Tilly's, Inc. (TLYS)
Consumer Cyclical · NYQ
Fundamentals
Valuation and ratings
Tilly's, Inc. trades at USD3.77, which is 32% above the USD2.55 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 29 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
TLYS dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2021 | USD2.00 | 2 |
| 2020 | USD1.00 | 1 |
| 2019 | USD1.00 | 1 |
| 2018 | USD1.00 | 1 |
| 2017 | USD0.700 | 1 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
TLYS earnings and analyst estimates
Recommendation mix, 1 analyst rating
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Tilly's, Inc.
Tilly's, Inc. operates as a specialty retailer of casual apparel, footwear, accessories, and hardgoods for young men and women, boys, and girls in the United States. Its apparel merchandise comprising branded, fashion, and styles for tops, outerwear, bottoms, swim and dresses; and accessories merchandise consist of backpacks, hydration bottles, hats, sunglasses, handbags, watches, jewelry, and others. The company also provides third-party merchandise assortment across its various product categories. It sells its merchandise through its stores and e-commerce website, www.tillys.com. Tilly's, Inc. was founded in 1982 and is headquartered in Irvine, California.
Super investor ownership
6 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$3.44M · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$3.28M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$397.3K · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$206.7K · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$60.3K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Tilly's, Inc. (TLYS) undervalued?
Against our discounted cash flow estimate of USD2.55, TLYS at USD3.77 is 32% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own TLYS?
6 of the institutions we track reported a position in TLYS in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
When does TLYS report earnings next?
Tilly's, Inc. is scheduled to report on 2 Sept 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for TLYS, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.