WallStSmart

Birkenstock Holding plc (BIRK)vsFossil Group Inc (FOSL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Birkenstock Holding plc generates 97% more annual revenue ($2.14B vs $1.08B). BIRK leads profitability with a 17.7% profit margin vs -5.5%. FOSL appears more attractively valued with a PEG of 1.23. BIRK earns a higher WallStSmart Score of 71/100 (B).

BIRK

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.0Value: 10.0Quality: 6.8
Piotroski: 6/9Altman Z: 1.82

FOSL

Hold

37

out of 100

Grade: F

Growth: 2.0Profit: 3.5Value: 6.7Quality: 5.0
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BIRKUndervalued (+63.6%)

Margin of Safety

+63.6%

Fair Value

$109.98

Current Price

$36.37

$73.61 discount

UndervaluedFair: $109.98Overvalued

Intrinsic value data unavailable for FOSL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIRK2 strengths · Avg: 8.0/10
P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

FOSL1 strengths · Avg: 10.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Areas to Watch

BIRK3 concerns · Avg: 3.3/10
EPS GrowthGrowth
1.5%4/10

1.5% earnings growth

Altman Z-ScoreHealth
1.824/10

Grey zone — moderate risk

Free Cash FlowQuality
$-65.40M2/10

Negative free cash flow — burning cash

FOSL4 concerns · Avg: 2.3/10
Market CapQuality
$112.95M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-39.3%2/10

ROE of -39.3% — below average capital efficiency

Revenue GrowthGrowth
-15.2%2/10

Revenue declined 15.2%

EPS GrowthGrowth
-81.7%2/10

Earnings declined 81.7%

Comparative Analysis Report

WallStSmart Research

Bull 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 : FOSL

The strongest argument for FOSL centers on Price/Book. PEG of 1.23 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 : FOSL

The primary concerns for FOSL are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

BIRK profiles as a mature stock while FOSL is a turnaround play — different risk/reward profiles.

FOSL carries more volatility with a beta of 1.64 — expect wider price swings.

BIRK is growing revenue faster at 11.1% — sustainability is the question.

FOSL generates stronger free cash flow (14M), providing more financial flexibility.

Bottom Line

BIRK scores higher overall (71/100 vs 37/100), 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.

Fossil Group Inc

CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA

Fossil Group, Inc. designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally. The company is headquartered in Richardson, Texas.

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