WallStSmart

Birkenstock Holding plc (BIRK)vsFossil Group Inc (FOSL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Birkenstock Holding plc generates 130% more annual revenue ($2.27B vs $985.17M). BIRK leads profitability with a 14.8% profit margin vs -7.1%. BIRK appears more attractively valued with a PEG of 0.96. BIRK earns a higher WallStSmart Score of 65/100 (B-).

BIRK

Strong Buy

65

out of 100

Grade: B-

Growth: 5.3Profit: 7.0Value: 6.0Quality: 7.5
Piotroski: 7/9Altman Z: 1.94

FOSL

Avoid

35

out of 100

Grade: F

Growth: 2.0Profit: 3.0Value: 7.0Quality: 4.0
Piotroski: 3/9Altman Z: 1.36
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BIRKSignificantly Overvalued (-33.3%)

Margin of Safety

-33.3%

Fair Value

$30.00

Current Price

$31.13

$1.13 premium

UndervaluedFair: $30.00Overvalued
FOSLUndervalued (+72.5%)

Margin of Safety

+72.5%

Fair Value

$14.25

Current Price

$4.73

$9.52 discount

UndervaluedFair: $14.25Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIRK4 strengths · Avg: 8.0/10
PEG RatioValuation
0.968/10

Growing faster than its price suggests

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.0%8/10

Strong operational efficiency at 29.0%

FOSL1 strengths · Avg: 8.0/10
Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Areas to Watch

BIRK2 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

EPS GrowthGrowth
-13.0%2/10

Earnings declined 13.0%

FOSL4 concerns · Avg: 2.8/10
Market CapQuality
$288.59M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
3.5%3/10

Operating margin of 3.5%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-58.3%2/10

ROE of -58.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : BIRK

The strongest argument for BIRK centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 13.3% demonstrates continued momentum. PEG of 0.96 suggests the stock is reasonably priced for its growth.

Bull Case : FOSL

The strongest argument for FOSL centers on Price/Book. PEG of 1.23 suggests the stock is reasonably priced for its growth.

Bear Case : BIRK

The primary concerns for BIRK are Altman Z-Score, EPS Growth.

Bear Case : FOSL

The primary concerns for FOSL are Market Cap, Operating Margin, Piotroski F-Score. Debt-to-equity of 3.80 is elevated, increasing financial risk.

Key Dynamics to Monitor

BIRK profiles as a value stock while FOSL is a turnaround play — different risk/reward profiles.

FOSL carries more volatility with a beta of 1.63 — expect wider price swings.

BIRK is growing revenue faster at 13.3% — sustainability is the question.

BIRK generates stronger free cash flow (202M), providing more financial flexibility.

Bottom Line

BIRK scores higher overall (65/100 vs 35/100) and 13.3% revenue growth. FOSL offers better value entry with a 72.5% margin of safety. 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.

Birkenstock Holding plc

CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA

Birkenstock Holding plc manufactures and sells footwear products. The company is headquartered in London, the United Kingdom.

Fossil Group Inc

CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA

Fossil Group, Inc. designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally. The company is headquartered in Richardson, Texas.

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