WallStSmart

Allbirds Inc (BIRD)vsRoss Stores Inc (ROST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ross Stores Inc generates 14063% more annual revenue ($22.75B vs $160.64M). ROST leads profitability with a 9.4% profit margin vs -51.9%. ROST earns a higher WallStSmart Score of 56/100 (C).

BIRD

Avoid

34

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 5.0

ROST

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 7.5Value: 4.7Quality: 8.0
Piotroski: 5/9Altman Z: 3.10
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BIRD.

ROSTSignificantly Overvalued (-15.8%)

Margin of Safety

-15.8%

Fair Value

$166.32

Current Price

$216.03

$49.71 premium

UndervaluedFair: $166.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIRD1 strengths · Avg: 10.0/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

ROST3 strengths · Avg: 9.7/10
Return on EquityProfitability
36.7%10/10

Every $100 of equity generates 37 in profit

Altman Z-ScoreHealth
3.1010/10

Safe zone — low bankruptcy risk

Market CapQuality
$70.18B9/10

Large-cap with strong market position

Areas to Watch

BIRD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$25.71M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-93.0%2/10

ROE of -93.0% — below average capital efficiency

Revenue GrowthGrowth
-23.3%2/10

Revenue declined 23.3%

ROST3 concerns · Avg: 3.3/10
P/E RatioValuation
32.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.2x4/10

Trading at 11.2x book value

PEG RatioValuation
3.112/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : BIRD

The strongest argument for BIRD centers on Price/Book.

Bull Case : ROST

The strongest argument for ROST centers on Return on Equity, Altman Z-Score, Market Cap. Revenue growth of 12.2% demonstrates continued momentum.

Bear Case : BIRD

The primary concerns for BIRD are EPS Growth, Market Cap, Return on Equity.

Bear Case : ROST

The primary concerns for ROST are P/E Ratio, Price/Book, PEG Ratio.

Key Dynamics to Monitor

BIRD profiles as a turnaround stock while ROST is a value play — different risk/reward profiles.

BIRD carries more volatility with a beta of 2.00 — expect wider price swings.

ROST is growing revenue faster at 12.2% — sustainability is the question.

ROST generates stronger free cash flow (921M), providing more financial flexibility.

Bottom Line

ROST scores higher overall (56/100 vs 34/100) and 12.2% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Allbirds Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Allbirds Inc (BIRD) stands at the forefront of the sustainable footwear and apparel industry, renowned for its innovative use of natural materials such as merino wool and eucalyptus fibers since its establishment in 2016. The company is committed to achieving a carbon-neutral supply chain, reflecting its dedication to environmental stewardship and responsible fashion practices. By engaging eco-conscious consumers and setting high standards for sustainability and transparency, Allbirds is well-positioned to capitalize on the expanding market for sustainable goods, driving long-term growth and establishing itself as a leader in the fashion industry.

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Ross Stores Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Ross Stores, Inc., operating under the brand name Ross Dress for Less, is an American chain of discount department stores headquartered in Dublin, California.

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