This company has been acquired
Skechers U.S.A (SKX) Resumen de Acciones
Skechers U.S.A., Inc. diseña, desarrolla y comercializa calzado, ropa y accesorios en todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
SKX Community Fair Values
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Analyst Price Targets
Competidores de Skechers U.S.A., Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$63.13 |
| Máximo en las últimas 52 semanas | US$78.85 |
| Mínimo de 52 semanas | US$44.50 |
| Beta | 1.2 |
| Cambio en 1 mes | 0.17% |
| Variación en 3 meses | 1.06% |
| Cambio de 1 año | -6.20% |
| Variación en 3 años | 76.05% |
| Variación en 5 años | 105.03% |
| Variación desde la OPV | 1,682.49% |
Noticias y actualizaciones recientes
Recent updates
Skechers Sprints Past Bid - Strong Sell
Summary Skechers is being acquired by 3G Capital for $63/share, with the family owners accepting the bid despite strong growth prospects. The stock currently trades above the buyout price, likely due to speculation about a higher bid or a potential increase from 3G Capital. A shareholder lawsuit demanding more transparency could delay or alter the deal, but the base case remains a $0.30/share loss if the deal closes as planned. Given limited upside and even significant downside risk, if the deal fails, I rate Skechers a strong sell due to an unattractive risk/reward profile. Read the full article on Seeking AlphaSkechers: Be Greedy When Others Fear Tariffs
Summary SKX is trading at a forward P/E of 10.76, a significant discount to historical valuations and competitors, making it a compelling buy, especially after recent market corrections. SKX’s focus on value and comfort products positions it well to weather economic downturns, with potential to gain market share from premium brands like Nike and Adidas. International Expansion and a good balance of DTC and Wholesale - two important growth levers. China exposure is also low; Contra Buy on valuation at these levels. Read the full article on Seeking AlphaSkechers: Undervalued And Gaining Market Share
Summary I estimate Skechers' intrinsic value at $12B or $80 per share, with revenue doubling to $18B by 2035, assuming improved operating margins and significant reinvestment. The footwear industry is mature with low growth, but Skechers gains market share by offering quality footwear at lower prices compared to premium brands. Skechers' 2024 revenue grew 12.1%, driven by EMEA and wholesale growth. DCT is trailing in growth but remains important as it stands out with 66% gross margins. I estimate that growth will continue at a lower trajectory, and investors will see increased returns after SKX breaks $1B in operating income. SKX is part of the outperforming peer group in the last 2 years, and investors may want to consider diversifying with some of the growth names like ONON or DECK. Read the full article on Seeking AlphaSkechers USA Remains A Solid Prospect For Growth And Value Investors Alike
Summary Skechers USA has shown impressive growth, with revenue jumping from $6.31 billion to $8 billion, driven by both wholesale and direct-to-consumer operations. Despite rapid growth, Skechers shares are attractively priced, making it an appealing opportunity for value and growth investors alike. Management aims to grow revenue to $10 billion by 2026, focusing on expanding physical stores, digital capabilities, and e-commerce platforms. With strong cash flows and low valuation multiples compared to peers, I rate Skechers USA a solid 'buy' for high-quality growth at a cheap price. Read the full article on Seeking AlphaSkechers: Slight Shadows On Q4 Outlook
Summary After an incredibly strong Q3, Skechers U.S.A., Inc.'s Q4 outlook is more mixed with macroeconomic turbulence in certain markets and some weaker sales signals. Despite an expected sequential slowdown, the Skechers growth story stands strong with EMEA and Indian market growth and store network expansion. SKX stock remains undervalued, and I estimate 31% upside to a fair value of $90.5. Read the full article on Seeking AlphaSkechers' Q3 Was Strong
Summary Skechers U.S.A., Inc. reported strong Q3 results with 15.9% revenue growth as the company's brand ambassador marketing has paid off. The footwear industry has been weak due to weak consumer spending, underlining the strength of Skechers' growth. Despite the great performance, SKX stock has remained stagnant, highlighting a remaining undervaluation. Read the full article on Seeking AlphaSkechers: Lacing Up For Earnings Growth, Current Prices Attractive For The Long Term
Summary Skechers is undervalued, trading at ~15x NTM earnings with a 5-year forward earnings CAGR of 12%, presenting a compelling investment opportunity. Increased direct-to-consumer revenue has boosted margins by reducing reliance on middlemen, enhancing profitability. Positive brand perception among younger generations is expected to drive top-line growth in the coming years. Skechers' discounted share price, combined with its future growth potential, makes it an attractive investment. Read the full article on Seeking AlphaSkechers: China's Weakness Was An Overreaction (Rating Upgrade)
Summary Skechers' recent share price drop, due to Chinese market softness, is an overreaction, presenting a buying opportunity for long-term investors. The company shows strong financial performance, with improved margins and a solid balance sheet, despite slight Q2 softness. Management's focus on the DTC segment and strategic investments will drive future growth and margin improvements. Skechers is trading at a 27% discount to its intrinsic value, making it a compelling buy even amid potential economic downturns. Read the full article on Seeking Alpha
Calculated Alliances, Global DTC Expansion, And Innovative Comfort Tech Fuel Brand's Ascension
Strategic partnerships and expanded product lines through innovation are poised to boost consumer demand and revenue growth.Skechers Is An Excellent Long-Term Buy And Hold
Summary Skechers is a steady performer in casual and athletic footwear, offering good returns to shareholders, with an impressive 14% annual return in the last 10 years. Skechers' sustainability, durability, and diverse appeal shield investors from volatility. Skechers higher margin DTC segment is growing faster than its wholesale segment, expanding margins for the company. Asia Pacific should continue to grow fast, allowing Skechers to grow revenues at 10% and earnings at 17% for the next 4 years. At a P/E of 16, and a PEG ratio of just 0.8, Skechers is a bargain. Read the full article on Seeking AlphaRentabilidad de los accionistas
| SKX | US Luxury | Mercado US | |
|---|---|---|---|
| 7D | -0.1% | 7.6% | 1.3% |
| 1Y | -6.2% | -9.4% | 27.7% |
Rentabilidad vs. Industria: Los resultados de SKX fueron inferiores a los de la industria US Luxury, que obtuvo un rendimiento del -9.4% el año pasado.
Rentabilidad vs. Mercado: SKX obtuvo unos resultados inferiores a los del mercado US, que fueron del 27.7% el año pasado.
Volatilidad de los precios
| SKX volatility | |
|---|---|
| SKX Average Weekly Movement | 0.3% |
| Luxury Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
Precio estable de las acciones: SKX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de SKX ha disminuido de 6% a 0% en el último año.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1992 | 15,100 | Robert Greenberg | www.skechers.com |
Skechers U.S.A., Inc. diseña, desarrolla y comercializa calzado, ropa y accesorios en todo el mundo. La empresa opera en dos segmentos: venta al por mayor y venta directa al consumidor. Ofrece calzado bajo las marcas Skechers Hands Free Slip-ins, Skechers Arch Fit y Skechers Air-Cooled Memory Foam; y zapatos y botas antideslizantes y con puntera de seguridad para la protección en sus entornos de trabajo para hombres, mujeres y niños.
Resumen de fundamentos de Skechers U.S.A., Inc.
| Estadísticas fundamentales de SKX | |
|---|---|
| Capitalización bursátil | US$9.49b |
| Beneficios(TTM) | US$665.48m |
| Ingresos (TTM) | US$9.41b |
¿Está SKX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de SKX | |
|---|---|
| Ingresos | US$9.41b |
| Coste de los ingresos | US$4.45b |
| Beneficio bruto | US$4.96b |
| Otros gastos | US$4.29b |
| Beneficios | US$665.48m |
Últimos beneficios comunicados
Jun 30, 2025
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 4.43 |
| Margen bruto | 52.67% |
| Margen de beneficio neto | 7.07% |
| Ratio deuda/patrimonio | 10.9% |
¿Cómo se ha desempeñado SKX a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2025/09/13 19:17 |
| Precio de las acciones al final del día | 2025/09/11 00:00 |
| Beneficios | 2025/06/30 |
| Ingresos anuales | 2024/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Skechers U.S.A., Inc. está cubierta por 14 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| John Staszak | Argus Research Company |
| Brian McNamara | Berenberg |
| Laurent Vasilescu | BNP Paribas |