Tilly's, Inc. (TLYS)

Consumer · NYQ

$4.63-3.34% today

Price as at 1 Oct 2026, 10:11 UTC. Quotes are delayed.

Fundamentals

Market cap$117.99M
Revenue growth (YoY)+15.9%
Profit margin-0.6%
Return on equity-4.1%
52-week range$1.14 to $6.25

Valuation and ratings

Fair value estimate$2.55
Upside to fair value-44.9%
Analyst target (mean)$5.50
Analyst range$5.50 to $5.50
Analysts with price targets1
Consensus viewnone
Moat score29/100
Overall rating21/100, very low quality

Fair value: $2.55 (-44.9%), see how we got there

Tilly's, Inc. trades at $4.63, which is 45% above the $2.55 our fair value estimate 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

Most recent payment$1.00, ex 6 Dec 2021
Consecutive years of growth1
Consecutive years paid5

Dividends per share by year

YearTotal per sharePayments
2021$2.002
2020$1.001
2019$1.001
2018$1.001
2017$0.7001

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

EPS estimate, next year$0.02
Expected EPS growth+150.0%
Expected revenue growth+1.2%

Recommendation mix, 1 published rating

0 buy1 hold0 sell

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.

Industry: Apparel RetailEmployees: 1,314HQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

Super investor ownership

5 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

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.

TLYS peers

The largest companies in the same industry (Apparel Retail), then in the same sector.

Every consumer company we cover is on the Consumer hub.

Common questions

Is Tilly's, Inc. (TLYS) undervalued?

Against our fair value estimate of $2.55, TLYS at $4.63 is 45% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own TLYS?

5 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.

Where does SteadyShares get its TLYS data?

Fundamentals for TLYS come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 10:11 UTC and is delayed. Our data quality score for this company is 83/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

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.