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Deckers Brands

DECK Consumer Cyclical Unknown Updated August 01, 2026
$96.83
52W $78.91 – $125.45
61/100
$13.19B
13.7
1.17
AI Committee Verdict
Buy
Conviction: Moderate · 71% agreement · 7 analysts
+17.4%
-0.7%
23.49:1
Moderate

Is DECK Bullish or Bearish?

Bullish. Innellis AI committee rates Deckers Brands (DECK) Buy with a composite score of 61/100 , based on 7 analysts with 71% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +14.25 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -5.75 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is news sentiment is positive (+0.53 across 64 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 & Bear Case

Bull Case
  • P/E of 13.0 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
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
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
  • Bollinger bandwidth of 15.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 01, 2026
Overall Committee Score
61/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 12%
of 124 Consumer Cyclical peers
Value Analyst bullish
64 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 13.0 is inexpensive for the broad market
− Price-to-book of 5.7x prices in significant intangible value
Growth Analyst bullish
68 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst neutral
42 / 100 · High confidence
Mixed or range-bound price action
− Price structure making lower highs and lower lows
Risk Analyst bullish
62 / 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 15.2% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
75 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.53 across 64 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2535.03)
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Investment Thesis Evolution

Committee score moved marginally from 60.9 to 60.8.

Analyst-level changes:
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: score 75->62 (-13); +1 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
35.9
Neutral
MACD Histogram
-0.463
Bearish Momentum
Trend Direction
Downtrend
Weekly: Sideways
Market Structure
Mixed
Support
$96.11
Resistance
$113.66
Bollinger %B
0.09
Inside Bands
Price vs Moving Averages
EMA 9
$100.51 Below
EMA 21
$102.36 Below
EMA 50
$103.95 Below
EMA 200
$106.30 Below

Fundamental Analysis

Valuation
66
Growth
75
Profitability
1
Financial Health
100
Cash Flow
38
Valuation
P/E Ratio 13.7×
P/B Ratio 5.82×
PEG Ratio 1.69
Dividend Yield 0.00%
52W High $125.45
52W Low $78.91
Quality & Growth
ROE 41.0%
ROA 27.8%
Gross Margin 57.4%
Operating Margin 22.6%
Revenue Growth YoY
Debt / Equity 0.21
AI Fundamental Assessment
P/E ratio of 13.7 (inexpensive relative to a 15-40x range); Price-to-book of 5.8x; PEG ratio of 1.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.4%; Return on assets of 0.3%; Net margin of 0.2%; Gross margin of 0.6%; Current ratio of 2.75 (healthy short-term liquidity); Debt-to-equity of 0.21; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (8.70); Most recent quarter beat estimates by 5.7%; 5 consecutive earnings beats; EPS growth accelerating (-71.2% -> -2.1% QoQ); Average YoY EPS growth of 1.1%; Analyst estimates falling over recent quarters
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