4. Crocs ( CROX) makes casual and athletic footwear. Since 2007, it has boosted sales 6.2% a year as net income dropped 25% a year. Crocs swung to a second-quarter profit of $32 million, or 37 cents a share, from a loss of $30 million, or 36 cents, a year earlier. Revenue gained 15%. The operating margin climbed from 6% to 17%. Crocs has $97 million of cash, equal to a quick ratio of 1.6, and just $3 million of debt. Its stock trades at a forward earnings multiple of 14, a book value multiple of 3.1 and a sales multiple of 1.4, 22%, 19% and 26% discounts to textile and apparel industry averages. Piper Jaffray ( PJC) values the stock at $17, suggesting a 44% return.