WallStSmart

Allbirds Inc (BIRD)vsUrban Outfitters Inc (URBN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Urban Outfitters Inc generates 4328% more annual revenue ($6.32B vs $142.67M). URBN leads profitability with a 7.5% profit margin vs -53.4%. URBN earns a higher WallStSmart Score of 66/100 (B-).

BIRD

Avoid

31

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 3.5
Piotroski: 2/9Altman Z: -7.33

URBN

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 6.7Quality: 7.5
Piotroski: 6/9Altman Z: 3.32
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BIRD.

URBNUndervalued (+1.8%)

Margin of Safety

+1.8%

Fair Value

$71.78

Current Price

$75.40

$3.62 discount

UndervaluedFair: $71.78Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIRD1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

URBN3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
3.3210/10

Safe zone — low bankruptcy risk

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

BIRD4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$24.30M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-467.8%2/10

ROE of -467.8% — below average capital efficiency

URBN2 concerns · Avg: 2.5/10
Profit MarginProfitability
7.5%3/10

7.5% margin — thin

Free Cash FlowQuality
$-177.76M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BIRD

The strongest argument for BIRD centers on Price/Book.

Bull Case : URBN

The strongest argument for URBN centers on Altman Z-Score, P/E Ratio, Price/Book. Revenue growth of 11.4% demonstrates continued momentum. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bear Case : BIRD

The primary concerns for BIRD are EPS Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 2.04 is elevated, increasing financial risk.

Bear Case : URBN

The primary concerns for URBN are Profit Margin, Free Cash Flow.

Key Dynamics to Monitor

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

BIRD carries more volatility with a beta of 2.56 — expect wider price swings.

URBN is growing revenue faster at 11.4% — sustainability is the question.

BIRD generates stronger free cash flow (-12M), providing more financial flexibility.

Bottom Line

URBN scores higher overall (66/100 vs 31/100) and 11.4% revenue growth. Both earn "Strong 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) is a leading innovator in the sustainable footwear and apparel market, celebrated for its commitment to environmentally friendly practices and the use of natural materials like merino wool and eucalyptus fibers since its launch in 2016. By prioritizing a carbon-neutral supply chain, Allbirds not only meets the increasing demand for ethical and responsible consumer products but also sets new standards in transparency and sustainability within the fashion industry. The company’s strategic focus on sustainable growth positions it advantageously for future expansion, as it caters to the evolving preferences of environmentally conscious consumers.

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Urban Outfitters Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Urban Outfitters, Inc. is engaged in the retail and wholesale of general consumer products. The company is headquartered in Philadelphia, Pennsylvania.

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