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V.F. Corporation (VFC) Stock Analysis

Score D

Cyclical · Grade F · Bearish

Consumer Cyclical · Apparel Manufacturing

$16.84

Fair Value

$18.23

+8.3%

Conviction

3/10

Quality

F

Classification

Cyclical

Investment Thesis

Low quantitative score: Low quality, stretched valuation, or poor risk/reward.

For New Investors

Quantitative score: weak

For Current Holders

Quantitative score: low

Buy if

  • Price drops 15-20% (improves asymmetry)
  • Bull scenario catalysts materialize
  • Market-wide correction creates opportunity

Sell if

  • Bear scenario triggers occur
  • Quality metrics deteriorate (ROIC declining)
  • Better alternatives emerge

Valuation

Fair Value estimate: $18.23 (+8.3%). Slightly undervalued. (Methods diverge significantly. Conservative estimate shown.)

FCF DCF Model

$21.89

EV/EBITDA

$1.03

Blended Fair Value

$18.23

Confidence

Low

Methods

FCF 2-Stage DCF (turnaround) (conservative), EV/EBITDA (turnaround)

Quality Analysis

F

32/120 points

Low Quality

ROE (3Y Avg)

-22.4%

ROIC-WACC Spread

-0.9%

D/E Ratio

3.6x

Current Ratio

1.4x

Interest Coverage

2x

FCF Positive Years

2/3

Quality Flags

  • Low ROE: -22.4% (need >15%, got 0/20 pts)
  • ROIC spread: -0.9pp (got 0/25 pts)
  • FCF positive only 2/3 years (13/20 pts)
  • Leverage: D/E 3.6x (0/15 pts)
  • Interest coverage: 1.7x (4/10 pts)

Market Sentiment

Wall Street Consensus

$20.00

+18.8% Upside

21 analysts

Range: $18.00$25.00

Rating: Hold

Our model is more cautious than Wall Street.

Trend & Technical

Bearish

Price ($16.83) is 0.2% below SMA 200 ($16.87). Bearish trend. Caution on entry.

Technical Score56/100

Tech Score 56/100 — Neutral technical picture. Mixed signals across indicators.

Risk & Reward

Asymmetry Ratio

10.00:1

Expected Return

+107.4%

Bull Upside

+200.0%

Bear Downside

-10.0%

Excellent asymmetry: >3:1 ratio. Upside significantly outweighs downside.

Verdict: Very Favorable

Scenario Analysis

Bear

Base

Bull

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RSI, MACD, moving averages, trend signals, and momentum indicators.

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Frequently Asked Questions

What is the fair value of VFC?

Based on our multi-method conviction analysis, the estimated fair value of V.F. Corporation (VFC) is $18.23. This is calculated by blending FCF 2-Stage DCF (turnaround) (conservative), EV/EBITDA (turnaround) and applying a quality premium of 0% based on the company's fundamentals. The confidence level of this estimate is low.

Is VFC a buy, sell, or hold?

VFC currently has a AVOID rating with a conviction score of 3/10. Low quantitative score: Low quality, stretched valuation, or poor risk/reward. Quantitative score: weak.

Is VFC a high-quality stock?

V.F. Corporation has a quality grade of F (32/120 points), rated as Low Quality. Key metrics include ROE of -22.4%, ROIC-WACC spread of -0.9%, and D/E ratio of 3.6x.

What type of stock is VFC?

VFC is classified as a "cyclical" in our framework. High P/E: 29.5x, Mature growth: -7.0%, High debt: D/E 3.6x, Cyclical sector: Consumer Cyclical, Dividend paying: 2.1%

What do Wall Street analysts say about VFC?

21 Wall Street analysts have a consensus price target of $20.00 for VFC, representing +18.8% upside. Targets range from $18.00 to $25.00. The consensus recommendation is "Hold". Our model is more cautious than Wall Street.

What are the risks of investing in VFC?

The risk/reward asymmetry ratio for VFC is 10.00:1, rated as Very Favorable. Excellent asymmetry: >3:1 ratio. Upside significantly outweighs downside. The expected return is +107.4%, with bull case upside of +200.0% and bear case downside of -10.0%.

What is the current trend for VFC?

VFC is in a bearish trend. Price ($16.83) is 0.2% below SMA 200 ($16.87). Bearish trend. Caution on entry. The technical score is 56/100.

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Last updated: May 19, 2026 · Framework version 3.7

This analysis is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.