Crocs, Inc. (CROX) vs NIKE, Inc. (NKE)

Crocs, Inc. and NIKE, Inc. are both Footwear & Accessories companies. NIKE, Inc. is the larger, with a market value of $53.6B against $5.9B — 9.1× the size. Crocs, Inc. trades at the lower P/E: 10.8× against 17.0×. NIKE, Inc. grew revenue faster over the last twelve months: 0.19% against −2.03%. Crocs, Inc. has the higher net margin (14.6% vs 6.70%) and the higher return on invested capital (20.8% vs 17.2%). Across the 22 metrics below, Crocs, Inc. leads on 14 and NIKE, Inc. on 8.

Valuation

Metric CROX NKE Footwear & Accessories median
P/E 10.80 17.02 15.26
P/S 1.53 1.14 1.16
P/B 4.47 3.56 2.59
Price to free cash flow 8.89 24.22 12.20
EV/EBITDA 7.96 11.28 8.91
EV/Sales 1.81 1.12 1.24
Earnings yield 9.26% 5.87% 6.11%
Free cash flow yield 11.25% 4.13% 4.85%

Profitability

Metric CROX NKE Footwear & Accessories median
Gross margin 57.47% 42.91% 49.76%
Operating margin 20.73% 8.18% 8.44%
Net margin 14.63% 6.70% 5.64%
Free cash flow margin 17.38% 4.71% 8.18%
Return on equity 42.30% 22.14% 12.45%
Return on assets 13.48% 8.29% 6.15%
Return on invested capital 20.83% 17.22% 9.58%

Growth

Metric CROX NKE Footwear & Accessories median
Revenue growth (TTM) (2.03%) 0.19% 3.68%
EPS growth (last fiscal year) (109.45%) (2.78%) —
Revenue growth, 5-year CAGR 23.86% 0.82% 7.17%
Net income growth, 5-year CAGR 0.00% (11.51%) 0.00%

Health

Metric CROX NKE Footwear & Accessories median
Debt to equity 0.94 0.53 0.46
Current ratio 1.49 1.96 1.96
Net debt to EBITDA 4.81 (0.24) 1.00

Dividend

Metric CROX NKE Footwear & Accessories median
Dividend yield — 1.37% 2.20%
Payout ratio 0.00 0.42 0.00

Size

Metric CROX NKE Footwear & Accessories median
Market cap 5.92b 53.63b 614.40m

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