Added to YB: 2025-11-14
Pitch date: 2025-11-12
CROX [bullish]
Crocs, Inc.
+19.9%
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
$74.99
Price Target
169.00 (+88%)
Dividend
N/A
EV/EBITDA
4.58
P/E
22.50
EV/Sales
1.32
Sector
Textiles, Apparel and Luxury Goods
Category
value
Crocs: When Pessimism Creates Opportunity
CROX: Strong brand w/ 21-yr track record (only 2 neg volume years), growing ASP 2.9% CAGR to $25.52, gross margin up to 61.6%, 58% ROE. Hey Dude acquisition struggles but Terence Reilly (Stanley turnaround success) now leading revival. Trading at lowest peer multiple despite 11% FCF yield. Market assumes worst-case scenario permanently.
Read full article (5 min)