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BIRK vs. NKE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BIRK vs. NKE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Birkenstock Holding plc (BIRK) and NIKE, Inc. (NKE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BIRK achieves a 3.20% return, which is significantly higher than NKE's -30.16% return.


BIRK

1D
-2.76%
1M
14.33%
YTD
3.20%
6M
-3.54%
1Y
-23.53%
3Y*
5Y*
10Y*

NKE

1D
0.18%
1M
2.58%
YTD
-30.16%
6M
-32.22%
1Y
-27.83%
3Y*
-24.37%
5Y*
-18.67%
10Y*
-0.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIRK vs. NKE - Yearly Performance Comparison


2026 (YTD)202520242023
BIRK
Birkenstock Holding plc
3.20%-27.82%16.27%21.22%
NKE
NIKE, Inc.
-30.16%-13.83%-29.11%10.43%

Correlation

The correlation between BIRK and NKE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Oct 12, 2023

0.36

Fundamentals

Market Cap

BIRK:

$7.76B

NKE:

$64.86B

EPS

BIRK:

$1.93

NKE:

$1.52

PE Ratio

BIRK:

21.93

NKE:

28.81

PS Ratio

BIRK:

3.57

NKE:

1.39

PB Ratio

BIRK:

2.68

NKE:

4.60

Total Revenue (TTM)

BIRK:

$2.19B

NKE:

$46.52B

Gross Profit (TTM)

BIRK:

$1.23B

NKE:

$18.99B

EBITDA (TTM)

BIRK:

$671.99M

NKE:

$3.33B

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Return for Risk

BIRK vs. NKE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIRK
BIRK Risk / Return Rank: 2020
Overall Rank
BIRK Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
BIRK Sortino Ratio Rank: 1919
Sortino Ratio Rank
BIRK Omega Ratio Rank: 2020
Omega Ratio Rank
BIRK Calmar Ratio Rank: 2222
Calmar Ratio Rank
BIRK Martin Ratio Rank: 2222
Martin Ratio Rank

NKE
NKE Risk / Return Rank: 1313
Overall Rank
NKE Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
NKE Sortino Ratio Rank: 1212
Sortino Ratio Rank
NKE Omega Ratio Rank: 1212
Omega Ratio Rank
NKE Calmar Ratio Rank: 1919
Calmar Ratio Rank
NKE Martin Ratio Rank: 1414
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.

BIRK vs. NKE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Birkenstock Holding plc (BIRK) and NIKE, Inc. (NKE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BIRKNKEDifference
Sharpe ratioReturn per unit of total volatility

+0.23

Sortino ratioReturn per unit of downside risk

+0.40

Omega ratioGain probability vs. loss probability

0.94

0.88

+0.06

Calmar ratioReturn relative to maximum drawdown

-0.53

-0.60

+0.07

Martin ratioReturn relative to average drawdown

-0.95

-1.19

+0.24

BIRK vs. NKE - Sharpe Ratio Comparison

The current BIRK Sharpe Ratio is -0.51, which is higher than the NKE Sharpe Ratio of -0.73. The chart below compares the historical Sharpe Ratios of BIRK and NKE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BIRKNKEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.51

-0.73

+0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.41

-0.37

Drawdowns

BIRK vs. NKE - Drawdown Comparison

The maximum BIRK drawdown since its inception was -50.94%, smaller than the maximum NKE drawdown of -75.19%. Use the drawdown chart below to compare losses from any high point for BIRK and NKE.


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Drawdown Indicators


BIRKNKEDifference

Max Drawdown

Largest peak-to-trough decline

-50.94%

-75.19%

+24.25%

Max Drawdown (1Y)

Largest decline over 1 year

-44.40%

-46.18%

+1.78%

Max Drawdown (3Y)

Largest decline over 3 years

-64.21%

Max Drawdown (5Y)

Largest decline over 5 years

-74.64%

Max Drawdown (10Y)

Largest decline over 10 years

-74.64%

Current Drawdown

Current decline from peak

-33.60%

-73.24%

+39.64%

Average Drawdown

Average peak-to-trough decline

-19.88%

-20.90%

+1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.76%

23.33%

+1.43%

Volatility

BIRK vs. NKE - Volatility Comparison

Birkenstock Holding plc (BIRK) has a higher volatility of 27.66% compared to NIKE, Inc. (NKE) at 9.55%. This indicates that BIRK's price experiences larger fluctuations and is considered to be riskier than NKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BIRKNKEDifference

Volatility (1M)

Calculated over the trailing 1-month period

27.66%

9.55%

+18.11%

Volatility (6M)

Calculated over the trailing 6-month period

41.60%

29.22%

+12.38%

Volatility (1Y)

Calculated over the trailing 1-year period

46.76%

38.14%

+8.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.36%

35.81%

+7.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.36%

32.25%

+11.11%

Dividends

BIRK vs. NKE - Dividend Comparison

BIRK has not paid dividends to shareholders, while NKE's dividend yield for the trailing twelve months is around 3.72%.


PositionTTM20252024202320222021202020192018201720162015
BIRK
Birkenstock Holding plc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NKE
NIKE, Inc.
3.72%2.53%2.00%1.28%1.07%0.68%0.71%0.89%1.11%1.18%1.30%0.93%

Financials

BIRK vs. NKE - Financials Comparison

This section allows you to compare key financial metrics between Birkenstock Holding plc and NIKE, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B12.00B14.00BOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
628.50M
11.28B
(BIRK) Total Revenue
(NKE) Total Revenue
Values in USD except per share items

BIRK vs. NKE - Profitability Comparison

The chart below illustrates the profitability comparison between Birkenstock Holding plc and NIKE, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%45.0%50.0%55.0%60.0%65.0%October2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
50.2%
40.2%
Portfolio components
BIRK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported a gross profit of 315.59M and revenue of 628.50M. Therefore, the gross margin over that period was 50.2%.

NKE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NIKE, Inc. reported a gross profit of 4.53B and revenue of 11.28B. Therefore, the gross margin over that period was 40.2%.

BIRK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported an operating income of 164.94M and revenue of 628.50M, resulting in an operating margin of 26.2%.

NKE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NIKE, Inc. reported an operating income of 553.00M and revenue of 11.28B, resulting in an operating margin of 4.9%.

BIRK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported a net income of 83.23M and revenue of 628.50M, resulting in a net margin of 13.2%.

NKE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NIKE, Inc. reported a net income of 520.00M and revenue of 11.28B, resulting in a net margin of 4.6%.


Frequently Asked Questions


BIRK and NKE have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BIRK has higher volatility (27.66%) compared to NKE (9.55%). In terms of maximum drawdown, BIRK dropped -50.94% vs NKE's -75.19%.

BIRK currently has the higher Sharpe Ratio (-0.51 vs -0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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