OXFORD INDUSTRIES, INC.
OXM · Consumer Discretionary · $597.7M mkt cap · FY2026 filings · Narrow moat
Wonderful & reasonably priced
The four filters
Pricing power96
Median gross margin 59.1% over 10y, very stable.
Returns on capital71
Median ROIC 15.0%, above the 9% hurdle in 80% of years.
Balance-sheet safety55
Net cash position — no leverage risk.
Capital discipline64
Owner earnings trend unclear, share count shrinking (buybacks).
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $93.0M
- Est. intrinsic value / share
- $68.87
- Recent price
- $39.84
- Discount to value
- 42% below value
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.