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MOV

NEUTRAL
$27.09 Live
Movado Group, Inc. · NYSE
Target $30.75 (+13.5%)
$13.95 52W Range $29.24

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 30, 2026
Market cap
$599.72M
P/E
23.15
ROE
5.4%
Profit margin
4.0%
Debt/Equity
0.15
Dividend yield
5.17%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
MOV exhibits strong deterministic health with a Piotroski F-Score of 8/9 and a very conservative balance sheet (Debt/Equity 0.15). While the stock is fundamentally undervalued relative to its intrinsic value ($34.52) and PEG ratio (0.84), it is currently hampered by a critical dividend sustainability issue with a payout ratio of 119.66%. Recent earnings performance has deteriorated significantly, with a -26.26% average surprise over the last four quarters, coinciding with a bearish technical trend (10/100). The company is a high-quality balance sheet play currently facing operational headwinds and a likely dividend correction.

Key Strengths

Strong financial health (Piotroski F-Score 8/9)
Excellent liquidity with a Current Ratio of 4.58
Very low leverage (Debt/Equity 0.15)
Attractive valuation metrics (P/S 0.89, PEG 0.84)
Strong gross margins (54.16%)

Key Risks

Unsustainable dividend payout ratio (119.66%)
Recent trend of missing earnings estimates (1/4 beats in last 4 quarters)
Bearish technical trend and negative insider sentiment
High sensitivity to foreign exchange and international economic conditions (56.7% of sales)
Low ROE (5.41%) indicating inefficient equity utilization
AI Fair Value Estimate
Based on comprehensive analysis
$28.5
+5.2% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
63
Strong
Value
85
Future
55
Past
60
Health
95
Dividend
20
AI Verdict
Fundamental Value Trap Risk
Key drivers: Strong Balance Sheet, Unsustainable Dividend, Earnings Misses, Low Valuation
Confidence
80%
Value
85/100

Ref P/E 23.15, PEG 0.84, Graham Number $24.63

Positives
  • P/S below 1.0
  • PEG ratio 0.84 suggests undervaluation relative to growth
  • Price is near Graham Number ($24.63)
Watchpoints
  • Trading slightly above defensive fair value
Future
55/100

Ref Growth rates and Earnings Track Record

Positives
  • Strong YoY Earnings Growth (55.7%)
  • Positive Q/Q Revenue growth (9.68%)
Watchpoints
  • Recent earnings surprises are deeply negative
  • Slow organic revenue growth (5.6%)
Past
60/100

Ref Historical trends and Earnings Surprise

Positives
  • Massive 1Y price appreciation (+107.8%)
  • Historically strong earnings beat record (2020-2023)
Watchpoints
  • Sharp decline in earnings reliability over the last 12-18 months
Health
95/100

Ref Piotroski F-Score, Debt/Equity, Current Ratio

Positives
  • Piotroski F-Score 8/9
  • Extremely low Debt/Equity
  • High Quick Ratio (2.98)
Watchpoints
  • Altman Z-Score not provided, but balance sheet metrics are safe
Dividend
20/100

Ref Yield 5.17%, Payout 119.66%

Positives
  • High nominal yield (5.17%)
Watchpoints
  • Payout ratio > 100% indicates dividend is not covered by earnings

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$27.09
Analyst Target
$30.75
Upside/Downside
+13.5%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-29
MOV
Movado Group, Inc.
Primary
5Y
+17.3%
3Y
+29.4%
1Y
+107.8%
6M
+55.9%
1M
+13.2%
1W
-4.2%
EVG
EVgo, Inc.
Peer
5Y
-86.1%
3Y
-70.9%
1Y
-20.8%
6M
-59.5%
1M
-14.3%
1W
+7.9%
KRT
Karat Packaging Inc.
Peer
5Y
+100.0%
3Y
+164.9%
1Y
+29.9%
6M
+34.5%
1M
+30.5%
1W
+7.0%
CNN
Cannae Holdings, Inc.
Peer
5Y
-65.2%
3Y
-22.8%
1Y
-21.5%
6M
-27.7%
1M
+16.5%
1W
+1.1%
ARK
Arko Corp.
Peer
5Y
-42.3%
3Y
-33.9%
1Y
+40.7%
6M
+5.8%
1M
-16.1%
1W
-12.5%

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
23.15
Forward P/E
14.8
PEG Ratio
0.84
P/B Ratio
1.18
P/S Ratio
0.89
EV/Revenue
0.67
EV/EBITDA
11.34
Market Cap
$599.72M

Profitability

Profit margins and return metrics

Profit Margin 3.96%
Operating Margin 7.35%
Gross Margin 54.16%
ROE 5.41%
ROA 2.68%

Growth

Revenue and earnings growth rates

Revenue Growth +5.6%
Earnings Growth +55.7%
Q/Q Revenue Growth +9.68%
Q/Q Earnings Growth +56.0%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.15
Low debt
Current Ratio
4.58
Strong
Quick Ratio
2.98
Excellent
Cash/Share
$10.46

Financial Statement Flow

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

Revenue
$0.2B
Gross Margin
54.1%
Op. Margin
7.2%
Net Margin
6.6%
Total Assets
$0.7B
Liabilities
$0.2B
Equity
$0.5B
Debt/Equity
0.46x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
98%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-26
$N/A
2026-03-19
$0.57
+5.6% surprise
2025-11-25
$0.42
-26.8% surprise
2025-08-28
$0.13
-57.5% surprise

Consumer Cyclical Sector Comparison

Comparing MOV against 432 companies in the Consumer Cyclical sector (26 bullish, 157 neutral, 249 bearish)
P/E Ratio
23.15
This Stock
vs
32.3
Sector Avg
-28.3% (Discount)
Return on Equity (ROE)
5.41%
This Stock
vs
-49.64%
Sector Avg
-110.9% (Below Avg)
Profit Margin
3.96%
This Stock
vs
-5.61%
Sector Avg
-170.4% (Weaker)
Debt to Equity
0.15
This Stock
vs
1.61
Sector Avg
-90.4% (Less Debt)
Revenue Growth
5.6%
This Stock
vs
26.41%
Sector Avg
-78.8% (Slower)
Current Ratio
4.58
This Stock
vs
2.5
Sector Avg
+82.7% (Stronger)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

GRINBERG EFRAIM
Chief Executive Officer
Option Exercise
2026-04-16
100,000 shares · $1,687,000
GRINBERG EFRAIM
Chief Executive Officer
Stock Award
2026-03-23
84,763 shares
SADOVE STEPHEN I
Director
Stock Award
2026-03-23
5,442 shares
HOWARD ALAN H
Director
Stock Award
2026-03-23
8,581 shares
KIRSCHNER ANN
Director
Stock Award
2026-03-23
5,442 shares
GRINBERG ALEXANDER
Director
Stock Award
2026-03-23
1,815 shares
BRIDGMAN PETER A
Director
Stock Award
2026-03-23
5,442 shares
DEMARSILIS SALLIE A
Chief Financial Officer
Stock Award
2026-03-23
21,543 shares
ISSERMAN RICHARD D
Director
Stock Award
2026-03-23
5,442 shares
SUSSIS MITCHELL COLE
General Counsel
Stock Award
2026-03-23
10,142 shares
SOLTANI BEHZAD
Chief Operating Officer
Stock Award
2026-03-23
19,886 shares
PETERSON MAYA
Director
Stock Award
2026-03-23
5,442 shares
KENNEDY MICHELLE
Officer
Stock Award
2026-03-23
10,142 shares
FEENEY LINDA
Officer
Stock Award
2026-03-23
1,025 shares
GRINBERG EFRAIM
Chief Executive Officer
Stock Award
2026-01-02
3,534 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
FORM 8-K
2026-04-01

Movado Group (MOV) filed an 8-K likely reporting its fiscal year-end financial results.

10-K
10-K
2026-03-19

Movado Group operates a global portfolio of owned and licensed watch and accessory brands, with international markets accounting for 56.7% of total sales. The company faces primary risks from general economic conditions and foreign exchange rate volatility, the latter of which is managed through a hedging program. Distribution is diversified across department stores, jewelry chains, and direct-to-consumer e-commerce platforms.

8-K
FORM 8-K
2026-03-19
10-Q
10-Q
2025-11-25

MOV filed its 10-Q on November 25, 2025. The provided excerpts do not contain specific financial highlights or detailed risk factors beyond the identification of Item 1A.

8-K
FORM 8-K
2025-11-25
10-Q
10-Q
2025-08-28

MOV submitted its Form 10-Q on August 28, 2025. While the filing includes a section for Risk Factors under Item 1A, no specific financial highlights or detailed risk disclosures were provided in the available excerpts.

8-K
FORM 8-K
2025-08-28
8-K
FORM 8-K
2025-06-23
10-Q
10-Q
2025-05-29

MOV filed its 10-Q on May 29, 2025. The provided excerpts do not contain specific financial highlights or detailed risk factors.

8-K
FORM 8-K
2025-05-29
DEF 14A
DEF 14A
2025-05-07
8-K
FORM 8-K
2025-04-16
10-K
10-K
2025-04-16
8-K
FORM 8-K
2025-04-11
10-Q
10-Q
2024-12-05
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
2 analysts
BWS Financial
2026-03-20
Maintains
Buy Buy
BWS Financial
2026-02-02
Maintains
Buy Buy
BWS Financial
2025-11-26
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning MOV from our newsroom.

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