SHARKNINJA INC (SN) Fundamental Analysis & Valuation
NYSE:SN • KYG8068L1086
114.86 USD
-0.88 (-0.76%)
At close: Mar 4, 2026
115.5 USD
+0.64 (+0.56%)
After Hours: 3/4/2026, 8:04:00 PM
This SN fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
SN gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 60 industry peers in the Household Durables industry. Both the health and profitability get an excellent rating, making SN a very profitable company, without any liquidiy or solvency issues. SN is quite expensive at the moment. It does show a decent growth rate. These ratings would make SN suitable for quality investing!
1. SN Profitability Analysis
1.1 Basic Checks
- SN had positive earnings in the past year.
- SN had a positive operating cash flow in the past year.
- In the past 5 years SN has always been profitable.
- Of the past 5 years SN 4 years had a positive operating cash flow.
1.2 Ratios
- With an excellent Return On Assets value of 11.56%, SN belongs to the best of the industry, outperforming 88.33% of the companies in the same industry.
- SN has a Return On Equity of 23.87%. This is amongst the best in the industry. SN outperforms 96.67% of its industry peers.
- The Return On Invested Capital of SN (18.22%) is better than 98.33% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for SN is significantly above the industry average of 9.04%.
- The 3 year average ROIC (16.49%) for SN is below the current ROIC(18.22%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.56% | ||
| ROE | 23.87% | ||
| ROIC | 18.22% |
ROA(3y)9.3%
ROA(5y)8.96%
ROE(3y)20.06%
ROE(5y)18.33%
ROIC(3y)16.49%
ROIC(5y)14.9%
1.3 Margins
- SN has a Profit Margin of 9.45%. This is amongst the best in the industry. SN outperforms 81.67% of its industry peers.
- In the last couple of years the Profit Margin of SN has declined.
- SN has a better Operating Margin (12.86%) than 78.33% of its industry peers.
- SN's Operating Margin has declined in the last couple of years.
- With an excellent Gross Margin value of 48.78%, SN belongs to the best of the industry, outperforming 90.00% of the companies in the same industry.
- SN's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 12.86% | ||
| PM (TTM) | 9.45% | ||
| GM | 48.78% |
OM growth 3Y18.48%
OM growth 5Y-3.18%
PM growth 3Y20.58%
PM growth 5Y-1.61%
GM growth 3Y8.92%
GM growth 5Y1.49%
2. SN Health Analysis
2.1 Basic Checks
- SN has a Return on Invested Capital (ROIC), which is well above the Cost of Capital (WACC), which means it is creating value.
- SN has more shares outstanding than it did 1 year ago.
- SN has a better debt/assets ratio than last year.
2.2 Solvency
- SN has an Altman-Z score of 6.30. This indicates that SN is financially healthy and has little risk of bankruptcy at the moment.
- The Altman-Z score of SN (6.30) is better than 88.33% of its industry peers.
- SN has a debt to FCF ratio of 1.90. This is a very positive value and a sign of high solvency as it would only need 1.90 years to pay back of all of its debts.
- The Debt to FCF ratio of SN (1.90) is better than 70.00% of its industry peers.
- SN has a Debt/Equity ratio of 0.29. This is a healthy value indicating a solid balance between debt and equity.
- SN has a Debt to Equity ratio (0.29) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.29 | ||
| Debt/FCF | 1.9 | ||
| Altman-Z | 6.3 |
ROIC/WACC1.98
WACC9.19%
2.3 Liquidity
- A Current Ratio of 1.96 indicates that SN should not have too much problems paying its short term obligations.
- SN has a Current ratio of 1.96. This is in the lower half of the industry: SN underperforms 65.00% of its industry peers.
- A Quick Ratio of 1.26 indicates that SN should not have too much problems paying its short term obligations.
- The Quick ratio of SN (1.26) is comparable to the rest of the industry.
- SN does not score too well on the current and quick ratio evaluation. However, as it has excellent solvency and profitability, these ratios do not necessarly indicate liquidity issues and need to be evaluated against the specifics of the business.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.96 | ||
| Quick Ratio | 1.26 |
3. SN Growth Analysis
3.1 Past
- SN shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 20.32%, which is quite impressive.
- SN shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 16.00% yearly.
- Looking at the last year, SN shows a quite strong growth in Revenue. The Revenue has grown by 15.75% in the last year.
- Measured over the past years, SN shows a quite strong growth in Revenue. The Revenue has been growing by 18.37% on average per year.
EPS 1Y (TTM)20.32%
EPS 3Y43.51%
EPS 5Y16%
EPS Q2Q%37.86%
Revenue 1Y (TTM)15.75%
Revenue growth 3Y19.85%
Revenue growth 5Y18.37%
Sales Q2Q%17.58%
3.2 Future
- The Earnings Per Share is expected to grow by 14.78% on average over the next years. This is quite good.
- Based on estimates for the next years, SN will show a quite strong growth in Revenue. The Revenue will grow by 9.82% on average per year.
EPS Next Y16.86%
EPS Next 2Y14.73%
EPS Next 3Y14.55%
EPS Next 5Y14.78%
Revenue Next Year12.06%
Revenue Next 2Y11.43%
Revenue Next 3Y10.66%
Revenue Next 5Y9.82%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
- The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. SN Valuation Analysis
4.1 Price/Earnings Ratio
- SN is valuated rather expensively with a Price/Earnings ratio of 21.80.
- Based on the Price/Earnings ratio, SN is valued a bit more expensive than the industry average as 60.00% of the companies are valued more cheaply.
- SN is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.03, which is the current average of the S&P500 Index.
- The Price/Forward Earnings ratio is 18.65, which indicates a rather expensive current valuation of SN.
- SN's Price/Forward Earnings is on the same level as the industry average.
- When comparing the Price/Forward Earnings ratio of SN to the average of the S&P500 Index (25.11), we can say SN is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 21.8 | ||
| Fwd PE | 18.65 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SN indicates a slightly more expensive valuation: SN is more expensive than 73.33% of the companies listed in the same industry.
- Based on the Price/Free Cash Flow ratio, SN is valued a bit more expensive than the industry average as 61.67% of the companies are valued more cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 41.31 | ||
| EV/EBITDA | 18.16 |
4.3 Compensation for Growth
- The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
- The excellent profitability rating of SN may justify a higher PE ratio.
- SN's earnings are expected to grow with 14.55% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.29
PEG (5Y)1.36
EPS Next 2Y14.73%
EPS Next 3Y14.55%
5. SN Dividend Analysis
5.1 Amount
- SN does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
SN Fundamentals: All Metrics, Ratios and Statistics
114.86
-0.88 (-0.76%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryHousehold Durables
Earnings (Last)02-11 2026-02-11/bmo
Earnings (Next)05-06 2026-05-06
Inst Owners59.63%
Inst Owner Change-0.69%
Ins Owners2.52%
Ins Owner Change-89.47%
Market Cap16.21B
Revenue(TTM)6.40B
Net Income(TTM)574.88M
Analysts85.45
Price Target147.78 (28.66%)
Short Float %6%
Short Ratio3.36
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
Yearly Dividend0
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)13.4%
Min EPS beat(2)8.2%
Max EPS beat(2)18.61%
EPS beat(4)4
Avg EPS beat(4)12.08%
Min EPS beat(4)6.52%
Max EPS beat(4)18.61%
EPS beat(8)8
Avg EPS beat(8)9.06%
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)1
Avg Revenue beat(2)0.12%
Min Revenue beat(2)-1.08%
Max Revenue beat(2)1.32%
Revenue beat(4)3
Avg Revenue beat(4)2.14%
Min Revenue beat(4)-1.08%
Max Revenue beat(4)6.7%
Revenue beat(8)7
Avg Revenue beat(8)4.46%
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)8.53%
PT rev (3m)10.01%
EPS NQ rev (1m)0.28%
EPS NQ rev (3m)0.59%
EPS NY rev (1m)0.39%
EPS NY rev (3m)1.17%
Revenue NQ rev (1m)-0.09%
Revenue NQ rev (3m)0.05%
Revenue NY rev (1m)0.08%
Revenue NY rev (3m)0.89%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 21.8 | ||
| Fwd PE | 18.65 | ||
| P/S | 2.66 | ||
| P/FCF | 41.31 | ||
| P/OCF | 30.21 | ||
| P/B | 6.73 | ||
| P/tB | 14.49 | ||
| EV/EBITDA | 18.16 |
EPS(TTM)5.27
EY4.59%
EPS(NY)6.16
Fwd EY5.36%
FCF(TTM)2.78
FCFY2.42%
OCF(TTM)3.8
OCFY3.31%
SpS43.11
BVpS17.06
TBVpS7.93
PEG (NY)1.29
PEG (5Y)1.36
Graham Number44.98
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.56% | ||
| ROE | 23.87% | ||
| ROCE | 23.59% | ||
| ROIC | 18.22% | ||
| ROICexc | 19.8% | ||
| ROICexgc | 34.27% | ||
| OM | 12.86% | ||
| PM (TTM) | 9.45% | ||
| GM | 48.78% | ||
| FCFM | 6.45% |
ROA(3y)9.3%
ROA(5y)8.96%
ROE(3y)20.06%
ROE(5y)18.33%
ROIC(3y)16.49%
ROIC(5y)14.9%
ROICexc(3y)19.46%
ROICexc(5y)17.17%
ROICexgc(3y)40.2%
ROICexgc(5y)38.93%
ROCE(3y)21.35%
ROCE(5y)19.28%
ROICexgc growth 3Y14.86%
ROICexgc growth 5YN/A
ROICexc growth 3Y29.72%
ROICexc growth 5YN/A
OM growth 3Y18.48%
OM growth 5Y-3.18%
PM growth 3Y20.58%
PM growth 5Y-1.61%
GM growth 3Y8.92%
GM growth 5Y1.49%
F-Score7
Asset Turnover1.22
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.29 | ||
| Debt/FCF | 1.9 | ||
| Debt/EBITDA | 0.77 | ||
| Cap/Depr | 105.4% | ||
| Cap/Sales | 2.37% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 58.38% | ||
| Profit Quality | 68.26% | ||
| Current Ratio | 1.96 | ||
| Quick Ratio | 1.26 | ||
| Altman-Z | 6.3 |
F-Score7
WACC9.19%
ROIC/WACC1.98
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)20.32%
EPS 3Y43.51%
EPS 5Y16%
EPS Q2Q%37.86%
EPS Next Y16.86%
EPS Next 2Y14.73%
EPS Next 3Y14.55%
EPS Next 5Y14.78%
Revenue 1Y (TTM)15.75%
Revenue growth 3Y19.85%
Revenue growth 5Y18.37%
Sales Q2Q%17.58%
Revenue Next Year12.06%
Revenue Next 2Y11.43%
Revenue Next 3Y10.66%
Revenue Next 5Y9.82%
EBIT growth 1Y44.95%
EBIT growth 3Y42%
EBIT growth 5Y14.61%
EBIT Next Year33.57%
EBIT Next 3Y18.25%
EBIT Next 5YN/A
FCF growth 1Y2743.86%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y278.6%
OCF growth 3YN/A
OCF growth 5YN/A
SHARKNINJA INC / SN FAQ
Can you provide the ChartMill fundamental rating for SHARKNINJA INC?
ChartMill assigns a fundamental rating of 6 / 10 to SN.
Can you provide the valuation status for SHARKNINJA INC?
ChartMill assigns a valuation rating of 3 / 10 to SHARKNINJA INC (SN). This can be considered as Overvalued.
What is the profitability of SN stock?
SHARKNINJA INC (SN) has a profitability rating of 8 / 10.
What is the expected EPS growth for SHARKNINJA INC (SN) stock?
The Earnings per Share (EPS) of SHARKNINJA INC (SN) is expected to grow by 16.86% in the next year.
Is the dividend of SHARKNINJA INC sustainable?
The dividend rating of SHARKNINJA INC (SN) is 0 / 10 and the dividend payout ratio is 0%.