Bath & Body Works Inc vs VF Corp — how do they compare? Bath & Body Works Inc trades at $19.4 (market cap $4.12B), while VF Corp trades at $16.55 (market cap $6.62B). The key difference: VF Corp is the larger of the two by market cap, and Bath & Body Works Inc pays the higher dividend (3.92%). Which is the better fit depends on your goals.
| BBWI | VFC | |
|---|---|---|
Market Cap | $4.12B | $6.62B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $33.11 | $21.55 |
52-Week Low | $14.85 | $11.66 |
Enterprise Value | $8.01B | $10.77B |
Dividend Yield | 3.92% | 2.13% |
Signals from Pluang's Aura AI — not financial advice
BBWI trades at $20.42, up 0.44% today, with a bearish technical signal but attractive valuation metrics including a P/E of 5.8 and P/S of 0.58. Recent earnings show mixed quarterly beats, with Q1 2026 exceeding expectations. The company maintains solid profitability with a 10.03% net income margin and positive cash flow trends projected for 2026. Strategic initiatives include a new Ulta Beauty partnership and international expansion to drive growth amid declining revenue trends.
Outlook: BBWI presents a value opportunity with deep valuation discounts and operational strengths, though persistent revenue declines and high debt pose risks. Analyst consensus is cautiously optimistic with a $22 price target, suggesting modest upside potential if turnaround efforts gain traction against competitive and macroeconomic headwinds.
VFC trades at $16.88, up 0.66% on the day, with mixed technical signals showing bearish moving averages but neutral oscillators. Recent earnings show volatility with Q1 2026 missing estimates after previous beats. Revenue declined to $9.50B in 2025 with a net loss of $189.72M, though 2026 projects a return to profitability. The company maintains a solid gross margin of 54.78% and reduced debt-to-asset ratio to 42.42% in 2025.
Outlook hinges on execution of turnaround efforts, particularly brand performance at Vans. Analyst consensus is mixed with a $19.33 price target suggesting 14.5% upside, but weak consumer spending and competitive pressures pose near-term risks. Cash flow improvement in 2026 projections and continued deleveraging provide potential catalysts if operational trends stabilize.
Trailing returns across standard periods
Bath & Body Works is a specialty home fragrance and fragrant body care retailer operating under the Bath & Body Works, C.O. Bigelow, and White Barn brands. The company generates most of its business in North America, with less than 5% of sales from international markets in fiscal 2021. For fiscal 2021, 72% of sales stemmed from the brick-and-mortar network (which is composed of more than 1,700 retail stores), up from 65% in 2020, as consumer shopping patterns began to return to normal. Future growth is expected from store reformatting, digital and international channels, as well as new category expansion.
Read more on BBWI →VF designs, produces, and distributes branded apparel and accessories. Its largest apparel categories include action sports, outdoor, and workwear. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Supreme, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. The company has grown through multiple acquisitions and traces its roots to 1899.
Read more on VFC →