Added to YB: 2026-05-07
Pitch date: 2026-05-05
CROX [neutral]
Crocs, Inc.
+0.53%
current return
Author Info
Hidden Rock Capital is an investment advisor unearthing asymmetric investment opportunities hiding in plain sight. Sign up for the newsletter.
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
$5.1B
Pitch Price
$105.19
Price Target
210.00 (+99%)
Dividend
N/A
EV/EBITDA
6.01
P/E
-52.32
EV/Sales
1.67
Sector
Textiles, Apparel and Luxury Goods
Category
value
April Earnings Update - Crocs, Inc.
CROX (earnings): Q rev declined YoY but core Crocs brand +1%. Adj EPS $2.99/share, strong profitability maintained. FY26 guidance raised to $13.20-$13.75 EPS (from $12.88-$13.35). Bought back 0.8M shares/$73.6M YTD (~1.6% outstanding). Can easily repurchase 5-10% shares annually given resilient FCF. PT $170-$210.
Read full article (1 min)