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Five Below Inc(FIVE)
Top performer •
Today’s top pick 
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 FIVE
11/13/2026: FIVE (4-star) is a STRONG-BUY. BUY for 10 days. Simulated Profits (3.23%). Updated daily EoD!
Five Below is a specialty value retailer known for a trend-driven, 'treasure-hunt' shopping experience aimed at younger generations. The company has historically delivered strong growth by scaling its store footprint and offering high-margin, low-cost goods. Its primary investment story hinges on the success of its 'Five Beyond' initiative and continued geographic expansion. However, the company currently faces execution risks, including declining comparable store sales, inventory shrinkage, and intense competition from massive retail incumbents. It is best suited for growth-oriented investors who can tolerate volatility, while those seeking dividends or low-risk stability may find it less appropriate, as the company prioritizes reinvestment over shareholder payouts.
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's historical growth trajectory is slowing, leading to a more cautious outlook on future expansion-led returns. |
| Momentum investor | Weak fit | The stock has faced downward pressure, making it less attractive for momentum-based strategies pending a clear positive upturn signal. |
| Value investor | Mixed fit | While the valuation has compressed, uncertainties regarding margin recovery make the value proposition speculative. |
| Dividend investor | Weak fit | Five Below does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | Retail sector exposure and current volatility in store performance present risks that typically deter low-risk investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is highly sensitive to earnings surprises and changes in retail sentiment. |
| Valuation risk | Medium | While the stock is cheaper than historically, the valuation is heavily dependent on future earnings growth recovery. |
| Competition risk (Discount retail) | High | Massive competitors like Walmart and growing digital discount platforms threaten Five Below's niche position. |
| Business quality | Medium | The model remains solid but has been tested by operational challenges and inventory management issues. |
| Dividend income | Low / none | The company does not provide a yield. |
| Execution risk | Medium / high | Success depends on the company's ability to improve store-level efficiency and manage shrinkage effectively. |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.61B USD | Price to earnings Ratio 22.47 | 1Y Target Price 305.5 |
Price to earnings Ratio 22.47 | 1Y Target Price 305.5 | ||
Volume (30-day avg) 853.3K shares | Beta 0.91 | 52 Weeks Range 144.19 - 263.88 | Updated Date 11/12/2026 |
52 Weeks Range 144.19 - 263.88 | Updated Date 11/12/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 11 |
Sector & Industry Intelligence
Sector
Consumer Cyclical
Constructive- Sentiment
- Strong Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 67.4%
- Active BUY / eligible
- 31 / 46
- 30-Day BUY Count Change
- +23
- Market state
- Strong Bullish
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Specialty Retail
- BUY participation
- 100.0%
- Active BUY / eligible
- 3 / 3
- 30-Day BUY Count Change
- +2
Eligible universe: 3 stocks.
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 102.97% | Avg. Invested days 61 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Specialty Retail | Physical retail store sales across the US covering toys, candy, tech, and seasonal goods. | Revenue is generated directly from physical in-store transactions; traffic and average basket size are key metrics. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 22.47 | Forward PE 23.58 | Enterprise Value 14.66B | Price to Sales(TTM) 2.56 |
Enterprise Value 14.66B | Price to Sales(TTM) 2.56 | ||
Enterprise Value to Revenue 2.76 | Enterprise Value to EBITDA 14.9 | Shares Outstanding 55.05M | Shares Floating 53.78M |
Shares Outstanding 55.05M | Shares Floating 53.78M | ||
Percent Insiders 1.64 | Percent Institutions 102.77 |
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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