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CAL

BEARISH
$13.54 Live
Caleres, Inc. · NYSE
Target $15.0 (+10.8%)
$8.8 52W Range $18.27

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 25, 2026
Market cap
$456.85M
P/E
N/A
ROE
-1.6%
Profit margin
-0.2%
Debt/Equity
1.46
Dividend yield
2.07%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Caleres exhibits classic 'value trap' characteristics, with a Piotroski F-Score of 4/9 indicating only marginal stability amidst a severe earnings collapse. While the stock trades at a deep discount to book value (P/B 0.76) and has a low forward P/E of 6.42, these metrics are overshadowed by a catastrophic YoY EPS decline of 118.2% and negative profit margins. The critical liquidity risk is highlighted by a Quick Ratio of 0.22, suggesting the company is overly dependent on inventory liquidation to meet short-term obligations. Despite a recent 1-month price bounce, the long-term trend and fundamental deterioration suggest significant risk.

Key Strengths

Trading below book value (P/B 0.76)
Strong Gross Margin of 43.52%
Positive YoY Revenue Growth of 8.70%
Low Forward P/E ratio (6.42) relative to sector
Sustainable dividend payout ratio (43.75%) based on historical averages

Key Risks

Severe earnings collapse (YoY EPS Growth -118.2%)
Critical liquidity risk (Quick Ratio 0.22)
Negative Profit and Operating Margins
Bearish technical trend (0/100 score)
Consistent earnings misses (only 1 of last 4 quarters beat estimates)
AI Fair Value Estimate
Based on comprehensive analysis
$14.25
+5.2% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
45
Moderate
Value
85
Future
20
Past
30
Health
40
Dividend
50
AI Verdict
Value Trap
Key drivers: Earnings collapse, Liquidity constraints, Deep valuation discount
Confidence
90%
Value
85/100

Extremely cheap on a trailing and asset basis, but value is eroded by lack of profitability.

Positives
  • P/B 0.76
  • P/S 0.17
  • Forward P/E 6.42
Watchpoints
  • Low ROE (-1.63%)
Future
20/100

Revenue growth is not translating to bottom-line profits.

Positives
  • Revenue growth is still positive
Watchpoints
  • EPS growth -118.2%
  • Negative operating margins
Past
30/100

Long-term shareholder value destruction.

Positives
  • Historical ability to beat estimates (pre-2024)
Watchpoints
  • 5Y Change -36.9%
  • Recent trend of earnings misses
Health
40/100

Liquidity is the primary concern; the company lacks immediate liquid assets to cover liabilities.

Positives
  • Piotroski F-Score 4/9 (Stable)
Watchpoints
  • Quick Ratio 0.22
  • Debt/Equity 1.46
Dividend
50/100

Dividend is modest and potentially at risk if earnings do not recover.

Positives
  • 2.07% yield
Watchpoints
  • Current negative earnings make payout unsustainable without cash reserves

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$13.54
Analyst Target
$15.0
Upside/Downside
+10.8%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CAL and closest competitors.

Updated 2026-04-24
CAL
Caleres, Inc.
Primary
5Y
-36.9%
3Y
-34.9%
1Y
-11.9%
6M
+9.0%
1M
+23.8%
1W
-1.2%
PTL
Portillo's Inc.
Peer
5Y
-79.7%
3Y
-70.9%
1Y
-48.7%
6M
+0.2%
1M
+6.5%
1W
+2.2%
ZUM
Zumiez Inc.
Peer
5Y
-42.7%
3Y
+40.0%
1Y
+108.1%
6M
+11.6%
1M
+12.7%
1W
+1.3%
MBU
Malibu Boats, Inc.
Peer
5Y
-69.2%
3Y
-53.6%
1Y
-4.5%
6M
-11.8%
1M
+0.3%
1W
+6.4%
NAT
Nathan's Famous, Inc.
Peer
5Y
+82.5%
3Y
+50.1%
1Y
+14.2%
6M
-3.8%
1M
+0.6%
1W
+0.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
6.42
PEG Ratio
0.82
P/B Ratio
0.76
P/S Ratio
0.17
EV/Revenue
0.48
EV/EBITDA
12.61
Market Cap
$456.85M

Profitability

Profit margins and return metrics

Profit Margin -0.24%
Operating Margin -0.42%
Gross Margin 43.52%
ROE -1.63%
ROA 1.47%

Growth

Revenue and earnings growth rates

Revenue Growth +8.7%
Earnings Growth N/A
Q/Q Revenue Growth +8.73%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.46
Moderate
Current Ratio
1.02
Good
Quick Ratio
0.22
Poor
Cash/Share
$0.88

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2026

Revenue
$0.7B
Gross Margin
41.8%
Op. Margin
-2.8%
Net Margin
-3.3%
Total Assets
$2.0B
Liabilities
$1.4B
Equity
$0.6B
Debt/Equity
2.25x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
66%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-28
$N/A
2026-03-19
$-0.06
+85.1% surprise
2025-12-09
$0.38
-55.5% surprise
2025-09-04
$0.35
-37.5% surprise

Consumer Cyclical Sector Comparison

Comparing CAL against 330 companies in the Consumer Cyclical sector (20 bullish, 102 neutral, 208 bearish)
Return on Equity (ROE)
-1.63%
This Stock
vs
-52.63%
Sector Avg
-96.9% (Below Avg)
Profit Margin
-0.24%
This Stock
vs
-6.66%
Sector Avg
-96.4% (Weaker)
Debt to Equity
1.46
This Stock
vs
1.42
Sector Avg
+3.3% (Higher)
Revenue Growth
8.7%
This Stock
vs
32.35%
Sector Avg
-73.1% (Slower)
Current Ratio
1.02
This Stock
vs
2.45
Sector Avg
-58.4% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

FREIDMAN DANIEL R
Officer
Stock Award
2026-03-12
4,005 shares
SCHMIDT JOHN W
Chief Executive Officer
Stock Award
2026-03-12
26,253 shares
HILL WILLIS
Officer
Stock Award
2026-03-12
4,733 shares
BURKE THOMAS C
General Counsel
Stock Award
2026-03-12
4,689 shares
LANGENSTEIN MOLLY
Director
Stock Award
2026-01-30
2,039 shares · $24,998
KLEIN WARD M
Director
Stock Award
2026-01-30
2,039 shares · $24,998
KARPEL DANIEL LEE
Officer
Stock Award
2025-12-11
22,884 shares
KLEIN WARD M
Director
Stock Award
2025-10-31
2,316 shares · $24,990
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-16

CAL filed a definitive proxy statement on April 16, 2026, providing shareholders with necessary information and voting materials for an upcoming meeting.

10-K
10-K
2026-04-02

Caleres, Inc. is a global footwear company that designs, manufactures, and distributes footwear through e-commerce and retail stores. While specific financial metrics were not provided in the excerpts, the company's 10-K filing includes comprehensive disclosures regarding its financial condition, market risks, and operational risk factors.

8-K
8-K
2026-03-19
8-K
8-K
2026-01-22

CalMaine Foods, Inc. announced its quarterly financial results.

10-Q
10-Q
2025-12-11

As of November 1, 2025, Caleres, Inc. reported total assets of $2.08 billion, with total current assets increasing to $981 million. A key financial highlight is the growth in inventories, which rose to $678.2 million from $585.9 million the previous year. Specific risk factor details were not provided in the available filing excerpts.

8-K
8-K
2025-12-09
8-K
8-K
2025-09-15
10-Q
10-Q
2025-09-09

Caleres, Inc. significantly improved its liquidity position, with cash and cash equivalents increasing to $191.5 million as of August 2, 2025, compared to $51.8 million in August 2024. Total assets grew to $2.15 billion, driven by an increase in total current assets to $1.1 billion. Specific risk factor details were not provided in the available excerpt.

8-K
8-K
2025-09-04
8-K
8-K
2025-08-05

CalMaine Foods, Inc. filed an 8-K on August 5, 2025, likely to announce its quarterly financial results.

8-K
8-K
2025-07-03
8-K
8-K
2025-06-13
10-Q
10-Q
2025-06-10
8-K
8-K
2025-05-29
8-K
8-K
2025-05-23
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
2 analysts
Seaport Global
2026-03-19
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning CAL from our newsroom.

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