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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M11,477Revenue $M4,806Net Margin (%)12.7Z-Score8.6
Enterprise Value $M10,433EPS $2.8Operating Margin %18.2F-Score6
P/E(ttm))20.5Cash Flow Per Share $4.1Pre-tax Margin (%)18.2Higher ROA y-yN
Price/Book4.510-y EBITDA Growth Rate %16.4Quick Ratio2.1Cash flow > EarningsY
Price/Sales2.65-y EBITDA Growth Rate %8.8Current Ratio2.7Lower Leverage y-yY
Price/Cash Flow14.1y-y EBITDA Growth Rate %-35.9ROA % (ttm)15.7Higher Current Ratio y-yY
Dividend Yield %3.3Insider Buy (3m)0ROE % (ttm)23.3Less Shares Outstanding y-yY
Payout Ratio %66.0Shares Outstanding M276ROI % (ttm)46.7Gross Margin Increase y-yN

Gurus Latest Trades with COH

Number of guru portfolios checked: 84. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
Current Price Change from Average Comment Current Shares
COHJohn Hussman 2014-12-31 Sold Out -0.32%$33 - $37.86
$ 41.6115%Sold Out0
COHJoel Greenblatt 2014-12-31 Reduce-0.12%$33 - $37.86
$ 41.6115%Reduce -50.51%319,489
COHJames Barrow 2014-12-31 Sold Out -0.02%$33 - $37.86
$ 41.6115%Sold Out0
COHRay Dalio 2014-12-31 Buy 0.02%$33 - $37.86
$ 41.6115%New holding55,485
COHJohn Hussman 2014-09-30 Reduce-0.53%$33.59 - $37.49
$ 41.6114%Reduce -65.63%104,750
COHJohn Rogers 2014-09-30 Reduce-0.11%$33.59 - $37.49
$ 41.6114%Reduce -13.81%1,615,879
COHJoel Greenblatt 2014-09-30 Reduce-0.08%$33.59 - $37.49
$ 41.6114%Reduce -23.22%645,552
COHDavid Dreman 2014-09-30 Add0.01%$33.59 - $37.49
$ 41.6114%Add 35.03%11,904
COHJohn Griffin 2014-06-30 Sold Out -2.4%$34.02 - $50.42
$ 41.61-4%Sold Out0
COHRobert Olstein 2014-06-30 Sold Out -1.2%$34.02 - $50.42
$ 41.61-4%Sold Out0
COHJohn Hussman 2014-06-30 Add0.78%$34.02 - $50.42
$ 41.61-4%Add 3107.89%304,750
COHSteve Mandel 2014-06-30 Sold Out -0.34%$34.02 - $50.42
$ 41.61-4%Sold Out0
COHJoel Greenblatt 2014-06-30 Add0.25%$34.02 - $50.42
$ 41.61-4%Add 217.13%840,742
COHJohn Rogers 2014-06-30 Add0.12%$34.02 - $50.42
$ 41.61-4%Add 18.96%1,874,785
COHMario Cibelli 2014-03-31 Sold Out -1.9%$45.41 - $56.39
$ 41.61-20%Sold Out0
COHSteve Mandel 2014-03-31 Reduce-1.21%$45.41 - $56.39
$ 41.61-20%Reduce -75.78%1,569,635
COHJohn Griffin 2014-03-31 Add1.06%$45.41 - $56.39
$ 41.61-20%Add 78.93%4,330,000
COHBrian Rogers 2014-03-31 Buy 0.31%$45.41 - $56.39
$ 41.61-20%New holding1,750,000
COHJoel Greenblatt 2014-03-31 Reduce-0.2%$45.41 - $56.39
$ 41.61-20%Reduce -35.97%265,110
COHRobert Olstein 2014-03-31 Add0.12%$45.41 - $56.39
$ 41.61-20%Add 10.69%176,000
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

COH is held by these Gurus:

Premium Most recent portfolio changes are included for Premium Members only!

COH: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
Dunn SarahGlobal Human Resources Officer 2015-03-03Sell4,000$43.23-5.88view
Kahn ToddGlobal Corp.Affairs Officer/GC 2015-02-25Sell7,667$43-5.37view
MURPHY MICHAEL EDirector 2014-01-27Sell2,331$48.85-16.7view
FRANKFORT LEWChairman and CEO 2013-10-24Buy21,000$48.38-15.89view
KRAKOFF REEDPres, Exec Creative Director 2013-09-05Sell92,273$53.41-23.82view
Dunn SarahEVP, Human Resources 2013-08-23Sell6,089$52.81-22.95view
TUCCI MICHAEL DPresident, N. American Group 2013-08-09Sell5,519$53.81-24.38view
STRITZKE JERRY DPresident and COO 2013-08-09Sell152,002$53.89-24.49view
TUCCI MICHAEL DPresident, N. American Group 2013-08-02Sell62,694$53.53-23.99view
MURPHY MICHAEL EDirector 2013-02-21Sell1,924$47.82-14.91view

Press Releases about COH :

    Quarterly/Annual Reports about COH:

      News about COH:

      Articles On GuruFocus.com
      Michael Kors Worthy Investment For Long Run Mar 17 2015 
      Coach Is Extending the Brand into New Geographies Mar 10 2015 
      Why Coach Can Prove To Be A Rewarding Investment Bet Feb 24 2015 
      'Michael Kors' A Buy Recommendation, Say Market Experts Feb 24 2015 
      Dodge & Cox 2014 Equity Year in Review Feb 19 2015 
      To Reinvest or Not Reinvest: That is the Question Feb 19 2015 
      MJH Jan 30 2015 
      MJH Jan 30 2015 
      Expectations, Price, and Fundamentals (Or Congressional Questions Gone Awry) Jan 23 2015 
      Acquisitions Are Part of Growth Strategy Jan 20 2015 

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      Michael Kors' Outlets May Hurt Brand Mar 17 2015
      Wait! Don't buy that new suit just yet Mar 16 2015
      Coach Is Extending the Brand into New Geographies Mar 10 2015
      Goodbye, parka. Shoppers finally ready for spring Mar 09 2015
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      Coach Eyes Modern Luxury Concept Stores amid Competition - Analyst Blog Mar 06 2015
      LULU downgraded to 'sell' Mar 06 2015
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      Limelight Delivers Online Lessons for Coach Guitar Mar 03 2015

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      User Comments

      ReplyMocheng - 9 months ago
      Stockvaluepicker,I think coach brand got trashed, heard a lot of shoppers cursing at Coach when they bought at a retail store 1 month before and saw the same bags are outlets 30% lowered in price.
      ReplyStockvaluepicker - 9 months ago
      Coach, Inc (NYSE: COH, $40) O/S: 278.8m; Market cap: $11.07bn; EV: $10.52bn; P/E: 12; EV/EBITDA: 7
      Coach is a luxury goods retailer and has been in the business for > 70 years. Company sells premium leather handbags, footwear, watches and accessories for women (80% of sales), men (10%) and other (10%). Coach sells its products in North America (70% of sales) and internationally (30%) including Japan and China.
      Investment thesis:
      After its recent free-fall (YTD-28%) due to weak Q3 results (SS sales down -13% q/q in 2Q and -21% q/q in 3Q in NA) and lower guidance, Coach offers a compelling long-term investment opportunity.
      1. First, Coach is led by the one of the best management team in retail. 2004-2013, sales grew from $1.3b to $5.0b (CAGR 20%); FCF/share up from $0.99 to $4.10 (CAGR 17%)
      2. Coach has strong moat (in terms of emotional attachment with customer); evidenced by ROC of ~35% consistently over the last 10 years.
      3. Despite, stiff competition from Michael Kors, Coach achieves gross margins of 70%; best margins in the luxury retail sector
      4. Growth prospects are robust as new product line (focused on Men) and geographic expansion (China sales up 25%) working well
      5. Huge operating leverage
      6. No debt; cash balance of ~$800m
      All good, but why the market is punishing the stock/ bear hug?
      1. NA sales decline intensified in Q3
      2. Guidance lowered (management expects NA sales decline in 2015 also)
      3. Dual sales (factory outlet and direct stores) channel might dilute the brand value
      4. International sales might drag gross margins as competition intensifies
      5. Market has recently seen many retail turnarounds failing (JC Penny)
      Argument: Sales decline; management is
      - NA gross margins are at (68% to 63%) and International gross margins are at (80%) - effects of foreign currency translation should be noted.
      - International expansion should boost sales growth
      - Huge margin of safety
      - Intrinsic value in different scenario
      - Bull Case: $74 (upside 84%); Bear Case: $52 (upside 30%); Base case:$62(upside 54%)
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