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Five Below, Inc. (FIVE) Stock Fundamental Analysis & AI Rating 2026

FIVE Nasdaq Retail-Variety Stores PA CIK: 0001177609
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2026-01-31
Combined AI Rating
BUY
84% Confidence
AGREEMENT
STRONG BUY
85% Conf
BUY
84% Conf

📊 FIVE Key Takeaways

Revenue: $4.8B
Net Margin: 7.5%
Free Cash Flow: $411.7M
Current Ratio: 2.01x
Debt/Equity: 0.00x
EPS: $6.47
AI Rating: STRONG BUY with 85% confidence
Five Below, Inc. (FIVE) receives a BUY rating with 84% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.8B, net profit margin of 7.5%, and return on equity (ROE) of 16.4%, Five Below, Inc. demonstrates strong fundamentals in the Consumer sector. Below is our complete FIVE stock analysis for 2026.

Is Five Below, Inc. (FIVE) a Good Investment?

Claude

Five Below demonstrates exceptional fundamental strength with robust revenue growth of 22.9% YoY and outstanding net income expansion of 41.4% YoY, indicating strong operational leverage and execution. The company maintains fortress-like financial health with zero long-term debt, strong liquidity (2.01x current ratio), excellent free cash flow generation ($411.7M, 8.6% margin), and solid profitability metrics across all levels.

ChatGPT

Five Below shows strong fundamental momentum, with revenue up 22.9%, net income up 41.4%, and diluted EPS up 40.7%, indicating that growth is translating into materially higher profitability. The balance sheet is very healthy with no meaningful long-term debt, strong liquidity, and solid free cash flow generation, which supports continued store expansion and operating flexibility. Overall, the business appears fundamentally strong, though its relatively thin retail margins and execution dependence keep it short of the highest conviction tier.

Why Buy Five Below, Inc. Stock? FIVE Key Strengths

Claude
  • + Superior revenue growth at 22.9% YoY coupled with accelerating net income growth of 41.4% YoY demonstrates strong operational leverage
  • + Fortress balance sheet with zero long-term debt, $723.7M cash position, and 2.01x current ratio provides significant financial flexibility
  • + Strong free cash flow generation of $411.7M with healthy 8.6% FCF margin and 669.7x interest coverage ratio
  • + Solid profitability with 15.2% gross margin, 9.6% operating margin, and 7.5% net margin showing healthy pricing power
  • + Respectable return metrics with 16.4% ROE and 7.3% ROA indicate efficient capital deployment
  • + High insider activity with 28 Form 4 filings in last 90 days suggests management confidence
ChatGPT
  • + Strong top-line and earnings growth with net income and EPS rising faster than revenue
  • + Healthy financial position supported by $723.70M in cash, a 2.01x current ratio, and effectively no leverage
  • + Good cash generation with $586.43M in operating cash flow and $411.69M in free cash flow

FIVE Stock Risks: Five Below, Inc. Investment Risks

Claude
  • ! Retail sector cyclicality and consumer discretionary spending sensitivity to macroeconomic downturns
  • ! Modest operating margin of 9.6% provides limited cushion for cost pressures or competitive intensity
  • ! Capital intensity with $174.7M annual capex requirements suggests ongoing investment needs for growth
  • ! Rising inventory risk in variety retail if consumer demand softens unexpectedly
ChatGPT
  • ! Retail margins remain relatively thin, leaving profitability sensitive to freight, labor, and merchandise cost pressure
  • ! Growth quality depends on continued successful store expansion and sustained customer demand in a discretionary retail category
  • ! Any slowdown in comparable sales or inventory missteps could pressure gross margin and earnings leverage

Key Metrics to Watch

Claude
  • * Revenue growth trajectory and comp store sales trends to confirm sustainability
  • * Gross margin stability amid inflationary pressures and sourcing costs
  • * Free cash flow conversion and capital efficiency of new store investments
  • * Operating margin expansion as revenue grows and operating leverage increases
ChatGPT
  • * Gross margin trend
  • * Free cash flow conversion

Five Below, Inc. (FIVE) Financial Metrics & Key Ratios

Revenue
$4.8B
Net Income
$358.6M
EPS (Diluted)
$6.47
Free Cash Flow
$411.7M
Total Assets
$4.9B
Cash Position
$723.7M

💡 AI Analyst Insight

Strong liquidity with a 2.01x current ratio provides a solid financial cushion.

FIVE Profit Margin, ROE & Profitability Analysis

Gross Margin 15.2%
Operating Margin 9.6%
Net Margin 7.5%
ROE 16.4%
ROA 7.3%
FCF Margin 8.6%

FIVE vs Consumer Sector: How Five Below, Inc. Compares

How Five Below, Inc. compares to Consumer sector averages

Net Margin
FIVE 7.5%
vs
Sector Avg 8.0%
FIVE Sector
ROE
FIVE 16.4%
vs
Sector Avg 18.0%
FIVE Sector
Current Ratio
FIVE 2.0x
vs
Sector Avg 1.5x
FIVE Sector
Debt/Equity
FIVE 0.0x
vs
Sector Avg 0.8x
FIVE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Five Below, Inc. Stock Overvalued? FIVE Valuation Analysis 2026

Based on fundamental analysis, Five Below, Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
16.4%
Sector avg: 18%
Net Profit Margin
7.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Five Below, Inc. Balance Sheet: FIVE Debt, Cash & Liquidity

Current Ratio
2.01x
Quick Ratio
1.12x
Debt/Equity
0.00x
Debt/Assets
55.6%
Interest Coverage
669.69x
Long-term Debt
N/A

FIVE Revenue & Earnings Growth: 5-Year Financial Trend

FIVE 5-year financial data: Year 2021: Revenue $2.8B, Net Income $175.1M, EPS $3.12. Year 2022: Revenue $3.1B, Net Income $123.4M, EPS $2.20. Year 2023: Revenue $3.6B, Net Income $278.8M, EPS $4.95. Year 2024: Revenue $3.9B, Net Income $261.5M, EPS $4.69. Year 2025: Revenue $4.8B, Net Income $301.1M, EPS $5.41.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Five Below, Inc.'s revenue has grown significantly by 67% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.41 reflects profitable operations.

FIVE Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
8.6%
Free cash flow / Revenue

FIVE Quarterly Earnings & Performance

Quarterly financial performance data for Five Below, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $843.7M $1.7M $0.03
Q2 2025 $830.1M $31.5M $0.60
Q1 2025 $811.9M $31.5M $0.57
Q3 2024 $736.4M $1.7M $0.03
Q2 2024 $759.0M $31.5M $0.60
Q1 2024 $726.2M $31.5M $0.57
Q3 2023 $645.0M $14.6M $0.26
Q2 2023 $668.9M $32.7M $0.74

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Five Below, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$586.4M
Cash generated from operations
Capital Expenditures
$174.7M
Investment in assets
Dividends
None
No dividend program

FIVE SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Five Below, Inc. (CIK: 0001177609)

📋 Recent SEC Filings

Date Form Document Action
Mar 30, 2026 4 xslF345X06/form4.xml View →
Mar 25, 2026 4 xslF345X06/form4.xml View →
Mar 24, 2026 4 xslF345X06/form4.xml View →
Mar 24, 2026 4 xslF345X06/form4.xml View →
Mar 24, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about FIVE

What is the AI rating for FIVE?

Five Below, Inc. (FIVE) has a Combined AI Rating of BUY from Claude (STRONG BUY) and ChatGPT (BUY) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FIVE's key strengths?

Claude: Superior revenue growth at 22.9% YoY coupled with accelerating net income growth of 41.4% YoY demonstrates strong operational leverage. Fortress balance sheet with zero long-term debt, $723.7M cash position, and 2.01x current ratio provides significant financial flexibility. ChatGPT: Strong top-line and earnings growth with net income and EPS rising faster than revenue. Healthy financial position supported by $723.70M in cash, a 2.01x current ratio, and effectively no leverage.

What are the risks of investing in FIVE?

Claude: Retail sector cyclicality and consumer discretionary spending sensitivity to macroeconomic downturns. Modest operating margin of 9.6% provides limited cushion for cost pressures or competitive intensity. ChatGPT: Retail margins remain relatively thin, leaving profitability sensitive to freight, labor, and merchandise cost pressure. Growth quality depends on continued successful store expansion and sustained customer demand in a discretionary retail category.

What is FIVE's revenue and growth?

Five Below, Inc. reported revenue of $4.8B.

Does FIVE pay dividends?

Five Below, Inc. does not currently pay dividends.

Where can I find FIVE SEC filings?

Official SEC filings for Five Below, Inc. (CIK: 0001177609) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FIVE's EPS?

Five Below, Inc. has a diluted EPS of $6.47.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FIVE a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Five Below, Inc. has a BUY rating with 84% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FIVE stock overvalued or undervalued?

Valuation metrics for FIVE: ROE of 16.4% (sector avg: 18%), net margin of 7.5% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy FIVE stock in 2026?

Our dual AI analysis gives Five Below, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FIVE's free cash flow?

Five Below, Inc.'s operating cash flow is $586.4M, with capital expenditures of $174.7M. FCF margin is 8.6%.

How does FIVE compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 7.5% (avg: 8%), ROE 16.4% (avg: 18%), current ratio 2.01 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2026-01-31 | Powered by Claude AI