DECK vs TOL
Deckers Brands vs Toll Brothers — AI-powered side-by-side comparison
DECK
Deckers Brands
65
Buy
VS
| Metric | DECK | TOL |
|---|
| AI Score |
65
|
63
|
| Price |
$97.46
|
$155.20
|
| P/E Ratio |
13.80×
|
11.64×
|
| ROE |
41.0%
|
16.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
57.8%
|
24.9%
|
| Debt / Equity |
0.21×
|
0.34×
|
| Dividend Yield |
0.0%
|
0.7%
|
| RSI (14) |
38.8
|
58.6
|
| Beta |
1.167
|
1.333
|
| Expected Upside |
+16.6%
|
+3.1%
|
AI Committee View
Current Innellis committee reasoning for DECK versus TOL.
DECK leads by 2 points.
DECK scores 65/100 (Buy) versus TOL at 63/100 (Buy).
DECK Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.60 across 24 articles, 14d). The main limiting factor is price structure making lower highs and lower lows. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 13.1 is inexpensive for the broad market — Value
- ROE of 41.1% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 5.7x prices in significant intangible value — Value
- Price structure making lower highs and lower lows — Technical
- MACD histogram negative -- bearish momentum — Technical
TOL Committee View
60% agreement
5 analysts
The primary driver is p/e of 11.3 is inexpensive for the broad market. The main limiting factor is eps declining -2.0% yoy despite any revenue growth. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 11.3 is inexpensive for the broad market — Value
- ROE of 15.5% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- EPS declining -2.0% YoY despite any revenue growth — Growth