American Eagle Outfitters, Inc. (AEO) Stock

American Eagle Outfitters, Inc. (AEO) is a Consumer Discretionary stock trading at $15.99 (as of 2026-08-20), with a market capitalization of $2.67B and a trailing P/E of 9.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

American Eagle Outfitters, Inc. is a specialty retailer offering clothing, accessories, and personal care products under the American Eagle, Aerie, Tailgate, and Todd Snyder brands. It sells women’s and men’s apparel and related products through its stores and websites, and distributes merchandise through licensed locations in multiple countries.

Understand American Eagle Outfitters, Inc.: how it makes money

American Eagle Outfitters sells clothing, accessories, and personal care for women and men under the American Eagle and Aerie brands, through its stores and digital channels.

For this apparel retailer, profitability is structurally tied to brand demand shown in comparable sales, and to inventory control shown by year over year changes in ending inventory units (which affects sell through and markdown pressure).

Revenue by segment (latest quarter)
American Eagle$0.7B
Aerie$0.5B
Other$0.0B

Business quality (Weak): Clear segment revenue inputs and several retailer-relevant operating KPI candidates (comparable sales, inventory), but no explicit store productivity or inventory turns KPI is provided.

Valuation: At 11× earnings, AEO trades 44% below the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Inventory reduction can support tighter inventory management: Ending Inventory at Cost Decline Year over Year is 7.0 percent, and Ending Inventory Units Decline Year over Year is -3.0 percent.
  • Multi-channel revenue mix includes digital: Digital Revenue is 0.15 USD_B, alongside store-based brands.

Bear case

  • Demand softness in core measurement: Comparable Sales Decline is 3.0 percent.
  • Thin operating profitability leaves less room for shocks: Operating margin is 2.4 percent.
Valuation — source: SEC EDGAR (first-party)
Price$15.99
Market Cap$2.67B
P/E Ratio9.5
EV / EBITDA4.7
Price / Book1.62
Price / Sales0.47
FCF Yield6.9%
DCF Value (model)$14.18
DCF Upside vs Price-11.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$5.55B
Net Margin3.5%
Revenue Growth (YoY)9.7%
EPS Growth (YoY)-138.9%
FCF Growth (YoY)8.9%
Financial Health — source: SEC EDGAR
Altman Z-Score3.28 (safe)
Piotroski F-Score4/9 (moderate)
Valuation vs Sector & Industry
Stock P/E9.5
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
vs Sector-53.6%
vs Industry-51.3%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($485.17M)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorConsumer Discretionary
IndustryRetail
CEOJay L. Schottenstein
Employees9,000
CountryUS
IPO Date1994-04-14

Related Companies (Business model: Apparel, Footwear & Lifestyle Brands + Brick-and-Mortar Retail (incl. Omnichannel); 8 closest by market cap; US-domiciled)

  • The Gap, Inc. (GAP)
  • Urban Outfitters, Inc. (URBN)
  • Boot Barn Holdings, Inc. (BOOT)
  • Abercrombie & Fitch Co. (ANF)
  • Victoria's Secret & Co. (VSCO)
  • The Buckle, Inc. (BKE)
  • Citi Trends, Inc. (CTRN)
  • Lands' End, Inc. (LE)
AEO earnings history · AEO institutional & insider holders · AEO KPIs & operating metrics · AEO financials · AEO investor presentations & press releases · AEO SEC filings · AEO peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.