BIRK
Birkenstock Holding plc
Apparel - Footwear & Accessories
Market Cap$7.18B
5Y Perf.-0.0%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
BIRK vs SHOO
Revenue, margins, valuation, and 5-year total return — side by side.
SHOO
Steven Madden, Ltd.
Apparel - Footwear & Accessories
Market Cap$2.89B
5Y Perf.+20.9%
BIRK vs SHOO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BIRK | SHOO |
|---|---|---|
| Industry | Apparel - Footwear & Accessories | Apparel - Footwear & Accessories |
| Market Cap | $7.18B | $2.89B |
| Revenue (TTM) | $2.14B | $2.63B |
| Net Income (TTM) | $379M | $76M |
| Gross Margin | 58.3% | 44.8% |
| Operating Margin | 26.4% | 4.8% |
| Forward P/E | 18.8x | 18.9x |
| Total Debt | $1.31B | $486M |
| Cash & Equiv. | $329M | $112M |
BIRK vs SHOO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BIRK
SHOO
| Stock | Oct 23 | May 26 | Return |
|---|---|---|---|
| Birkenstock Holding… (BIRK) | 100 | 100.0 | -0.0% |
| Steven Madden, Ltd. (SHOO) | 100 | 120.9 | +20.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BIRK vs SHOO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: BIRK leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Steven Madden, Ltd. is the stronger pick specifically for dividend income and shareholder returns and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
BIRK
Birkenstock Holding plc
The Income Pick
BIRK carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 1.20
- Rev growth 16.2%, EPS growth 83.3%, 3Y rev CAGR 19.1%
- Lower volatility, beta 1.20, Low D/E 48.1%, current ratio 3.30x
Best for: income & stability and growth exposure
SHOO
Steven Madden, Ltd.
The Long-Run Compounder
SHOO is the clearest fit if your priority is long-term compounding.
- 98.0% 10Y total return vs BIRK's -2.8%
- 2.2% yield; 5-year raise streak; the other pay no meaningful dividend
- +72.8% vs BIRK's -24.7%
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BIRK | 16.2% revenue growth vs SHOO's 10.5% |
| Value | BIRK | Lower P/E (18.8x vs 18.9x) |
| Quality / Margins | BIRK | 17.7% margin vs SHOO's 2.9% |
| Stability / Safety | BIRK | Beta 1.20 vs SHOO's 2.10, lower leverage |
| Dividends | SHOO | 2.2% yield; 5-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | SHOO | +72.8% vs BIRK's -24.7% |
| Efficiency (ROA) | BIRK | 7.7% ROA vs SHOO's 3.9%, ROIC 11.3% vs 4.9% |
BIRK vs SHOO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2024
BIRK vs SHOO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBIRKLAGGINGSHOO
SHOOSteven Madden, Ltd.
2leads
BIRKBirkenstock Holding p…
3leads
6 Total Categories
CATEGORYLEADERvs SHOOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BIRK5/6
Valuation MetricsMultiples, price ratios, and targets
BIRK5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BIRK6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
SHOO6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
SHOO1/1
Income & Cash Flow (Last 12 Months)
BIRK leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SHOO and BIRK operate at a comparable scale, with $2.6B and $2.1B in trailing revenue. BIRK is the more profitable business, keeping 17.7% of every revenue dollar as net income compared to SHOO's 2.9%. On growth, SHOO holds the edge at +18.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | BIRKBirkenstock Holdi… | SHOOSteven Madden, Lt… |
|---|---|---|
| RevenueTrailing 12 months | $2.1B | $2.6B |
| EBITDAEarnings before interest/tax | $687M | $151M |
| Net IncomeAfter-tax profit | $379M | $76M |
| Free Cash FlowCash after capex | $282M | $87M |
| Gross MarginGross profit ÷ Revenue | +58.3% | +44.8% |
| Operating MarginEBIT ÷ Revenue | +26.4% | +4.8% |
| Net MarginNet income ÷ Revenue | +17.7% | +2.9% |
| FCF MarginFCF ÷ Revenue | +13.2% | +3.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.1% | +18.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +145.5% | +75.4% |
BIRK leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
BIRK leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 17.8x trailing earnings, BIRK trades at a 72% valuation discount to SHOO's 62.9x P/E. On an enterprise value basis, BIRK's 10.8x EV/EBITDA is more attractive than SHOO's 31.9x.
| Metric | BIRKBirkenstock Holdi… | SHOOSteven Madden, Lt… |
|---|---|---|
| Market CapShares × price | $7.2B | $2.9B |
| Enterprise ValueMkt cap + debt − cash | $8.3B | $3.3B |
| Trailing P/EPrice ÷ TTM EPS | 17.77x | 62.92x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.78x | 18.89x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 10.80x | 31.89x |
| Price / SalesMarket cap ÷ Revenue | 2.91x | 1.15x |
| Price / BookPrice ÷ Book value/share | 2.28x | 3.12x |
| Price / FCFMarket cap ÷ FCF | 21.20x | 24.18x |
BIRK leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
BIRK leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BIRK delivers a 13.7% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $8 for SHOO. BIRK carries lower financial leverage with a 0.48x debt-to-equity ratio, signaling a more conservative balance sheet compared to SHOO's 0.54x. On the Piotroski fundamental quality scale (0–9), BIRK scores 9/9 vs SHOO's 5/9, reflecting strong financial health.
| Metric | BIRKBirkenstock Holdi… | SHOOSteven Madden, Lt… |
|---|---|---|
| ROE (TTM)Return on equity | +13.7% | +8.4% |
| ROA (TTM)Return on assets | +7.7% | +3.9% |
| ROICReturn on invested capital | +11.3% | +4.9% |
| ROCEReturn on capital employed | +12.3% | +5.8% |
| Piotroski ScoreFundamental quality 0–9 | 9 | 5 |
| Debt / EquityFinancial leverage | 0.48x | 0.54x |
| Net DebtTotal debt minus cash | $1.0B | $374M |
| Cash & Equiv.Liquid assets | $329M | $112M |
| Total DebtShort + long-term debt | $1.3B | $486M |
| Interest CoverageEBIT ÷ Interest expense | 10.04x | 29.99x |
BIRK leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
SHOO leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SHOO five years ago would be worth $10,125 today (with dividends reinvested), compared to $9,715 for BIRK. Over the past 12 months, SHOO leads with a +72.8% total return vs BIRK's -24.7%. The 3-year compound annual growth rate (CAGR) favors SHOO at 8.8% vs BIRK's -1.0% — a key indicator of consistent wealth creation.
| Metric | BIRKBirkenstock Holdi… | SHOOSteven Madden, Lt… |
|---|---|---|
| YTD ReturnYear-to-date | -6.5% | -5.6% |
| 1-Year ReturnPast 12 months | -24.7% | +72.8% |
| 3-Year ReturnCumulative with dividends | -2.8% | +28.7% |
| 5-Year ReturnCumulative with dividends | -2.8% | +1.3% |
| 10-Year ReturnCumulative with dividends | -2.8% | +98.0% |
| CAGR (3Y)Annualised 3-year return | -1.0% | +8.8% |
SHOO leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — BIRK and SHOO each lead in 1 of 2 comparable metrics.
Risk & Volatility
BIRK is the less volatile stock with a 1.20 beta — it tends to amplify market swings less than SHOO's 2.10 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SHOO currently trades 84.6% from its 52-week high vs BIRK's 65.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BIRKBirkenstock Holdi… | SHOOSteven Madden, Lt… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.20x | 2.10x |
| 52-Week HighHighest price in past year | $59.50 | $46.88 |
| 52-Week LowLowest price in past year | $33.06 | $20.98 |
| % of 52W HighCurrent price vs 52-week peak | +65.6% | +84.6% |
| RSI (14)Momentum oscillator 0–100 | 54.7 | 62.9 |
| Avg Volume (50D)Average daily shares traded | 2.1M | 1.1M |
Evenly matched — BIRK and SHOO each lead in 1 of 2 comparable metrics.
Analyst Outlook
SHOO leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates BIRK as "Buy" and SHOO as "Buy". Consensus price targets imply 42.2% upside for BIRK (target: $56) vs 8.9% for SHOO (target: $43). SHOO is the only dividend payer here at 2.16% yield — a key consideration for income-focused portfolios.
| Metric | BIRKBirkenstock Holdi… | SHOOSteven Madden, Lt… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $55.54 | $43.17 |
| # AnalystsCovering analysts | 16 | 31 |
| Dividend YieldAnnual dividend ÷ price | — | +2.2% |
| Dividend StreakConsecutive years of raises | 2 | 5 |
| Dividend / ShareAnnual DPS | — | $0.86 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.2% | +0.5% |
SHOO leads this category, winning 1 of 1 comparable metric.
Key Takeaway
BIRK leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). SHOO leads in 2 (Total Returns, Analyst Outlook). 1 tied.
Best OverallBirkenstock Holding plc (BIRK)Leads 3 of 6 categories
Loading custom metrics...
BIRK vs SHOO: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BIRK or SHOO a better buy right now?
For growth investors, Birkenstock Holding plc (BIRK) is the stronger pick with 16.
2% revenue growth year-over-year, versus 10. 5% for Steven Madden, Ltd. (SHOO). Birkenstock Holding plc (BIRK) offers the better valuation at 17. 8x trailing P/E (18. 8x forward), making it the more compelling value choice. Analysts rate Birkenstock Holding plc (BIRK) a "Buy" — based on 16 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BIRK or SHOO?
On trailing P/E, Birkenstock Holding plc (BIRK) is the cheapest at 17.
8x versus Steven Madden, Ltd. at 62. 9x. On forward P/E, Birkenstock Holding plc is actually cheaper at 18. 8x.
03Which is the better long-term investment — BIRK or SHOO?
Over the past 5 years, Steven Madden, Ltd.
(SHOO) delivered a total return of +1. 3%, compared to -2. 8% for Birkenstock Holding plc (BIRK). Over 10 years, the gap is even starker: SHOO returned +98. 0% versus BIRK's -2. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BIRK or SHOO?
By beta (market sensitivity over 5 years), Birkenstock Holding plc (BIRK) is the lower-risk stock at 1.
20β versus Steven Madden, Ltd. 's 2. 10β — meaning SHOO is approximately 75% more volatile than BIRK relative to the S&P 500. On balance sheet safety, Birkenstock Holding plc (BIRK) carries a lower debt/equity ratio of 48% versus 54% for Steven Madden, Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — BIRK or SHOO?
By revenue growth (latest reported year), Birkenstock Holding plc (BIRK) is pulling ahead at 16.
2% versus 10. 5% for Steven Madden, Ltd. (SHOO). On earnings-per-share growth, the picture is similar: Birkenstock Holding plc grew EPS 83. 3% year-over-year, compared to -73. 2% for Steven Madden, Ltd.. Over a 3-year CAGR, BIRK leads at 19. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BIRK or SHOO?
Birkenstock Holding plc (BIRK) is the more profitable company, earning 16.
6% net margin versus 1. 8% for Steven Madden, Ltd. — meaning it keeps 16. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BIRK leads at 26. 2% versus 2. 7% for SHOO. At the gross margin level — before operating expenses — BIRK leads at 59. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BIRK or SHOO more undervalued right now?
On forward earnings alone, Birkenstock Holding plc (BIRK) trades at 18.
8x forward P/E versus 18. 9x for Steven Madden, Ltd. — 0. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BIRK: 42. 2% to $55. 54.
08Which pays a better dividend — BIRK or SHOO?
In this comparison, SHOO (2.
2% yield) pays a dividend. BIRK does not pay a meaningful dividend and should not be held primarily for income.
09Is BIRK or SHOO better for a retirement portfolio?
For long-horizon retirement investors, Birkenstock Holding plc (BIRK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
20)). Steven Madden, Ltd. (SHOO) carries a higher beta of 2. 10 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BIRK: -2. 8%, SHOO: +98. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BIRK and SHOO?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BIRK is a small-cap high-growth stock; SHOO is a small-cap quality compounder stock. SHOO pays a dividend while BIRK does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
Revenue Growth>
%
(BIRK: 11.1% · SHOO: 18.0%)Net Margin>
%
(BIRK: 17.7% · SHOO: 2.9%)P/E Ratio<
x
(BIRK: 17.8x · SHOO: 62.9x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.