Columbia Sportswear Co vs Ralph Lauren Corp

Columbia Sportswear Co (COLM) is slightly undervalued and Ralph Lauren Corp (RL) is slightly overvalued.

Against our estimates of intrinsic value, COLM trades at the wider discount: a margin of safety of +10%, against -16% for RL.

Values as of the 22 Sept 2026 close.

Columbia Sportswear Co (COLM)

Discounting its cash flows at 9.2% (average of 3 methods) values the shares at $64.79; the price of $58.43 is 10% below that value, and 75% of that value comes from beyond year five.

Leak Score 43/100 on 3 of 12 signals

Ralph Lauren Corp (RL)

Discounting its cash flows at 10.9% (average of 3 methods) values the shares at $297.59; the price of $346.06 is 16% above that value, and 70% of that value comes from beyond year five.

Leak Score 76/100 on 9 of 12 signals

MetricCOLMRL
VerdictSlightly undervaluedSlightly overvalued
Price$58.43$346.06
Intrinsic value$64.79$297.59
Margin of safety+10%-16%
Leak Score43/100 (3/12)76/100 (9/12)
Market cap$3.0B$20.6B
Revenue growth, 5 years6.3%13.0%
Operating margin7.6%16.7%
Net margin6.0%11.8%
Return on equity12.7%37.5%
Debt to equity0.291.10
P/E15.2x21.8x
Forward P/E13.9x16.5x
P/B1.9x7.6x
Dividend yield2.0%1.1%

All stocks in Apparel Manufacturing