Consumer Cyclical · Apparel - Manufacturers · $2.4B market cap
Overlooked
Strong Foundation
$14.52
Updated 2026-04-11
Discovery Thesis
AI-generated catalyst thesis will be available after transcript analysis. The quantitative signals below highlight why this company appears to be at an inflection point.
Quantitative summary: 4Q earnings beats, PEG 0.24, ROIC improving.
Three-Pillar Score Breakdown
Valuation
✦ Reasonably Priced
FIGS trades at a PEG of 0.24 — paying less than half the typical price for its growth rate.
Inflection Signals
Revenue Acceleration
4Q data
QoQ growth: -0.1774 → 0.2221 → -0.0064 → 0.3312
Margin Expansion
1Q streak
Margins: -0.0017 → 0.065 → 0.0635 → 0.0932
ROIC Trend
3.3%
0.0 → 0.0131 → 0.0151 → 0.0328
Insider Buying
0 buys (90d)
PEG Ratio
0.24
Below 1.0 — undervalued relative to growth
Debt Paydown
D/E 0.137
0.135 → 0.13 → 0.131 → 0.137
Relative Strength (6M)
106.1%
Earnings Surprise Streak
2026-02-26
+400.0%
$0.1 vs $0.02
2025-11-06
+150.0%
$0.05 vs $0.02
2025-08-07
+100.0%
$0.04 vs $0.02
2025-05-08
+93.7%
$-0.00063 vs $-0.01
Foundation — Business Quality
Revenue Growth (YoY)
13.6%
Overlooked — Why the Market Hasn't Noticed
Analyst Coverage
1 analyst
Very low coverage
Market Cap
$2.4B
Sweet spot ($2-10B)
ETF Inclusion
Not in top ETFs