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Tapestry, Inc.. (TPR) Stock Fundamental Analysis & AI Rating 2026

TPR NYSE Leather & Leather Products MD CIK: 0001116132
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-27
STRONG BUY
85% Conf
Pending
Analysis scheduled

📊 TPR Key Takeaways

Revenue: $4.2B
Net Margin: 19.9%
Free Cash Flow: $1.1B
Current Ratio: 1.63x
Debt/Equity: 4.32x
EPS: $3.93
AI Rating: STRONG BUY with 85% confidence
Tapestry, Inc.. (TPR) receives a STRONG BUY rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.2B, net profit margin of 19.9%, and return on equity (ROE) of 151.7%, Tapestry, Inc.. demonstrates strong fundamentals in the Market sector. Below is our complete TPR stock analysis for 2026.

Is Tapestry, Inc.. (TPR) a Good Investment?

Claude

Tapestry demonstrates exceptional operational fundamentals with 75.8% gross margins, 24.8% operating margins, and robust free cash flow generation of $1.1B, indicating a high-quality luxury goods business with strong pricing power. While leveraged at 4.32x debt-to-equity, the 17.1x interest coverage and strong operating cash flows of $1.2B provide comfortable debt service capacity, making the capital structure manageable despite balance sheet concentration.

Why Buy Tapestry, Inc.. Stock? TPR Key Strengths

Claude
  • + Exceptional profitability across all metrics (Gross Margin 75.8%, Operating Margin 24.8%, Net Margin 19.9%)
  • + Strong cash generation with $1.1B free cash flow and 26.6% FCF margin, enabling shareholder returns and debt reduction
  • + Excellent interest coverage ratio of 17.1x demonstrates fortress-like debt servicing capability
  • + Asset-light business model with only $76M capex against $4.2B revenue, indicating efficient capital deployment

TPR Stock Risks: Tapestry, Inc.. Investment Risks

Claude
  • ! Elevated leverage with 4.32x debt-to-equity ratio and $2.4B long-term debt relative to $551.2M equity base creates refinancing risk
  • ! Extreme revenue growth of 8309% YoY suggests material M&A activity or accounting changes that require further scrutiny
  • ! Luxury goods sector exposure creates cyclical demand risk during economic downturns and consumer spending contractions

Key Metrics to Watch

Claude
  • * Operating cash flow sustainability and trend relative to net income
  • * Debt reduction progress and leverage ratio trajectory toward 3.0x or lower
  • * Gross margin maintenance in face of potential input cost inflation or competitive pressure

Tapestry, Inc.. (TPR) Financial Metrics & Key Ratios

Revenue
$4.2B
Net Income
$836.1M
EPS (Diluted)
$3.93
Free Cash Flow
$1.1B
Total Assets
$6.5B
Cash Position
$1.1B

💡 AI Analyst Insight

The 26.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

TPR Profit Margin, ROE & Profitability Analysis

Gross Margin 75.8%
Operating Margin 24.8%
Net Margin 19.9%
ROE 151.7%
ROA 12.8%
FCF Margin 26.6%

TPR vs Market Sector: How Tapestry, Inc.. Compares

How Tapestry, Inc.. compares to Market sector averages

Net Margin
TPR 19.9%
vs
Sector Avg 12.0%
TPR Sector
ROE
TPR 151.7%
vs
Sector Avg 15.0%
TPR Sector
Current Ratio
TPR 1.6x
vs
Sector Avg 1.8x
TPR Sector
Debt/Equity
TPR 4.3x
vs
Sector Avg 0.7x
TPR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Tapestry, Inc.. Stock Overvalued? TPR Valuation Analysis 2026

Based on fundamental analysis, Tapestry, Inc.. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
151.7%
Sector avg: 15%
Net Profit Margin
19.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
4.32x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Tapestry, Inc.. Balance Sheet: TPR Debt, Cash & Liquidity

Current Ratio
1.63x
Quick Ratio
1.10x
Debt/Equity
4.32x
Debt/Assets
91.6%
Interest Coverage
17.12x
Long-term Debt
$2.4B

TPR Revenue & Earnings Growth: 5-Year Financial Trend

TPR 5-year financial data: Year 2021: Revenue $6.0B, Net Income $122.3M, EPS $0.42. Year 2022: Revenue $6.7B, Net Income -$652.1M, EPS $-2.34. Year 2023: Revenue $6.7B, Net Income $834.2M, EPS $2.95. Year 2024: Revenue $6.7B, Net Income $856.3M, EPS $3.17. Year 2025: Revenue $7.0B, Net Income $936.0M, EPS $3.88.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Tapestry, Inc..'s revenue has grown significantly by 16% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.88 reflects profitable operations.

TPR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
26.6%
Free cash flow / Revenue

TPR Quarterly Earnings & Performance

Quarterly financial performance data for Tapestry, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $2.2B $186.6M $1.38
Q1 2026 $1.5B $186.6M $0.79
Q3 2025 $1.5B $139.4M $0.60
Q2 2025 $2.1B $186.6M $1.38
Q1 2025 $1.5B $186.6M $0.79
Q3 2024 $1.5B $139.4M $0.60
Q2 2024 $2.0B $195.0M $1.36
Q1 2024 $1.5B $195.0M $0.79

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Tapestry, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.2B
Cash generated from operations
Stock Buybacks
$1.1B
Shares repurchased (TTM)
Capital Expenditures
$76.0M
Investment in assets
Dividends Paid
$164.6M
Returned to shareholders

TPR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Tapestry, Inc.. (CIK: 0001116132)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 4 xslF345X06/doc4.xml View →
Apr 6, 2026 8-K ef20069891_8k.htm View →
Mar 4, 2026 4 xslF345X05/doc4.xml View →
Feb 19, 2026 4 xslF345X05/doc4.xml View →
Feb 18, 2026 4 xslF345X05/doc4.xml View →

Frequently Asked Questions about TPR

What is the AI rating for TPR?

Tapestry, Inc.. (TPR) has an AI rating of STRONG BUY with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TPR's key strengths?

Claude: Exceptional profitability across all metrics (Gross Margin 75.8%, Operating Margin 24.8%, Net Margin 19.9%). Strong cash generation with $1.1B free cash flow and 26.6% FCF margin, enabling shareholder returns and debt reduction.

What are the risks of investing in TPR?

Claude: Elevated leverage with 4.32x debt-to-equity ratio and $2.4B long-term debt relative to $551.2M equity base creates refinancing risk. Extreme revenue growth of 8309% YoY suggests material M&A activity or accounting changes that require further scrutiny.

What is TPR's revenue and growth?

Tapestry, Inc.. reported revenue of $4.2B.

Does TPR pay dividends?

Tapestry, Inc.. pays dividends, with $164.6M distributed to shareholders in the trailing twelve months.

Where can I find TPR SEC filings?

Official SEC filings for Tapestry, Inc.. (CIK: 0001116132) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TPR's EPS?

Tapestry, Inc.. has a diluted EPS of $3.93.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TPR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Tapestry, Inc.. has a STRONG BUY rating with 85% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is TPR stock overvalued or undervalued?

Valuation metrics for TPR: ROE of 151.7% (sector avg: 15%), net margin of 19.9% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy TPR stock in 2026?

Our dual AI analysis gives Tapestry, Inc.. a combined STRONG BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is TPR's free cash flow?

Tapestry, Inc..'s operating cash flow is $1.2B, with capital expenditures of $76.0M. FCF margin is 26.6%.

How does TPR compare to other Market stocks?

Vs Default sector averages: Net margin 19.9% (avg: 12%), ROE 151.7% (avg: 15%), current ratio 1.63 (avg: 1.8).

Is Tapestry, Inc.. carrying too much debt?

TPR has a debt-to-equity ratio of 4.32x, which is above the Market sector average of 0.7x. However, the current ratio of 1.63 suggests adequate short-term liquidity.

Why is TPR's return on equity (ROE) so high?

Tapestry, Inc.. has a return on equity of 151.7%, significantly above the Market sector average of 15%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 19.9% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2025-12-27 | Powered by Claude AI