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← CockpitCompetitor Analysis › SIG Signet Jewelers LimitedOpen in the cockpit ↗

Signet Jewelers LimitedSIGCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Specialty Stores

Largest specialty jewelry retailer in the US and UK, operating Kay, Zales, Jared and other chains.

Momentum leader 92
Mkt cap
$4.37B
US dollars, full cap
Free float
98%
of shares outstanding
$/day
$92.9M
20-day average traded
Fwd P/E
9.4×
forward earnings
ROIC−WACC
+6.7 pp
WACC 9.1%
Hurdle
-7 pp
Req g minus delivered
Next earnings
26 days
2 Dec 2026
Close · USD$117.26
1D-3.8%
1W-0.3%
1M+10.7%
3M+24.1%
6M+34.3%
YTD+41.5%
1Y+16.4%
ATR %4.1%
Beta1.19
52w lowhigh9.3% off high

What Signet Jewelers does

Largest specialty jewelry retailer in the US and UK, operating Kay, Zales, Jared and other chains.

Sells mostly engagement and bridal jewelry and gifts, with sales concentrated around Valentine's Day and the year-end holidays. Bought online jeweler Blue Nile in 2022 and Diamonds Direct in 2021 to add online reach and higher-end stores, and sells service plans alongside the jewelry.

Products and services

  • Kay Jewelers
  • Zales
  • Jared
  • Online/digital jewelry sales

Customers

  • US and UK jewelry shoppers

Where it sits in the supply chain

  • Consumer discretionary
  • Specialty retail
  • Jewelry retail

What could go right

  • Bridal and lab-grown diamond category growth

What could go wrong

  • Discretionary spending sensitivity
  • Mall traffic decline

Moat: narrow (brand, scale, distribution). Largest specialty-jewelry footprint and multi-brand mall/online presence versus fragmented independent jewelers.

Headquarters: Akron, Ohio, US · Founded: 1949 · Employees: 27,097

Named competitors

Signet Jewelers at a glance

Size Signet Jewelers (SIG) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $4.37B, the 1289th largest of 3,117 United States companies the cockpit tracks. Shares closed at $117.26 on 6 Nov 2026.

Performance Over six months the shares gained 34.3%, against +2.3% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue grew 0.6% over the last twelve months (peer median +2.6%); the operating margin is 7.4% (peer median 4.7%).

Valuation It trades at 9.4× forward earnings against a peer median of 15.4× (8th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -7 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 6.7 points above its cost of capital (9.1% WACC).

Short interest Short interest is 13.2% of the free float (15 Oct 2026).

Next results Next results expected around 2 Dec 2026 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026SIG 141Peer median 103
Six months, rebased to 100: Signet Jewelers against the median of its 20 peers (local-currency closes).

Signet Jewelers financials

Reported figures in USD; fiscal year ends 2026-01-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$6.82B$6.81B$6.70B$7.17B$7.84B
Revenue growth—+2%-7%-9%—
Gross profit$2.65B$2.69B$2.63B$2.82B$3.05B
EBITDA$651M$666M$655M$811M$1.03B
Net income$354M$294M$61.2M$810M$377M
Free cash flow$536M$525M$438M$421M$659M
Capital expenditure$158M$154M$153M$126M$139M
Total debt$1.22B$1.22B$1.18B$1.24B$1.33B

Quarterly statements and history in the cockpit →

Signet Jewelers 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

-20%0%+20%+40%-10%0%+10%+20%BBWIEDVASOPSMTABGRUSHAFRAS9896ANAPEWRBYUGPGPI141AKALYANKJILLADAAP600655PCOKMXSIG6-month return →1-month return →
Up and to the right = strong over both horizons. Signet Jewelers is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%20×40×60×BBWIEDVASOPSMTABGRUSHAFRAS9896APEWRBYUGP141AKALYANKJILAAP600655PCOKMXSIGRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Signet Jewelers is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%BBWIEDVASOPSMTABGRUSHA9896APEUGPGPI141AAAP600655PCOKMXSIGGrowth 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. Signet Jewelers is the large dot.

Signet Jewelers competitors and peer comparison

Head to head with its named competitors (SIG vs MC.PA vs PNDORA.CO vs CFR.SW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Signet Jewelers SIG$4.37B+34%+1%7%9.4×-1.3%
LVMH Moet Hennessy Louis Vuitton MC.PA$226B-11%-4%22%18.6×10.2%
Pandora A/S PNDORA.CO$10.1B+67%+1%24%13.7×-6.9%
Compagnie Financiere Richemont CFR.SW$122B+10%+2%21%24.8×10.5%
Costco COST$467B+4%+10%4%46.2×19.9%

How Signet Jewelers 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.

Signet Jewelers against its 20 peers (data as of 6 Nov 2026)
MeasureSIGPeer medianRank in peer set
1-month return+10.7%+7.1%9th highest of 21
6-month return+34.3%+2.3%4th highest of 21
Distance from 52-week high-9.3%-19.9%6th highest of 21
Revenue growth (TTM)+0.6%+2.6%9th lowest of 21
Operating margin7.4%4.7%5th highest of 21
Forward P/E9.4×15.4×8th cheapest of 21
Growth the price implies (Req g, 7 yrs)-1.3%5.6%5th least demanding of 16
Growth delivered (Del g)+5.4%+8.3%7th lowest of 16
Hurdle (Req g minus delivered)-6.8 pp-2.4 pp7th least demanding of 16
ROIC minus cost of capital+6.7 pp+0.1 pp5th highest of 21
EV / EBITDA7.8×9.3×6th cheapest of 18
Net debt / EBITDA1.1×3.0×3rd least indebted of 20

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
Signet Jewelers SIGUnited States$4.37B+34%+1%7%9.4×-1.3%+5.4%
Bath & Body Works BBWIUnited States$4.31B+8%-2%15%8.3×-8.8%+2.5%
Endeavour EDV.AXAustralia$4.48B+10%+1%4%21.4×14.9%+1.0%
Academy Sports and Outdoors ASOUnited States$4.14B+24%+4%10%9.9×-1.2%+1.2%
PriceSmart PSMTUnited States$5.02B+3%+12%5%27.2×10.5%+10.2%
Asbury Automotive ABGUnited States$3.64B+1%-1%5%7.6×-2.4%+20.3%
Rush Enterprises RUSHAUnited States$5.54B+6%-3%5%15.4×7.9%+9.4%
Frasers FRAS.LUnited Kingdom$5.64B+44%+8%7%9.1×n/an/a
MINISO 9896.HKHong Kong$3.34B-25%+31%13%9.9×1.5%+18.5%
AutoNation ANUnited States$5.88B-11%-2%5%8.3×n/an/a
Eagers Automotive APE.AXAustralia$3.18B-31%+19%4%16.5×5.9%+8.3%
Warby Parker WRBYUnited States$3.15B-14%+11%0%57.8×n/an/a
Ultrapar Participacoes S.A. Sponsored ADR UGPUnited States$6.12B-11%+20%5%7.0×-12.6%+12.2%
Group 1 Automotive GPIUnited States$3.12B-27%-3%5%7.1×-6.1%+16.3%
TRIAL Holdings.Inc 141A.TJapan$3.12B+2%+69%2%43.1×11.0%+53.9%
Kalyan Jewellers India KALYANKJIL.NSIndia$6.47B+44%+46%6%37.6×n/an/a
Lithia Motors LADUnited States$6.68B+5%+1%4%8.0×n/an/a
Advance Auto Parts AAPUnited States$2.75B-19%-1%4%19.2×5.6%-3.2%
Shanghai Yuyuan Tourist Mart 600655.SSChina$2.70B-6%-21%-3%77.3×15.9%-4.4%
Pepco Group BV PCO.WAPoland$7.18B+58%-42%15%16.8×4.6%+4.5%
CarMax KMXUnited States$7.31B+28%+4%2%15.5×17.6%+6.7%

Questions

Who are Signet Jewelers's main competitors?
Named competitors: Tiffany & Co (LVMH) (MC.PA), Brilliant Earth Group (private or unlisted), Blue Nile (private or unlisted), Pandora (PNDORA.CO), Richemont (CFR.SW), Costco Wholesale (COST). The cockpit's measured peer set (industry) also includes Bath & Body Works (BBWI), Endeavour (EDV.AX), Academy Sports and Outdoors (ASO), PriceSmart (PSMT), Asbury Automotive (ABG), Rush Enterprises (RUSHA).
Is Signet Jewelers expensive compared with its peers?
On forward p/e it trades at 9.4× against a peer median of 15.4×, 8th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -7 pp: the price already allows for a slowdown.
How has Signet Jewelers stock performed?
Over six months to 6 Nov 2026 the shares returned +34.3% against +2.3% for the median peer; over one year +16.4%.

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.