Crocs (CROX)
NASDAQConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-10-30
$150.52+0.17%
Close 2026-10-30 · 1-day change
NASDAQConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-10-30
Research Workspace
Put CROX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS near $13.47 in FY26: Diluted EPS: $4.52 per share.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 12%.
View QualityManagement screens strong on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskCROX’s Crocs and HEYDUDE brands need to drive revenue growth as revenue growth recovers. The claim rests on continued brand growth, not fast current growth. Revenue growth improved from a 1.7% decline to 2.6% growth, then 4.6%. Q3 2026 non-GAAP EPS beat consensus by 11.5%. CROX trades at 12× P/E versus a 15× peer median. The price reflects less growth than our forecast, despite that peer gap. Weak cash backing and an EPS pillar under pressure threaten the case. Our model puts the next-quarter miss probability at 25%. Peer multiples imply a price about 12% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. CROX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering CROX (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for CROX in the last 4 months.
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Compare CROX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CROX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Footwear — fair value, gap to price, and forward P/E.
Compare the value case
Put CROX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive revenue growth with focus on Crocs and HEYDUDE brands
Raised forecast and improving HEYDUDE turnaround support brand growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $150.52
The last 12 months of price, then the range of analyst 12-month targets from today’s $150.52.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive revenue growth with focus on Crocs and HEYDUDE brands
Raised forecast and improving HEYDUDE turnaround support brand growth objectives.
Advances: Drive revenue growth with focus on Crocs and HEYDUDE brands
HEYDUDE sales returning to growth supports the key brand-growth objective.
Advances: Drive revenue growth with focus on Crocs and HEYDUDE brands
HEYDUDE returning to growth supports brand revenue objectives, though the headline alone provides limited detail.
Advances: Drive revenue growth with focus on Crocs and HEYDUDE brands
An earnings beat and raised guidance support revenue growth and improve the outlook.
Advances: Drive revenue growth with focus on Crocs and HEYDUDE brands
Earnings beat and updated outlook are direct evidence on revenue growth, though outlook details determine durability.
Advances: Drive revenue growth with focus on Crocs and HEYDUDE brands
Upgrade indicates confidence in revenue growth potential.
Potential IP issue could impact brand value and sales.
