WallStSmart

Allbirds Inc (BIRD)vsRoss Stores Inc (ROST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ross Stores Inc generates 16565% more annual revenue ($23.78B vs $142.67M). ROST leads profitability with a 9.7% profit margin vs -53.4%. ROST earns a higher WallStSmart Score of 64/100 (C+).

BIRD

Avoid

29

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 3.5
Piotroski: 2/9Altman Z: -7.33

ROST

Buy

64

out of 100

Grade: C+

Growth: 8.0Profit: 7.5Value: 3.3Quality: 7.0
Piotroski: 5/9Altman Z: 3.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BIRD.

ROSTOvervalued (-8.9%)

Margin of Safety

-8.9%

Fair Value

$176.80

Current Price

$230.37

$53.57 premium

UndervaluedFair: $176.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIRD1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

ROST5 strengths · Avg: 9.0/10
Return on EquityProfitability
36.7%10/10

Every $100 of equity generates 37 in profit

Altman Z-ScoreHealth
3.0810/10

Safe zone — low bankruptcy risk

Market CapQuality
$72.39B9/10

Large-cap with strong market position

Revenue GrowthGrowth
20.6%8/10

Revenue surging 20.6% year-over-year

EPS GrowthGrowth
37.4%8/10

Earnings expanding 37.4% YoY

Areas to Watch

BIRD4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$39.01M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-467.8%2/10

ROE of -467.8% — below average capital efficiency

ROST3 concerns · Avg: 3.3/10
P/E RatioValuation
31.2x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.0x4/10

Trading at 12.0x book value

PEG RatioValuation
2.722/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : BIRD

The strongest argument for BIRD centers on Price/Book.

Bull Case : ROST

The strongest argument for ROST centers on Return on Equity, Altman Z-Score, Market Cap. Revenue growth of 20.6% demonstrates continued momentum.

Bear Case : BIRD

The primary concerns for BIRD are EPS Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 2.04 is elevated, increasing financial risk.

Bear Case : ROST

The primary concerns for ROST are P/E Ratio, Price/Book, PEG Ratio.

Key Dynamics to Monitor

BIRD profiles as a turnaround stock while ROST is a growth play — different risk/reward profiles.

BIRD carries more volatility with a beta of 2.73 — expect wider price swings.

ROST is growing revenue faster at 20.6% — sustainability is the question.

ROST generates stronger free cash flow (627M), providing more financial flexibility.

Bottom Line

ROST scores higher overall (64/100 vs 29/100) and 20.6% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Allbirds Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Allbirds Inc (BIRD) is a trailblazer in the sustainable footwear and apparel industry, renowned for its innovative use of natural materials such as merino wool and eucalyptus fibers since its founding in 2016. The company is dedicated to achieving a carbon-neutral supply chain, which highlights its leadership in environmental sustainability and ethical fashion practices. By catering to the increasing demand for eco-friendly products and setting industry standards for sustainability and transparency, Allbirds is well-positioned for long-term growth, reinforcing its status as a key player in the evolving fashion landscape.

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Ross Stores Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Ross Stores, Inc., operating under the brand name Ross Dress for Less, is an American chain of discount department stores headquartered in Dublin, California.

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