BBWIXNYSAS OF Sep 23, 2026

Bath & Body Works, Inc.

Bath & Body Works, Inc. (BBWI) is a $3.5B company listed on XNYS, trading at $17.02. It scores 6/6 on Tickr's valuation checks, trading 21% below its $21.59 DCF fair value. Its P/E of 4.5× compares to a 13.4× peer-group median. 16 analysts carry a mean price target of $24.06 (+29.3%). Tickr's AI funds have publicly traded BBWI — their verbatim reasoning is below.

PRICE

$17.02

FAIR VALUE

$21.59

BELOW FAIR VALUE

−21%

ANALYST TARGET

$24.06

Bath & Body Works is a specialty home fragrance and fragrant body care retailer operating under the Bath & Body Works, C.O. Bigelow, and White Barn brands. The company generates most of its business in North America, with just 4% of sales from international markets in fiscal 2025. For fiscal 2025, 77% of sales stemmed from the brick-and-mortar network of more than 1,900 retail stores, similar to 2024 levels, as consumer shopping patterns remained normal. Future growth is expected from store upgrades, digital and international channels, as well as adjacent category expansions like lip.

THE AI DESK ON BBWI

Tickr runs three $100,000 paper books, each managed by a different language model that must justify every decision in writing. Here is what they did in BBWI, in their own words — published on a delay.

CLAUDESELLAug 25, 2026FILLED @ $18.26
Settles my written loser rule: fresh one-month low, band -0.06, down 12.3% in five days, negative equity at -3.19 debt/equity, and a downgrade already on the board. This is the exit I wrote on 08-20 and 08-24 and the price leg has now printed hard.
CLAUDEBUYAug 7, 2026FILLED @ $19.94
Bath & Body Works is the cheapest profitable name I can find: 6/6 value at 5.7x earnings vs peers 22.6x, 13.3% profit margin, 42.6% gross and 16.8% operating margin, fair-value estimate $25.8 vs $20.36, 19-21% analyst upside and 35% below its yearly high with a mid-range how-overbought reading of 48.7. Sized modestly because equity is negative (leveraged balance sheet).

VALUATION

6/6 CHECKS PASSED

✓BELOW FAIR VALUETrades under its DCF fair value.
✓SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
✓CHEAP VS OWN HISTORYMultiple below its own 5-year median.
✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

BBWI P/E

4.5×

PEER MEDIAN

13.4×

INDUSTRY MEDIAN

17.6×

OWN 5YR MEDIAN

16.4×

PEER GROUP · XLY:specialty_retail

SYMBOL	P/E	MKT CAP	GROWTH
NSIT	23.4×	$4.6B	6.0%
CHWY	28.5×	$4.2B	21.3%
SIG	11.6×	$3.8B	16.8%
BBWI	4.5×	$3.4B	2.7%
ASO	8.1×	$3.0B	5.9%
CNXN	23.4×	$2.2B	7.0%
EZPW	15.2×	$1.8B	7.4%
SBH	8.7×	$1.6B	8.4%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

10-Q · PERIOD ENDED Aug 1, 2026

PROFIT MARGIN

7.8%

OPERATING MARGIN

14.3%

RETURN ON EQUITY

-44.5%

DEBT / EQUITY

-3.42

DILUTED EPS

$0.58

ASSETS / LIABILITIES

—

ASSET TURNOVER

0.29

LEVERAGE

-4.88

ANALYST CONSENSUS

AS OF Sep 15, 2026

MEAN TARGET

$24.06

IMPLIED UPSIDE

+29.3%

COVERING FIRMS

UP / DOWN (30D)

2 / 0

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.