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Columbia Sportswear

COLM Consumer Cyclical Unknown Updated July 31, 2026
$59.39
52W $47.47 – $69.06
57/100
$3.04B
15.4
0.94
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+9.3%
-1.6%
5.89:1
Contested

Is COLM Bullish or Bearish?

Mixed. Innellis AI committee rates Columbia Sportswear (COLM) Watch with a composite score of 57/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +3.42 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -16.58 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. Growth Analyst remains cautious — eps declining -19.5% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 21 articles, 14d) — News
Bear Case
  • EPS declining -19.5% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
57/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 26%
of 124 Consumer Cyclical peers
Value Analyst bullish
62 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
Growth Analyst bearish
32 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -19.5% YoY despite any revenue growth
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Risk Analyst bullish
75 / 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 21 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 56.7 to 56.6.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: stance neutral->bullish; score 58->64 (+6); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
30.8
Neutral
MACD Histogram
-0.196
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$58.45
Resistance
$64.92
Bollinger %B
-0.28
Below Lower Band
Price vs Moving Averages
EMA 9
$62.43 Below
EMA 21
$62.94 Below
EMA 50
$62.91 Below
EMA 200
$60.94 Below

Fundamental Analysis

Valuation
97
Growth
42
Profitability
0
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio 15.4×
P/B Ratio 1.92×
PEG Ratio -7.58
Dividend Yield 0.02%
52W High $69.06
52W Low $47.47
Quality & Growth
ROE 10.4%
ROA 6.0%
Gross Margin 52.0%
Operating Margin 7.9%
Revenue Growth YoY
Debt / Equity 0.29
AI Fundamental Assessment
P/E ratio of 15.4 (inexpensive relative to a 15-40x range); Price-to-book of 1.9x; PEG ratio of -7.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.5%; Current ratio of 2.49 (healthy short-term liquidity); Debt-to-equity of 0.29; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (6.19); Most recent quarter missed estimates by 127.3%; EPS growth decelerating (-20.0% -> -178.8% QoQ); Average YoY EPS growth of -115.8%; Analyst estimates rising over recent quarters
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Explore COLM Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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