Added to YB: 2026-02-09
Pitch date: 2026-02-06
CROX [neutral]
Crocs, Inc.
+12.91%
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 kids under the Crocs and HEYDUDE Brands in the United States and internationally.
Market Cap
$4.9B
Pitch Price
$85.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.68
P/E
-65.46
EV/Sales
1.59
Sector
Textiles, Apparel and Luxury Goods
Category
value
Crocs (CROX): the durable cash machine
CROX (watchlist): Brand-led, asset-light business w/ strong pricing power & ROIC. Crocs brand globally recognized w/ habit-like properties, international growth potential esp. China (+25% YOY). HEYDUDE remains drag. Strong mgmt, $3B FCF 2025-2029 for 20% share buybacks. Values at 10x EV/EBIT = ~15% IRR. Awaiting FY2025 results.
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