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SFIX

Stitch Fix Inc. Class A Common Stock (SFIX) fair value

Consumer Cyclical · Apparel Retail · NASDAQ · United States
$2.56-5.88%
Market cap $342MNext earnings 2026-12-03Updated Oct 24, 2026
Add earnings to calendarGoogle
Our verdict
Trades 239% above our fair value
Price
$2.56
Model fair valueConfidence: medium
$0.75
Only one of our models could value this stock with confidence, so use it as a guide.
Not used by alerts or posts.
Valued as a cyclical company: EV/EBITDA comparison and Discounted cash flow.
ACCE opinionStitch Fix Inc. Class A Common Stock (SFIX)
Fair value (2 models)
Not available
ACCE price target
$2.40
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $2.56 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow and EV/EBITDA comparison.
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
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
30
out of 100
Analysts
17% buy
6 covering
1-year return
-44.0%
Dividend yield
0.00%

Stitch Fix Inc. Class A Common Stock in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Stitch Fix sells personal styling subscriptions, where stylists pick apparel and accessories for clients from its Fix and Stitch Fix Men lines and its Freestyle shopping product, with revenue coming mostly from client purchases of those selections. Its edge is the proprietary client data built from years of style feedback, which feeds an algorithm that helps the stylists curate the boxes. The company is still at roughly breakeven on an operating basis, with a 1.0% operating margin drag and a 43.7% gross margin, while revenue grew 4.2%, so the path to sustained profit depends on turning that modest growth into operating leverage. At a 346M USD market cap the stock trades at no meaningful trailing earnings (PE of 0.0) and a forward multiple above 1,000x, which signals that near-term earnings expectations are close to zero and any recovery is still ahead. The score of 30/100 and negative 6.3% return on equity mean the case rests on whether margins can turn positive before cash burn becomes a constraint, and that is the question to answer before going further.

AI-assisted·How I use AIWritten Oct 18, 2026

Next results

Dec 3, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

PRO

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Valuation

INVESTOR
Where SFIX's valuation models land
Price
$2.56
Model fair valueConfidence: medium
$0.75
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
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See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.

Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bearish17% buy · 6 covering analysts
● Strong buy 1● Buy 0● Hold 5● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
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Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+1.6%
1 month
-9.2%
3 months
-28.5%
6 months
-33.5%
YTD
-51.2%
1 year
-44.0%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
15 Oct 2026, 00:00 CESTACCE price target$2.40first publication$2.45
8 Oct 2026, 00:00 CESTFair value$0.86$0.85$2.67
5 Oct 2026, 00:00 CESTFair value$0.85$0.87$2.61
1 Oct 2026, 00:00 CESTFair value$0.87$0.76$2.53
28 Sept 2026, 00:00 CESTFair value$0.76$0.51$2.15
26 Sept 2026, 00:00 CESTFair value$0.51$1.23$2.21
24 Sept 2026, 00:00 CESTFair value$1.23$1.21$2.99
11 Sept 2026, 00:00 CESTFair value$1.21$1.24$2.89
6 Sept 2026, 00:00 CESTFair value$1.24$1.20$3.05
3 Sept 2026, 00:00 CESTFair value$1.20$1.23$3.01

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth28Value36Quality39Momentum17Total30
Valuation
Trailing P/E
no data
Forward P/E
-51.2x
PEG
no data
P/B
1.87x
EV / Revenue
0.2x
Book value/sh
$1.48
Enterprise value
$264M
Profitability
ROE
-6.3%
FCF yield
5.80%
ROIC
-3.9%
Health and risk
Debt / equity
0.35
Dividend yield
0.00%
Beta
2.35

Price

-44.1% · 1Y

Ask anything about SFIX

Answered from Stitch Fix Inc. Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
ROEbetter than 0% of peers
low -6%-6%high 98%
Div yieldbetter than 67% of peers
low 0.0%0.0%high 1.6%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
SFIX Stitch Fix Inc. Class A Common Stock$2.56----6.3%3930
JILL J. Jill Inc. Common Stock$22.60$246% below12.6x20.8%6076
SMCP.PA SMCP S.A.€3.82€1166% below13.7x1.9%5553
CTRN Citi Trends Inc. Common Stock$45.41$2583% above54.8x6.2%3347
GCO Genesco Inc. Common Stock$36.99$348% above9.6x7.8%4263
LE Lands' End Inc. Common Stock$9.57$663% above0.8x97.9%7551
FORUS.SN Forus S.ACLP 1681.90--18.2x9.2%6446

Sector report card

Where SFIX ranks against its sector peers on each metric.

Computing percentiles…
  • Business Wire•Oct 1, 2026
    Stitch Fix to Participate in 2026 Global Consumer & Retail Conference
  • Business Wire•Sep 11, 2026
    Karl-Anthony Towns, Halle Berry, Zac Posen, Danny Meyer and Sara Foster Were Among the Speakers at Today’s Fifth Annual Retail Influencer CEO Forum
  • Business Wire•Sep 9, 2026
    Rothy's Obtains Federal Court Consent Judgment and Permanent Injunction in Lawsuit Against MIA Shoes and Retailers DSW, Stitch Fix and Famous Footwear, Validating Rothy's Design Patents and Trade Dress Rights
5 more press releases · full archive on Investor+.INVESTOR
40 filings
October 2026
Oct 22
Form 4Insider transactionPeriod 2026-10-20
View on SEC →
Oct 22
Form 4Insider transactionPeriod 2026-10-20
View on SEC →
Oct 22
Form 4Insider transactionPeriod 2026-10-20
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR