Added to YB: 2025-10-24
Pitch date: 2025-10-23
CROX [bullish]
Crocs, Inc.
+7.93%
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
$84.00
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
turnaround
Crocs: Breaking My Own Investing Rule (Ticker: CROX)
CROX: EV/EBIT of 6x on $4.3B mkt cap vs $1B TTM operating income. International growth +16.4% offsetting -6.4% NA decline. Management sobered by failed $2.5B HeyDude acquisition, now focused on $500M+ annual buybacks (10% share reduction). Fad risk exists but valuation provides margin of safety.
Read full article (7 min)