Allbirds Inc vs TKO Group Holdings Inc — how do they compare? Allbirds Inc trades at $2.6 (market cap $22.68M), while TKO Group Holdings Inc trades at $194.36 (market cap $13.85B). The key difference: TKO Group Holdings Inc is far larger — about 610.7× Allbirds Inc's market cap, and TKO Group Holdings Inc pays a 1.64% dividend while Allbirds Inc pays none. Which is the better fit depends on your goals.
| BIRD | TKO | |
|---|---|---|
Market Cap | $22.68M | $13.85B |
Sector | Consumer Cyclical | Technology |
52-Week High | $16.99 | $224.96 |
52-Week Low | $2.21 | $176.49 |
Enterprise Value | $41.54M | $18.21B |
Dividend Yield | — | 1.64% |
Signals from Pluang's Aura AI — not financial advice
BIRD (Smartbird) trades at $2.53, up 5.42% with a bullish technical signal despite mixed earnings. The company completed a strategic pivot from footwear to AI infrastructure in June 2026, appointing former AWS executive Nadia Carlsten as CEO. While revenue declined to $152M in 2025 with a -53.4% net margin, the P/S ratio of 0.15 suggests potential undervaluation relative to AI sector peers.
The outlook hinges on successful execution of the AI infrastructure strategy, though significant execution risks remain given negative cash flows and lack of profitability. Analyst consensus shows cautious optimism with 21% buy ratings amid high institutional hold positions. Near-term catalysts include new board appointments and AI business development progress.
TKO trades at $186.56, down 0.39% on the day, with a bullish technical signal and strong analyst support. The company reported record Q2 2026 revenue of $1.55 billion (up 18% year-over-year) and raised full-year guidance, though it missed EPS estimates. Valuation ratios are elevated with a P/E of 66.46, but profitability metrics show improvement. Recent corporate actions include an $800 million share repurchase and a $0.79 dividend payment.
The outlook is positive driven by media rights growth and live events, with a consensus price target of $228.17 implying 22% upside. Risks include earnings volatility and institutional selling. Wall Street sentiment remains strongly bullish with 89% buy ratings.
Trailing returns across standard periods
Allbirds Inc is a global lifestyle brand that innovates with naturally derived materials to make footwear and apparel products. Its primary source of revenue is from sales of shoes and apparel products in its directly owned digital and physical retail channels.
Read more on BIRD →TKO Group Holdings is a premium sports and entertainment company that serves as the parent entity for the Ultimate Fighting Championship (UFC) and World Wrestling Entertainment (WWE). Formed through a seismic merger orchestrated by Endeavor, TKO leverages a combined global fanbase of over 1 billion to drive massive revenue through media rights, global live events, and a unified sponsorship platform, effectively monopolizing the professional combat sports landscape.
Read more on TKO →