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Reformation Inc.
Reformation Inc. (REF) is listed on NYSE and classified in Apparel Retail, part of the Consumer Cyclical sector. It is headquartered in Vernon, United States and has 1,353 employees. The company is worth $805.25M and trades at 68.2x its earnings of the last twelve months; the median for its sector is 17.7x. Revenue was $507.1M in fiscal 2025, up 15.7% from the year before. Net income was $12.64M. The share price is 21.0% below its 52-week high of $17.26. None of the 38 superinvestors we track reported it in their latest 13F. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
None of the investors we track reported a position in REF.
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Median P/E of 17.7 among peers in the sector.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Sector median of 10.3x operating profit, less net debt. Banks have no EBITDA.
Companies of similar size in Consumer Cyclical, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| WGOWinnebago Industries Inc | $28.57 | 21.2x | 0.7x | 5.04% | 2.80% | $807.64M |
| GOOSCanada Goose Holdings Inc. | $8.33 | 20.3x | 2.2x | 0.00% | 12.18% | $813.51M |
| DFHDream Finders Homes, Inc. | $8.79 | 6.2x | 0.6x | 0.00% | 9.42% | $795.8M |
| JMIAJumia Technologies AG |
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
3 methods answered, across 2 families.
Room for errors in the reported numbers.
-71.2% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| $5.91 |
| — |
| 844.3x |
| 0.00% |
| -216.21% |
| $789.73M |
| REREATRenew Inc. | $3.77 | 13.5x | 1.5x | 2.65% | 12.35% | $835.02M |
| SMPStandard Motor Products Inc | $37.68 | 9.4x | 1.2x | 3.50% | 12.53% | $841.78M |