BBY
Best Buy Co., Inc.
BBY offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
NKE
NIKE, Inc.
NKE has a slight edge over BBY overall, supported by stronger valuation and stronger modeled upside.
BBY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
BBY's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
NKE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
NKE's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
BBY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $66.80 | -35% |
| Fair | 14x | $83.80 | -19% |
| Forward | 15x | $103 | — |
| Expensive | 17x | $104 | +0.3% |
| Current | 17x | $103 | — |
Historical ranges are pointers, not guarantees.
BBY's PE is in its expensive range at 17x. If earnings grow as analysts expect, today's price would be 15x next year's earnings, in its fair range.
NKE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 18x | $37.76 | — |
| Cheap | 23x | $47.70 | +26% |
| Forward | 30x | $37.76 | — |
| Fair | 33x | $68.16 | +80% |
| Expensive | 47x | $97.86 | +159% |
Historical ranges are pointers, not guarantees.
NKE has the edge over BBY in the historical PE scenario, which offers more potential upside but is not a forecast.
BBY Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Stable | |
| Moderate | |
| High |
Analysts expect BBY's earnings to grow, with its revenue and profitability holding steady.
NKE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Stable | |
| Decline | |
| Improving | |
| Moderate | |
| Low |
Analysts expect NKE's profitability to improve, but its revenue to decline. However, they disagree widely on these estimates.
BBY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.12 | +18% |
| Q3 2026 | $6.01 | +66% |
| Q2 2026 | $5.40 | +32% |
| Q1 2026 | $5.04 | +18% |
| Q4 2025 | $3.03 | -48% |
| Q3 2025 | $3.63 | -37% |
| Q2 2025 | $4.10 | -28% |
| Q1 2025 | $4.28 | -25% |
| Q4 2024 | $5.84 | +0.7% |
BBY has the edge over NKE on earnings, with more consistent year-over-year improvement.
NKE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.27 | -39% |
| Q3 2026 | $2.09 | +7.2% |
| Q2 2026 | $2.10 | -2.8% |
| Q1 2026 | $1.51 | -50% |
| Q4 2025 | $1.70 | -48% |
| Q3 2025 | $1.95 | -44% |
| Q2 2025 | $2.16 | -42% |
| Q1 2025 | $3.01 | -11% |
| Q4 2024 | $3.24 | -5.3% |
NKE's earnings per share have fallen from their peak: $2.09 over the past year, against $3.82 in late 2021.
BBY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $9.8B | +3.6% |
| Q2 2026 | $8.9B | +1.9% |
| Q1 2026 | $13.8B | -1% |
| Q4 2025 | $9.7B | +2.4% |
| Q3 2025 | $9.4B | +1.6% |
| Q2 2025 | $8.8B | -0.9% |
| Q1 2025 | $13.9B | -4.8% |
| Q4 2024 | $9.4B | -3.2% |
BBY has the edge over NKE on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4.3% | +1.6 points |
| Q2 2026 | 4.1% | +1.6 points |
| Q1 2026 | 5.2% | +3.7 points |
| Q4 2025 | 2% | -1.7 points |
| Q3 2025 | 2.7% | -1.5 points |
| Q2 2025 | 2.5% | -1 points |
| Q1 2025 | 1.6% | -2.3 points |
| Q4 2024 | 3.7% | +0.1 points |
BBY's operating margin was 4.3% last quarter, up 1.6 points from the same quarter a year ago.
NKE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11.2B | -4.3% |
| Q2 2026 | $11B | -1.1% |
| Q1 2026 | $11.3B | +0.1% |
| Q4 2025 | $12.4B | +0.6% |
| Q3 2025 | $11.7B | +1.1% |
| Q2 2025 | $11.1B | -12% |
| Q1 2025 | $11.3B | -9.3% |
| Q4 2024 | $12.4B | -7.7% |
NKE's revenue fell from its 2023 peak and has held roughly level since: $11.2B last quarter, down 4.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.2% | +0.3 points |
| Q2 2026 | 12% | +9.2 points |
| Q1 2026 | 5.8% | -1.7 points |
| Q4 2025 | 8% | -3.4 points |
| Q3 2025 | 7.9% | -3.4 points |
| Q2 2025 | 2.9% | -11 points |
| Q1 2025 | 7.5% | -3.8 points |
| Q4 2024 | 11% | -2.9 points |
NKE has the edge over BBY on profitability, with a higher operating margin.
BBY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $737M | +28% |
| Q2 2026 | $215M | +$347M |
| Q1 2026 | $1.1B | -19% |
| Q4 2025 | -$287M | +$162M |
| Q3 2025 | $574M | +20% |
| Q2 2025 | -$132M | -3400% |
| Q1 2025 | $1.4B | +36% |
| Q4 2024 | -$449M | -$341M |
BBY has the edge over NKE on cash flow, with more consistent year-over-year improvement.
NKE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$64M | -527% |
| Q2 2026 | $1.5B | +313% |
| Q1 2026 | $284M | -83% |
| Q4 2025 | $386M | -58% |
| Q3 2025 | $15M | -95% |
| Q2 2025 | $363M | -85% |
| Q1 2025 | $1.7B | -11% |
| Q4 2024 | $920M | -65% |
NKE usually generates cash, though not every quarter: the latest was −$64M, but it generated $2.1B over the past year.
BBY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +1.4M shares |
| 1 year | +0.3% | +700K shares |
| 3 years | -2.9% | -6.3M shares |
| 5 years | -16% | -40.1M shares |
| Available history | -20% | -52.5M shares |
BBY has 213M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $36M |
| Q2 2026 | — |
| Q1 2026 | $73M |
| Q4 2025 | $35M |
| Q3 2025 | $65M |
| Q2 2025 | $100M |
| Q1 2025 | $215M |
| Q4 2024 | $137M |
BBY spent $144M buying back its own shares over the past year, down 72% from the year before.
NKE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +3.2M shares |
| 1 year | +0.4% | +5.2M shares |
| 3 years | -3.8% | -59.1M shares |
| 5 years | -8.4% | -135M shares |
| Available history | -6.9% | -110M shares |
NKE has 1.5B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $20M |
| Q3 2025 | $126M |
| Q2 2025 | $199M |
| Q1 2025 | $506M |
| Q4 2024 | $1.1B |
NKE has spent almost nothing on buybacks in the past year.
BBY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.4x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | -0.2x | Net Cash |
| Q2 2025 | 0.0x | Very low |
| Q1 2025 | -0.2x | Net Cash |
| Q4 2024 | 0.2x | Very low |
BBY has the edge over NKE on leverage, with a lower net debt burden relative to earnings.
NKE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.2x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2025 | 0.1x | Very low |
| Q4 2024 | 0.2x | Very low |
| Q3 2024 | 0.1x | Very low |
| Q2 2024 | -0.1x | Net Cash |
| Q1 2024 | -0.0x | Very low |
| Q4 2023 | 0.1x | Very low |
NKE's net debt is less than a year of its operating earnings (EBITDA).
BBY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.3 | Neutral |
| Stochastic | 84.5 | Overbought |
BBY's weekly RSI is 68 (neutral) and its Stochastic is 84 (overbought).
NKE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.0 | Neutral |
| Stochastic | 57.5 | Neutral |
NKE's weekly RSI is 40 (neutral) and its Stochastic is 58 (neutral).
BBY PE vs Consumer Cyclical Sector
| Metric | BBY | Sector median | Relative |
|---|---|---|---|
| PE | 17x | 18x | 4.5% below |
| PE % | 82 | 47 | 35 pts above |
BBY has the edge over NKE on valuation relative to its sector.
NKE PE vs Consumer Cyclical Sector
| Metric | NKE | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 18x | 0.3% above |
| PE % | 2 | 47 | 45 pts below |
NKE is trading at 18x earnings, in line with the Consumer Cyclical sector's median of 18x.
BBY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $94.6 | 9.3% above |
| 20 week MA | $89.3 | 16% above |
| 50 week MA | $76.1 | 36% above |
| 100 week MA | $75.6 | 37% above |
| 200 week MA | $77.9 | 33% above |
BBY has the edge over NKE on trend strength, trading above more of its moving averages.
NKE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $36.7 | 2.8% above |
| 20 week MA | $39.2 | 3.6% below |
| 50 week MA | $48.0 | 21% below |
| 100 week MA | $58.4 | 35% below |
| 200 week MA | $79.2 | 52% below |
NKE has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 52% below its 200-week average.
BBY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $87.0 | $102.6 | +18% |
| 2021 | $102.6 | $98.1 | -4.4% |
| 2022 | $98.1 | $81.4 | -17% |
| 2023 | $81.4 | $78.3 | -3.8% |
| 2024 | $78.3 | $88.0 | +12% |
| 2025 | $88.0 | $69.6 | -21% |
| 2026 YTD | $69.6 | $103.4 | +49% |
BBY has the edge over NKE on returns for 2026, with the stronger performance.
NKE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $101.6 | $141.6 | +39% |
| 2021 | $141.6 | $165.7 | +17% |
| 2022 | $165.7 | $116.3 | -30% |
| 2023 | $116.3 | $108.6 | -6.6% |
| 2024 | $108.6 | $76.4 | -30% |
| 2025 | $76.4 | $60.9 | -20% |
| 2026 YTD | $60.9 | $37.8 | -38% |
NKE has finished four years in a row lower, and it's down 38% so far in 2026.