FIGSFIGS, Inc.
Apparel & Other Finishd Prods Of Fabrics & Similar Matl
- Revenue
- $631M
- 14% YoY
- Operating margin
- 6.0%
- 1383% YoY
- EBITDA
- $47M
- 427% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear178% of net incomeCash flow under 80% of net income
- Dilutive SBCClear4% of revenueOver 10% of revenue
- Payouts exceed cash flowClear4% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $420M | $506M | $546M | $556M | $631M | 14% |
| Operating income | $11M | $38M | $34M | $2M | $38M | 1584% |
| Net income | −$10M | $21M | $23M | $3M | $34M | 1170% |
| Operating cash flow | $66M | −$35M | $101M | $81M | $61M | 25% |
| Capex | $3M | $5M | $16M | $17M | $8M | 52% |
| Stock-based comp | $81M | $37M | $46M | $43M | $27M | 37% |
| Buybacks | — | $0 | $0 | $45M | $3M | 94% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $8M | $22M | 38 | 44 |
| FY2024 | — | — | 21 | 45 |
| FY2023 | — | — | 23 | 48 |
| FY2022 | — | — | 22 | 50 |
| FY2021 | — | — | 92 | 91 |