%, while revenue grew only 2.7%. The P/E of 0.9 looks cheap only because the earnings base is shrinking.
moderate
Long-term revenue shrinking
Five-year revenue CAGR is -1.3%, so the recent 2.7% gain sits on a longer downtrend. Growth has not yet shown it can be sustained.
moderate
Elevated short interest
Short interest stands at 13.5% of shares, a meaningful bet against the stock that tends to add volatility around earnings.
AI research notes
AI-assisted·How I use AIWritten Oct 13, 2026 · figures from 2026-10-12 · prices to Oct 23, 2026
Why it could do well
The share price of $10.49 sits well below the analyst mean target of $19.00, a gap of +81.1%.
Free cash flow over the last 12 months reached $20M, and the yield on the share price is 6.6%.
Forward earnings are priced at 14.1x, below the sector median forward P/E of 17.4x.
Why it could disappoint
Return on invested capital is only 0.9%, far too low to show the business earns more than its funding costs.
Revenue shrank by an average of 1.3% a year over five years, and the latest earnings missed expectations by 10.0%.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Dec 8, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where LE's valuation models land
Price
$9.57
Model fair value
$5.88
Model range
$2.70 to $9.19
Fair value $5.88
Price $9.57
The price is above the whole model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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+Conviction breakdown and growth / value / quality / momentum scores