Company Overview
Reformation Inc. manufactures and sells sustainable women's clothing and accessories in the United States and Internationally. It offers dresses, tops, pants, skirts, shorts, jeans, sweaters, shoes, jumpsuits, two-piece sets, outerwear, sleep and loungewear, swimwear, and accessories. The company also offers wedding collection. It retails its product through website, online channels, and stores, well as through wholesalers and other channels. The company was formerly known as REF Topco, Inc. and changed its name to Reformation Inc. in April 2025. Reformation Inc. was founded in 2009 and is headquartered in Vernon, California.
Why Investors Should Care
Revenue has grown at a 18.8% CAGR over the past five years.
Recent Developments
- Dec 2025 Revenue of $507.10M (+15.7% YoY); net profit $12.64M.
- Trailing 12 Months Year-on-year growth — revenue +24.1%, earnings +76.9%.
- 5-Year Trend Long-term compounding — revenue CAGR 18.8%, profit CAGR -27.3%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 18.76% |
| 1 Year: | 24.10% |
Compounded Profit Growth
| 5 Years: | -27.26% |
| 1 Year: | 76.90% |
Stock Price Performance
| 1 Year: | -10.08% |
| 6 Months: | - |
| 3 Months: | - |
| 1 Month: | -13.96% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- RSI (14)57.30 · Neutral
P/E of 58.96 is above the sector median of 18.98 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 18.8% over 5 years.
CONS
- Trading at a high P/E of 59.0.
- Earnings shrank at -27.3% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Consumer Cyclical).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | REF Reformation Inc. | 13.56 | 58.96 | $801.12M | 0.00% | 3.46% | 2.87% | 18.76% | -27.26% |
| 2 | AMZN Amazon.com, Inc. NDXSPXR3KAITECH | 256.97 | 20.66 | $2.77T | 0.00% | 13.33% | 30.56% | 24.04% | 32.72% |
| 3 | TSLA Tesla, Inc. NDXSPXR3KAI | 368.16 | 347.32 | $1.45T | 0.00% | 4.10% | 4.67% | 52.40% | 39.39% |
| 4 | HD The Home Depot, Inc. SPXR3K | 313.70 | 21.97 | $312.98B | 3.08% | 28.75% | 104.30% | 4.06% | 6.35% |
| 5 | BABA Alibaba Group Holding Limited AITECH | 112.66 | 25.43 | $280.03B | 0.93% | 4.16% | 6.36% | 5.62% | 12.49% |
| 6 | TM Toyota Motor Corporation | 191.45 | 8.46 | $226.71B | 3.23% | 5.24% | 12.40% | 10.91% | 16.22% |
| 7 | MCD McDonald's Corporation SPXR3K | 255.81 | 20.80 | $181.02B | 2.99% | 22.47% | - | 0.92% | 7.33% |
| 8 | TJX The TJX Companies, Inc. SPXR3K | 128.92 | 23.87 | $142.42B | 1.52% | 21.26% | 62.17% | 6.84% | 8.48% |
| 9 | BKNG Booking Holdings Inc. NDXSPXR3K | 180.30 | 20.03 | $139.71B | 0.87% | 70.23% | -96.88% | 16.93% | 22.07% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2025 | Mar 2026 |
|---|---|---|
| Revenue | 86.09M | 112.30M |
| Cost of Revenue | 34.21M | 33.30M |
| Gross Profit | 51.88M | 79.00M |
| Operating Expenses | 55.78M | 91.84M |
| Operating Income | -3.91M | -12.84M |
| EBITDA | -464.00K | -8.62M |
| Interest Expense | 4.15M | 3.27M |
| Pretax Income | -7.48M | -16.05M |
| Tax Provision | -1.93M | -3.90M |
| Net Income | -5.55M | -12.15M |
| Diluted EPS | -0.09 | -0.21 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Revenue | 359.52M | 438.16M | 507.10M |
| Cost of Revenue | 129.19M | 155.55M | 201.62M |
| Gross Profit | 230.34M | 282.61M | 305.49M |
| Operating Expenses | 192.76M | 229.95M | 276.67M |
| Operating Income | 37.58M | 52.66M | 28.82M |
| EBITDA | 47.23M | 66.49M | 44.60M |
| Interest Expense | 0 | 10.71M | 14.57M |
| Pretax Income | 38.75M | 45.68M | 16.86M |
| Tax Provision | 14.87M | 12.75M | 4.22M |
| Net Income | 23.89M | 32.93M | 12.64M |
| Diluted EPS | 0.40 | 0.56 | 0.21 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2024 | Dec 2025 |
|---|---|---|
| Total Assets | 873.77M | 937.87M |
| Current Assets | 164.31M | 160.91M |
| Cash & Equivalents | 87.68M | 65.47M |
| Inventory | 51.92M | 60.64M |
| Receivables | 12.29M | 18.41M |
| Total Liabilities | 447.16M | 497.07M |
| Current Liabilities | 81.71M | 106.14M |
| Long Term Debt | 155.01M | 147.72M |
| Total Debt | 307.74M | 339.48M |
| Total Equity | 426.61M | 440.80M |
| Shares Outstanding | 59.08M | 59.08M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Operating Cash Flow | 37.81M | 44.27M | 26.67M |
| Investing Cash Flow | -13.69M | -26.15M | -44.54M |
| Financing Cash Flow | 29.00K | -6.40M | -5.16M |
| Capital Expenditure | -13.69M | -26.15M | -44.54M |
| Free Cash Flow | 24.12M | 18.12M | -17.87M |
| Net Change in Cash | 24.14M | 11.72M | -23.03M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Gross Margin % | 64.1% | 64.5% | 60.2% |
| Operating Margin % | 10.5% | 12.0% | 5.7% |
| Net Margin % | 6.6% | 7.5% | 2.5% |
| ROE % | - | 7.7% | 2.9% |
| ROCE % | - | 6.6% | 3.5% |
Shareholding Pattern
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for REF
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REF — Frequently Asked Questions
What is the current share price of Reformation Inc. (REF)?
As of 2026-09-19 21:16 PDT, Reformation Inc. (REF) trades at $13.56 on NYSE. Its 52-week range is $13.32 to $16.84.
What is the market capitalisation of REF?
Reformation Inc. (REF) has a market capitalisation of $801.12M on NYSE.
What is the P/E ratio of REF?
REF trades at a trailing price-to-earnings (P/E) ratio of 58.96. The industry average P/E is 18.98. Its price-to-book (P/B) ratio is 1.93.
What is the return on equity (ROE) of REF?
REF has a return on equity (ROE) of 2.87%. Its return on capital employed (ROCE) is 3.46%.
Is REF a good stock to buy?
This page provides a data-driven analysis of Reformation Inc. (REF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.