WallStSmart

Birkenstock Holding plc (BIRK)vsCrocs Inc (CROX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Crocs Inc generates 84% more annual revenue ($4.02B vs $2.18B). BIRK leads profitability with a 16.3% profit margin vs -2.6%. BIRK appears more attractively valued with a PEG of 1.38. BIRK earns a higher WallStSmart Score of 58/100 (C).

BIRK

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 5.7Quality: 7.5
Piotroski: 7/9Altman Z: 1.94

CROX

Hold

44

out of 100

Grade: D

Growth: 2.7Profit: 5.0Value: 6.3Quality: 6.5
Piotroski: 5/9Altman Z: 3.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BIRK.

CROXUndervalued (+27.5%)

Margin of Safety

+27.5%

Fair Value

$114.12

Current Price

$119.35

$5.23 discount

UndervaluedFair: $114.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIRK2 strengths · Avg: 8.0/10
Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.9%8/10

Strong operational efficiency at 26.9%

CROX2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.1610/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

Areas to Watch

BIRK2 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

EPS GrowthGrowth
-20.4%2/10

Earnings declined 20.4%

CROX4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.213/10

Elevated debt levels

Return on EquityProfitability
-7.3%2/10

ROE of -7.3% — below average capital efficiency

Revenue GrowthGrowth
-1.7%2/10

Revenue declined 1.7%

EPS GrowthGrowth
-4.2%2/10

Earnings declined 4.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : BIRK

The strongest argument for BIRK centers on Price/Book, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 26.9%. PEG of 1.38 suggests the stock is reasonably priced for its growth.

Bull Case : CROX

The strongest argument for CROX centers on Altman Z-Score, Operating Margin. PEG of 1.39 suggests the stock is reasonably priced for its growth.

Bear Case : BIRK

The primary concerns for BIRK are Altman Z-Score, EPS Growth.

Bear Case : CROX

The primary concerns for CROX are Debt/Equity, 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 1.56 — expect wider price swings.

BIRK is growing revenue faster at 7.7% — sustainability is the question.

BIRK generates stronger free cash flow (2M), providing more financial flexibility.

Bottom Line

BIRK scores higher overall (58/100 vs 44/100), backed by strong 16.3% margins. CROX offers better value entry with a 27.5% margin of safety. Both earn "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.

Want to dig deeper into these stocks?