Added to YB: 2026-08-19
Pitch date: 2026-08-17
CROX [neutral]
Crocs, Inc.
Author Info
No bio for this author
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
$6.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.15
P/E
11.39
EV/Sales
1.93
Sector
Textiles, Apparel and Luxury Goods
Category
value
The Rational Investor | August 16 2026 Portfolio Update - Crocs, Inc.
CROX (trimmed position): Trimmed but still core 6% holding. 10x earnings, cash cow printing FCF & aggressively buying back shares—author's favorite capital allocation combo. Super-investor Li Lu accumulating. Even flat revenue/net income from here virtually guarantees satisfactory returns.
Read full article (1 min)