YETI
9/9 ScoreYETI Holdings, Inc.
Analysis Date: February 2, 2026
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 21.3%
High ROIC
Return on Invested Capital > 9%
Value: 17.2%
Cash Machine
FCF / Assets > 5%
Value: 17.1%
Fair Valuation
Earnings Yield > 3.5%
Value: 4.3%
Share Buybacks
Share Count is Dropping
Value: -2.1%
Defensible Moat
Gross Profit Margin > 40%
Value: 57.8%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Consumer Cyclical
Conservative Debt
Debt to Equity < 1.5
Value: 0.32x
Consistent Growth
5-Year Growth is Positive
Value: 249.0%
Analysis Summary
This YETI analysis presents a compelling picture. The high returns on equity and invested capital, coupled with strong free cash flow generation and a robust moat, certainly catch my eye. While growth has been modest, the conservative debt levels and ongoing share repurchases suggest a company focused on long-term shareholder value creation, a trait I always appreciate.
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