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NKE NIKE, Inc. - Fundamental Analysis

NEUTRAL
NKE Stock | Fundamental Analysis & Investment Insights
NYSE Consumer Cyclical Footwear & Accessories
Current Price
$64.17
Analyst Target
$83.7
+30.4% Upside
52W High
$82.44
52W Low
$52.28

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
90%
Analysis Accuracy
NKE shows neutral fundamentals based on available metrics. Mixed signals with both opportunities and risks present.

Key Strengths

Strong ROE of 21.1%

Key Risks

High valuation with P/E of 32.9

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
47
Moderate
Value
30
Future
35
Past
60
Health
65
Dividend
45
AI Verdict
NKE shows neutral fundamentals based on available metrics. Mixed signals with both opportunities and risks present.
Key drivers: Strong ROE of 21.1%, High valuation with P/E of 32.9
Confidence
50%
Value
30/100

Rule-based valuation fallback.

Positives
  • Insufficient data for clear positives.
Watchpoints
  • Premium 32.9x trailing earnings multiple.
  • P/B of 7.0 signals rich expectations.
Future
35/100

Rule-based growth outlook.

Positives
  • Insufficient data for clear positives.
Watchpoints
  • Earnings contracting year over year.
Past
60/100

Historical performance + price trend: Shares moved -47.3% over 5Y and -13.3% over 1Y.

Positives
  • ROE sits at 21.1%.
Watchpoints
No urgent risks highlighted.
Health
65/100

Balance sheet & liquidity snapshot.

Positives
  • Current ratio 2.2 supports liquidity.
Watchpoints
No urgent risks highlighted.
Dividend
45/100

Dividend policy fallback.

Positives
  • Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$64.17
Analyst Target
$83.7
Upside/Downside
+30.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for NKE and closest competitors.

Updated 2025-11-14
Company 5Y 3Y 1Y 6M 1M 1W
NKE
NIKE, Inc.
Primary
-47.3% -36.8% -13.3% +2.9% -6.3% +5.0%
ORLY
O'Reilly Automotive, Inc.
Peer
+221.3% +79.6% +21.0% +7.3% -3.2% +1.8%
MAR
Marriott International, Inc.
Peer
+138.8% +82.0% +2.3% +5.1% +7.3% -1.9%
RCL
Royal Caribbean Cruises Ltd.
Peer
+239.7% +322.6% +9.8% -0.4% -18.7% -1.2%
AZO
AutoZone, Inc.
Peer
+236.5% +59.0% +23.0% +1.9% -4.2% +3.7%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
32.91
Forward P/E
19.87
PEG Ratio
N/A
P/B Ratio
7.04
P/S Ratio
2.04
EV/Revenue
2.15
EV/EBITDA
23.85
Market Cap
$94.86B

Profitability

Profit margins and return metrics

Profit Margin 6.23%
Operating Margin 7.91%
Gross Margin 41.94%
ROE 21.12%
ROA 5.68%

Growth

Revenue and earnings growth rates

Revenue Growth +1.1%
Earnings Growth -30.0%
Q/Q Revenue Growth N/A
Q/Q Earnings Growth -30.8%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.82
Moderate
Current Ratio
2.19
Strong
Quick Ratio
1.24
Good
Cash/Share
$5.8

Quarterly Earnings History

EPS performance vs analyst estimates

2025-12-18
$N/A
2025-09-30
$0.49
+84.5% surprise
2025-06-26
$0.14
+14.2% surprise
2025-03-20
$0.54
+94.9% surprise

Consumer Cyclical Sector Comparison

Comparing NKE against 15 companies in the Consumer Cyclical sector (5 bullish, 10 neutral, 0 bearish)
P/E Ratio
32.91
This Stock
vs
45.35
Sector Avg
-27.4% (Discount)
Return on Equity (ROE)
21.12%
This Stock
vs
45.87%
Sector Avg
-54.0% (Below Avg)
Profit Margin
6.23%
This Stock
vs
14.81%
Sector Avg
-57.9% (Weaker)
Debt to Equity
0.82
This Stock
vs
1.47
Sector Avg
-44.2% (Less Debt)
Revenue Growth
1.1%
This Stock
vs
14.38%
Sector Avg
-92.4% (Slower)
Current Ratio
2.19
This Stock
vs
1.22
Sector Avg
+78.9% (Stronger)

Similar Companies

Peer comparison within the same industry

Company AI Rating Market Cap P/E ROE Profit Margin Price
NKE
NIKE, Inc.
NEUTRAL $94.86B 32.91 21.1% 6.2% $64.17
ORLY
O'Reilly Automotive, Inc.
BULLISH $83.4B 34.31 -% 14.2% $98.8
MAR
Marriott International, Inc.
NEUTRAL $77.13B 30.11 -% 38.0% $285.72
RCL
Royal Caribbean Cruises Ltd.
BULLISH $69.75B 17.01 46.7% 23.3% $252.87
AZO
AutoZone, Inc.
NEUTRAL $64.15B 26.6 -% 13.2% $3856.87

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date Insider Position Transaction Shares Value
2025-11-07 KNUDSTORP JORGEN VIG Director Purchase 16,150 $1,002,754
2025-10-06 HEINLE TREASURE Officer Sale 4,300 $306,461
2025-10-02 LEINWAND ROBERT Officer Sale 697 $52,367
2025-09-09 SWAN ROBERT HOLMES Director Stock Award 2,619 -
2025-09-09 HENRY MARIA G Director Stock Award 2,619 -
2025-09-09 PELUSO MICHELLE A Director Stock Award 2,619 -
2025-09-09 COOK TIMOTHY D Director Stock Award 2,619 -
2025-09-09 KNIGHT TRAVIS A Director Stock Award 2,619 -
2025-09-09 KNUDSTORP JORGEN VIG Director Stock Award 5,238 -
2025-09-09 ROGERS JOHN W JR Director Stock Award 2,619 -
2025-09-09 HENRY PETER B Director Stock Award 2,619 -
2025-09-09 DUCKETT THASUNDA BROWN Director Stock Award 2,619 -
2025-09-09 GIL MONICA Director Stock Award 2,619 -
2025-09-05 LEINWAND ROBERT Officer Sale 1,019 $76,058
2025-08-29 HILL ELLIOTT Chief Executive Officer Stock Award 50,687 -
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
35 analysts
Wells Fargo
2025-11-13
up
Equal-Weight Overweight
BTIG
2025-10-15
init
Buy
Keybanc
2025-10-02
up
Sector Weight Overweight
Morgan Stanley
2025-10-01
main
Equal-Weight Equal-Weight
Barclays
2025-10-01
main
Equal-Weight Equal-Weight
JP Morgan
2025-10-01
main
Overweight Overweight
Piper Sandler
2025-10-01
main
Overweight Overweight
Truist Securities
2025-10-01
reit
Buy Buy
Stifel
2025-10-01
main
Hold Hold
Telsey Advisory Group
2025-10-01
main
Market Perform Market Perform