FIVE BELOW, INC
FIVE · Retail-Variety Stores · 55.3M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $63M (gross $81M, SBC $18M)
Reference price $232.04 · est. market cap ~$12.8B — last insider sale, 2026-03-26 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B81Fast-growing specialty value retailer with top-decile margins/cash generation but only mid-pack returns and no durable moat.
Strengths
- Strong growth: revenue +22.9% (76th pct), net income +41% (72nd), comps +12.8%
- Top-decile profitability/cash gen: net margin 88.9th, operating margin 88.9th, OCF margin 100th, FCF 82.5th pct
- Clean balance sheet: current ratio 2.0 (88.9th), quick ratio 100th pct
Risks
- Returns only mid-pack (ROE 16.4% 33rd pct, ROA 44th) — no standout return profile
- Heavy China sourcing exposes margins to tariffs; discretionary demand is cyclical
- Aggressive store-expansion plan (to 3,500+) carries execution and saturation risk
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
36.0%
Operating margin
9.6%
Net margin
7.5%
Return on equity
16.4%
Return on assets
7.3%
Revenue growth (QoQ)
23.8%
Net-income growth
41.4%
Current ratio
2.0×
Free cash flow
$412M
EBITDA
$650M
Tangible book value
$2.2B
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-16 | DEVINE MICHAEL F III | Grant | 1.7K | — |
| 2026-06-16 | Washington Zuhairah Scott | Grant | 976 | — |
| 2026-06-16 | Lathi Dinesh S. | Grant | 976 | — |
| 2026-06-16 | MARKEE RICHARD L | Grant | 976 | — |
| 2026-06-16 | Bowman Karen R | Grant | 976 | — |
| 2026-06-16 | SARGENT RONALD | Grant | 976 | — |
| 2026-06-16 | VAUGHN MIMI ECKEL | Grant | 976 | — |
| 2026-06-16 | Lynch Robert | Grant | 976 | — |
| 2026-06-15 | BULL KENNETH R | Grant | 2.1K | — |
| 2026-06-15 | Yatrakis Christos George | Grant | 1.0K | — |
| 2026-06-15 | SPECTER ERIC M | Grant | 758 | — |
| 2026-06-15 | Jhunjhunwala Amit | Grant | 590 | — |
| 2026-06-15 | Poliner Graham | Grant | 252 | — |
| 2026-06-15 | Gellerman Maureen Marie | Grant | 252 | — |
| 2026-05-04 | RYAN THOMAS M | Grant | 96 | $231.10 |
| 2026-05-04 | MARKEE RICHARD L | Grant | 96 | $231.10 |
| 2026-05-04 | Lathi Dinesh S. | Grant | 134 | $231.10 |
| 2026-05-04 | VAUGHN MIMI ECKEL | Grant | 96 | $231.10 |
| 2026-03-26 | MARKEE RICHARD L | Sell | 3.0K | $232.04 |
| 2026-03-24 | SARGENT RONALD | Sell | 10K | $231.75 |
| 2026-03-23 | SARGENT RONALD | Sell | 10K | $231.28 |
| 2026-03-21 | Poliner Graham | Tax withheld | 103 | $227.42 |
| 2026-03-21 | BULL KENNETH R | Tax withheld | 812 | $227.42 |
| 2026-03-21 | SPECTER ERIC M | Tax withheld | 293 | $227.42 |
| 2026-03-21 | Jhunjhunwala Amit | Tax withheld | 227 | $227.42 |
| 2026-03-21 | Gellerman Maureen Marie | Tax withheld | 62 | $227.42 |
| 2026-03-20 | BULL KENNETH R | Tax withheld | 2.0K | $227.42 |
| 2026-03-20 | Hawkins Jacob Kimball | Tax withheld | 407 | $227.42 |
| 2026-03-20 | SPECTER ERIC M | Tax withheld | 724 | $227.42 |
| 2026-03-20 | Poliner Graham | Tax withheld | 442 | $227.42 |
| 2026-03-20 | Park Winifred | Tax withheld | 2.6K | $227.42 |
| 2026-03-20 | Jhunjhunwala Amit | Tax withheld | 563 | $227.42 |
| 2026-03-20 | Poliner Graham | Tax withheld | 218 | $227.42 |
| 2026-03-20 | Gellerman Maureen Marie | Tax withheld | 251 | $227.42 |
| 2026-03-20 | BULL KENNETH R | Sell | 6.0K | $233.04 |
| 2026-03-20 | BULL KENNETH R | Sell | 2.0K | $235.46 |
| 2026-03-20 | BULL KENNETH R | Sell | 2.0K | $236.07 |
| 2026-03-19 | Gellerman Maureen Marie | Grant | 935 | — |
| 2026-03-19 | SPECTER ERIC M | Grant | 1.1K | — |
| 2026-03-19 | Gellerman Maureen Marie | Grant | 155 | — |
| 2026-03-19 | Poliner Graham | Grant | 155 | — |
| 2026-03-19 | SPECTER ERIC M | Grant | 701 | — |
| 2026-03-19 | Jhunjhunwala Amit | Grant | 571 | — |
| 2026-03-19 | BULL KENNETH R | Grant | 1.9K | — |
| 2026-03-19 | Hawkins Jacob Kimball | Grant | 1.3K | — |
| 2026-03-19 | Park Winifred | Grant | 8.9K | — |
| 2026-03-19 | Israel Michelle Lee | Grant | 1.3K | — |
| 2026-03-19 | Sullivan Daniel | Grant | 3.1K | — |
| 2026-03-19 | SPECTER ERIC M | Grant | 1.5K | — |
| 2026-03-19 | SPECTER ERIC M | Tax withheld | 486 | $235.17 |
| 2026-03-19 | Jhunjhunwala Amit | Grant | 1.2K | — |
| 2026-03-19 | Jhunjhunwala Amit | Grant | 862 | — |
| 2026-03-19 | Jhunjhunwala Amit | Tax withheld | 396 | $235.17 |
| 2026-03-19 | Gellerman Maureen Marie | Grant | 234 | — |
| 2026-03-19 | Gellerman Maureen Marie | Tax withheld | 68 | $235.17 |
| 2026-03-19 | Poliner Graham | Grant | 1.0K | — |
| 2026-03-19 | Poliner Graham | Grant | 234 | — |
| 2026-03-19 | Poliner Graham | Tax withheld | 114 | $235.17 |
| 2026-03-19 | BULL KENNETH R | Grant | 4.3K | — |
| 2026-03-19 | BULL KENNETH R | Grant | 2.9K | — |
| 2026-03-19 | BULL KENNETH R | Tax withheld | 1.4K | $235.17 |
| 2026-03-08 | Poliner Graham | Tax withheld | 28 | $215.28 |
| 2026-03-08 | Jhunjhunwala Amit | Tax withheld | 74 | $215.28 |
| 2026-03-08 | BULL KENNETH R | Tax withheld | 358 | $215.28 |
| 2026-03-08 | SPECTER ERIC M | Tax withheld | 129 | $215.28 |
| 2026-03-08 | Gellerman Maureen Marie | Tax withheld | 19 | $215.28 |
| 2026-03-07 | BULL KENNETH R | Tax withheld | 198 | $215.28 |
| 2026-03-07 | SPECTER ERIC M | Tax withheld | 159 | $215.28 |
| 2026-03-07 | Poliner Graham | Tax withheld | 126 | $215.28 |
| 2026-02-02 | VAUGHN MIMI ECKEL | Grant | 113 | $197.80 |
| 2026-02-02 | RYAN THOMAS M | Grant | 112 | $197.80 |
| 2026-02-02 | MARKEE RICHARD L | Grant | 112 | $197.80 |
| 2026-02-02 | Lathi Dinesh S. | Grant | 156 | $197.80 |
| 2026-02-02 | BARCLAY KATHLEEN S | Grant | 112 | $197.80 |
| 2026-01-23 | Gellerman Maureen Marie | Tax withheld | 655 | $190.37 |
| 2026-01-23 | SPECTER ERIC M | Tax withheld | 2.0K | $190.37 |
| 2026-01-23 | Poliner Graham | Tax withheld | 1.5K | $190.37 |
| 2026-01-23 | Jhunjhunwala Amit | Tax withheld | 1.3K | $190.37 |
| 2026-01-23 | Hill George | Tax withheld | 1.4K | $190.37 |
| 2026-01-23 | BULL KENNETH R | Tax withheld | 1.9K | $190.37 |
| 2026-01-15 | BULL KENNETH R | Sell | 1.9K | $202.33 |
| 2026-01-15 | BULL KENNETH R | Sell | 34 | $200.01 |
| 2026-01-13 | BULL KENNETH R | Sell | 951 | $202.34 |
| 2026-01-13 | BULL KENNETH R | Sell | 3.3K | $203.27 |
| 2026-01-13 | BULL KENNETH R | Sell | 689 | $204.56 |
| 2026-01-13 | BULL KENNETH R | Sell | 1 | $205.11 |
| 2026-01-13 | SPECTER ERIC M | Sell | 1.5K | $201.80 |
| 2026-01-13 | BULL KENNETH R | Sell | 135 | $200.86 |
| 2026-01-13 | SPECTER ERIC M | Sell | 10 | $202.82 |
| 2026-01-13 | SPECTER ERIC M | Sell | 7.0K | $201.02 |
| 2026-01-04 | Jhunjhunwala Amit | Tax withheld | 312 | $193.45 |
| 2025-12-31 | Poliner Graham | Other | 29 | $169.52 |
| 2025-12-31 | Hill George | Other | 30 | $169.52 |
| 2025-12-16 | Park Winifred | Tax withheld | 1.5K | $176.77 |
| 2025-12-15 | BARCLAY KATHLEEN S | Sell | 2.2K | $182.03 |
| 2025-12-12 | Hill George | Sell | 1.4K | $180.54 |
| 2025-12-12 | Hill George | Sell | 3.8K | $182.13 |
| 2025-12-12 | Hill George | Sell | 2.3K | $182.98 |
| 2025-12-11 | DEVINE MICHAEL F III | Sell | 6.0K | $181.84 |
| 2025-12-05 | BULL KENNETH R | Sell | 1.1K | $176.93 |
| 2025-12-05 | Gellerman Maureen Marie | Sell | 544 | $174.38 |
| 2025-12-05 | BULL KENNETH R | Sell | 513 | $168.07 |
| 2025-12-05 | BULL KENNETH R | Sell | 213 | $169.33 |
| 2025-12-05 | BULL KENNETH R | Sell | 80 | $170.17 |
| 2025-12-05 | BULL KENNETH R | Sell | 2.0K | $171.97 |
| 2025-12-05 | BULL KENNETH R | Sell | 625 | $172.66 |
| 2025-12-05 | BULL KENNETH R | Sell | 5.9K | $174.14 |
| 2025-12-05 | BULL KENNETH R | Sell | 7.2K | $175.28 |
| 2025-12-05 | BULL KENNETH R | Sell | 7.4K | $175.99 |
| 2025-12-05 | BULL KENNETH R | Sell | 50 | $177.65 |
| 2025-11-03 | RYAN THOMAS M | Grant | 143 | $158.44 |
| 2025-11-03 | MARKEE RICHARD L | Grant | 141 | $158.44 |
| 2025-11-03 | Lathi Dinesh S. | Grant | 196 | $158.44 |
| 2025-11-03 | BARCLAY KATHLEEN S | Grant | 141 | $158.44 |
| 2025-11-03 | VAUGHN MIMI ECKEL | Grant | 142 | $158.44 |
| 2025-11-01 | Poliner Graham | Tax withheld | 251 | $157.27 |
| 2025-10-06 | Sullivan Daniel | Grant | 13K | — |
| 2025-10-06 | Israel Michelle Lee | Grant | 488 | — |
| 2025-09-30 | BULL KENNETH R | Gift | 644 | — |
| 2025-09-16 | BULL KENNETH R | Grant | 14K | — |
| 2025-09-16 | BULL KENNETH R | Grant | 994 | — |
| 2025-09-16 | BULL KENNETH R | Tax withheld | 6.6K | $149.06 |
| 2025-09-16 | Poliner Graham | Grant | 79 | — |
| 2025-09-16 | Masciantonio Ronald James | Grant | 158 | — |
| 2025-09-16 | Jhunjhunwala Amit | Grant | 291 | — |
| 2025-09-16 | Hill George | Grant | 596 | — |
| 2025-09-16 | Gellerman Maureen Marie | Grant | 79 | — |
| 2025-09-16 | SPECTER ERIC M | Grant | 357 | — |
| 2025-09-06 | Gellerman Maureen Marie | Tax withheld | 110 | $153.40 |
| 2025-09-04 | SARGENT RONALD | Gift | 3.3K | — |
| 2025-08-29 | Masciantonio Ronald James | Sell | 818 | $146.41 |
| 2025-08-28 | Hill George | Sell | 1.5K | $150.23 |
| 2025-08-04 | BARCLAY KATHLEEN S | Grant | 170 | $136.53 |
| 2025-08-04 | RYAN THOMAS M | Grant | 150 | $136.53 |
| 2025-08-04 | VAUGHN MIMI ECKEL | Grant | 155 | $136.53 |
| 2025-08-04 | MARKEE RICHARD L | Grant | 155 | $136.53 |
| 2025-08-04 | Lathi Dinesh S. | Grant | 219 | $136.53 |
| 2025-08-01 | BULL KENNETH R | Tax withheld | 2.7K | $133.16 |
| 2025-08-01 | Poliner Graham | Tax withheld | 995 | $133.16 |
| 2025-08-01 | SPECTER ERIC M | Tax withheld | 2.0K | $133.16 |
| 2025-08-01 | Masciantonio Ronald James | Tax withheld | 663 | $133.16 |
| 2025-08-01 | Jhunjhunwala Amit | Tax withheld | 1.4K | $133.16 |
| 2025-08-01 | Gellerman Maureen Marie | Tax withheld | 613 | $133.16 |
| 2025-08-01 | Hill George | Tax withheld | 1.4K | $133.16 |
| 2025-07-17 | Hill George | Sell | 1.5K | $140.00 |
| 2025-06-30 | Poliner Graham | Other | 43 | $118.06 |
| 2025-06-30 | Hill George | Other | 42 | $118.06 |
| 2025-06-26 | SPECTER ERIC M | Sell | 5.5K | $130.77 |
| 2025-06-16 | Jhunjhunwala Amit | Sell | 1.0K | $125.00 |
| 2025-06-16 | Jhunjhunwala Amit | Sell | 700 | $125.41 |
| 2025-06-12 | Washington Zuhairah Scott | Grant | 1.4K | — |
| 2025-06-12 | VAUGHN MIMI ECKEL | Grant | 1.4K | — |
| 2025-06-12 | SARGENT RONALD | Grant | 1.4K | — |
| 2025-06-12 | RYAN THOMAS M | Grant | 1.4K | — |
| 2025-06-12 | MARKEE RICHARD L | Grant | 1.4K | — |
| 2025-06-12 | Lathi Dinesh S. | Grant | 1.4K | — |
| 2025-06-12 | Bowman Karen R | Grant | 1.4K | — |
| 2025-06-12 | BARCLAY KATHLEEN S | Grant | 1.4K | — |
| 2025-06-12 | DEVINE MICHAEL F III | Grant | 2.6K | — |
| 2025-06-10 | Masciantonio Ronald James | Sell | 500 | $123.33 |
| 2025-06-10 | Masciantonio Ronald James | Sell | 158 | $123.60 |
| 2025-06-05 | Hill George | Sell | 3.0K | $131.90 |
| 2025-06-05 | Hill George | Sell | 1.5K | $135.00 |
| 2025-05-05 | Vellios Thomas | Grant | 513 | $82.79 |
| 2025-05-05 | RYAN THOMAS M | Grant | 268 | $82.79 |
| 2025-05-05 | VAUGHN MIMI ECKEL | Grant | 270 | $82.79 |
| 2025-05-05 | MARKEE RICHARD L | Grant | 270 | $82.79 |
| 2025-05-05 | Lathi Dinesh S. | Grant | 375 | $82.79 |
| 2025-05-05 | BARCLAY KATHLEEN S | Grant | 343 | $82.79 |
| 2025-03-24 | Masciantonio Ronald James | Sell | 584 | $78.04 |
| 2025-03-20 | Gellerman Maureen Marie | Grant | 2.6K | — |
| 2025-03-20 | Masciantonio Ronald James | Tax withheld | 39 | $75.59 |
| 2025-03-20 | Masciantonio Ronald James | Grant | 2.6K | — |
| 2025-03-20 | SPECTER ERIC M | Tax withheld | 131 | $75.59 |
| 2025-03-20 | SPECTER ERIC M | Grant | 4.7K | — |
| 2025-03-20 | Hill George | Tax withheld | 89 | $75.59 |
| 2025-03-20 | Hill George | Grant | 5.3K | — |
| 2025-03-20 | BULL KENNETH R | Tax withheld | 2.5K | $75.59 |
| 2025-03-20 | BULL KENNETH R | Tax withheld | 111 | $75.59 |
| 2025-03-20 | BULL KENNETH R | Grant | 13K | — |
| 2025-03-20 | Chipman Kristy | Grant | 6.3K | — |
| 2025-03-20 | Park Winifred | Grant | 21K | — |
| 2025-03-20 | Hawkins Jacob Kimball | Grant | 3.7K | — |
| 2025-03-20 | Poliner Graham | Grant | 2.6K | — |
| 2025-03-20 | Poliner Graham | Grant | 1.3K | — |
| 2025-03-20 | Jhunjhunwala Amit | Grant | 3.7K | — |
| 2025-03-16 | SPECTER ERIC M | Grant | 285 | — |
| 2025-03-16 | Masciantonio Ronald James | Grant | 107 | — |
| 2025-03-16 | Hill George | Grant | 285 | — |
| 2025-03-16 | BULL KENNETH R | Grant | 8.2K | — |
| 2025-03-16 | BULL KENNETH R | Grant | 356 | — |
| 2025-03-09 | SPECTER ERIC M | Tax withheld | 95 | $82.04 |
| 2025-03-09 | Masciantonio Ronald James | Tax withheld | 38 | $82.04 |
| 2025-03-09 | Hill George | Tax withheld | 75 | $82.04 |
| 2025-03-09 | BULL KENNETH R | Tax withheld | 96 | $82.04 |
| 2025-03-08 | BULL KENNETH R | Tax withheld | 481 | $82.04 |
| 2025-03-08 | Chipman Kristy | Tax withheld | 93 | $82.04 |
| 2025-03-08 | Jhunjhunwala Amit | Tax withheld | 116 | $82.04 |
| 2025-03-08 | Gellerman Maureen Marie | Tax withheld | 43 | $82.04 |
| 2025-03-08 | SPECTER ERIC M | Tax withheld | 258 | $82.04 |
| 2025-03-08 | Masciantonio Ronald James | Tax withheld | 90 | $82.04 |
| 2025-03-08 | Hill George | Tax withheld | 296 | $82.04 |
| 2025-03-07 | Masciantonio Ronald James | Tax withheld | 47 | $82.04 |
| 2025-03-07 | Hill George | Tax withheld | 125 | $82.04 |
| 2025-03-07 | BULL KENNETH R | Tax withheld | 145 | $82.04 |
| 2025-03-07 | SPECTER ERIC M | Tax withheld | 158 | $82.04 |
| 2025-02-03 | VAUGHN MIMI ECKEL | Grant | 242 | $92.33 |
| 2025-02-03 | Vellios Thomas | Grant | 460 | $92.33 |
| 2025-02-03 | RYAN THOMAS M | Grant | 239 | $92.33 |
| 2025-02-03 | MARKEE RICHARD L | Grant | 242 | $92.33 |
| 2025-02-03 | BARCLAY KATHLEEN S | Grant | 309 | $92.33 |
| 2025-02-03 | Lathi Dinesh S. | Grant | 336 | $92.33 |
| 2025-01-17 | SPECTER ERIC M | Option exercise | 4.6K | $39.30 |
| 2025-01-17 | SPECTER ERIC M | Sell | 4.6K | $92.40 |
| 2025-01-16 | SPECTER ERIC M | Sell | 5.5K | $90.76 |
| 2025-01-16 | SPECTER ERIC M | Option exercise | 5.5K | $28.58 |
| 2024-12-31 | Hill George | Other | 53 | $94.46 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-16 | Shareholder vote | filing ↗ |
| 2026-06-03 | ResultsExhibits | filing ↗ |
| 2026-03-18 | ResultsExhibits | filing ↗ |
| 2026-02-09 | Exec/director changeExhibits | filing ↗ |
| 2026-01-12 | Reg FDExhibits | filing ↗ |
| 2025-12-03 | ResultsExhibits | filing ↗ |
| 2025-10-02 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-08-27 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-16 | 2026-06-16 | 0001193125-26-272704 ↗ |
| 10-Q | 2026-06-04 | 2026-05-02 | 0001177609-26-000020 ↗ |
| 8-K | 2026-06-03 | 2026-06-03 | 0001177609-26-000015 ↗ |
| 10-K | 2026-03-19 | 2026-01-31 | 0001177609-26-000010 ↗ |
| 8-K | 2026-03-18 | 2026-03-18 | 0001177609-26-000006 ↗ |
| 8-K | 2026-02-09 | 2026-02-03 | 0001193125-26-042901 ↗ |
| 8-K | 2026-01-12 | 2026-01-12 | 0001177609-26-000003 ↗ |
| 10-Q | 2025-12-04 | 2025-11-01 | 0001177609-25-000052 ↗ |
| 8-K | 2025-12-03 | 2025-12-03 | 0001177609-25-000048 ↗ |
| 8-K | 2025-10-02 | 2025-10-01 | 0001193125-25-227293 ↗ |
| 10-Q | 2025-08-28 | 2025-08-02 | 0001177609-25-000041 ↗ |
| 8-K | 2025-08-27 | 2025-08-27 | 0001177609-25-000037 ↗ |