BIRKENSTOCK HOLDING PLC (BIRK) Fundamental Analysis & Valuation
NYSE:BIRK • JE00BS44BN30
41.55 USD
+0.21 (+0.51%)
Last: Mar 4, 2026, 03:20 PM
This BIRK fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
BIRK gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 45 industry peers in the Textiles, Apparel & Luxury Goods industry. BIRK scores excellent on profitability, but there are some minor concerns on its financial health. BIRK is not priced too expensively while it is growing strongly. Keep and eye on this one! With these ratings, BIRK could be worth investigating further for growth investing!.
1. BIRK Profitability Analysis
1.1 Basic Checks
- BIRK had positive earnings in the past year.
- In the past year BIRK had a positive cash flow from operations.
- In the past 5 years BIRK has always been profitable.
- BIRK had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- Looking at the Return On Assets, with a value of 7.65%, BIRK belongs to the top of the industry, outperforming 84.44% of the companies in the same industry.
- With a decent Return On Equity value of 13.66%, BIRK is doing good in the industry, outperforming 73.33% of the companies in the same industry.
- BIRK has a Return On Invested Capital of 8.55%. This is in the better half of the industry: BIRK outperforms 71.11% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.65% | ||
| ROE | 13.66% | ||
| ROIC | 8.55% |
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
- Looking at the Profit Margin, with a value of 17.72%, BIRK belongs to the top of the industry, outperforming 97.78% of the companies in the same industry.
- In the last couple of years the Profit Margin of BIRK has grown nicely.
- BIRK has a better Operating Margin (26.14%) than 100.00% of its industry peers.
- BIRK's Operating Margin has improved in the last couple of years.
- BIRK's Gross Margin of 58.34% is fine compared to the rest of the industry. BIRK outperforms 75.56% of its industry peers.
- BIRK's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 26.14% | ||
| PM (TTM) | 17.72% | ||
| GM | 58.34% |
OM growth 3Y1.25%
OM growth 5Y5.76%
PM growth 3Y3.33%
PM growth 5Y3.6%
GM growth 3Y-0.64%
GM growth 5Y1.51%
2. BIRK Health Analysis
2.1 Basic Checks
- BIRK has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
- There is no outstanding debt for BIRK. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
2.2 Solvency
- BIRK has an Altman-Z score of 3.07. This indicates that BIRK is financially healthy and has little risk of bankruptcy at the moment.
- BIRK's Altman-Z score of 3.07 is fine compared to the rest of the industry. BIRK outperforms 68.89% of its industry peers.
- The Debt to FCF ratio of BIRK is 5.01, which is a neutral value as it means it would take BIRK, 5.01 years of fcf income to pay off all of its debts.
- BIRK has a better Debt to FCF ratio (5.01) than 62.22% of its industry peers.
- BIRK has a Debt/Equity ratio of 0.45. This is a healthy value indicating a solid balance between debt and equity.
- BIRK has a Debt to Equity ratio of 0.45. This is comparable to the rest of the industry: BIRK outperforms 48.89% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.45 | ||
| Debt/FCF | 5.01 | ||
| Altman-Z | 3.07 |
ROIC/WACC0.94
WACC9.08%
2.3 Liquidity
- A Current Ratio of 3.13 indicates that BIRK has no problem at all paying its short term obligations.
- BIRK's Current ratio of 3.13 is amongst the best of the industry. BIRK outperforms 86.67% of its industry peers.
- A Quick Ratio of 1.04 indicates that BIRK should not have too much problems paying its short term obligations.
- The Quick ratio of BIRK (1.04) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 3.13 | ||
| Quick Ratio | 1.04 |
3. BIRK Growth Analysis
3.1 Past
- The Earnings Per Share has grown by an impressive 42.34% over the past year.
- Measured over the past years, BIRK shows a very strong growth in Earnings Per Share. The EPS has been growing by 28.17% on average per year.
- BIRK shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 14.71%.
- Measured over the past years, BIRK shows a very strong growth in Revenue. The Revenue has been growing by 23.57% on average per year.
EPS 1Y (TTM)42.34%
EPS 3Y23.15%
EPS 5Y28.17%
EPS Q2Q%50%
Revenue 1Y (TTM)14.71%
Revenue growth 3Y19.06%
Revenue growth 5Y23.57%
Sales Q2Q%11.11%
3.2 Future
- Based on estimates for the next years, BIRK will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.73% on average per year.
- Based on estimates for the next years, BIRK will show a quite strong growth in Revenue. The Revenue will grow by 10.62% on average per year.
EPS Next Y10.89%
EPS Next 2Y14.83%
EPS Next 3Y14.93%
EPS Next 5Y9.73%
Revenue Next Year11.81%
Revenue Next 2Y12.84%
Revenue Next 3Y12.92%
Revenue Next 5Y10.62%
3.3 Evolution
- The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
- Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
4. BIRK Valuation Analysis
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 18.38, which indicates a rather expensive current valuation of BIRK.
- Based on the Price/Earnings ratio, BIRK is valued a bit cheaper than 71.11% of the companies in the same industry.
- The average S&P500 Price/Earnings ratio is at 26.83. BIRK is valued slightly cheaper when compared to this.
- Based on the Price/Forward Earnings ratio of 14.60, the valuation of BIRK can be described as correct.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of BIRK indicates a somewhat cheap valuation: BIRK is cheaper than 64.44% of the companies listed in the same industry.
- BIRK is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 24.95, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.38 | ||
| Fwd PE | 14.6 |
4.2 Price Multiples
- The rest of the industry has a similar Enterprise Value to EBITDA ratio as BIRK.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of BIRK is on the same level as its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 25 | ||
| EV/EBITDA | 11.3 |
4.3 Compensation for Growth
- The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
- The excellent profitability rating of BIRK may justify a higher PE ratio.
- A more expensive valuation may be justified as BIRK's earnings are expected to grow with 14.93% in the coming years.
PEG (NY)1.69
PEG (5Y)0.65
EPS Next 2Y14.83%
EPS Next 3Y14.93%
5. BIRK Dividend Analysis
5.1 Amount
- BIRK does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
BIRK Fundamentals: All Metrics, Ratios and Statistics
NYSE:BIRK (3/4/2026, 3:20:08 PM)
41.55
+0.21 (+0.51%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryTextiles, Apparel & Luxury Goods
Earnings (Last)02-12 2026-02-12/bmo
Earnings (Next)05-13 2026-05-13
Inst Owners41.89%
Inst Owner ChangeN/A
Ins Owners0.94%
Ins Owner ChangeN/A
Market Cap7.64B
Revenue(TTM)2.14B
Net Income(TTM)378.76M
Analysts82.86
Price Target60.64 (45.94%)
Short Float %15.94%
Short Ratio3.09
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)20.77%
Min EPS beat(2)2.2%
Max EPS beat(2)39.33%
EPS beat(4)4
Avg EPS beat(4)10.94%
Min EPS beat(4)0.43%
Max EPS beat(4)39.33%
EPS beat(8)7
Avg EPS beat(8)9.05%
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)0
Avg Revenue beat(2)-1.63%
Min Revenue beat(2)-2%
Max Revenue beat(2)-1.26%
Revenue beat(4)0
Avg Revenue beat(4)-1.57%
Min Revenue beat(4)-2.22%
Max Revenue beat(4)-0.81%
Revenue beat(8)2
Avg Revenue beat(8)-0.73%
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-1.55%
PT rev (3m)-16.83%
EPS NQ rev (1m)-8.95%
EPS NQ rev (3m)-8.27%
EPS NY rev (1m)-0.27%
EPS NY rev (3m)-3.17%
Revenue NQ rev (1m)-1.15%
Revenue NQ rev (3m)-2.85%
Revenue NY rev (1m)-0.33%
Revenue NY rev (3m)-2.21%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.38 | ||
| Fwd PE | 14.6 | ||
| P/S | 3.08 | ||
| P/FCF | 25 | ||
| P/OCF | 17.91 | ||
| P/B | 2.38 | ||
| P/tB | N/A | ||
| EV/EBITDA | 11.3 |
EPS(TTM)2.26
EY5.44%
EPS(NY)2.85
Fwd EY6.85%
FCF(TTM)1.66
FCFY4%
OCF(TTM)2.32
OCFY5.58%
SpS13.49
BVpS17.49
TBVpS-1.94
PEG (NY)1.69
PEG (5Y)0.65
Graham Number29.82
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.65% | ||
| ROE | 13.66% | ||
| ROCE | 12.28% | ||
| ROIC | 8.55% | ||
| ROICexc | 9.01% | ||
| ROICexgc | 31.33% | ||
| OM | 26.14% | ||
| PM (TTM) | 17.72% | ||
| GM | 58.34% | ||
| FCFM | 12.32% |
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y1.25%
OM growth 5Y5.76%
PM growth 3Y3.33%
PM growth 5Y3.6%
GM growth 3Y-0.64%
GM growth 5Y1.51%
F-Score6
Asset Turnover0.43
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.45 | ||
| Debt/FCF | 5.01 | ||
| Debt/EBITDA | 1.86 | ||
| Cap/Depr | 88.81% | ||
| Cap/Sales | 4.88% | ||
| Interest Coverage | 9.43 | ||
| Cash Conversion | 54.36% | ||
| Profit Quality | 69.52% | ||
| Current Ratio | 3.13 | ||
| Quick Ratio | 1.04 | ||
| Altman-Z | 3.07 |
F-Score6
WACC9.08%
ROIC/WACC0.94
Cap/Depr(3y)90.4%
Cap/Depr(5y)79.79%
Cap/Sales(3y)5.02%
Cap/Sales(5y)4.62%
Profit Quality(3y)204.02%
Profit Quality(5y)177.74%
High Growth Momentum
Growth
EPS 1Y (TTM)42.34%
EPS 3Y23.15%
EPS 5Y28.17%
EPS Q2Q%50%
EPS Next Y10.89%
EPS Next 2Y14.83%
EPS Next 3Y14.93%
EPS Next 5Y9.73%
Revenue 1Y (TTM)14.71%
Revenue growth 3Y19.06%
Revenue growth 5Y23.57%
Sales Q2Q%11.11%
Revenue Next Year11.81%
Revenue Next 2Y12.84%
Revenue Next 3Y12.92%
Revenue Next 5Y10.62%
EBIT growth 1Y19.03%
EBIT growth 3Y20.54%
EBIT growth 5Y30.69%
EBIT Next Year29.88%
EBIT Next 3Y19.48%
EBIT Next 5Y13.78%
FCF growth 1Y-15.63%
FCF growth 3Y22.83%
FCF growth 5Y11.82%
OCF growth 1Y-10.36%
OCF growth 3Y17.96%
OCF growth 5Y14.7%
BIRKENSTOCK HOLDING PLC / BIRK FAQ
What is the fundamental rating for BIRK stock?
ChartMill assigns a fundamental rating of 6 / 10 to BIRK.
What is the valuation status for BIRK stock?
ChartMill assigns a valuation rating of 5 / 10 to BIRKENSTOCK HOLDING PLC (BIRK). This can be considered as Fairly Valued.
What is the profitability of BIRK stock?
BIRKENSTOCK HOLDING PLC (BIRK) has a profitability rating of 8 / 10.
How financially healthy is BIRKENSTOCK HOLDING PLC?
The financial health rating of BIRKENSTOCK HOLDING PLC (BIRK) is 6 / 10.