Added to YB: 2025-09-25
Pitch date: 2025-09-24
CROX [bullish]
Crocs, Inc.
+16.45%
current return
Author Info
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Company Info
Crocs, Inc., together with its subsidiaries, designs, develops, manufactures, markets, distributes, and sells casual lifestyle footwear and accessories for men, women, and children under the Crocs and HEYDUDE Brands in the United States and internationally.
Market Cap
$3.8B
Pitch Price
$77.21
Price Target
175.00 (+95%)
Dividend
N/A
EV/EBITDA
4.58
P/E
22.50
EV/Sales
1.32
Sector
Textiles, Apparel and Luxury Goods
Category
value
Crocs, Inc. - $CROX
CROX: Asset-light footwear w/ 58.8% gross margin, 24.9% op margin generating ~$958M owner earnings (~22% yield at $77). IV $140-$175/sh via DCF. Risks: fashion shifts, tariffs, outsourced production. Mgmt buying back stock, deleveraging. Accumulating <$95, leaning in $70-$85 range.
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