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Upturn AI Summary - About
National Vision Holdings Inc(EYE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EYE
11/09/2026: EYE (1-star) is currently NOT-A-BUY. Pass it for now.
National Vision Holdings Inc is a major US optical retailer known for its value-oriented focus, providing eye exams, frames, and contact lenses through its prominent retail brands. The company has historically grown by expanding its store footprint and leveraging managed care partnerships. Its primary growth opportunity lies in capturing market share among price-sensitive consumers, though it faces intense competition from both big-box retailers and e-commerce platforms. Key risks include labor shortages for optometrists and sensitivity to consumer spending fluctuations. The stock may suit investors interested in retail growth, though it remains a volatile play in a crowded market, and investors should monitor optometry staffing and store profitability metrics.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers unit growth potential but faces significant competitive and margin headwinds. |
| Momentum investor | Weak fit | The stock lacks strong positive momentum signal currently. |
| Value investor | Mixed fit | While price may seem attractive, fundamental valuation depends on the company's ability to stabilize margins. |
| Dividend investor | Weak fit | The company does not pay a dividend. |
| Low-risk investor | Weak fit | The stock exhibits significant volatility and industry-specific execution risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock has historically experienced significant price swings tied to earnings reports and retail sentiment. |
| Valuation risk | Medium | Market expectations for growth must align with actual store performance to support current valuations. |
| Competition risk | High | Intense pressure from online optical retailers and big-box store competitors threatens market share. |
| Business quality | Medium | The business relies heavily on labor-intensive in-store optometry models which are difficult to scale efficiently. |
| Dividend income | Low / none | Investors should not rely on this stock for current income. |
| Execution risk | Medium / high | The ability to recruit and retain optometrists is a critical bottleneck for store productivity. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 2.76% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.42B USD | Price to earnings Ratio 28.87 | 1Y Target Price 27.5 |
Price to earnings Ratio 28.87 | 1Y Target Price 27.5 | ||
Volume (30-day avg) 1.8M shares | Beta 0.93 | 52 Weeks Range 14.75 - 30.02 | Updated Date 11/08/2026 |
52 Weeks Range 14.75 - 30.02 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.62 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Retail Optical | Sale of eyeglasses, contact lenses, and accessories. | Most revenue comes from customers buying glasses and contacts in-store. |
| Eye Exams | Professional fees for eye exams conducted in-store. | Exams drive foot traffic and are the gateway to optical product sales. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-12 | When Before Market | Estimate 0.06 | Actual - |
Profitability
Profit Margin 2.47% | Operating Margin (TTM) 4.89% |
Management Effectiveness
Return on Assets (TTM) 2.93% | Return on Equity (TTM) 5.76% |
Valuation
Trailing PE 28.87 | Forward PE 17.04 | Enterprise Value 2.08B | Price to Sales(TTM) 0.7 |
Enterprise Value 2.08B | Price to Sales(TTM) 0.7 | ||
Enterprise Value to Revenue 1.02 | Enterprise Value to EBITDA 11.29 | Shares Outstanding 79.07M | Shares Floating 77.00M |
Shares Outstanding 79.07M | Shares Floating 77.00M | ||
Percent Insiders 2.69 | Percent Institutions 128.71 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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