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Upturn AI Summary - About
Birkenstock Holding plc(BIRK)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BIRK
10/30/2026: BIRK (1-star) is currently NOT-A-BUY. Pass it for now.
Birkenstock Holding plc is a renowned global footwear brand recognized for its functional, orthopedically inspired designs. The company benefits from strong brand loyalty and a successful transition to public markets, supported by premium pricing power and growing direct-to-consumer sales. Its main growth strategy involves geographic expansion and diversifying its product portfolio beyond seasonal sandals. However, investors must monitor risks related to its concentration in core models, fashion trend fluctuations, and operational execution in manufacturing. The stock may best suit growth-focused investors who are comfortable with the inherent volatility of the consumer discretionary sector and the brand's premium valuation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Birkenstock shows consistent revenue growth and global expansion potential. |
| Momentum investor | Mixed fit | Performance is highly dependent on positive market trends and quarterly results. |
| Value investor | Weak fit | The stock often trades at a premium valuation relative to broader consumer staples. |
| Dividend investor | Weak fit | The company focuses on reinvesting cash into growth rather than dividend payouts. |
| Low-risk investor | Weak fit | As a consumer discretionary stock, it carries higher volatility and market risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock can be sensitive to macroeconomic consumer spending trends. |
| Valuation risk | Medium | Trading at a premium requires continuous growth to justify current price levels. |
| Competition risk (Footwear) | Medium / high | Competition from lower-cost knock-offs and established global brands is constant. |
| Business quality | Strong | The company owns a strong, recognizable brand with high customer loyalty. |
| Dividend income | Low / none | Investors should expect capital appreciation rather than recurring income. |
| Execution risk | Medium | Scaling manufacturing while maintaining quality standards is a key operational challenge. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -41.85% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.52B USD | Price to earnings Ratio 15.69 | 1Y Target Price 50.52 |
Price to earnings Ratio 15.69 | 1Y Target Price 50.52 | ||
Volume (30-day avg) 1.9M shares | Beta 1.3 | 52 Weeks Range 29.93 - 50.73 | Updated Date 11/01/2026 |
52 Weeks Range 29.93 - 50.73 | Updated Date 11/01/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.13 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Footwear Sales | Revenue from the sale of sandals, clogs, and closed-toe shoes globally. | The company earns money primarily by selling premium footwear through stores and online. |
| Geography: Americas | Sales generated in the US, Canada, and Latin America. | The Americas is a critical revenue driver for the company's global growth. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 15.69 | Forward PE 12.69 | Enterprise Value 6.90B | Price to Sales(TTM) 2.44 |
Enterprise Value 6.90B | Price to Sales(TTM) 2.44 | ||
Enterprise Value to Revenue 2.72 | Enterprise Value to EBITDA 9.16 | Shares Outstanding 165.13M | Shares Floating 77.65M |
Shares Outstanding 165.13M | Shares Floating 77.65M | ||
Percent Insiders 17.42 | Percent Institutions 87.56 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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