Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FIGS
SELLFIGS, Inc. · Consumer Cyclical · United States · $1.6B · Avg Vol: $30M/d
COMPANY DESCRIPTION
FIGS, Inc. is a founder-led, digitally native healthcare apparel and lifestyle brand that designs and sells premium, technical scrubs and medical uniforms directly to healthcare professionals. The company's competitive moat lies in its strong brand equity, proprietary fabric technology (Technical Comfort), and a direct-to-consumer (DTC) model that bypasses traditional institutional distributors. By transforming a commoditized product into a highly desirable lifestyle brand, FIGS enjoys superior customer loyalty, high repeat purchase rates, and industry-leading gross margins.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 505.8M | 545.6M | 555.6M | 631.1M | 7.7% | 666.1M | 729.0M | 786.4M | 11.6% |
| EPS | 0.13 | 0.13 | 0.02 | 0.21 | 17.3% | 0.22 | 0.29 | 0.36 | 30.0% |
| Shares | 166.6M | 169.7M | 162.3M | 165.8M | -0.4% | 158.8M | — | — | — |
| Debt | 19.2M | 47.1M | 53.0M | 60.0M | 46.3% | 60.6M | — | — | — |
| Equity | 307.7M | 376.9M | 377.1M | 437.5M | 12.4% | — | — | — | — |
| Op CF | -35.3M | 100.9M | 81.2M | 61.2M | -22.1% | 48.7M | — | — | — |
| Inv CF | -5.8M | -117.2M | -94.9M | -64.0M | — | — | — | — | — |
| Fin CF | 3.5M | 0.7M | -44.8M | -1.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of FIGS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FIGS | FIGS, Inc.(you) | $1.6B | 31 | SELL |
| UAA | Under Armour, Inc. | $3.0B | 39 | HOLD |
| OXM | Oxford Industries, Inc. | $577M | 46 | HOLD |
| PVH | PVH Corp. | $3.7B | 69 | BUY |
| LAKE | Lakeland Industries, Inc. | $106M | 43 | HOLD |
| COLM | Columbia Sportswear Company | $3.2B | 85 | STRONG BUY |
| GIII | G-III Apparel Group, Ltd. | $1.5B | 97 | STRONG BUY |
| KTB | Kontoor Brands, Inc. | $4.6B | 86 | STRONG BUY |
| VFC | V.F. Corporation | $6.7B | 79 | BUY |
| PLCE | The Children's Place, Inc. | $54M | 12 | STRONG SELL |
Peer medians: ROE 9.9% · P/E 22.6x · Gross margin 37.5%