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Specialty apparel retailer operating Urban Outfitters, Anthropologie and Free People, plus the Nuuly clothing-rental subscription.
Specialty apparel retailer operating Urban Outfitters, Anthropologie and Free People, plus the Nuuly clothing-rental subscription.
Sells apparel and home goods under its own brand identities through its stores and websites, so it keeps the full retail margin but carries the risk of marking down unsold stock. Free People also supplies other retailers wholesale, and Nuuly charges a monthly fee for clothing rental, a recurring-revenue line that departs from one-off sales.
Moat: narrow (brand, distribution). Distinct lifestyle brand identities and a growing Nuuly rental model differentiate it from mass apparel retail.
Headquarters: Philadelphia, Pennsylvania, US · Founded: 1970 · Employees: 31,000
Size Urban Outfitters (URBN) is a United States Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $7.26B, the 941st largest of 3,117 United States companies the cockpit tracks. Shares closed at $84.70 on 6 Nov 2026.
Performance Over six months the shares gained 18.5%, against +10.0% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 11.0% over the last twelve months (peer median +10.6%); the operating margin is 9.8% (peer median 10.1%).
Valuation It trades at 13.1× forward earnings against a peer median of 17.4× (7th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.9 points above its cost of capital (10.2% WACC).
Short interest Short interest is 9.1% of the free float (15 Oct 2026).
Next results Next results expected around 1 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $6.47B | $6.17B | $5.55B | $5.15B | $4.80B |
| Revenue growth | — | +11% | +8% | +7% | — |
| Gross profit | $2.33B | $2.22B | $1.93B | $1.73B | $1.43B |
| EBITDA | $783M | $740M | $602M | $495M | $525M |
| Net income | $569M | $465M | $402M | $288M | $160M |
| Free cash flow | $295M | $315M | $320M | $310M | -$56.8M |
| Capital expenditure | $421M | $260M | $183M | $200M | $200M |
| Total debt | $1.21B | $1.23B | $1.10B | $1.08B | $1.12B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Urban Outfitters URBN | $7.26B | +18% | +11% | 10% | 13.1× | 6.9% |
| American Eagle Outfitters AEO | $3.34B | +19% | +8% | 9% | 11.1× | 0.9% |
| Abercrombie & Fitch ANF | $6.35B | +57% | +5% | 14% | 12.1× | -2.7% |
| Gap GAP | $7.55B | -8% | +1% | 11% | 8.4× | -2.3% |
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.
| Measure | URBN | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.6% | +9.3% | 8th lowest of 21 |
| 6-month return | +18.5% | +10.0% | 9th highest of 21 |
| Distance from 52-week high | -9.5% | -16.2% | 8th highest of 21 |
| Revenue growth (TTM) | +11.0% | +10.6% | 10th highest of 21 |
| Operating margin | 9.8% | 10.1% | 11th highest of 21 |
| Forward P/E | 13.1× | 17.4× | 7th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 6.9% | 17.5% | 7th least demanding of 20 |
| Growth delivered (Del g) | +12.3% | +15.5% | 9th lowest of 20 |
| Hurdle (Req g minus delivered) | -5.4 pp | -2.7 pp | 9th least demanding of 20 |
| ROIC minus cost of capital | +4.9 pp | +2.1 pp | 9th highest of 21 |
| EV / EBITDA | 9.9× | 12.4× | 7th cheapest of 19 |
| Net debt / EBITDA | 0.6× | 1.2× | 6th least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Urban Outfitters URBN | United States | $7.26B | +18% | +11% | 10% | 13.1× | 6.9% | +12.3% |
| Gap GAP | United States | $7.55B | -8% | +1% | 11% | 8.4× | -2.3% | +2.2% |
| Abercrombie & Fitch ANF | United States | $6.35B | +57% | +5% | 14% | 12.1× | -2.7% | +11.0% |
| Victoria's Secret & VSXY | United States | $8.62B | +125% | +10% | 8% | 21.4× | 20.0% | +3.9% |
| JD Sports Fashion JD..L | United Kingdom | $6.03B | +37% | +2% | 7% | 9.0× | 1.4% | +15.5% |
| SHIMAMURA 8227.T | Japan | $4.69B | +2% | +5% | 9% | 14.3× | -9.9% | +5.2% |
| Vishal Mega Mart VMM.NS | India | $4.67B | -25% | +18% | 9% | 43.8× | 32.3% | +19.4% |
| Meesho MEESHO.NS | India | $11.4B | +17% | +34% | -9% | n/a | n/a | n/a |
| Aritzia ATZ.TO | Canada | $12.5B | +9% | +40% | 16% | 27.1× | 22.0% | +34.0% |
| Lpp LPP.WA | Poland | $13.0B | +36% | +15% | 13% | 17.4× | 17.5% | +24.1% |
| Boot Barn BOOT | United States | $3.92B | -20% | +17% | 14% | 14.6× | 14.3% | +20.3% |
| Burlington Stores BURL | United States | $15.5B | -19% | +11% | 8% | 20.5× | 18.2% | +14.9% |
| Allegro.eu ALE.WA | Poland | $15.5B | +97% | +8% | 20% | 30.8× | 22.1% | +23.4% |
| American Eagle Outfitters AEO | United States | $3.34B | +19% | +8% | 9% | 11.1× | 0.9% | +8.1% |
| Trent TRENT.NS | India | $17.4B | +8% | +18% | 12% | 75.1× | 60.1% | +50.6% |
| Sailvan Times 301381.SZ | China | $2.39B | +25% | +14% | 4% | 25.4× | 14.9% | +17.6% |
| Metro Brands METROBRAND.NS | India | $2.39B | -20% | +16% | 19% | 49.2× | 34.1% | +29.1% |
| Buckle BKE | United States | $2.16B | -20% | +6% | 22% | 10.3× | -5.2% | +7.6% |
| Capri CPRI | United States | $2.12B | +11% | -14% | 3% | 9.4× | 21.3% | -3.1% |
| Modivo MDV.WA | Poland | $2.01B | +29% | +4% | 2% | 34.1× | 23.3% | +15.9% |
| Tapestry TPR | United States | $26.4B | 0% | +14% | 24% | 15.8× | 9.0% | +6.9% |