Five Below (FIVE) Stock Analysis
This is a peer-relative look at Five Below (FIVE): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Consumer Discretionary Distribution & Retail peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | FIVE |
|---|---|
| Name | Five Below, Inc. |
| Country/Region | United States |
| GICS Sector | Consumer Discretionary |
| GICS Industry Group | Consumer Discretionary Distribution & Retail |
| GICS Industry | Specialty Retail |
| GICS Sub-Industry | Other Specialty Retail |
| Market Capitalization | 13.23 billion USD |
| Currency | USD |
| Exchange | Nasdaq |
| Listing Date | July 19, 2012 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: FIVE | Industry group median |
|---|---|---|
| Total Return (1Y) | 65.94% | 9.80% |
| Total Return (3Y, Annualized) | 12.84% | 9.74% |
| Total Return (5Y, Annualized) | 3.41% | -0.72% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: FIVE | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 39.34% | 48.29% |
| Beta (5Y) | 0.89 | 1.08 |
| Max Drawdown (5Y) | -74.52% | -68.45% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: FIVE | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | 1.57 | 0.10 |
| Sortino Ratio (1Y) | 2.33 | 0.16 |
Profitability
ROE (TTM)
Five Below (FIVE) posts ROE of 28.25%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.
FIVE
Consumer Discretionary Distribution & Retail industry group
28.25%
Group distribution
- Max
- 62.17%
- Q3
- 29.44%
- FIVE
- 28.25%
- Median
- 15.69%
- Q1
- 6.73%
- Min
- -12.16%
Largest peers
- HD
- 104.30%
- TJX
- 62.17%
- FIVE
- 28.25%
- AMZN
- 27.42%
- PDD
- 22.75%
- BABA
- 6.36%
- LOW
- --
Net Margin (TTM)
Five Below (FIVE) keeps 11.65% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
FIVE
Consumer Discretionary Distribution & Retail industry group
11.65%
Group distribution
- Max
- 16.94%
- FIVE
- 11.65%
- Q3
- 8.69%
- Median
- 3.55%
- Q1
- 1.14%
- Min
- -9.41%
Largest peers
- PDD
- 20.43%
- AMZN
- 16.90%
- FIVE
- 11.65%
- TJX
- 9.73%
- HD
- 8.41%
- LOW
- 7.35%
- BABA
- 7.04%
Operating Margin (TTM)
Five Below (FIVE) turns 8.86% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.
FIVE
Consumer Discretionary Distribution & Retail industry group
8.86%
Group distribution
- Max
- 21.45%
- Q3
- 10.89%
- FIVE
- 8.86%
- Median
- 5.57%
- Q1
- 2.28%
- Min
- -7.12%
Largest peers
- PDD
- 24.71%
- AMZN
- 13.90%
- LOW
- 13.37%
- HD
- 12.86%
- TJX
- 10.91%
- FIVE
- 8.86%
- BABA
- 7.30%
Profitability Metrics
| Metric | Current stock: FIVE | Industry group median |
|---|---|---|
| ROE (TTM) | 28.25% | 15.69% |
| ROA (TTM) | 7.84% | 5.18% |
| Net Margin (TTM) | 11.65% | 3.55% |
| Operating Margin (TTM) | 8.86% | 5.57% |
| Gross Margin (TTM) | 37.58% | 38.87% |
Growth
Revenue Growth
Five Below (FIVE) grew revenue 22.90%, in the upper peer quartile. The top line is expanding faster than at most industry peers, which points to share gains or stronger pricing.
EPS Growth
Five Below (FIVE) grew earnings per share 40.65%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.
Growth Metrics
| Metric | Current stock: FIVE | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 22.90% | 5.64% |
| Revenue Growth (3Y CAGR) | 15.70% | 3.32% |
| EPS Growth (YoY) | 40.65% | 0.28% |
| EPS Growth (3Y CAGR) | 11.32% | -5.08% |
Financial Strength
Current Ratio (MRQ)
Five Below (FIVE) has current ratio of 2.22, above the industry’s typical middle range. Liquidity looks ample versus peers, though an unusually high cushion can also mean idle current assets or inefficient working capital.
FIVE
Consumer Discretionary Distribution & Retail industry group
2.22
Group distribution
- Max
- 2.62
- FIVE
- 2.22
- Q3
- 1.75
- Median
- 1.35
- Q1
- 1.00
- Min
- 0.48
Largest peers
- PDD
- 2.62
- FIVE
- 2.22
- BABA
- 1.36
- TJX
- 1.15
- LOW
- 1.11
- HD
- 1.08
- AMZN
- 0.99
Debt / Equity (MRQ)
Five Below (FIVE) has debt-to-equity ratio of 0.82, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
FIVE
Consumer Discretionary Distribution & Retail industry group
0.82
Group distribution
- Max
- 3.93
- Q3
- 2.14
- Median
- 1.25
- FIVE
- 0.82
- Q1
- 0.73
- Min
- 0.01
Largest peers
- HD
- 3.80
- TJX
- 1.34
- FIVE
- 0.82
- AMZN
- 0.50
- BABA
- 0.24
- PDD
- 0.01
- LOW
- --
Financial Strength Metrics
| Metric | Current stock: FIVE | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 2.22 | 1.35 |
| Debt / Equity (MRQ) | 0.82 | 1.25 |
| Net Debt / EBITDA | 1.04 | 2.50 |
Dividends
Dividend Yield (TTM)
Five Below (FIVE) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.
FIVE
Consumer Discretionary Distribution & Retail industry group
0.00%
Group distribution
- Max
- 5.84%
- Q3
- 2.50%
- FIVE
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- BABA
- 6.70%
- LOW
- 2.13%
- HD
- 1.32%
- TJX
- 1.31%
- FIVE
- 0.00%
- AMZN
- 0.00%
- PDD
- 0.00%
Dividend Payout Ratio (TTM)
Five Below (FIVE) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.
FIVE
Consumer Discretionary Distribution & Retail industry group
0.00%
Group distribution
- Max
- 72.73%
- Q3
- 32.44%
- FIVE
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- HD
- 64.80%
- LOW
- 41.00%
- TJX
- 32.50%
- BABA
- 25.44%
- FIVE
- 0.00%
- AMZN
- 0.00%
- PDD
- 0.00%
Dividend Metrics
| Metric | Current stock: FIVE | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Five Below (FIVE) trades at P/E ratio of 21.53, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
FIVE
Consumer Discretionary Distribution & Retail industry group
21.53
Group distribution
- Max
- 40.50
- Q3
- 24.26
- FIVE
- 21.53
- Median
- 19.23
- Q1
- 12.64
- Min
- 4.67
Largest peers
- BABA
- 26.50
- TJX
- 25.06
- HD
- 24.04
- FIVE
- 21.53
- AMZN
- 20.96
- LOW
- 18.98
- PDD
- 9.34
P/S Ratio (TTM)
Five Below (FIVE) trades at 2.49 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.
FIVE
Consumer Discretionary Distribution & Retail industry group
2.49
Group distribution
- Max
- 4.32
- FIVE
- 2.49
- Q3
- 1.99
- Median
- 0.70
- Q1
- 0.26
- Min
- 0.03
Largest peers
- AMZN
- 3.52
- FIVE
- 2.49
- TJX
- 2.39
- HD
- 2.03
- LOW
- 1.39
- PDD
- 0.26
- BABA
- 0.26
P/B Ratio (MRQ)
Five Below (FIVE) trades at 5.34 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.
FIVE
Consumer Discretionary Distribution & Retail industry group
5.34
Group distribution
- Max
- 10.96
- FIVE
- 5.34
- Q3
- 5.26
- Median
- 2.16
- Q1
- 1.08
- Min
- -4.45
Largest peers
- HD
- 20.63
- TJX
- 13.99
- FIVE
- 5.34
- AMZN
- 4.57
- PDD
- 1.74
- BABA
- 1.63
- LOW
- -16.94
Valuation Metrics
| Metric | Current stock: FIVE | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 21.53 | 19.23 |
| P/S Ratio (TTM) | 2.49 | 0.70 |
| P/B Ratio (MRQ) | 5.34 | 2.16 |
| Free Cash Flow Yield (TTM) | 2.78% | 3.57% |