SI
Signet Jewelers Ltd
SIG—
Signet Jewelers Ltd AI Insights
Informational only. Not investment advice.Snapshot
- EPS growth TTM of 162% vs revenue growth of 1.4% 5Y - margin expansion and buybacks driving earnings leverage, not organic growth.[EPS Growth 1Y]
- Inventory of 2.1B is 39% of total assets and 9x cash - significant working capital tied up in slow-moving luxury goods.[Inventory]
- FCF TTM of 591M (8.7% yield on market cap) funds buybacks while debt/equity at 0.67 remains manageable.[Free Cash Flow TTM]
Watch Triggers
- Gross Margin TTM: Falls below 38% — Signals pricing power erosion or promotional intensity that would compress FCF and buyback capacity.
- Inventory: Rises above 2.3B or inventory days increase >10% — Indicates demand weakness requiring markdowns that destroy margins.
- Free Cash Flow TTM: Falls below 400M — Threatens buyback program that drives EPS growth thesis.
Bull Case
PE of 10.3x vs industry median 14.5x with 8.7% FCF yield - valuation discount despite sector-leading profitability (8% operating margin vs 3.8% median).
PE RatioFree Cash Flow TTMOperating Margin TTM
Payables increased 143M while inventory dropped 119M TTM - working capital optimization releasing cash for shareholder returns.
Change in Account PayableChange in Inventory
Bear Case
Revenue 5Y CAGR of 1.4% in discretionary luxury retail - EPS growth is financial engineering, not fundamental demand growth.
Total Revenue 5Y GrowthEPS Growth 1Y
Goodwill of 428M is 25% of equity and 43% of tangible book - acquisition-driven strategy carries impairment risk in downturn.
GoodwillTangible Book Value
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
FCF-funded buybacks will continue driving EPS growth despite flat revenue environment.
1-3ymed
- 591M FCF vs 3.4B market cap = 17% buyback capacity
- Share count reduction accelerating EPS math
- Stable gross margins near 40%
EPS 8.05 TTM with 162% 1Y growthFCF margin 8.7% sustainableDebt/equity 0.67 allows continued returns
Valuation Context
Caveats
Public Strategies Rankings
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SIG Fundamentals
Retail Trade → Clothing and Clothing Accessories Stores
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$3.92B | — | ||
$4.84B | — | ||
12 | — | ||
$6.82B | -0.4% | — | |
$8.05 | -29.9% | — | |
8.07% | +0.0% | — | |
2.13% | -6.4% | — | |
$591.0M | +43.5% | — | |
0.08 | -26.6% | — | |
Beta 5Y (Monthly) | unknown | — |
SIG Dividend History
70 dividends
2026
$0.320001/23/26$0.3200
2025
$1.250010/24/25$0.3200
07/25/25$0.3200
04/25/25$0.3200
01/24/25$0.2900
2024
$1.100010/25/24$0.2900
07/26/24$0.2900
04/25/24$0.2900
01/25/24$0.2300
2023
$0.890010/26/23$0.2300
07/27/23$0.2300
04/27/23$0.2300
01/26/23$0.2000
2022
$0.780010/27/22$0.2000
07/28/22$0.2000
04/28/22$0.2000
01/27/22$0.1800
2021
$0.360010/28/21$0.1800
07/29/21$0.1800
2019
$1.480010/31/19$0.3700
08/01/19$0.3700
05/02/19$0.3700
01/31/19$0.3700
2018
$1.420011/01/18$0.3700
08/02/18$0.3700
05/03/18$0.3700
02/01/18$0.3100
2017
$1.190010/26/17$0.3100
07/26/17$0.3100
04/26/17$0.3100
01/25/17$0.2600
2016
$1.000010/26/16$0.2600
07/27/16$0.2600
04/27/16$0.2600
01/28/16$0.2200
2015
$0.840010/29/15$0.2200
07/30/15$0.2200
04/30/15$0.2200
01/29/15$0.1800
2014
$0.690010/29/14$0.1800
07/30/14$0.1800
04/30/14$0.1800
01/29/14$0.1500
2013
$0.570010/30/13$0.1500
07/31/13$0.1500
05/01/13$0.1500
01/24/13$0.1200
2012
$0.460010/24/12$0.1200
07/25/12$0.1200
04/25/12$0.1200
01/25/12$0.1000
2011
$0.100010/26/11$0.1000
2008
$0.318309/24/08$0.1920
05/21/08$0.1263
2007
$1.455409/26/07$0.1920
05/30/07$1.2634
2006
$1.190009/20/06$0.1684
05/31/06$1.0216
2005
$1.113010/05/05$0.1508
06/08/05$0.9622
2004
$2.023010/06/04$1.2372
06/02/04$0.7858
2003
$0.674010/08/03$0.1078
06/04/03$0.5662
2002
$0.527410/09/02$0.0964
06/05/02$0.4310
2001
$0.474410/10/01$0.0850
06/06/01$0.3894
2000
$0.461410/11/00$0.0774
06/01/00$0.3840
SIG Stock Splits
2 stock splits
09/11/082:1 split
10/19/040.333333:1 split
SIG SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
12/05/25 | 11/01/25 | 10-Q | |
09/05/25 | 08/02/25 | 10-Q | |
06/03/25 | 05/03/25 | 10-Q | |
03/19/25 | 02/03/25 | Unknown | |
12/05/24 | 11/02/24 | 10-Q | |
09/12/24 | 08/03/24 | 10-Q | |
06/13/24 | 05/04/24 | 10-Q | |
03/21/24 | 02/03/24 | 10-K | |
12/05/23 | 10/28/23 | 10-Q | |
08/31/23 | 07/29/23 | 10-Q | |
06/08/23 | 04/29/23 | 10-Q | |
03/16/23 | 01/28/23 | 10-K | |
12/06/22 | 10/29/22 | 10-Q | |
09/01/22 | 07/30/22 | 10-Q | |
06/09/22 | 04/30/22 | 10-Q | |
03/17/22 | 01/29/22 | 10-K | |
12/02/21 | 10/30/21 | 10-Q | |
09/02/21 | 07/31/21 | 10-Q | |
06/10/21 | 05/01/21 | 10-Q | |
03/19/21 | 01/30/21 | 10-K | |
12/03/20 | 10/31/20 | 10-Q | |
09/03/20 | 08/01/20 | 10-Q | |
07/01/20 | 05/02/20 | 10-Q | |
03/26/20 | 02/01/20 | 10-K | |
12/05/19 | 11/02/19 | 10-Q | |
09/05/19 | 08/03/19 | 10-Q | |
06/06/19 | 05/04/19 | 10-Q | |
04/03/19 | 02/02/19 | 10-K | |
12/07/18 | 11/03/18 | 10-Q | |
09/06/18 | 08/04/18 | 10-Q | |
06/12/18 | 05/05/18 | 10-Q | |
04/02/18 | 01/31/18 | 10-K | |
12/01/17 | 10/28/17 | 10-Q | |
08/29/17 | 07/29/17 | 10-Q | |
06/01/17 | 04/29/17 | 10-Q | |
03/16/17 | 01/28/17 | 10-K | |
11/29/16 | 10/29/16 | 10-Q | |
08/31/16 | 07/30/16 | 10-Q | |
06/03/16 | 04/30/16 | 10-Q | |
03/24/16 | 01/30/16 | 10-K | |
12/04/15 | 10/31/15 | 10-Q | |
09/03/15 | 08/01/15 | 10-Q | |
06/03/15 | 05/02/15 | 10-Q | |
03/26/15 | 01/31/15 | 10-K | |
12/08/14 | 11/01/14 | 10-Q | |
09/10/14 | 08/02/14 | 10-Q | |
06/03/14 | 05/03/14 | 10-Q | |
03/27/14 | 02/01/14 | 10-K | |
11/26/13 | 11/02/13 | 10-Q | |
08/29/13 | 08/03/13 | 10-Q | |
05/23/13 | 05/04/13 | 10-Q | |
03/28/13 | 02/02/13 | 10-K | |
11/20/12 | 10/27/12 | 10-Q | |
08/23/12 | 07/28/12 | 10-Q | |
05/24/12 | 04/28/12 | 10-Q | |
03/22/12 | 01/28/12 | 10-K | |
11/22/11 | 10/29/11 | 10-Q | |
08/25/11 | 07/30/11 | 10-Q | |
05/26/11 | 04/30/11 | 10-Q | |
03/30/11 | 01/29/11 | 10-K | |
11/30/10 | 10/30/10 | 10-Q | |
08/27/10 | 07/31/10 | 10-Q | |
06/01/10 | 05/01/10 | 10-Q | |
03/30/10 | 01/30/10 | 10-K | |
11/24/09 | 10/31/09 | 6-K | |
09/09/09 | 08/01/09 | 6-K | |
06/04/09 | 05/02/09 | 6-K | |
01/31/09 | 01/31/09 | 20-F | |
10/31/08 | 10/30/08 | Unknown | -- |
07/31/08 | 07/31/08 | Unknown | -- |
05/09/08 | 04/30/08 | 6-K | |
01/31/08 | 01/29/08 | Unknown | -- |
10/31/07 | 10/30/07 | Unknown | -- |
07/31/07 | 07/31/07 | 6-K | |
04/30/07 | 04/30/07 | Unknown | -- |
05/04/07 | 01/28/07 | Unknown | -- |
10/31/06 | 10/31/06 | 6-K | |
07/31/06 | 07/31/06 | 6-K | |
04/30/06 | 04/30/06 | Unknown | -- |
05/04/06 | 01/31/06 | 20-F | |
10/31/05 | 10/30/05 | Unknown | -- |
07/31/05 | 07/31/05 | Unknown | -- |
04/30/05 | 04/30/05 | Unknown | -- |
05/03/05 | 01/28/05 | Unknown | -- |
10/31/04 | 10/30/04 | Unknown | -- |
07/31/04 | 07/31/04 | Unknown | -- |
04/30/04 | 04/30/04 | Unknown | -- |
04/22/04 | 01/29/04 | Unknown | -- |
10/31/03 | 10/30/03 | Unknown | -- |
07/31/03 | 07/31/03 | Unknown | -- |
04/30/03 | 04/30/03 | Unknown | -- |
04/24/03 | 01/28/03 | Unknown | -- |
10/31/02 | 10/30/02 | Unknown | -- |
07/31/02 | 07/31/02 | Unknown | -- |
04/30/02 | 04/30/02 | Unknown | -- |
05/16/02 | 01/28/02 | Unknown | -- |
10/31/01 | 10/30/01 | Unknown | -- |
07/31/01 | 07/31/01 | Unknown | -- |
04/30/01 | 04/30/01 | Unknown | -- |
01/31/01 | 01/28/01 | Unknown | -- |
10/31/00 | 10/30/00 | Unknown | -- |
07/31/00 | 07/31/00 | Unknown | -- |
04/30/00 | 04/30/00 | Unknown | -- |
01/31/00 | 01/29/00 | Unknown | -- |