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J.Jill, Inc.JILLCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Apparel/Footwear Retail
Momentum leader 93
Mkt cap
$333M
US dollars, full cap
Free float
43%
of shares outstanding
$/day
$4.71M
20-day average traded
Fwd P/E
10.3×
forward earnings
ROIC−WACC
+6.3 pp
WACC 7.6%
Hurdle
-12 pp
Req g minus delivered
Next earnings
40 days
16 Dec 2026
Close · USD$22.39
1D-2.8%
1W-6.5%
1M-8.5%
3M+19.9%
6M+69.6%
YTD+63.2%
1Y+48.8%
ATR %4.3%
Beta0.49
52w lowhigh10.9% off high

What J.Jill does

Employees: 3,140

J.Jill at a glance

Size J.Jill (JILL) is a United States Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $333M, the 3023rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $22.39 on 6 Nov 2026.

Performance Over six months the shares gained 69.6%, against -6.0% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 20 in its peer set.

Growth Revenue fell 2.2% over the last twelve months (peer median +5.6%); the operating margin is 8.5% (peer median 3.4%).

Valuation It trades at 10.3× forward earnings against a peer median of 12.8× (5th cheapest of 15).

Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -12 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 6.3 points above its cost of capital (7.6% WACC).

Backlog Backlog (remaining performance obligations) was $400,000 at 1 Aug 2026, flat on a year earlier — 0.0 years of trailing revenue. Backlog detail →

Short interest Short interest is 5.2% of the free float (15 Oct 2026).

Next results Next results expected around 16 Dec 2026 (exchange calendar; dates can move).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026JILL 181Peer median 98
Six months, rebased to 100: J.Jill against the median of its 20 peers (local-currency closes).

J.Jill financials

Reported figures in USD; fiscal year ends 2026-01-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$588M$597M$611M$608M$615M
Revenue growth—-2%0%-1%—
Gross profit$389M$386M$408M$407M$396M
EBITDA$73.1M$78.9M$101M$109M$106M
Net income$27.1M$27.9M$39.5M$36.2M$42.2M
Free cash flow$46.9M$23.2M$47.3M$46.4M$59.4M
Capital expenditure$18.5M$18.9M$17.8M$16.9M$15.1M
Total debt$219M$225M$209M$295M$366M

Quarterly statements and history in the cockpit →

J.Jill competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-20%0%DBISFIXSTYLEBAAZASMCP8281CTRNGCOSHOEUNI7606002762CAL3709LINDEX002356ARVINDFASNABFRLDEBSRVRCJILL6-month return →1-month return →
Up and to the right = strong over both horizons. J.Jill is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%10×20×30×DBISTYLEBAAZASMCPCTRNGCOSHOEUNI7606CALARVINDFASNDEBSJILLRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. J.Jill is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%0%25%50%DBISFIXSMCP8281CTRNGCOSHOEUNI76063709LINDEXARVINDFASNRVRCJILLGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. J.Jill is the large dot.

J.Jill competitors and peer comparison

How J.Jill compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

J.Jill against its 20 peers (data as of 6 Nov 2026)
MeasureJILLPeer medianRank in peer set
1-month return-8.5%+0.8%7th lowest of 21
6-month return+69.6%-6.0%highest of 20
Distance from 52-week high-10.9%-26.5%highest of 21
Revenue growth (TTM)-2.2%+5.6%5th lowest of 21
Operating margin8.5%3.4%4th highest of 20
Forward P/E10.3×12.8×5th cheapest of 15
Growth the price implies (Req g, 7 yrs)-5.4%3.1%5th least demanding of 15
Growth delivered (Del g)+6.9%+5.4%4th highest of 15
Hurdle (Req g minus delivered)-12.3 pp-7.1 pp4th least demanding of 15
ROIC minus cost of capital+6.3 pp-2.8 pp4th highest of 20
EV / EBITDA6.5×7.3×6th cheapest of 13
Net debt / EBITDA1.9×3.1×7th least indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
J.Jill JILLUnited States$333M+70%-2%8%10.3×-5.4%+6.9%
Designer Brands DBIUnited States$329M-8%-1%3%12.5×2.3%+5.3%
Stitch Fix SFIXUnited States$346M-23%+6%-2%n/a10.2%-8.5%
Baazar Style Retail STYLEBAAZA.NSIndia$314M-6%+35%5%33.4×n/an/a
Smcp SMCP.PAFrance$368M-17%-1%9%6.3×-6.7%+6.9%
XEBIO 8281.TJapan$298M+7%+3%1%n/a-4.4%+4.5%
Citi Trends CTRNUnited States$375M-3%+11%1%22.1×49.7%+0.9%
Genesco GCOUnited States$390M+3%+3%1%11.6×14.5%+6.4%
Shoe Station SHOEUnited States$395M-19%-4%3%13.2×8.0%+3.1%
Purple Style Labs PERNIASPOP.NSIndia$417Mn/a+14%-14%n/an/an/a
Universal Store UNI.AXAustralia$425M+24%+13%17%14.1×4.0%+12.3%
United Arrows 7606.TJapan$426M-1%+8%6%10.1×-10.9%+6.2%
Jinfa Labi Maternity & Baby Articles 002762.SZChina$429M-4%+12%-14%n/an/an/a
Caleres CALUnited States$438M-6%+7%4%6.6×0.4%+5.4%
EEKA Fashion 3709.HKHong Kong$442M-20%-4%8%6.8×-19.3%+2.6%
Lindex LINDEX.HEFinland$456M+16%+4%7%12.4×-7.2%+3.8%
Shenzhen Pengfei Green Energy Development 002356.SZChina$458M-29%-23%n/an/an/an/a
Arvind Fashions ARVINDFASN.NSIndia$486M-25%+13%8%26.8×16.6%+22.5%
Aditya Birla Fashion and Retail ABFRL.NSIndia$503M-42%-27%-8%n/an/an/a
boohoo DEBS.LUnited Kingdom$526M+46%+120%0%29.6×n/an/a
RVRC RVRC.STSweden$596M-1%+5%21%14.4×7.6%+17.6%

J.Jill backlog

J.Jill reported $400,000 of remaining performance obligations at 1 Aug 2026, flat from a year earlier and flat from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 1.00.

Questions

Which companies are J.Jill's closest peers?
The cockpit's peer set: Designer Brands (DBI), Stitch Fix (SFIX), Baazar Style Retail (STYLEBAAZA.NS), Smcp (SMCP.PA), XEBIO (8281.T), Citi Trends (CTRN), Genesco (GCO), Shoe Station (SHOE).
Is J.Jill expensive compared with its peers?
On forward p/e it trades at 10.3× against a peer median of 12.8×, 5th cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -12 pp: the price already allows for a slowdown.
How has J.Jill stock performed?
Over six months to 6 Nov 2026 the shares returned +69.6% against -6.0% for the median peer; over one year +48.8%.
What is J.Jill's backlog?
J.Jill's remaining performance obligations (contracted revenue not yet recognised) were $400,000 at 1 Aug 2026, 0% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.