CROCS, INC. vs NIKE, Inc., two Footwear stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CROX and NKE diverge most: on ev/ebitda, CROX reads 7.2 and NKE reads 70.0; on fcf yield, CROX reads 12.8% and NKE reads 4.1%. The rest of the comparable metrics sit closer together. On valuation, today's CROX price has a different growth bar priced in than NKE (+2.3% implied for CROX vs +2.2% for NKE); 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). The bull and bear cases for each are in their full reports below.
| Metric | CROX | NKE |
|---|---|---|
| Price | $115.00 | $34.73 |
| Market cap | $5.5B | $51.5B |
| Sector | Footwear | Footwear |
| Stage | Mature | Mature |
| Implied growth (priced in) | +2.3% | +2.2% |
| P/E | 10.2 | 16.6 |
| P/B | 3.98 | 3.39 |
| P/S | 1.36 | 1.12 |
| EV/EBITDA | 7.2 | 70.0 |
| Revenue growth | -2.1% | -1.2% |
| Gross margin | 59.4% | 42.8% |
| Operating margin | 24.2% | — |
| Net margin | 14.6% | 6.7% |
| Return on equity | 42.9% | 20.3% |
| Return on assets | 13.6% | 8.2% |
| Return on invested capital | 24.2% | — |
| FCF yield | 12.8% | 4.1% |
| Dividend yield | — | 4.7% |
| Debt / equity | 0.94 | 0.52 |
| Current ratio | 1.49 | 2.07 |
| Altman Z (solvency) | 3.59 | 7.60 |
| Piotroski F (quality) | 8 / 9 | 6 / 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.