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V F Corp. (VFC) Fundamental Analysis & AI Grade 2026

VFC NYSE Men's & Boys' Furnishgs, Work Clothg, & Allied Garments PA CIK: 0000103379
Updated This Month • Analysis: May 22, 2026 • SEC Data: 2026-03-28
Combined AI Grade
B
68% Confidence
N/A
B
68% Conf
Pending
Analysis scheduled

📊 VFC Key Takeaways

Revenue: $9.6B
Net Margin: 2.7%
Free Cash Flow: $671.3M
Current Ratio: 1.84x
Debt/Equity: 1.90x
EPS: $0.64
AI Grade: B with 68% confidence
V F Corp. (VFC) receives a B fundamental grade with 68% confidence from our AI analysis based on SEC 10-K filings. With revenue of $9.6B, net profit margin of 2.7%, and return on equity (ROE) of 13.8%, V F Corp. demonstrates mixed fundamentals in the Market sector. Below is our complete VFC stock analysis for 2026.

Is V F Corp. (VFC) a Good Investment?

Claude

VF Corp exhibits structural headwinds with anemic 1.1% revenue growth and weak 2.7% net margins offset by solid positive free cash flow. The elevated Debt/Equity ratio of 1.90x combined with tight 2.4x interest coverage creates downside vulnerability if operational performance deteriorates further.

V F Corp. Key Strengths (VFC)

Claude
  • + Positive free cash flow of $671.3M provides financial flexibility and capital return capacity
  • + Solid liquidity position with 1.84x current ratio and $823.9M cash reserves
  • + Reasonable ROE of 13.8% demonstrates acceptable returns despite low profitability margins

VFC Stock Risks: V F Corp. Investment Risks

Claude
  • ! Severely constrained revenue growth at 1.1% YoY indicates mature/declining core business segments
  • ! High financial leverage with 1.90x Debt/Equity ratio and 2.4x interest coverage leaves minimal buffer for economic deterioration
  • ! Critically low net margin of 2.7% and operating margin of 6.0% offer insufficient earnings resilience

Key Metrics to Watch

Claude
  • * Revenue growth acceleration and segment-level sales trends
  • * Operating margin expansion and gross margin recovery (currently missing data)
  • * Debt reduction progress and interest coverage trajectory

V F Corp. (VFC) Financial Metrics & Key Ratios

Revenue
$9.6B
Net Income
$254.9M
EPS (Diluted)
$0.64
Free Cash Flow
$671.3M
Total Assets
$9.3B
Cash Position
$823.9M

💡 AI Analyst Insight

V F Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

VFC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 6.0%
Net Margin 2.7%
ROE 13.8%
ROA 2.7%
FCF Margin 7.0%

VFC vs Market Sector: How V F Corp. Compares

How V F Corp. compares to Market sector averages

Net Margin
VFC 2.7%
vs
Sector Avg 12.0%
VFC Sector
ROE
VFC 13.8%
vs
Sector Avg 15.0%
VFC Sector
Current Ratio
VFC 1.8x
vs
Sector Avg 1.8x
VFC Sector
Debt/Equity
VFC 1.9x
vs
Sector Avg 0.7x
VFC Sector

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

Is V F Corp. Stock Overvalued? VFC Valuation Analysis 2026

Based on fundamental analysis, V F Corp. shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
13.8%
Sector avg: 15%
Net Profit Margin
2.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.90x
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.

V F Corp. Balance Sheet: VFC Debt, Cash & Liquidity

Current Ratio
1.84x
Quick Ratio
1.21x
Debt/Equity
1.90x
Debt/Assets
80.1%
Interest Coverage
2.35x
Long-term Debt
$3.5B

VFC Revenue & Earnings Growth: 5-Year Financial Trend

VFC 5-year financial data: Year 2022: Revenue $11.8B, Net Income $679.4M, EPS $1.70. Year 2023: Revenue $11.8B, Net Income $407.9M, EPS $1.04. Year 2024: Revenue $11.8B, Net Income $1.4B, EPS $3.53. Year 2025: Revenue $11.1B, Net Income $118.6M, EPS $0.31. Year 2026: Revenue $9.9B, Net Income -$968.9M, EPS $-2.49.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: V F Corp.'s revenue has declined by 16% over the 5-year period, indicating business contraction. The most recent EPS of $-2.49 indicates the company is currently unprofitable.

VFC 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
7.0%
Free cash flow / Revenue

VFC Quarterly Earnings & Performance

Quarterly financial performance data for V F Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $2.8B -$38.9M $-0.10
Q2 2026 $2.8B $52.2M $0.13
Q1 2026 $1.8B -$116.4M $-0.30
Q3 2025 $2.8B -$38.9M $-0.10
Q2 2025 $2.8B $52.2M $0.13
Q1 2025 $1.9B -$57.4M $-0.15
Q3 2024 $3.0B -$42.5M $-0.11
Q2 2024 $3.0B -$118.4M $-0.31

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

V F Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$671.3M
Cash generated from operations
Dividends Paid
$140.7M
Returned to shareholders

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

Access official SEC EDGAR filings for V F Corp. (CIK: 0000103379)

📋 Recent SEC Filings

Date Form Document Action
Jun 1, 2026 4 xslF345X06/form4.xml View →
Jun 1, 2026 4 xslF345X06/form4.xml View →
May 27, 2026 4 xslF345X06/form4.xml View →
May 27, 2026 4 xslF345X06/form4.xml View →
May 27, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about VFC

What is the AI rating for VFC?

V F Corp. (VFC) has an AI grade of B with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VFC's key strengths?

Claude: Positive free cash flow of $671.3M provides financial flexibility and capital return capacity. Solid liquidity position with 1.84x current ratio and $823.9M cash reserves.

What are the risks of investing in VFC?

Claude: Severely constrained revenue growth at 1.1% YoY indicates mature/declining core business segments. High financial leverage with 1.90x Debt/Equity ratio and 2.4x interest coverage leaves minimal buffer for economic deterioration.

What is VFC's revenue and growth?

V F Corp. reported revenue of $9.6B.

Does VFC pay dividends?

V F Corp. pays dividends, with $140.7M distributed to shareholders in the trailing twelve months.

Where can I find VFC SEC filings?

Official SEC filings for V F Corp. (CIK: 0000103379) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VFC's EPS?

V F Corp. has a diluted EPS of $0.64.

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 grade reflects both perspectives for balanced insights.

What is VFC's fundamental grade?

Based on our AI fundamental analysis in June 2026, V F Corp. has a B grade with 68% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is VFC stock overvalued or undervalued?

Valuation metrics for VFC: ROE of 13.8% (sector avg: 15%), net margin of 2.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is VFC's AI grade for 2026?

Our dual AI analysis gives V F Corp. a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VFC's free cash flow?

V F Corp.'s operating cash flow is $671.3M, with capital expenditures of N/A. FCF margin is 7.0%.

How does VFC compare to other Market stocks?

Vs Default sector averages: Net margin 2.7% (avg: 12%), ROE 13.8% (avg: 15%), current ratio 1.84 (avg: 1.8).

Is V F Corp. carrying too much debt?

VFC has a debt-to-equity ratio of 1.90x, which is above the Market sector average of 0.7x. However, the current ratio of 1.84 suggests adequate short-term liquidity.

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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: May 22, 2026 | Data as of: 2026-03-28 | Powered by Claude AI