Quality Investor

Academy Sports and Outdoors, Inc.

Rank #148Value

ASO · Nasdaq · Consumer Cyclical

Academy Sports and Outdoors, Inc. (ASO) — Rank #148 by gross profitability (GP/assets 0.38) · ROE 17.3% · Piotroski F-Score 7 / 9.

As-of 2026-09-15 · CIK 0001817358 · all metrics point-in-time as of the filing date.

About

Academy Sports and Outdoors, Inc., through its subsidiaries, operates as a sporting goods and outdoor recreational retailer in the United States.

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The company's outdoors division comprises camping products, such as coolers and drinkware, camping accessories and equipment, and watersports and equipment; fishing products, including marine equipment and fishing rods, reels, and baits and equipment; and hunting products, which includes firearms, ammunition, archery and archery equipment, camouflage apparel, waders, shooting accessories, gun safes, optics, airguns, and hunting equipment. Its sports and recreation division offers fitness equipment, fitness accessories, and nutrition supplies; team and specialty sports equipment, including baseball, football, basketball, soccer, golf, racket sports, volleyball, backpacks, and sports bags; recreation products, which includes patio furniture, outdoor cooking, trampolines, and play sets, as well as wheeled goods that include bicycles, skateboards, and other ride-on toys; and electronics, watches, and sunglasses, as well as front-end products, such as consumables, batteries, etc. The company's apparel division provides outdoor and seasonal apparel, denim, work apparel, graphic t-shirts, accessories, and outerwear; boys and girls outdoor, and athletic apparel and swimwear; sporting and fitness apparel; and professional and collegiate team licensed apparel and accessories. Its footwear division offers casual shoes, slippers, seasonal footwear, and socks; work and western boots, shoes, and hunting footwear; boys and girls footwear; athletic footwear, such as running shoes, athletic lifestyle, and training shoes; and team and specialty sports footwear, and slides. The company sells its products under the Academy Sports + Outdoors, Magellan Outdoors, BCG, O'rageous, Game Winner, Outdoor Gourmet, Freely, R.O.W., Redfield, and H2OX brand names. Academy Sports and Outdoors, Inc.

was founded in 1938 and is headquartered in Katy, Texas.

Industry
Specialty Retail
Sector
Consumer Cyclical
State
DE
Filer Category
Large accelerated filer
Fiscal Year End
January 31

Price History

ASO+29.1% · +5.2% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/E and dividend yield are the primary valuation lenses for mature businesses.

Market Cap

$3.23B

P/E (annual)

9.5

P/S (annual)

0.5

P/B

1.5

P/OCF (annual)

7.4

Shareholder Yield

7.9%

Employees

22,000

Industry

Specialty Retail

Exchange

Nasdaq

Signal Flags

3 green1 red
Revenue growth acceleratingGrowth rate increasing year over year
Deferred revenue growingRevenue and deferred revenue both growing — retention signal
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 2-quarter streak
Operating margin decliningOperating margin lower than prior year

Quality Profile

Profitability

1/1 pass
GP / assets
0.38
Return on equity
17.3%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
1.53
Current ratio
1.74×
Net cash
-$195.94M

Cash Flow

2/3 pass
Positive FCF
PASS
Cash-backed earnings
WARN
Accruals healthy
PASS
SBC / revenue
0.3%

Growth

2/2 pass
Revenue growth
2.0%
Piotroski F-Score
7 / 9
Share dilution
-6.9%

Terry Smith quality gate

Passes 0/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

4.7%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Buyback tailwind: -6.9% — per-share value needs a total required return of -2.1% once share-count change is priced in.

vs. own 6-year median revenue growth: -0.8%

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

0.6%

r = 10% (base)

4.7%

r = 12%

8.3%

Net debt / market cap: 5.5%

Base FCF: $222.1M3Y mean FCF: $292.9M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

9.0xFair
5.6xmed 8.8x106.1x

P / S

Price / revenue per share

0.6xFair
0.4xmed 0.6x0.9x

P / B

Price / book value per share

1.6xCheap
1.6xmed 2.4x3.3x

P / GP

Price / gross profit per share

1.6xFair
1.4xmed 1.7x2.5x

P / FCF

Price / free cash flow per share

15.3xExpensive
2.6xmed 11.9x25.6x

Dividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).

Profitability

Gross profitability (GP / assets)

0.38

Primary signal (Novy-Marx).

10th of 14 SIC 59 peers

Return on equity

17.3%

Gross margin

34.8%

8th of 14 SIC 59 peers

Revenue growth (YoY)

2.0%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2023202420252026
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

-1.8%

Revenue CAGR (5Y)

1.2%

Earnings CAGR (3Y)

-15.7%

FCF CAGR (3Y)

-20.6%

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

1.53

7th of 10 SIC 59 peers (best = lowest)

Current ratio

1.74×

7th of 14 SIC 59 peers

Quick ratio

0.27×

Net cash

-$195.94M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$222.13M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

-0.41

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

WARN

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.3%

Stock-based comp intensity.

Dividend safety

Composite score

3.2 / 5

Good
Payout ratio
9.2%5/5 Strong
FCF coverage
6.41×5/5 Strong
Dividend growth streak
3 yr2/5 Fair
Balance-sheet health
D/E 1.53 · IC N/A1/5 Weak

Piotroski F-Score

F-Score

7 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20212026
Op. Leverage
Decline
Value