AEO vs CRI

American Eagle Outfitters, Inc. and Carter's, Inc., both Consumer Cyclical

American Eagle Outfitters, Inc. is the larger company at $3.0B against $1.6B. On trailing earnings AEO is the cheaper of the two at a P/E of 10.9 against 13.7, a gap that is only a bargain if the two are growing at similar rates. Over the past year AEO returned +42% against +38% for CRI. Ryufin's sector-relative Smart Score puts AEO ahead, 9/10 against 6/10.

American Eagle Outfitters, Inc. and Carter's, Inc.compared on valuation, return and Ryufin’s Smart Score
FigureAEOCRI
Last close$17.59$34.28
Market cap$3.0B$1.6B
Trailing P/Elower is cheaper for the same earnings, not automatically better10.913.7
Dividend yield2.8%4.5%
1-year return+42%+38%
5-year return-42%-58%
Ryufin Smart Scoresector-relative, 1–109/106/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

American Eagle Outfitters, Inc.

Revenue of $1.2B in Q1 2026, net income $24M. Its largest reported line is American Eagle Brand, 59% of the disclosed total.

Carter's, Inc.

Revenue of $681M in Q1 2026, net income $14M. Its largest reported line is Retail, 66% of the disclosed total.

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