CROX
Crocs, Inc.
CROX has the edge over F overall, supported by stronger fundamentals and stronger modeled upside.
F
Ford Motor Company
F's outlook is improving, though it still trails on the overall score.
CROX Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Strong |
CROX's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
CROX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 7.4x | $97.23 | -38% |
| Forward | 9.9x | $157 | — |
| Fair | 11x | $146 | -7.1% |
| Current | 12x | $157 | — |
| Expensive | 22x | $286 | +82% |
Historical ranges are pointers, not guarantees.
CROX's PE is in its fair range at 12x. If earnings grow as analysts expect, today's price would be 9.9x next year's earnings.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
CROX Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
CROX has the edge over F on the outlook, with more favorable revenue expectations.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect F's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
CROX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $15.91 | +21% |
| Q3 2026 | $13.15 | +344% |
| Q2 2026 | $11.33 | +213% |
| Q1 2026 | -$1.62 | -110% |
| Q4 2025 | -$1.50 | -109% |
| Q3 2025 | $2.96 | -79% |
| Q2 2025 | $3.62 | -73% |
| Q1 2025 | $16.21 | +26% |
| Q4 2024 | $15.88 | +24% |
CROX has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
CROX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1B | +4.6% |
| Q2 2026 | $1.2B | +2.6% |
| Q1 2026 | $921.5M | -1.7% |
| Q4 2025 | $957.6M | -3.2% |
| Q3 2025 | $996.3M | -6.2% |
| Q2 2025 | $1.1B | +3.4% |
| Q1 2025 | $937.3M | -0.1% |
| Q4 2024 | $989.8M | +3.1% |
CROX's revenue grew through 2023 and has held roughly level since: $1B last quarter, up 4.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 28% | +7.2 points |
| Q2 2026 | 24% | +61 points |
| Q1 2026 | 22% | -2 points |
| Q4 2025 | 15% | -4.9 points |
| Q3 2025 | 21% | -4.6 points |
| Q2 2025 | -37% | -67 points |
| Q1 2025 | 24% | -0.3 points |
| Q4 2024 | 20% | -1.6 points |
CROX has the edge over F on profitability, with a higher operating margin.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F has the edge over CROX on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
CROX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $275.5M | +22% |
| Q2 2026 | $331M | +23% |
| Q1 2026 | -$98.9M | -$16.3M |
| Q4 2025 | $246.4M | -19% |
| Q3 2025 | $226.2M | -19% |
| Q2 2025 | $269.2M | -30% |
| Q1 2025 | -$82.6M | -$39.3M |
| Q4 2024 | $303.4M | -5.3% |
CROX generated $754M in free cash flow over the past year, up 5.3% from the year before.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F has the edge over CROX on cash flow, with more consistent year-over-year improvement.
CROX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.4% | -1.7M shares |
| 1 year | -11% | -6M shares |
| 3 years | -22% | -13.7M shares |
| 5 years | -24% | -15.4M shares |
| Available history | -33% | -23.8M shares |
CROX has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $250M |
| Q2 2026 | $256.2M |
| Q1 2026 | — |
| Q4 2025 | $180.2M |
| Q3 2025 | $208M |
| Q2 2025 | $133.3M |
| Q1 2025 | $60.9M |
| Q4 2024 | $226.3M |
CROX spent $686M buying back its own shares over the past year, up 9.2% from the year before.
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
CROX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.1x | Healthy |
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 5.8x | High |
| Q4 2025 | 4.8x | High |
| Q3 2025 | 4.2x | High |
| Q2 2025 | 3.5x | Elevated |
| Q1 2025 | 1.2x | Healthy |
| Q4 2024 | 1.1x | Healthy |
CROX's net debt is about 1.1 years of its operating earnings (EBITDA), down from 4.2 years a year ago.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has the edge over CROX on leverage, with a lower net debt burden relative to earnings.
CROX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.6 | Neutral |
| Stochastic | 88.0 | Overbought |
CROX's weekly RSI is 69 (neutral) and its Stochastic is 88 (overbought).
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
CROX PE vs Consumer Cyclical Sector
| Metric | CROX | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 18x | 34% below |
| PE % | 57 | 47 | 10 pts above |
CROX is trading at 12x earnings, a 34% discount to the Consumer Cyclical sector's median of 18x.
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
CROX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $132.6 | 18% above |
| 20 week MA | $129.2 | 21% above |
| 50 week MA | $109.7 | 43% above |
| 100 week MA | $102.8 | 53% above |
| 200 week MA | $110.2 | 42% above |
CROX has the edge over F on trend strength, trading above more of its moving averages.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
CROX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $41.3 | $62.7 | +52% |
| 2021 | $62.7 | $123.5 | +97% |
| 2022 | $123.5 | $103.0 | -17% |
| 2023 | $103.0 | $93.4 | -9.3% |
| 2024 | $93.4 | $110.7 | +19% |
| 2025 | $110.7 | $91.6 | -17% |
| 2026 YTD | $91.6 | $156.9 | +71% |
CROX has the edge over F on returns for 2026, with the stronger performance.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F's yearly returns have swung widely, from +129% in 2021 to −44% in 2022. It's down 11% so far in 2026.