TPR

Tapestry, Inc.

Tapestry, Inc. provides accessories and lifestyle brand products in North America, Greater China, rest of Asia, and internationally. The company operates in two segments, Coach and Kate Spade. It offers handbags, fashion designs, business cases, computer bags, messenger style bags, backpacks, trave… Tapestry, Inc. provides accessories and lifestyle brand products in North America, Greater China, rest of Asia, and internationally. The company operates in two segments, Coach and Kate Spade. It offers handbags, fashion designs, business cases, computer bags, messenger style bags, backpacks, travel bags, and totes; accessories, such as small leather goods which includes mini and micro handbags, money pieces, wristlets, pouches, and cosmetic cases, as well as novelty accessories, including address books, time management and travel accessories, sketchbooks, and portfolios; and belts, key rings, technology accessories, gifting, straps, and charms. The company also provides women's and men's footwear, which casual and dress shoes, boots, sneakers, and sandals; and other products which includes outerwear, ready-to-wear, jewelry, watches, eyewear, fragrance, scarves, hats, gloves, and other products. It offers its products through retail and outlet stores, brand e-commerce sites, and concession shop-in-shops, as well as third-party digital platforms, including marketplaces. The company was formerly known as Coach, Inc. and changed its name to Tapestry, Inc. in October 2017. Tapestry, Inc. was founded in 1941 and is headquartered in New York, New York.
Market price
USD 132.81
Within modeled range
Base value (Fade DCF (10-year growth fade)) is 0.8% above the market price
Data: Price updated 06 Nov 2026 14:42; TTM through 30 Sep 2026, period ended 30 Sep 2026 from EODHD (downloaded 5 h ago). Last earnings: 05 Nov 2026
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Verdict

Priced within the modelled range

PriceUSD 132.81
Fair value range83.77–229.66base 133.84
Estimate reliabilityLow
5-year outlook–

5-year outlook: Not shown because confidence is low: Earnings-based DCF disagrees strongly.

Why: Free cash flow is positive and in line with earnings, and the dividend is small, so a cash-flow DCF fits best.

Start with the price and fair value range, then review the data dates and assumptions below. Estimates are not predictions or investment advice.

Fade DCF (10-year growth fade)

Market price within modeled range

Showing the Fade DCF (10-year growth fade) you selected on the company card, using 5.65% growth, 3.1% terminal growth and 10.8% discount. The range varies these assumptions slightly; it is illustrative, not investment advice.

Assumptions: growth 5.65%, discount rate 10.80%, terminal growth 3.10% (sector defaults). See a worked example.

Blended growth assumption: 5.7% (sector default 7.2%, own revenue history 4.6%, analyst revenue consensus 5.4%).

Analyst consensus expects revenue growth of 5.4% a year; the growth assumption used is 5.7%.

Adjust assumptions

Show the recommended model instead

Why this model: Free cash flow is positive and in line with earnings, and the dividend is small, so a cash-flow DCF fits best.

Compare models
  • Recommended: Free-cash-flow DCF — USD 134.39 (+1.2%)
  • EPS-based Gordon proxy — USD 108.83 (-18.1%)
    Not used: Treats all earnings as if paid out and ignores the cash kept for reinvestment, so it overstates value for companies that retain most profit.
  • DCF (trailing free cash flow) — USD 134.39 (+1.2%)
    Not used: Not chosen: Free-cash-flow DCF ranks ahead of it for this company.
  • FCFF (steady state) — USD 120.08 (-9.6%)
    Not used: Assumes only the long-run terminal growth rate from today, so it ignores the near-term growth expected.
  • EV/EBITDA (12x) — USD 127.87 (-3.7%)
    Not used: Used only when free cash flow is far below earnings even after averaging three years; a fixed 12x multiple also ignores sector differences.
  • Fade DCF (10-year growth fade) — USD 133.84 (+0.8%)
    Not used: An alternative growth path (fading over 10 years) shown for comparison; the automatic choice does not use it.
  • EV/Sales (Rule of 40) — USD 264.35 (+99.0%)
    Not used: Used only for technology and communication companies whose cash-flow value is far below the price.
Illustrative range / share USD 83.77–229.66
Base scenario / share USD 133.84
Margin of safety (share of value) Margin of safety vs base case
Bear USD 83.77-58.5%
Base USD 133.840.8%
Bull USD 229.6642.2%

Margin = (value − price) / value, so it is measured against the value and reads lower than the upside to value, which is measured against the price. Positive means the price is below that case.

Track record: see the methodology page for how this model has performed historically, including its limits. Treat it as a screen, not a forecast.

Price history and fair value

No chartable saved daily price history is available for this range. The chart uses stored EODHD prices only and will appear after history is saved.

Latest news

Headlines provided by EODHD. Articles may mention multiple companies and are not investment recommendations.

More detail: quality, peers, price history, dividends and financials

Quality score: 100 / 100

Five equal checks on reported history: profitability, cash generation, revenue growth, balance sheet and margins. It describes business quality, not whether the price is attractive.

Profitability5 of 5 years profitable20 / 20
Cash generationfree cash flow positive in 5 of 5 years20 / 20
Growthrevenue +5.3% a year20 / 20
Balance sheetnet debt 0.6x EBITDA20 / 20
MarginsEBITDA margin 27%20 / 20

Peers in Consumer Discretionary

Same-sector companies with a valuation, most undervalued first. Compare the margin of safety, yield and quality score side by side.

CompanyPriceMargin of safetyP/EP/BYieldQuality
TPR (this company) USD 132.81 1.2% 16.3 76.6 1.3% 100
KGF.L Kingfisher plc GBP 3.70 45.5% 26.8 1.1 3.3% 74
BWY.L Bellway p.l.c. GBP 22.72 44.3% 13.8 0.8 3.1% 70
INCH.L Inchcape plc GBP 6.33 38.1% 8.8 1.9 4.2% 80
ZAL.DE Zalando SE EUR 27.37 36.9% 108.0 2.6 – 80
DECK Deckers Brands USD 85.74 36.4% 10.9 5.0 – 100
LULU Lululemon Athletica USD 109.52 34.7% 8.7 2.6 – 100
EXPE Expedia Group USD 268.04 30.8% 15.6 19.8 0.7% 100
BKNG Booking Holdings USD 166.20 29.9% 17.4 – 1.0% 100
Peer median 14.7 2.6

Dividends

Paid in the last 12 months: USD 1.66 per share · yield 1.25% at the current price.

YearDividends per share
2026 (so far)1.263
20251.500
20241.400
20231.300
20221.100
20210.500
Sector Consumer Discretionary
Exchange NASDAQ
Currency USD

Trailing 12-month financials

TTM through 30 Sep 2026 · quarterly EODHD data · data downloaded 06 Nov 2026 12:43

RevenueUSD 8,193,600,000
EBITDAUSD 2,227,900,000
EBITUSD 2,008,300,000
Net incomeUSD 1,612,900,000
Free cash flowUSD 1,881,300,000
Capital expendituresUSD 181,600,000
DebtUSD 1,960,000,000
CashUSD 599,000,000
Working capitalUSD 531,000,000
Shares outstanding198,435,342
Reported dividends per shareUSD 1.6872