Added to YB: 2025-11-05
Pitch date: 2025-10-30
CROX [bullish]
Crocs, Inc.
+8.63%
current return
Author Info
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
$82.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.58
P/E
22.50
EV/Sales
1.32
Sector
Textiles, Apparel and Luxury Goods
Category
value
Clogs at 8 times earnings - Crocs, Inc.
CROX: Simple single-molded footwear w/ 60% gross margins vs Nike's 45%. Patented Croslite resin, affordable ~$50 price, durable/washable design appeals to kids & medical workers. Jibbitz personalization add-ons generated $260M (6% of sales). Hey Dude acquisition underperforming but stock trades 8x adj earnings despite strong moat.
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