Birkenstock Holding plc (BIRK)vsCrocs Inc (CROX)
BIRK
Birkenstock Holding plc
$36.37
-0.30%
CONSUMER CYCLICAL · Cap: $6.71B
CROX
Crocs Inc
$80.09
+0.13%
CONSUMER CYCLICAL · Cap: $4.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Crocs Inc generates 89% more annual revenue ($4.04B vs $2.14B). BIRK leads profitability with a 17.7% profit margin vs -2.0%. CROX appears more attractively valued with a PEG of 1.39. BIRK earns a higher WallStSmart Score of 71/100 (B).
BIRK
Strong Buy71
out of 100
Grade: B
CROX
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.6%
Fair Value
$109.98
Current Price
$36.37
$73.61 discount
Intrinsic value data unavailable for CROX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
1.5% earnings growth
Grey zone — moderate risk
Negative free cash flow — burning cash
Weak financial health signals
ROE of -5.2% — below average capital efficiency
Revenue declined 3.2%
Earnings declined 68.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : BIRK
The strongest argument for BIRK centers on P/E Ratio, Price/Book. Profitability is solid with margins at 17.7% and operating margin at 19.0%. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : CROX
PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bear Case : BIRK
The primary concerns for BIRK are EPS Growth, Altman Z-Score, Free Cash Flow.
Bear Case : CROX
The primary concerns for CROX are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
BIRK profiles as a mature stock while CROX is a turnaround play — different risk/reward profiles.
CROX carries more volatility with a beta of 1.54 — expect wider price swings.
BIRK is growing revenue faster at 11.1% — sustainability is the question.
CROX generates stronger free cash flow (246M), providing more financial flexibility.
Bottom Line
BIRK scores higher overall (71/100 vs 44/100), backed by strong 17.7% margins and 11.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Birkenstock Holding plc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Birkenstock Holding plc manufactures and sells footwear products. The company is headquartered in London, the United Kingdom.
Crocs Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Crocs, Inc. designs, develops, manufactures, markets and distributes casual lifestyle footwear and accessories for men, women and children. The company is headquartered in Broomfield, Colorado.
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