CROCS, INC. vs CARLISLE COMPANIES INCORPORATED, two Footwear stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CROX and CSL diverge most: on revenue growth, CROX reads -2.1% and CSL reads +1.4%; on implied growth (priced in), CROX reads +3.1% and CSL reads +8.2%. The rest of the comparable metrics sit closer together. On valuation, today's CROX price has a different growth bar priced in than CSL (+3.1% implied for CROX vs +8.2% for CSL); the higher figure is the steeper assumption to clear, not a better or worse stock. What CROX's price implies is a bet that sits within the historical range (whole-company basis). What CSL's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CROX | CSL |
|---|---|---|
| Price | $127.98 | $359.80 |
| Market cap | $6.1B | $14.6B |
| Sector | Footwear | Footwear |
| Stage | Mature | Mature |
| Implied growth (priced in) | +3.1% | +8.2% |
| P/E | 11.3 | 20.6 |
| P/B | 4.43 | 9.01 |
| P/S | 1.51 | 2.86 |
| EV/EBITDA | 7.9 | 13.8 |
| Revenue growth | -2.1% | +1.4% |
| Gross margin | 59.4% | — |
| Operating margin | 24.2% | 22.4% |
| Net margin | 14.6% | 14.2% |
| Return on equity | 42.9% | 44.8% |
| Return on assets | 13.6% | 11.6% |
| Return on invested capital | 24.2% | 17.4% |
| FCF yield | 11.5% | 6.0% |
| Dividend yield | — | 1.2% |
| Debt / equity | 0.94 | 1.79 |
| Current ratio | 1.49 | 2.60 |
| Altman Z (solvency) | 3.71 | 8.99 |
| Piotroski F (quality) | 8 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.