Victoria's Secret (VSCO)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-09-04
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-09-04
QuarterlyIQ Insights · VSCO
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $85 VSCO trades at 30× p/e — 1.8× the 16× p/e peer median. The market is re-rating it beyond its own range; our $46 fair value is medium-confidence here. Analysts target $56–$110. Note: our $46 fair value sits below the entire analyst range ($56–$110). Even the durable-growth case — current growth held at sustainable margins — values it at about $77, at or below today's price, so you're paying beyond even the growth case. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $61.53 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $70.97 | — | — | Hist. CAGR | high |
| graham number | 12M | $25.16 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $78.14 | 17.9 | 4.87 | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
$56.00 – $110.00 (median $57.00) · 3 analysts · as of 2026-09-04
Only expensive valuation — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 43% over what the business is worth with no growth; closing that gap needs roughly 3.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $3.54/sh owner earnings.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
| $70.89 |
| 19.3 |
| 3.67 |
| TTM |
| high |
| Peer P/E | 12M | $46.24 | 16.3 | 2.83 | TTM | high |
| Peer P/S | 12M | $24.98 | 0.4 | 68.75 | TTM | high |
| PEG | 12M | $40.27 | 14.2 | 2.83 | TTM | high |
| residual income | 12M | $17.15 | — | — | TTM | high |
| triangulated | 12M | $48.78 | 16.3 | 2.99 | Triangulated | high |
| Peer P/FCF | 3Y | $81.02 | 19.3 | 4.20 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $115.57 | 16.3 | 7.07 | Analyst | medium |
| Peer P/S | 3Y | $40.29 | 0.4 | 110.90 | guidance | medium |
| PEG | 3Y | $100.63 | 14.2 | 7.07 | Analyst | medium |
| Peer P/FCF | 5Y | $88.56 | 19.3 | 4.59 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $152.84 | 16.3 | 9.35 | Analyst | medium |
| Peer P/S | 5Y | $53.28 | 0.4 | 146.66 | guidance | medium |
| PEG | 5Y | $133.09 | 14.2 | 9.35 | Analyst | medium |