BBWI
Bath & Body Works, Inc.
BBWI has the edge over F overall, supported by stronger valuation and stronger fundamentals.
F
Ford Motor Company
F has slightly lower modeled downside risk, despite its lower overall score.
BBWI Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
BBWI's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
BBWI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 5.6x | $21.08 | — |
| Cheap | 6.8x | $25.98 | +23% |
| Forward | 7.9x | $21.08 | — |
| Fair | 9.6x | $36.49 | +73% |
| Expensive | 13x | $49.09 | +133% |
Historical ranges are pointers, not guarantees.
BBWI's PE is in its cheap range at 5.5x. On analysts' estimates for next year's earnings, today's price would be 7.9x.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
BBWI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Growth | |
| Stable | |
| Stable | |
| Moderate | |
| High |
Analysts expect BBWI's earnings to grow, with its revenue and profitability holding steady.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
F has the edge over BBWI on the outlook, with more favorable profitability expectations.
BBWI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.65 | -30% |
| Q3 2026 | $3.80 | +14% |
| Q2 2026 | $3.52 | -5.4% |
| Q1 2026 | $3.11 | -14% |
| Q4 2025 | $3.22 | -21% |
| Q3 2025 | $3.34 | -19% |
| Q2 2025 | $3.72 | -3.9% |
| Q1 2025 | $3.61 | -6% |
| Q4 2024 | $4.09 | +28% |
BBWI has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
BBWI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.5B | -2.3% |
| Q2 2026 | $1.4B | -3.2% |
| Q1 2026 | $2.7B | -2.3% |
| Q4 2025 | $1.6B | -1% |
| Q3 2025 | $1.5B | +1.5% |
| Q2 2025 | $1.4B | +2.9% |
| Q1 2025 | $2.8B | -4.3% |
| Q4 2024 | $1.6B | +3.1% |
BBWI's revenue fell from its 2021 peak and has held roughly level since: $1.5B last quarter, down 2.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | +4.1 points |
| Q2 2026 | 17% | +2.1 points |
| Q1 2026 | 22% | -2.3 points |
| Q4 2025 | 10% | -3.4 points |
| Q3 2025 | 10% | -1.8 points |
| Q2 2025 | 15% | +1.2 points |
| Q1 2025 | 24% | +0.4 points |
| Q4 2024 | 14% | -0.6 points |
BBWI has the edge over F on profitability, with a higher operating margin.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F has the edge over BBWI on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
BBWI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $23M | +$122M |
| Q2 2026 | $195M | +29% |
| Q1 2026 | $814M | -9.1% |
| Q4 2025 | -$1M | +$163M |
| Q3 2025 | -$99M | +$2M |
| Q2 2025 | $151M | +403% |
| Q1 2025 | $895M | +1.9% |
| Q4 2024 | -$164M | -$43M |
BBWI has the edge over F on cash flow, with more consistent year-over-year improvement.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F still generates free cash flow, though less than at its 2020 peak: $5.1B over the past year.
BBWI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | -4.3% | -9M shares |
| 3 years | -12% | -27M shares |
| 5 years | -28% | -78M shares |
| Available history | -27% | -74M shares |
BBWI has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $57M |
| Q4 2025 | $90M |
| Q3 2025 | $118M |
| Q2 2025 | $136M |
| Q1 2025 | $52M |
| Q4 2024 | $101M |
BBWI spent $147M buying back its own shares over the past year, down 64% from the year before.
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
BBWI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 2.0x | Moderate |
| Q1 2026 | 2.1x | Moderate |
| Q4 2025 | 2.5x | Moderate |
| Q3 2025 | 2.3x | Moderate |
| Q2 2025 | 2.1x | Moderate |
| Q1 2025 | 2.1x | Moderate |
| Q4 2024 | 2.6x | Moderate |
BBWI's net debt is about 1.9 years of its operating earnings (EBITDA), down from 2.3 years a year ago.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has the edge over BBWI on leverage, with a lower net debt burden relative to earnings.
BBWI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.1 | Neutral |
| Stochastic | 76.4 | Neutral |
BBWI's weekly RSI is 54 (neutral) and its Stochastic is 76 (neutral).
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
BBWI PE vs Consumer Cyclical Sector
| Metric | BBWI | Sector median | Relative |
|---|---|---|---|
| PE | 5.6x | 18x | 69% below |
| PE % | 5 | 47 | 42 pts below |
BBWI is trading at 5.5x earnings, a 69% discount to the Consumer Cyclical sector's median of 18x.
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
BBWI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $19.5 | 8% above |
| 20 week MA | $19.7 | 7.2% above |
| 50 week MA | $20.1 | 5% above |
| 100 week MA | $25.0 | 16% below |
| 200 week MA | $31.5 | 33% below |
BBWI has the edge over F on trend strength, trading above more of its moving averages.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
BBWI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.7 | $31.5 | +114% |
| 2021 | $31.5 | $69.5 | +121% |
| 2022 | $69.5 | $41.9 | -40% |
| 2023 | $41.9 | $43.2 | +2.9% |
| 2024 | $43.2 | $38.2 | -12% |
| 2025 | $38.2 | $19.8 | -48% |
| 2026 YTD | $19.8 | $21.1 | +6.5% |
BBWI has the edge over F on returns for 2026, with the stronger performance.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F's yearly returns have swung widely, from +129% in 2021 to −44% in 2022. It's down 11% so far in 2026.