This company has been acquired
Skechers U.S.A (SKX) Panoramica del titolo
Skechers U.S.A., Inc. progetta, sviluppa e commercializza calzature, abbigliamento e accessori in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
SKX Community Fair Values
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Analyst Price Targets
Concorrenti di Skechers U.S.A., Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$63.13 |
| Massimo di 52 settimane | US$78.85 |
| Minimo di 52 settimane | US$44.50 |
| Beta | 1.2 |
| Variazione di 1 mese | 0.17% |
| Variazione a 3 mesi | 1.06% |
| Variazione di 1 anno | -6.20% |
| Variazione a 3 anni | 76.05% |
| Variazione a 5 anni | 105.03% |
| Variazione dall'IPO | 1,682.49% |
Notizie e aggiornamenti recenti
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 AlphaRendimenti per gli azionisti
| SKX | US Luxury | US Mercato | |
|---|---|---|---|
| 7D | -0.1% | 7.6% | 1.1% |
| 1Y | -6.2% | -9.9% | 28.7% |
Ritorno vs Industria: SKX ha avuto una performance inferiore rispetto al US Luxury che ha registrato un rendimento -9.9 % nell'ultimo anno.
Rendimento vs Mercato: SKX ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| 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 | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: SKX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale di SKX è diminuita da 6% a 0% nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1992 | 15,100 | Robert Greenberg | www.skechers.com |
Skechers U.S.A., Inc. progetta, sviluppa e commercializza calzature, abbigliamento e accessori in tutto il mondo. L'azienda opera in due segmenti, Wholesale e Direct-to-Consumer. Offre calzature con i marchi Skechers Hands Free Slip-ins, Skechers Arch Fit e Skechers Air-Cooled Memory Foam; e scarpe e stivali antiscivolo e con punta di sicurezza per calzature protettive negli ambienti di lavoro per uomini, donne e bambini.
Skechers U.S.A., Inc. Riepilogo dei fondamenti
| SKX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$9.49b |
| Utili (TTM) | US$665.48m |
| Ricavi(TTM) | US$9.41b |
SKX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SKX Conto economico (TTM) | |
|---|---|
| Ricavi | US$9.41b |
| Costo del fatturato | US$4.45b |
| Profitto lordo | US$4.96b |
| Altre spese | US$4.29b |
| Utili | US$665.48m |
Ultimi utili riportati
Jun 30, 2025
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 4.43 |
| Margine lordo | 52.67% |
| Margine di profitto netto | 7.07% |
| Rapporto debito/patrimonio netto | 10.9% |
Come si è comportato SKX nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2025/09/13 08:29 |
| Prezzo dell'azione a fine giornata | 2025/09/11 00:00 |
| Utili | 2025/06/30 |
| Utili annuali | 2024/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Skechers U.S.A., Inc. è coperta da 14 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Brian McNamara | Berenberg |
| Laurent Vasilescu | BNP Paribas |