Added to YB: 2026-02-18
Pitch date: 2026-02-13
CROX [bullish]
Crocs, Inc.
-0.42%
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
$96.89
Price Target
210.00 (+118%)
Dividend
N/A
EV/EBITDA
5.68
P/E
-65.46
EV/Sales
1.59
Sector
Textiles, Apparel and Luxury Goods
Category
value
Single Stock Spotlight #2: CROX
CROX: $4B revenue, 55%+ gross margin, mid-20s op margin, $700-800M FCF. Trading 7-9x fwd P/E vs $120-210 fair value (10-12x). Management buying back 13% shares/yr w/ 90% of FCF, driving EPS from $13 (2025) to $17.5 (2027E). Market fears: fad brand, HeyDude drag, weak consumer. Reality: durable brand w/ scale, HeyDude stabilizing, affordable positioning. Catalysts: margin stability, HeyDude turnaround, aggressive buybacks at depressed multiples. Tech: broke above all 3 MAs.
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