Stock Detail
$DECK
Consumer Cyclical · 5 tracked mentions in the last 90 days across 5 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
DECK leans undervalued across 3 creators and 6 classified valuation claims, with 4 direct claims carrying most of the signal.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: multiple relative
Deckers for example is now trading at a forward PE ratio of just over 11. I mean this doesn't make sense for me.
Explicit claim • strong conviction • basis: explicit term
very cheap valuation
Implied claim • moderate conviction • basis: drawdown discount
It reverted to the mean and now we see some volatility. But when I look at the future for this company, for Deckers Outdoor, it's expected to grow at 11%, one of the lower growers that I picked. But it does give us an 18% almost 19% rate of return because we do have a rather modest, but we do have a margin of safety here.
Contextual claim • strong conviction • basis: drawdown discount
So, that's a decrease of 55%, and now the market capitalization is only about $15 billion with a free cash flow of $1 billion that they generate.
Mention History
Latest mentions across all history
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