Positioning political buying, disclosed 2026-09-29
Options put/call open interest 0.36, read 2026-11-05
Ethical passes the values gate
Price46.95 USD
Fair value63.63
Ethical score70.0/100
Value readUndervaluedas of 5 Nov 2026
Our investment reviews on this name
2026-11-06Read Markup46.95+0.0% to today ✓Accumulation gives way to Markup after a 10% rise in 2 weeks
2026-10-21Read Accumulation42.55+10.3% to today ✓Markdown gives way to Accumulation after a 7% rise in 7 days
2026-10-14Read Markdown39.79+18.0% to today Accumulation gives way to Markdown after a 7% slide in 12 days
2026-10-02Read Accumulation42.79+9.7% to today ✓Markdown gives way to Accumulation after a 9% rise in 2 weeks
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
YETI Holdings, Inc. holds its Markup at $46.95. Consolidating, no directional conviction, held for 37 days.
As held on the ledger · 2026-11-05
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 37 days
Price at the screen
$46.95
Valuation
21.48 trailing · 14.41 forward price to earnings
Values screen
PASS· score 70.0
Beta
1.63
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
18.49%
Below 33%
Interest-bearing debt is just 18.5% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
26.69%
Below 49%
Money owed to the company is 26.7% of assets, under the 49% limit.
Pass
Revenue purity
0.04%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Clears, in Plain English
YETI Holdings, clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 18%, inside the ~33% line, and almost none of its income is interest, so it passes.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when YETI's ethical verdict changes
Today YETI passes the screen. If new figures move it to a fail, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Undervalued vs our fair value, as of 5 Nov 2026: it trades at roughly a 26% discount to our $63.63 fair value, 8.50% revenue growth.
Fair value range in USD, drawn from the 2026-11-05 screen. The gold marker is the market price at the same screen. A 26.2% discount to the base estimate.
Where our models see it going: fair-value estimate $63.63, with a range of $55.32 to $92.20, dated to the 2026-11-05 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Summer Coolers Face Slow Growth and Cyclical Drag
Think of the family loading the car for a weekend by the lake. The YETI cooler in the boot is the premium choice, yet the company behind it grows revenue at just 8 percent a year. Margins sit at 8 percent and return on equity reaches 22 percent, numbers that look solid until you remember this is a consumer cyclical business selling discretionary leisure gear.
We pass because the opportunity rating is none despite the 23 percent gap to our fair value. Forward earnings sit at 15.4 times, hardly cheap for single-digit growth, and the analyst median target of 53 dollars sits only a touch above the current price. The ethical screen is clean, yet nothing here signals durable advantage or accelerating demand.
Risk sits in the cyclical exposure. Leisure spending can fall quickly when wallets tighten, and an unknown moat leaves the brand open to cheaper rivals. Analysis, not advice.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
YETI trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-06Markup · changed$46.95-2.9%Entry 12
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 2.9% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-05Accumulation$48.33+7.8%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 7.8% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-04Accumulation$44.85+5.4%Entry 10
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 5.4% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51.
2026-10-28Accumulation$42.55+0.0%Entry 9
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 6.9% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51.
2026-10-14Markdown · changed$39.79-7.0%Entry 7
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 7.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 8.6% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51.
2026-09-18Markdown · changed$39.39-24.5%Entry 5
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 24.5% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51.
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 3.5% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51.
2026-07-18Markup$50.42+0.0%Entry 3
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are up 49%. Our forward projection puts the odds of a 10% gain over the next month near 26%. The street (15 analysts) rates it buy, with a mean price target of $51.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.