Added to YB: 2026-01-29
Pitch date: 2026-01-27
DECK [bullish]
Deckers Outdoor Corporation
+16.81%
current return
Author Info
No bio for this author
Company Info
Deckers Outdoor Corporation, together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally.
Market Cap
$16.4B
Pitch Price
$101.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.91
P/E
16.50
EV/Sales
2.73
Sector
Textiles, Apparel and Luxury Goods
Category
value
Deckers Outdoor Corp (NYSE: DECK)
DECK (added to position): High-quality debt-free business w/ ~20% net margins, $1.4B cash flow, narrow moat from UGG/HOKA brands. Down ~50% in 2025 on macro/tariff fears despite superior fundamentals: high double-digit revenue growth, triple-digit ROE, ROIC 3x WACC. Trading at discount across all valuation metrics vs strong long-term alpha generation.
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