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Five Below Inc (FIVE)

Upturn stock ratingUpturn stock rating
$134.36
Last Close (24-hour delay)
Profit since last BUY63.45%
upturn advisory
Consider higher Upturn Star rating
BUY since 69 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

08/14/2025: FIVE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

22 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $137.74

1 Year Target Price $137.74

Analysts Price Target For last 52 week
$137.74 Target price
52w Low $52.38
Current$134.36
52w High $143.88

Analysis of Past Performance

Type Stock
Historic Profit 2.58%
Avg. Invested days 35
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 7.40B USD
Price to earnings Ratio 28.05
1Y Target Price 137.74
Price to earnings Ratio 28.05
1Y Target Price 137.74
Volume (30-day avg) 22
Beta 1.06
52 Weeks Range 52.38 - 143.88
Updated Date 08/14/2025
52 Weeks Range 52.38 - 143.88
Updated Date 08/14/2025
Dividends yield (FY) -
Basic EPS (TTM) 4.79

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 6.53%
Operating Margin (TTM) 5.24%

Management Effectiveness

Return on Assets (TTM) 5.04%
Return on Equity (TTM) 15.3%

Valuation

Trailing PE 28.05
Forward PE 28.82
Enterprise Value 8965649091
Price to Sales(TTM) 1.83
Enterprise Value 8965649091
Price to Sales(TTM) 1.83
Enterprise Value to Revenue 2.22
Enterprise Value to EBITDA 17.4
Shares Outstanding 55058000
Shares Floating 53706882
Shares Outstanding 55058000
Shares Floating 53706882
Percent Insiders 2.06
Percent Institutions 106.67

ai summary icon Upturn AI SWOT

Five Below Inc

stock logo

Company Overview

overview logo History and Background

Five Below Inc. was founded in 2002 by David Schlessinger and Tom Vellios. The company targets teens and pre-teens with trendy merchandise at affordable prices, primarily priced at $5 or below. It has grown rapidly from its initial stores to a nationwide presence.

business area logo Core Business Areas

  • Retail Sales: Five Below operates retail stores offering a wide assortment of products, including accessories, toys, games, beauty products, home du00e9cor, and seasonal items, most priced at $5 or below. This segment constitutes the vast majority of their revenue.
  • E-commerce: Five Below also maintains an e-commerce platform (fivebelow.com), offering a curated selection of its merchandise online and providing convenience for customers.

leadership logo Leadership and Structure

The current CEO is Joel Anderson. The company has a standard corporate structure with a board of directors overseeing executive management. Functional areas include merchandising, marketing, finance, operations, and technology.

Top Products and Market Share

overview logo Key Offerings

  • Fashion Accessories and Beauty Products: Includes jewelry, hair accessories, makeup, nail polish, and other beauty-related items. While specific market share data for individual product categories is not readily available, Five Below competes with drugstores, mass merchandisers, and specialty retailers. Competitors are Ulta and Target. A portion of the $1 billion revenue from consumable products can be attributed to beauty.
  • Toys and Games: Offers a wide range of toys, games, and collectibles targeting teens and pre-teens. Competitors include Walmart, Target, and Gamestop. A portion of the revenue is generated by toys. This includes strategy, action figures, board, and other games.
  • Room Du00e9cor and Home Goods: Home du00e9cor is a strong category for the company. Home goods such as pillows, photo frames and lighting contribute to total revenue. Competitors include Target and Amazon.

Market Dynamics

industry overview logo Industry Overview

The discount retail industry is characterized by intense competition, changing consumer preferences, and economic sensitivity. Growth opportunities exist through store expansion, e-commerce, and product innovation.

Positioning

Five Below is positioned as a value-oriented retailer targeting teens and pre-teens, offering a unique mix of trendy merchandise at affordable prices. Its competitive advantages include a differentiated product assortment, a strong brand identity, and a rapidly expanding store base.

Total Addressable Market (TAM)

The total addressable market for value retailers targeting teens and pre-teens is substantial, estimated at over $100 billion. Five Below is positioned to capture a significant portion of this TAM through continued store expansion and e-commerce growth.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition among teens and pre-teens
  • Unique and differentiated product assortment
  • Affordable pricing strategy
  • Rapid store expansion
  • Effective marketing and social media presence

Weaknesses

  • Reliance on discretionary consumer spending
  • Potential vulnerability to changing trends
  • Limited online presence compared to some competitors
  • Dependence on third-party suppliers
  • Supply chain disruptions.

Opportunities

  • Expanding into new geographic markets
  • Growing e-commerce sales
  • Developing new product categories
  • Increasing brand awareness through partnerships
  • Leveraging data analytics to improve merchandising

Threats

  • Intense competition from other retailers
  • Economic downturns that reduce consumer spending
  • Changing consumer preferences
  • Supply chain disruptions
  • Increased labor costs

Competitors and Market Share

competitor logo Key Competitors

  • DLTR
  • DG
  • TJX

Competitive Landscape

Five Below differentiates itself through a unique product assortment and a focus on teens and pre-teens. Competitors like Dollar General and Dollar Tree target a broader demographic, while TJX operates in the off-price apparel and home goods sector. Advantage is that the company targets teens and pre-teens while disadvantage is that the price point restricts assortment.

Growth Trajectory and Initiatives

Historical Growth: Five Below has demonstrated strong historical growth through aggressive store expansion and same-store sales increases.

Future Projections: Future growth projections depend on continued store expansion, e-commerce growth, and product innovation. Analyst estimates should be consulted for specific projections.

Recent Initiatives: Recent initiatives likely include store openings in new markets, expansion of e-commerce operations, and introduction of new product categories. Consult their latest investor reports.

Summary

Five Below is a growing retailer with a unique niche targeting teens and pre-teens with affordable and trendy merchandise. Its rapid store expansion and strong brand recognition are working well. However, the company is exposed to discretionary spending patterns and economic fluctuations. Dependence on third-party suppliers and intense competition are important threats to consider.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings
  • Industry Reports
  • Market Research Reports
  • Analyst Estimates

Disclaimers:

This analysis is based on available information and is for informational purposes only. It is not financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Five Below Inc

Exchange NASDAQ
Headquaters Philadelphia, PA, United States
IPO Launch date 2012-07-19
President, CEO & Director Ms. Winifred Y. Park
Sector Consumer Cyclical
Industry Specialty Retail
Full time employees 7300
Full time employees 7300

Five Below, Inc. operates as a specialty value retailer in the United States. It offers socks, jewelry, hair accessories, cozy loungewear, and t-shirts, as well as personal care essentials, skincare, fragrance, and branded cosmetics; and personalized living space products, such as lamps, posters, frames, fleece blankets, plush items, pillows, candles, incense, lighting, novelty décor, accent furniture, and related items, as well as provides storage options. The company also provides assortment of sport balls, team sports merchandise, and fitness accessories, including hand weights, jump ropes and gym balls; various games, such as board games, puzzles, collectibles, and toys; and summer season sports, which include pool, beach, and outdoor toys, as well as games and accessories. In addition, it offers accessories for cell phones, tablets, audio, computers, and automobiles, as well as cases, chargers, cables, headphones, and other related items; and products for audio, gaming, and gadgets. Further, the company provides assortment of craft activity kits, and arts and crafts supplies, such as crayons, markers, and stickers; and school products comprising backpacks, fashion notebooks and journals, novelty pens and pencils, and locker accessories. Additionally, it offers party goods, decorations, gag gifts, and greeting cards, as well as every day and special occasion merchandise; assortment of classic and novelty candy bars, movie-size box candy, seasonal-related candy, and gum and snack food products, as well as sells chilled drinks through coolers; and provides seasonally specific items used to celebrate and decorate for events. The company was formerly known as Cheap Holdings, Inc. and changed its name to Five Below, Inc. in August 2002. Five Below, Inc. was incorporated in 2002 and is headquartered in Philadelphia, Pennsylvania.