Allbirds (NASDAQ:BIRD – Get Free Report) and Tapestry (NYSE:TPR – Get Free Report) are both retail/wholesale companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, profitability, dividends, earnings, valuation, institutional ownership and risk.
Volatility and Risk
Allbirds has a beta of 1.99, indicating that its stock price is 99% more volatile than the S&P 500. Comparatively, Tapestry has a beta of 1.55, indicating that its stock price is 55% more volatile than the S&P 500.
Analyst Ratings
This is a summary of recent ratings and recommmendations for Allbirds and Tapestry, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Allbirds | 1 | 2 | 0 | 0 | 1.67 |
| Tapestry | 0 | 5 | 13 | 2 | 2.85 |
Insider & Institutional Ownership
44.1% of Allbirds shares are owned by institutional investors. Comparatively, 90.8% of Tapestry shares are owned by institutional investors. 30.7% of Allbirds shares are owned by company insiders. Comparatively, 1.3% of Tapestry shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Profitability
This table compares Allbirds and Tapestry’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Allbirds | -51.90% | -108.35% | -56.25% |
| Tapestry | 6.95% | 157.98% | 19.48% |
Earnings & Valuation
This table compares Allbirds and Tapestry”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Allbirds | $189.76 million | 0.14 | -$93.32 million | ($10.37) | -0.31 |
| Tapestry | $7.01 billion | 4.13 | $183.20 million | $2.42 | 59.02 |
Tapestry has higher revenue and earnings than Allbirds. Allbirds is trading at a lower price-to-earnings ratio than Tapestry, indicating that it is currently the more affordable of the two stocks.
Summary
Tapestry beats Allbirds on 12 of the 15 factors compared between the two stocks.
About Allbirds
Allbirds, Inc. manufactures and sells footwear and apparel products for men and women in the United States and internationally. The company offers a range of lifestyle and performance shoes; and apparel, including classic tees and sweats, socks, and underwear. It sells its products through its retail stores, as well as online. The company was formerly known as Bozz, Inc. and changed its name to Allbirds, Inc. in December 2015. Allbirds, Inc. was incorporated in 2015 and is headquartered in San Francisco, California.
About Tapestry
Tapestry, Inc. provides luxury accessories and branded lifestyle products in the United States, Japan, Greater China, and internationally. The company operates in three segments: Coach, Kate Spade, and Stuart Weitzman. It offers women’s handbags; and women’s accessories, such as small leather goods which includes mini and micro handbags, money pieces, wristlets, pouches, and cosmetic cases, as well as novelty accessories including address books, time management and travel accessories, sketchbooks, and portfolios; and belts, key rings, and charms. The company also provides men products, which includes bag collections, such as business cases, computer bags, messenger-style bags, backpacks, and totes; small leather goods including wallets, card cases, travel organizers, and belts; and footwear, watches, fragrances, sunglasses, novelty accessories, and ready-to-wear items. In addition, it offers other products including women’s footwear and fragrances; eyewear and sunglasses; and jewelry, such as bracelets, necklaces, rings, and earrings, watches, and other women’s seasonal lifestyle apparel collections, including outerwear, ready-to-wear and cold weather accessories, such as gloves, scarves, and hats. Further, the company provides kids items, housewares, and home accessories, such as fashion bedding and tableware, stationery, and gifts. It offers its products through e-commerce sites and concession shop-in-shops, wholesale, and third-party distributors under the Coach, Kate Spade, and Stuart Weitzman brand names. The company was formerly known as Coach, Inc. and changed its name to Tapestry, Inc. in October 2017. Tapestry, Inc. was founded in 1941 and is headquartered in New York, New York.
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