Birkenstock FY2027 look-through P/E valuation

Birkenstock Holding PLC (BIRK)
By@hypertonx
Assumptions as of 2026-08-13
USD
Updated Aug 13, 2026 · Revised 2 times
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Birkenstock FY2027 look-through P/E valuation

Forward P/E valuation for Birkenstock that starts with management's fiscal 2026 adjusted EPS guidance, restores the approximately EUR 0.08 per-share impact from non-recurring tax, refinancing and accelerated-share-repurchase items, grows normalized earnings into fiscal 2027, converts the result to U.S. dollars, and applies a target forward P/E. Bear and bull cases vary earnings growth, currency and the multiple; the model does not capitalize the non-recurring 2026 charges.

as of 2026-08-13

Fair value
$49.34
Upside / downside
20.4%
Look-through FY2027 EPS
$2.74
Look-through FY2027 EPS in euros
2.36
Normalized FY2026 EPS
2.06
Implied equity value
$8.8k
Current P/E on FY2027 EPS
15.0

Currency

1.16

Earnings

1.975EUR/share
15.0%
0.08EUR/share

Market

$41.00USD/share
Latest BIRK quote · updated Aug 13, 2026 2:00 PM MDT

Valuation

18.0

Sources

  1. Fiscal Q3 2026 revenue grew 15% in constant currency; management raised FY2026 adjusted EBITDA guidance to at least EUR 710 million and maintained adjusted EPS guidance of EUR 1.90-EUR 2.05. — storage.googleapis.com (accessed 2026-08-13)
  2. The Q3 release reported adjusted EPS of EUR 0.74, up 19%, completion of a EUR 230 million accelerated share repurchase that reduced outstanding shares by 6 million, and net leverage of 1.8x. — storage.googleapis.com (accessed 2026-08-13)
  3. On the Q3 call, management said the abnormal fiscal 2026 tax impact is approximately EUR 0.08 per share, recurring tax should return to the high-20s, and finance costs should normalize near EUR 25 million per quarter. — birkenstock-holding.com (accessed 2026-08-13)
  4. BIRK's market price was USD 41.59 at 2026-08-13T13:31:46Z. (accessed 2026-08-13)

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