Kohl's Corporation (KSS) Fair Value & Analysis
Consumer Cyclical · US · Market cap $2.0B · ISIN US5002551043
What is Kohl's Corporation really worth?
Kohl's Corporation
KSS · US
A solid business, trading 53% below our fair value of $40.78.
Strengths
Risks
For context
Fair value as of: Sep 2, 2026
From 24 valuation models · updated 2 days ago
Share price −3.8% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price is below even our cautious bear case ($30.58). The market is more pessimistic than our downside scenario.
- Solid quality (57/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 2, 2026.
How to read this chart
60‑month range $5.87 – $47.05 · fair‑value band $30.58 – $50.97 · the $19.34 price screens below the $40.78 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 2, 2026.
Analysis
Kohl's Corporation (KSS) currently trades at $19.34, while our model-based Fair Value estimate is $40.78, implying the stock looks roughly 52.6% undervalued today. The Quality Score stands at 57/100 (solid quality), in the Consumer Cyclical sector. Bull case: the DCF Models group reads highest at a median of $70.52 per share, and 22 of the 24 models we run sit above the $19.34 price. Bear case: the Dividend Discount group reads lowest at $5.09, and 2 of the 24 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Kohl's Corporation generated revenue of $15.5B at a net margin of 1.8%. Revenue declined 2.0% year over year. It earns a return on equity of 7.0%. Net debt stands at $6.5B. Fundamentals as of Sep 2, 2026
Our scenario range runs from $30.58 (bear case) to $50.97 (bull case); at $19.34, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. Analysts expect earnings well below the last reported figure (earnings in transition, for example expiring patents or contracts); a fair value that looks fair on trailing earnings may then be too optimistic. The share trades about 22% below its 52-week high and 151% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −15% fair-value upside, at 111%, KSS screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2026 figures, and about 7 months have passed since. In that time the company retained roughly $1.11 per share, which is 2.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($70.52) versus Dividend Discount ($5.09). Highest evidence: FCF DCF (81).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 2, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 56 · Market factors (momentum, volatility) 52
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Kohl's Corporation operates as an omnichannel retailer in the United States. It offers apparel, footwear, accessories, beauty products, and home products through its stores and website. The company provides its products primarily under the brand names of Apt.
Full company description
Kohl's Corporation operates as an omnichannel retailer in the United States. It offers apparel, footwear, accessories, beauty products, and home products through its stores and website. The company provides its products primarily under the brand names of Apt. 9, Croft & Barrow, FLX, Jumping Beans, SO, Sonoma Goods for Life, and Tek Gear, as well as LC Lauren Conrad, Nine West, and Simply Vera Vera Wang. Kohl's Corporation was founded in 1988 and is headquartered in Menomonee Falls, Wisconsin.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Kohl's Corporation reported revenue of $15.5B in FY2026 versus $19.4B in FY2022, a compound −5.5%/yr. Reported net income was $272M in FY2026, compounding −26.6%/yr from FY2022.
of which total revenue −1.8 % · buybacks/dilution +6.1 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
Watch KSS: get an alert when its fair value changes →
Peer Group
Department Stores · 121 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Department Stores median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Department Stores stocks, each showing price versus our Fair Value estimate (as of Sep 2, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Falabella S.A FALABELLA | 6,380 CLP | 8,005 CLP | +25% |
| Dillard's, Inc DDS | $630.71 | $536.21 | −15% |
| 99 Speed Mart Retail Holdings 5326 | 3.65 MYR | 1.59 MYR | −56% |
| Cencosud S.A CENCOSUD | 1,949 CLP | 2,425 CLP | +24% |
| Macy's, Inc M | $21.93 | $42.68 | +95% |
| Vishal Mega Mart Limited VMM | ₹107.00 | ₹30.46 | −72% |
| Central Retail Corporation CRC | 27.50 THB | 20.89 THB | −24% |
| SHINSEGAE Inc 004170 | 424,000 KRW | 177,841 KRW | −58% |
| Lotte Shopping Co 023530 | 96,700 KRW | 76,636 KRW | −21% |
| PT Daya Intiguna Yasa Tbk MDIY | 940.00 IDR | 968.76 IDR | +3% |
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