LEGH
Legacy Housing Corporation
LEGH offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
NKE
NIKE, Inc.
NKE has the edge over LEGH overall, supported by stronger valuation and stronger modeled upside.
LEGH Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
LEGH's revenue, profitability, cash flow and balance sheet are all currently strong.
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.
LEGH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.2x | $21.99 | -23% |
| Fair | 11x | $28.70 | +1.1% |
| Current | 11x | $28.38 | — |
| Expensive | 13x | $33.71 | +19% |
| Forward | 14x | $28.38 | — |
Historical ranges are pointers, not guarantees.
LEGH's PE is in its fair range at 11x. Analysts expect earnings to fall, which would put today's price at 14x next year's earnings, in its expensive 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 LEGH in the historical PE scenario, which offers more potential upside but is not a forecast.
LEGH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Decline | |
| Decline | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect LEGH's earnings and revenue to decline, with profitability weakening.
NKE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Stable | |
| Decline | |
| Improving | |
| Moderate | |
| Low |
NKE has the edge over LEGH on the outlook, with more favorable earnings and profitability expectations.
LEGH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.07 | -23% |
| Q3 2026 | $2.68 | +37% |
| Q2 2026 | $2.18 | -2.7% |
| Q1 2026 | $1.79 | -22% |
| Q4 2025 | $1.74 | -30% |
| Q3 2025 | $1.95 | -10% |
| Q2 2025 | $2.24 | +3.2% |
| Q1 2025 | $2.29 | +8% |
| Q4 2024 | $2.48 | +14% |
LEGH 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.
LEGH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $69.7M | +72% |
| Q2 2026 | $66.3M | +32% |
| Q1 2026 | $34.4M | -3.7% |
| Q4 2025 | $38.3M | -29% |
| Q3 2025 | $40.5M | -8.6% |
| Q2 2025 | $50.2M | +18% |
| Q1 2025 | $35.7M | -18% |
| Q4 2024 | $54.2M | +61% |
LEGH has the edge over NKE on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 34% | +9.6 points |
| Q2 2026 | 40% | +6.4 points |
| Q1 2026 | 36% | +3.5 points |
| Q4 2025 | 27% | -1.7 points |
| Q3 2025 | 24% | -11 points |
| Q2 2025 | 34% | -4.2 points |
| Q1 2025 | 33% | -6.2 points |
| Q4 2024 | 29% | -0.2 points |
LEGH has the edge over NKE on profitability, with a higher operating margin.
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's operating margin was 8.2% last quarter, about level with the same quarter a year ago.
LEGH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $7.4M | +45% |
| Q2 2026 | $12.3M | +235% |
| Q1 2026 | $5.4M | +49% |
| Q4 2025 | $15.7M | +161% |
| Q3 2025 | $5.1M | -44% |
| Q2 2025 | $3.7M | +114% |
| Q1 2025 | $3.6M | -63% |
| Q4 2024 | $6M | +$17.4M |
LEGH 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.
LEGH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -29.6K shares |
| 1 year | -2.7% | -649K shares |
| 3 years | -5.3% | -1.3M shares |
| 5 years | -2.1% | -499K shares |
| Available history | -2.7% | -653K shares |
LEGH has the edge over NKE on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $93,000 |
| Q1 2026 | $573,000 |
| Q4 2025 | $1.1M |
| Q3 2025 | $1,000 |
| Q2 2025 | $5.8M |
| Q1 2025 | $675,000 |
| Q4 2024 | — |
LEGH spent $2M buying back its own shares over the past year, down 73% 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.
LEGH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | -0.1x | Net Cash |
| Q3 2025 | -0.2x | Net Cash |
| Q2 2025 | -0.0x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q3 2024 | 0.0x | Very low |
| Q2 2024 | 0.2x | Very low |
| Q1 2024 | 0.2x | Very low |
LEGH has more cash than debt.
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).
LEGH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.6 | Neutral |
| Stochastic | 35.9 | Neutral |
LEGH's weekly RSI is 58 (neutral) and its Stochastic is 36 (neutral).
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).
LEGH PE vs Consumer Cyclical Sector
| Metric | LEGH | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 18x | 41% below |
| PE % | 47 | 47 | Same percentile |
LEGH 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.
LEGH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $28.6 | 0.8% below |
| 20 week MA | $28.0 | 1.2% above |
| 50 week MA | $24.2 | 17% above |
| 100 week MA | $24.2 | 17% above |
| 200 week MA | $23.6 | 20% above |
LEGH 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.
LEGH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $16.8 | $14.9 | -11% |
| 2021 | $14.9 | $25.8 | +74% |
| 2022 | $25.8 | $17.8 | -31% |
| 2023 | $17.8 | $25.2 | +41% |
| 2024 | $25.2 | $24.8 | -1.7% |
| 2025 | $24.8 | $19.8 | -20% |
| 2026 YTD | $19.8 | $28.4 | +43% |
LEGH 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.