MOVMOVADO GROUP INC
Watches, Clocks, Clockwork Operated Devices/parts
- Revenue
- $671M
- 2.7% YoY
- Operating margin
- 4.4%
- 45% YoY
- EBITDA
- $39M
- 34% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -5.1×
- −$202M net debt
- 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 cashClear218% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear60% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $732M | $744M | $664M | $653M | $671M | 2.7% |
| Operating income | $117M | $116M | $48M | $20M | $30M | 49% |
| Net income | $90M | $90M | $41M | $18M | $27M | 45% |
| Operating cash flow | $131M | $54M | $77M | −$2M | $58M | 3951% |
| Capex | $6M | $7M | $8M | $8M | $5M | 43% |
| Stock-based comp | $5M | $6M | $7M | $4M | $5M | 26% |
| Buybacks | $23M | $31M | $3M | $3M | $4M | 48% |
| Dividends | $22M | $31M | $53M | $31M | $31M | 0.1% |
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 |
|---|---|---|---|---|
| FY2026 | $5M | $7M | 149 | 135 |
| FY2025 | $5M | $3M | 115 | 116 |
| FY2024 | $5M | $3M | 156 | 98 |
| FY2023 | $5M | $4M | 183 | 95 |
| FY2022 | $7M | $12M | 184 | 99 |