Crocs Inc. Common Stock (CROX)

Turnaround

FairStock Score: 39/100 — MIXED

Key Financials

Current Price$119.23
Market Cap$5.7B
P/E Ratio10.58
ROE42.3%
Dividend Yield—%
SectorConsumer Cyclical

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for durable businesses bought at sensible prices. Crocs is a global casual-footwear brand with two main labels, Crocs and HEYDUDE. It has real brand recognition, but footwear is fashion-sensitive and competitive, so I would not call the moat wide. The financial record is mixed. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $1.2B and net income was $204.9M, or diluted EPS $4.13. That followed a fiscal Q2 2025 net loss of $492.3M, or diluted EPS -$8.82. For FY2025, the year ended 2025-12-31, revenue was $4.0B and net loss was $81.2M, versus FY2024 revenue of $4.1B and net income of $950.1M. FairStock classifies this as a TURNAROUND—loss in the latest year after earlier profits—and that seems fair.

In plain English: Crocs sells casual shoes and accessories, mainly under the Crocs and HEYDUDE names. The company made money in its latest reported quarter, but it lost money in fiscal 2025 after profits in earlier years, so results are uneven. At the 2026-10-13 close of $117.53, the stock looks more expensive than a simple estimate based on its earnings and book value, even though it turns a lot of sales into cash.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer