Kontoor Brands Inc vs VF Corp

Kontoor Brands Inc (KTB) is undervalued and VF Corp (VFC) is overvalued.

Against our estimates of intrinsic value, KTB trades at the wider discount: a margin of safety of +21%, against -73% for VFC.

Values as of the 22 Sept 2026 close.

Kontoor Brands Inc (KTB)

Discounting its cash flows at 8.5% (average of 3 methods) values the shares at $86.10; the price of $67.82 is 21% below that value, and 78% of that value comes from beyond year five.

Leak Score 100/100 on 3 of 12 signals

VF Corp (VFC)

Discounting its cash flows at 8.8% (average of 3 methods) values the shares at $7.85; the price of $13.55 is 73% above that value, and 76% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

MetricKTBVFC
VerdictUndervaluedOvervalued
Price$67.82$13.55
Intrinsic value$86.10$7.85
Margin of safety+21%-73%
Leak Score100/100 (3/12)14/100 (3/12)
Market cap$3.7B$5.3B
Revenue growth, 5 years8.5%0.8%
Operating margin13.1%7.1%
Net margin8.7%2.9%
Return on equity41.0%17.9%
Debt to equity2.062.81
P/E14.2x19.7x
Forward P/E10.3x10.2x
P/B6.0x3.0x
Dividend yield3.1%2.7%

All stocks in Apparel Manufacturing