Hoka One One, Good to Great

Hoka的销售额

  Q1 Q2 Q3 Q4 Full year Growth
2023 330.0 333.0 352.1      
2022 213.1 210.4 184.6 283.5 891.6 56.1%
2021 109.0 143.1 141.6 177.5 571.2 62.0%
2020 79.5 78.1 93.1 101.9 352.6 58.0%
2019 47.0 52.1 56.9 67.1 223.1 45.3%
2018 30.7 40.6 31.8 50.4 153.5 46.7%

Hoka的销售额占比

  Total UGG Hoka
2024 Est (2024/03/31) 4275 (+18%) 1982 2017
2023 Est (2023/03/31) 3603 (+14%) 1982 1345
2022 3150 (+24%) 1982 891.6
2021 2546 (+19%) 1717 571.2
2020 2133 (+6%) 1521 352.6
2019 2020 1533 223.1

估值

History PE: 16~28

  EPS
2023/03/31 18
2024/03/31 21
  2023/03/31 2024/03/31
PE=16 288 336
PE=20 320 420
PE=25 400 525
PE=28 448 588