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VF Corporation

VFC Consumer Cyclical Unknown Updated July 20, 2026
$16.91
52W $11.11 – $22.27
51/100
26.0
0.97
Explore VFC Further
📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+0.4%
-0.5%
0.82:1
Contested
Is VFC Bullish or Bearish?
Mixed. Innellis AI committee rates VF Corporation (VFC) Watch with a composite score of 51/100 , based on 7 analysts with 57% agreement. Last updated July 20, 2026.
Executive Summary
The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — high leverage (debt-to-equity 1.91) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
  • Positive MACD histogram signals bullish momentum.
  • Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
  • Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
  • Fundamental score is weak (34.0/100) — poor financial health or expensive valuation.
Price History (6M)
AI Investment Committee
Committee Consensus As of July 20, 2026
Overall Committee Score
51/100
Agreement
57%
Analysts
7
Conviction
Contested
Value Analyst neutral
51 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 15.9% shows genuine earnings power backing the valuation
− P/E of 26.1 is moderate-to-rich
Growth Analyst neutral
45 / 100 · High confidence
Moderate growth -- present but not remarkable
+ EPS growing 107.9% YoY
− Revenue declining -8.5% YoY -- this is not a growth story right now
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
30 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 1.91) amplifies downside in a stress scenario
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
53 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
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 2975.52)
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Investment Thesis Evolution

Committee score moved marginally from 50.9 to 50.9.

Analyst-level changes:
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-07-19 to 2026-07-20 (1 day apart).

Technical Analysis
RSI (14)
49.6
Neutral
MACD Histogram
0.073
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$16.79
Resistance
$16.94
Bollinger %B
0.54
Inside Bands
Price vs Moving Averages
EMA 9
$16.92 Below
EMA 21
$16.90 Above
EMA 50
$17.16 Below
EMA 200
$17.31 Below
Fundamental Analysis
Valuation
75
Growth
15
Profitability
0
Financial Health
43
Cash Flow
37
Valuation
P/E Ratio 26.0×
P/B Ratio 3.57×
PEG Ratio 0.01
Dividend Yield 0.02%
52W High $22.27
52W Low $11.11
Quality & Growth
ROE 13.8%
ROA 2.7%
Gross Margin 54.5%
Operating Margin 6.0%
Revenue Growth YoY
Debt / Equity 2.69
AI Fundamental Assessment
P/E ratio of 26.0 (moderate relative to a 15-40x range); Price-to-book of 3.6x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.5%; Current ratio of 1.84 (healthy short-term liquidity); Debt-to-equity of 2.69; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (1.30); Most recent quarter missed estimates by 207.7%; EPS growth decelerating (+7.7% -> -103.6% QoQ); Analyst estimates falling over recent quarters
Key Risks
  • Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
  • Fundamental score is weak (34.0/100) — poor financial health or expensive valuation.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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