Figs, Inc. (FIGS)
NYSEConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-09-15
$13.28-5.01%
Close 2026-09-15 · 1-day change
NYSEConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-09-15
Research Workspace
Put FIGS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Apparel, Accessories & Luxury Goods is in contraction. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 25% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 33%, softest on share dilution.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 46% in its worst 12-month stretch.
View RiskFIGS must sustain its growth to justify its current valuation. Revenue grew 28.8% year over year, and the last quarter beat expectations. It trades at 48× P/E versus a peer median of 15×. This suggests the price reflects less growth than forecasted. A specific risk is the potential for FIGS to cut guidance, which could negatively impact estimates. Peer multiples imply a price about 21% below where it trades. Our read remains intact.
Trailing returns as of 2026-09-15. FIGS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering FIGS (as of Sep 2026).
Based on 4 Wall Street analysts offering 12-month price targets for FIGS in the last 4 months.
Continue this research
Compare FIGS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FIGS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Apparel, Accessories & Luxury Goods — fair value, gap to price, and forward P/E.
Compare the value case
Put FIGS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Achieve 14% to 16% revenue growth in 2026
Strong quarter but revenue growth may not meet expectations.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $13.28
The last 12 months of price, then the range of analyst 12-month targets from today’s $13.28.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Expand adjusted EBITDA margin to 13.0% to 13.2% in 2026
Profitability beat supports EBITDA margin objective.