FOXFFox Factory Holding Corp.
Is the price fair?
A demanding price: priced for +20% a year vs −3% a year delivered and at the top of its own P/E range.
Priced for ~20% a year FCF growth. The price already bakes in strong, sustained growth.
Expensive vs its own history: P/E 188.6 vs a 29.2 median over 35 quarters (+546% vs median).
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What FOXF's price assumes
Today's price asks for 20% free cash flow growth a year; over the last three years Fox Factory Holding Corp. delivered −61%, the price is ahead of the record.
- Free cash flow yield
- 1.7%
Free cash flow yield · Auto Parts median 6.1%
- Growth the price implies
- +20%
Growth the price implies · The price pays for +20% free cash flow growth a year for a decade; the business has delivered −61% a year over the last three.
Details›
- EV / EBIToperating margin −18%: the multiple describes the denominator
- not meaningful
- Free cash flow, trailing twelve months
- $13M
- Market capitalisation
- $777M
- 3-year revenue growth
- −3.3%
- 3-year free cash flow growth
- −61%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.