Held · Bookmarked
2 · 0
portfolios · users
Avg position size
2.8%
of holders' portfolios
13F filers
3
institutions
Market cap
$5.4B
48M shares
52-week range
$73.21 – $141.28
57% from low
Sector
RUBBER & PLASTICS FOOTWEAR
Exchange
NASDAQ
CS
P/S (TTM)
1.4
EV / FCF (TTM)
10.1
Crocs Inc is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children. The reportable operating segments of the company are the Crocs Brand and the HEYDUDE Brand. The company derives maximum revenue from the Crocs brand segment.
www.crocs.com| Trader / Portfolio | Conviction |
|---|---|
| FID 401kLiam | — |
| Robinhood Roth IraLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Himalaya Capitalas of 2026-03-31 | 887,093 | $73.6M |
| Execution date | Ratio |
|---|---|
| 2007-06-15 | 2-for-1 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | -35.6% | 28.5% | — | — | — | |
| Rev. Growth % | -1.5% | 23.9% | ||||
| Profit Margin % | -2.0% | 17.5% | 12.4% | |||
| Free Cash Flow Margin % | 16.3% | 19.1% | 13.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -3.2% on the P/E track.
At today's price, your expected annual return is +1.8% on the P/E track.
At today's price, your expected annual return is +6.0% on the P/E track.
| 182,994 |
| $15.2M |
| Renaissance Technologiesas of 2024-09-30 | 86,500 | $12.5M |
Also held through funds
1 more book holds CROX indirectly · AVUV 0.5% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.1B | +2.5% | $13.95 | $13.85–$14.09 | 8.0× | 7 |
| 2027 | $4.2B | +2.4% | $14.95 | $14.62–$15.22 | 7.5× | 8 |
| 2028 | $4.2B | -0.5% | $15.22 | $14.80–$15.63 | 7.4× | 2 |
| 2029 | $4.6B | +9.1% | $14.83 | $14.54–$15.09 | 7.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $4.35 | $4.55 | +4.6% |
| 2026-04-30 | $2.78 | $2.99 | +7.6% |
| 2026-02-12 | $1.92 | $2.29 | +19.3% |
| 2025-10-30 | $2.36 | $2.92 | +23.7% |
| 2025-08-07 | $4.01 | $4.23 | +5.5% |
| 2025-05-08 | $2.51 | $3.00 | +19.5% |
| 2025-02-13 | $2.27 | $2.52 | +11.0% |
| 2024-10-29 | $3.10 |
| $3.60 |
| +16.1% |
| $9.2B |
| — |
| FTDRFrontdoor, Inc. | $80.10 | -1.12% | $5.6B | — |
| GOLFAcushnet Holdings Corp. | $84.59 | -0.67% | $5.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding CROX.
$CROX Insider purchase: https://filingtracker.ai/filing/1334036/0001194106-26-000012
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$CROX bought at 82ish Mar-May Cult-like brand name Great yield at the time (15%) Good financials
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$CROX Show me double digits again I dare you and selling my car to buy this..
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$NKE I've been shorting this stock on and off for months.... during all these months I keep seeing the same thing..... "This must be the bottom, best apparel brand, biggest moat, cant go down any longer, great dividend, CEO and Cook buying, I just bought a pair of Nike shoes, MJ coming to the rescue.... blah blah blah ", still amaze me seeing so many brave heroes trying to catch this murderous falling knife. There are hundreds of better stocks out there. Even if this thing rebounds it will do it at a dragging pace. $CROX or even $WWW look more atractive.... i dont know man....
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$CROX recent price action is looking tasty again to add to my long term position which I said I wouldn't extend any further but too intriguing not to given current valuation and outlook (strong domestic sales, international market expansion, ROBUST buyback program, etc.). May just have to chomp some more shares if this keeps drifting towards $100
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$BIRK $CROX $DECK $LULU $NKE we’ve seen services rip and roar I bet few of these could do the same
View on StockTwits ↗$LULU what’s better buy This or $DECK or $BIRK or $CROX or $NKE Or DKS?
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$NKE Let’s get that rocket into dividend deadline today. $DKS $M $JWN $CROX
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$LULU earnings whisper predicts 38 % swing either way $NKE $ELF $CROX
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$CROX Q2 revenue: $1.18B, +2.6% YoY adjusted EPS $4.55, +7.6%...
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$CROX anyone know why crox has been so bearish this last week?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.