YETI
YETI Holdings, Inc.Consumer Cyclical · $3.3B market cap
Verdict
Share price
$40.87
close of Oct 3, 2026
Fair value
$41.94
Sticker Price
Payback Price
$16.78
buy price
YETI is Fairly Valued: at $40.87 it's within 3% of its fair value of $41.94. Its buy price (Payback Price) is $16.78, 59% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow Growth. Free cash flow is growing faster than reported earnings, so we project free cash flow 10 years ahead instead.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold YETI. In Q2 2026, 1 trimmed. Who we track
Glenn Welling
Engaged Capital · as of Q2 2026
$59.2M
1,194,095 shares
Thomas Russo
Gardner Russo & Quinn · as of Q2 2026
$1.2M
24,000 shares
Moves in Q2 2026
Trimmed: Glenn Welling
Insider activity
Since Aug 14, 2026: no open-market purchases and 6 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
Duff Martin
SVP Supply Chain & Operations · 2026-08-17
Tax withholding
$27K
Barksdale Bryan C.
SVP, CLO and Secretary · 2026-08-17
Tax withholding
$24K
Reintjes Matthew J
Chair, President and CEO · 2026-08-17
Tax withholding
$89K
Duff Martin
SVP Supply Chain & Operations · 2026-08-14
Tax withholding
$35K
Barksdale Bryan C.
SVP, CLO and Secretary · 2026-08-14
Tax withholding
$27K
Show all 6 other filingsShow fewer
Reintjes Matthew J
Chair, President and CEO · 2026-08-14
Tax withholding
$99K
About YETI Holdings, Inc.
YETI Holdings, Inc. develops, promotes, sells, and distributes premium products designed for outdoor enthusiasts and recreational activities, all under the prominent YETI brand. Their offerings encompass a diverse selection of hard and soft coolers, various cargo solutions, bags, and outdoor lifestyle items, along with complementary accessories. The company also provides an extensive array of drinkware under its…
Leisure
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works