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IPO Date
Oct 11, 2023

Highlights

Market Cap
$7.96B
Enterprise Value
$9.38B
EPS (TTM)
€1.93
PE Ratio
19.68
PEG Ratio
0.25
Total Revenue (TTM)
€2.19B
Gross Profit (TTM)
€1.23B
EBITDA (TTM)
€671.99M
Year Range
$31.12 - $53.53
Target Price
$52.77
ROA (TTM)
6.90%
ROE (TTM)
12.32%

Share Price Chart


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Performance

BIRK Performance Chart

Birkenstock Holding plc (BIRK) is up 5.9% since the beginning of the year. At $43 per share, BIRK is trading 19.1% below its 52-week high of $54.


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S&P 500 Index

Returns By Period

Birkenstock Holding plc (BIRK) has returned 5.87% so far this year and -16.91% over the past 12 months.


Birkenstock Holding plc

1D
-6.09%
1M
4.64%
YTD
5.87%
6M
-1.32%
1Y
-16.91%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIRK Monthly Returns History

Based on dividend-adjusted daily data since Oct 11, 2023, BIRK's average daily return is +0.05%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.

Historically, 48% of months were positive and 52% were negative. The best month was May 2024 with a return of +27.3%, while the worst month was Feb 2025 at -16.3%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BIRK closed higher 49% of trading days. The best single day was May 21, 2026 with a return of +19.5%, while the worst single day was Aug 29, 2024 at -16.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-7.68%10.30%-13.97%8.12%16.34%-3.93%5.87%
20254.38%-16.33%-7.34%12.17%4.57%-8.55%1.85%4.07%-13.20%-11.80%8.57%-5.61%-27.82%
2024-4.80%7.80%-5.52%-5.25%27.32%-4.54%8.64%-15.58%-1.22%-6.67%12.30%9.68%16.27%
2023-4.71%18.12%5.59%18.85%

Benchmark Metrics

Birkenstock Holding plc has an annualized alpha of -12.16%, beta of 1.15, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since October 11, 2023.

  • This stock participated in 128.49% of S&P 500 Index downside but only 46.58% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.16 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-12.16%
Beta
1.15
0.16
Upside Capture
46.58%
Downside Capture
128.49%

Return for Risk

Risk / Return Rank

BIRK ranks 27 for risk / return — below 27% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


BIRK Risk / Return Rank: 2727
Overall Rank
BIRK Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BIRK Sortino Ratio Rank: 2626
Sortino Ratio Rank
BIRK Omega Ratio Rank: 2727
Omega Ratio Rank
BIRK Calmar Ratio Rank: 2828
Calmar Ratio Rank
BIRK Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Birkenstock Holding plc (BIRK) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BIRKBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.38

Sortino ratioReturn per unit of downside risk

-2.98

Omega ratioGain probability vs. loss probability

0.97

1.37

-0.39

Calmar ratioReturn relative to maximum drawdown

-0.41

2.78

-3.19

Martin ratioReturn relative to average drawdown

-0.78

12.44

-13.22

Dividends

Dividend History


Birkenstock Holding plc doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Birkenstock Holding plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Birkenstock Holding plc was 50.94%, occurring on May 15, 2026. The portfolio has not yet recovered.

The current Birkenstock Holding plc drawdown is 31.89%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-50.94%May 2026
1y 8mo
1y 10moAug 2024 - now
2024 correction2024
-19.25%Apr 2024
1mo 8d1mo 26d
3mo 4dFeb 2024 - May 2024
2024 correction2024
-12.75%Jul 2024
24d28d
1mo 22dJun 2024 - Aug 2024
2023 correction2023
-11.27%Oct 2023
2d21d
23dOct 2023 - Nov 2023
2024 correction2024
-10.51%Jan 2024
27d19d
1mo 16dDec 2023 - Feb 2024

Drawdown Indicators


BIRKBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-50.94%

-56.78%

+5.84%

Max Drawdown (1Y)

Largest decline over 1 year

-41.59%

-9.10%

-32.49%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-31.89%

-1.80%

-30.09%

Average Drawdown

Average peak-to-trough decline

-20.05%

-10.71%

-9.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.61%

2.03%

+19.58%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Birkenstock Holding plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Birkenstock Holding plc is priced in the market compared to other companies in the Footwear & Accessories industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BIRK, comparing it with other companies in the Footwear & Accessories industry. Currently, BIRK has a P/E ratio of 19.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BIRK compared to other companies in the Footwear & Accessories industry. BIRK currently has a PEG ratio of 0.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BIRK relative to other companies in the Footwear & Accessories industry. Currently, BIRK has a P/S ratio of 3.2. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BIRK in comparison with other companies in the Footwear & Accessories industry. Currently, BIRK has a P/B value of 2.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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