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Urban Outfitters (Urban Outfitters) ROE %

: 9.18% (As of Jan. 2024)
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ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Urban Outfitters's annualized net income for the quarter that ended in Jan. 2024 was $191 Mil. Urban Outfitters's average Total Stockholders Equity over the quarter that ended in Jan. 2024 was $2,080 Mil. Therefore, Urban Outfitters's annualized ROE % for the quarter that ended in Jan. 2024 was 9.18%.

The historical rank and industry rank for Urban Outfitters's ROE % or its related term are showing as below:

URBN' s ROE % Range Over the Past 10 Years
Min: 0.08   Med: 15.06   Max: 21.36
Current: 14.72

During the past 13 years, Urban Outfitters's highest ROE % was 21.36%. The lowest was 0.08%. And the median was 15.06%.

URBN's ROE % is ranked better than
74.45% of 1088 companies
in the Retail - Cyclical industry
Industry Median: 5.925 vs URBN: 14.72

Urban Outfitters ROE % Historical Data

The historical data trend for Urban Outfitters's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Urban Outfitters Annual Data
Trend Jan15 Jan16 Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.42 0.08 19.27 9.03 14.73

Urban Outfitters Quarterly Data
Apr19 Jul19 Oct19 Jan20 Apr20 Jul20 Oct20 Jan21 Apr21 Jul21 Oct21 Jan22 Apr22 Jul22 Oct22 Jan23 Apr23 Jul23 Oct23 Jan24
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.13 11.60 21.81 16.55 9.18

Competitive Comparison

For the Apparel Retail subindustry, Urban Outfitters's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Urban Outfitters ROE % Distribution

For the Retail - Cyclical industry and Consumer Cyclical sector, Urban Outfitters's ROE % distribution charts can be found below:

* The bar in red indicates where Urban Outfitters's ROE % falls into.



Urban Outfitters ROE % Calculation

Urban Outfitters's annualized ROE % for the fiscal year that ended in Jan. 2024 is calculated as

ROE %=Net Income (A: Jan. 2024 )/( (Total Stockholders Equity (A: Jan. 2023 )+Total Stockholders Equity (A: Jan. 2024 ))/ count )
=287.674/( (1792.683+2112.54)/ 2 )
=287.674/1952.6115
=14.73 %

Urban Outfitters's annualized ROE % for the quarter that ended in Jan. 2024 is calculated as

ROE %=Net Income (Q: Jan. 2024 )/( (Total Stockholders Equity (Q: Oct. 2023 )+Total Stockholders Equity (Q: Jan. 2024 ))/ count )
=191.004/( (2046.558+2112.54)/ 2 )
=191.004/2079.549
=9.18 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Jan. 2024) net income data. ROE % is displayed in the 30-year financial page.


Urban Outfitters  (NAS:URBN) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Jan. 2024 )
=Net Income/Total Stockholders Equity
=191.004/2079.549
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(191.004 / 5944.776)*(5944.776 / 4110.4325)*(4110.4325 / 2079.549)
=Net Margin %*Asset Turnover*Equity Multiplier
=3.21 %*1.4463*1.9766
=ROA %*Equity Multiplier
=4.64 %*1.9766
=9.18 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Jan. 2024 )
=Net Income/Total Stockholders Equity
=191.004/2079.549
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (191.004 / 256.1) * (256.1 / 254.96) * (254.96 / 5944.776) * (5944.776 / 4110.4325) * (4110.4325 / 2079.549)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7458 * 1.0045 * 4.29 % * 1.4463 * 1.9766
=9.18 %

Note: The net income data used here is four times the quarterly (Jan. 2024) net income data. The Revenue data used here is four times the quarterly (Jan. 2024) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Urban Outfitters ROE % Related Terms

Thank you for viewing the detailed overview of Urban Outfitters's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Urban Outfitters (Urban Outfitters) Business Description

Traded in Other Exchanges
Address
5000 South Broad Street, Philadelphia, PA, USA, 19112-1495
Founded in 1970, Philadelphia-based Urban Outfitters is an apparel and home goods retailer that operates about 700 stores and e-commerce in North America (87% of fiscal 2023 sales) and other regions. Its retail nameplates are Urban Outfitters, Free People, FP Movement, and Anthropologie. Retail accounted for 92% of fiscal 2023 revenue, but the firm also sells products through a wholesale operation, owns some restaurants, and operates a clothing rental and resale business called Nuuly. Urban Outfitters primarily markets to young adults and offers products in categories such as apparel (63% of fiscal 2023 sales), home goods (19% of sales), accessories (13% of sales), and more.
Executives
Tricia D Smith officer: Global CEO Anthropologie C/O URBAN OUTFITTERS INC, 5000 SOUTH BROAD STREET, PHILADELPHIA X1 19112
Todd R Morgenfeld director C/O PINTEREST, INC., 651 BRANNAN STREET, SAN FRANCISCO CA 94107
Melanie Marein-efron officer: Chief Financial Officer C/O URBAN OUTFITTERS, INC., 5000 SOUTH BROAD STREET, PHILADELPHIA PA 19112
Azeez Hayne officer: General Counsel and Secretary C/O URBAN OUTFITTERS, INC., 5000 SOUTH BROAD STREET, PHILADELPHIA PA 19147
Frank Conforti officer: Controller 5000 SOUTH BROAD STREET, PHILADELPHIA PA 19112
Mary Egan director 520 ZANG STREET, SUITE D, BROOMFIELD CO 80021
Kotzman Kelly Campbell director C/O URBAN OUTFITTERS, INC., 5000 SOUTH BROAD STREET, PHILADELPHIA PA 19112
Margaret Hayne officer: President, Free People C/O URBAN OUTFITTERS, INC., 5000 SOUTH BROAD STREET, PHILADELPHIA PA 19112
Edward N Antoian director 415 LANTERN LANE, BERWYN PA 19312
Sheila B. Harrington officer: Global CEO, UO & FP Groups C/O 5000 SOUTH BROAD STREET, PHILADELPHIA PA 19112
Amin N. Maredia director 11811 N. TATUM BOULEVARD SUITE 2400, PHOENIX AZ 85028
John Champlin Mulliken director C/O 5000 SOUTH BROAD STREET, PHILADELPHIA PA 19112
Trish Donnelly officer: Urban Outfitters NA Brand Pres C/O PVH CORP., 200 MADISON AVENUE, NEW YORK NY 10016
Wesley S Mcdonald director
Lawson Joel S Iii director 1809 WALNUT STREET, PHILADELLPHIA PA 19103

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