Is It Too Late To Consider Tapestry (TPR) After A 115% One-Year Share Price Surge?

Simply Wall St.01:11

If you are wondering whether Tapestry's share price still offers value after a strong run, it helps to step back and look at what the current price might be implying. The stock most recently closed at...

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The stock most recently closed at...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-durables/nyse-tpr/tapestry/news/is-it-too-late-to-consider-tapestry-tpr-after-a-115-one-year\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late To Consider Tapestry (TPR) After A 115% One-Year Share Price Surge?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late To Consider Tapestry (TPR) After A 115% One-Year Share Price Surge?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-26 01:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-durables/nyse-tpr/tapestry/news/is-it-too-late-to-consider-tapestry-tpr-after-a-115-one-year><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are wondering whether Tapestry's share price still offers value after a strong run, it helps to step back and look at what the current price might be implying. The stock most recently closed at...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-durables/nyse-tpr/tapestry/news/is-it-too-late-to-consider-tapestry-tpr-after-a-115-one-year\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0225283273.USD","symbol_name":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-durables/nyse-tpr/tapestry/news/is-it-too-late-to-consider-tapestry-tpr-after-a-115-one-year","article_id":"2630809238","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/526573-main-header/1585187345786"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-durables/nyse-tpr/tapestry/news/is-it-too-late-to-consider-tapestry-tpr-after-a-115-one-year","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2630809238","pubTimestamp":1777137104,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are wondering whether Tapestry's share price still offers value after a strong run, it helps to step back and look at what the current price might be implying.\nThe stock most recently closed at US$145.89, with returns of 13.0% year to date and 114.9% over the last year. Over the last 7 days the share price declined 6.4%, and over the last 30 days it was roughly flat with a 0.2% slip.\nRecent headlines have focused on Tapestry's position in the luxury space and how investor sentiment...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4516":"特朗普概念","BK4588":"碎股","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","TPR":"Tapestry Inc.","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4202":"服装、服饰与奢侈品"},"translate_title":"在股价一年内飙升115%后，现在考虑Tapestry(TPR)是否为时已晚？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"TPR":1.5},"content_text":"If you are wondering whether Tapestry's share price still offers value after a strong run, it helps to step back and look at what the current price might be implying. The stock most recently closed at US$145.89, with returns of 13.0% year to date and 114.9% over the last year. Over the last 7 days the share price declined 6.4%, and over the last 30 days it was roughly flat with a 0.2% slip. Recent headlines have focused on Tapestry's position in the luxury space and how investor sentiment has reacted to broader sector moves. This helps explain some of the share price swings you may have seen. Coverage has often centered on how brands in this group are being reassessed by the market in terms of future growth, competitive strength and resilience. Tapestry currently has a valuation score of 0 out of 6. The next step is to look at how different valuation methods assess the stock and then circle back to an even more complete way of thinking about value later in the article.  Tapestry scores just 0/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. AdvertisementApproach 1: Tapestry Discounted Cash Flow (DCF) Analysis The Discounted Cash Flow, or DCF, model estimates what a company might be worth today by projecting its future cash flows and discounting them back to a present value using a required rate of return. For Tapestry, the model used is a 2 Stage Free Cash Flow to Equity approach, based on cash flow projections rather than earnings multiples. The latest twelve month Free Cash Flow is about $1.65b. Analyst estimates and further extrapolated figures indicate projected Free Cash Flow of $2.11b in 2035, with intermediate years such as 2028 forecast at $1.69b. Simply Wall St applies discounts to each of these annual cash flows. As a result, the projected $2.11b in 2035 equates to a discounted figure of $872.20m in today’s terms. Combining all discounted cash flows gives an estimated intrinsic value of US$131.33 per share. Compared with the recent share price of US$145.89, the DCF output suggests the stock is about 11.1% overvalued based on these assumptions. Result: OVERVALUED Our Discounted Cash Flow (DCF) analysis suggests Tapestry may be overvalued by 11.1%. Discover 56 high quality undervalued stocks or create your own screener to find better value opportunities. TPR Discounted Cash Flow as at Apr 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Tapestry. Approach 2: Tapestry Price vs Earnings For profitable companies, the P/E ratio is a useful way to see how much investors are paying for each dollar of earnings. It links the share price directly to the company’s profits, which is often what ultimately drives long term returns. What counts as a “normal” or “fair” P/E depends on how the market views a company’s growth prospects and risk. Higher expected growth or lower perceived risk can support a higher P/E, while slower growth or higher risk usually line up with a lower P/E. Tapestry currently trades on a P/E of 56.6x. This sits well above the Luxury industry average P/E of 19.6x and also above the peer average of 24.9x. Simply Wall St’s Fair Ratio for Tapestry is 28.6x, which is its own estimate of what P/E might be reasonable given factors like earnings growth, industry, profit margin, market cap and risks. The Fair Ratio can be more useful than just comparing with peers or the broad industry because it adjusts for Tapestry’s specific growth profile, risk characteristics and profitability. With a current P/E of 56.6x versus a Fair Ratio of 28.6x, the multiple based view suggests the stock is overvalued. Result: OVERVALUED NYSE:TPR P/E Ratio as at Apr 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 19 top founder-led companies. Upgrade Your Decision Making: Choose your Tapestry Narrative Earlier it was mentioned that there is an even better way to understand valuation. Narratives bring this to life by letting you connect your own story about Tapestry with a clear financial forecast and a Fair Value that you can compare directly with the current price. On Simply Wall St’s Community page, Narratives are an accessible tool that let you set assumptions for future revenue, earnings and margins, then see the Fair Value that falls out of those numbers and whether that suggests the share price is above or below your expectations. Because Narratives update automatically when new news, earnings or analyst targets arrive, they help you decide if and when to act by showing how fresh information affects the gap between Fair Value and price, instead of leaving you to react only to price moves. For Tapestry, one investor might align with a cautious Narrative that points to a Fair Value near US$70, while another might back an optimistic Narrative closer to US$190. Seeing that range side by side makes it easier for you to decide which story and set of assumptions you are most comfortable with. For Tapestry, however, we will make it really easy for you with previews of two leading Tapestry Narratives: These sit on opposite sides of the debate, so you can quickly see what needs to be true for a more bullish or more cautious view to make sense at today’s share price. 🐂 Tapestry Bull Case Fair Value: US$190.00 Implied upside from this Fair Value versus the latest close of US$145.89: 23.2% undervalued Revenue growth assumption: 7.26% a year  Assumes stronger growth from Gen Z and millennial customers, with high retention and repeat purchases lifting revenue and margins above current market assumptions. Builds in ongoing international expansion and a higher mix of direct to consumer and digital sales, which are expected to support higher operating margins. Relies on robust free cash flow and continued buybacks to lift earnings per share, with a future P/E of 23.7x on projected 2029 earnings used to justify a US$190.00 Fair Value.  🐻 Tapestry Bear Case Fair Value: US$111.38 Implied downside from this Fair Value versus the latest close of US$145.89: 31.0% overvalued Revenue growth assumption: 4.51% a year  Assumes slower customer growth and rising customer acquisition costs as conscious consumer trends and digital native competitors weigh on demand and pricing power. Builds in higher cost pressure from tariffs, regulation and compliance, along with the risk that brands like Coach and Kate Spade lose relevance over time. Uses a lower future P/E of 16.1x on projected 2029 earnings and a Fair Value of US$111.38, with analysts in this camp viewing current market expectations as too high.  Seen together, these Narratives frame a wide range of possible outcomes, from a bullish case that points to higher earnings power and a richer multiple through to a cautious view that prices in slower growth and margin pressure. If you want to go beyond the previews and see how revenue, margins and valuation interact across multiple Narratives in detail, See what the community is saying about Tapestry. Do you think there's more to the story for Tapestry? Head over to our Community to see what others are saying! NYSE:TPR 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Tapestry might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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