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Tilly'sTLYS +1.01%52 3-Year ROIIC % is 27.98 as of Jan. 2026, which is 58% above its 10-year median of 17.72. GuruFocus rates TLYS with a GF Score™ of 52/100 and a GF Value™ of $4.23 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,062 Retail - Cyclical companies, Tilly's ranks better than 79.28% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Tilly's's 3-Year ROIIC % for the quarter that ended in Jan. 2026 was 27.98%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Tilly's's 3-Year ROIIC % or its related term are showing as below:
TLYS's 3-Year ROIIC % is ranked better than 79.28% of 1062
companies
in the Retail - Cyclical industry
Industry Median: 4.015
vs TLYS: 27.98
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Tilly's 3-Year ROIIC % Related Terms
Tilly's 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Tilly's's 3-Year ROIIC % 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.
TLYS vs AKA, RENT, DLTH: 3-Year ROIIC % Comparison
For the Apparel Retail subindustry, Tilly's's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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.
Tilly's 3-Year ROIIC % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Tilly's's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Tilly's's 3-Year ROIIC % falls into.
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Tilly's (TLYS) has a 3-Year ROIIC % of 27.98 as of Jan. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Tilly's and its competitors. This is 58% above median its historical median of 17.72. According to the industry distribution chart, Tilly's ranks #220 out of 1062 companies in the Retail - Cyclical industry, placing it in the top 20.7%.
Is Tilly's' 3-Year ROIIC % too high?
Tilly's' current 3-Year ROIIC % of 27.98 is 58% above median its 10-year median of 17.72. The Retail - Cyclical industry median 3-Year ROIIC % is 4.02. Tilly's' value of 27.98 is 596.9% above this industry median. Based on the distribution chart, Tilly's ranks #220 out of 1062 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, Tilly's has a GF Score™ of 52/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Tilly's' 3-Year ROIIC % compare to AKA and RENT?
According to the Retail - Cyclical industry distribution chart, Tilly's ranks #220 out of 1062 companies for 3-Year ROIIC %. This places Tilly's in the top 21% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 4.02. Tilly's' value of 27.98 is 596.9% above this benchmark. While the company's 10-year median is 17.72 vs. the industry median of 4.02, Tilly's has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for a Retail - Cyclical company?
The median 3-Year ROIIC % among Retail - Cyclical companies is 4.02, based on 1,062 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Tilly's's current 3-Year ROIIC % of 27.98 is 596.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Tilly's and its competitors. For the Retail - Cyclical industry, the median 3-Year ROIIC % is 4.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Tilly's's current 3-Year ROIIC % is 27.98, which is 58% above median its own 10-year median of 17.72. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tilly's stock overvalued right now?
Based on GuruFocus' analysis, Tilly's (TLYS) is currently considered Fairly Valued. The stock's GF Value™ is $4.23, compared to a current price of $4.01 — trading 5.2% below its estimated fair value. The current 3-Year ROIIC % is 27.98, which is 58% above median its 10-year median of 17.72 and 596.9% above the Retail - Cyclical industry median of 4.02. Tilly's' overall GF Score™ is 52/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Tilly's (TLYS), the current 3-Year ROIIC % is 27.98 as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Tilly's (TLYS) Overvalued in 2026?
Based on GuruFocus' analysis, Tilly's stock appears to be undervalued.
The current stock price of $4.01 is trading 5.2% below its estimated GF Value™ of $4.23.
GuruFocus considers Tilly's to be Fairly Valued.
Key valuation signals for TLYS:
3-Year ROIIC %: 27.98 (58% above median its 10-year median of 17.72)
GF Value™: $4.23 vs. price of $4.01 (5.2% below fair value)
Industry Position: 596.9% above the Retail - Cyclical median (#220 of 1062)
No single metric tells the full story. See the TLYS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Tilly's Inc works as a specialty retailer of casual apparel, footwear, and accessories for young men, young women, boys, and girls. It offers an unparalleled selection of relevant brands, styles, colors, sizes, and price points. It delivers branded fashion and core styles for tops, outerwear, bottoms, and dresses. It also provides backpacks, hats, sunglasses, headphones, handbags, watches, and jewelry. It markets its products under the brand names of Vans, RVCA, Adidas, Nike SB, and Hurley, among others. It operates its stores in malls, lifestyle centers, power centers, community centers, outlet centers, street-front locations, and also through e-commerce.
52GF Score
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