Crocs' Valuation Can Be Capitalized On In The Near Term
Portfolio Pulse from
Crocs' growth has slowed post-pandemic, making it less appealing for long-term growth investors but attractive for a two-year value play. The company is projected to have an EV CAGR of ~15% with assumptions of 3.5% revenue growth and a 26% EBITDA margin. International expansion offers opportunities and risks.
December 12, 2024 | 5:00 am
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Crocs' post-pandemic growth has slowed, making it less appealing for long-term growth investors but attractive for a two-year value play. The company is projected to have an EV CAGR of ~15% with assumptions of 3.5% revenue growth and a 26% EBITDA margin. International expansion offers opportunities and risks.
The article highlights Crocs' potential as a value play over the next two years, with a projected EV CAGR of ~15%. This suggests a positive short-term outlook for the stock. However, international expansion poses both opportunities and risks, which could impact revenue and margin stability.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100