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NKE$43.92-4.37%
Fair $43.92+0.0%

NKE

NIKE, Inc.

Consumer Cyclical / Footwear & AccessoriesNYSE

$43.92

-2.01 (-4.37%)

Fairly Valued+0.0%Fair Value $43.92Fund rank 35/100 · Data gapFallback financials|
SA 28/D
F-Score: 3/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 70.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

28/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 0unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · NKELocal privado en este navegador · NIKE, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$65.0B

P/E

28.9x

↑

EV/EBITDA

15.3x

↑

ROE

24.4%

↑

Gross Margin

42.7%

↑

Debt/Equity

0.83

↑
52-Week Range$44
$41$80

TradingView lightweight chart

NKE price, volumen y niveles de valoración

Último $43.92Periodo +630.2%
Fair value: $43.92

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+5.5%

FCF CAGR

+4.7%

FCF margin

7.1%

FCF / Net income

1.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.31B · net income $3.22B · FCF $3.27B

2008-FY → 2025-FY

Gross margin

42.7%-2.3% pts

Operating margin

8.0%— pts

Net margin

7.0%-3.2% pts

FCF margin

7.1%-0.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$46.31B$46.31B$51.36B$51.22B$46.71B$44.54B$37.40B$39.12B$36.40B$34.35B$32.38B$30.60B$27.80B$25.31B$23.33B$20.12B$19.01B$19.18B$18.63B
Net Income$3.22B$3.22B$5.70B$5.07B$6.05B$5.73B$2.54B$4.03B$1.93B$4.24B$3.76B$3.27B$2.69B$2.47B$2.21B$2.13B$1.91B$1.49B$1.88B
EBITDA$4.51B$4.51B$7.16B$6.77B$7.51B——————————————
EPS2.162.163.733.233.753.561.602.491.172.512.161.851.491.351.181.100.960.760.94
Gross Margin42.7%42.7%44.6%43.5%46.0%44.8%43.4%44.7%43.8%44.6%46.2%46.0%44.8%43.6%43.5%45.7%46.3%44.9%45.0%
Operating Margin8.0%8.0%12.3%11.5%14.3%——————————————
Net Margin7.0%7.0%11.1%9.9%12.9%12.9%6.8%10.3%5.3%12.3%11.6%10.7%9.7%9.8%9.5%10.6%10.0%7.8%10.1%
Balance Sheet
Debt/Equity0.830.830.830.870.830.741.170.380.350.280.160.080.110.110.020.030.050.05—
Current Ratio2.142.14—————————————————
Cash Flow
Free Cash Flow$3.27B$3.27B$6.62B$4.87B$4.43B$5.96B$1.40B$4.78B$3.93B$2.74B$2.26B$3.72B$2.13B$2.43B$1.26B$1.38B$2.83B$1.28B$1.49B
Returns
ROE24.4%24.4%39.5%36.2%39.6%44.9%31.5%44.6%19.7%34.2%30.7%25.8%24.9%22.3%21.4%21.8%19.6%17.1%24.1%
Valuation
P/E28.9028.9025.8832.7732.25——————————————
EV/EBITDA15.2815.2820.9325.2326.46——————————————
P/B4.954.9510.2411.8712.75——————————————
Growth & Yield
Revenue Growth-9.8%-9.8%0.3%9.6%—19.1%-4.4%7.5%6.0%6.1%5.8%10.1%9.8%8.5%16.0%5.8%-0.8%2.9%—
EPS Growth-42.1%-42.1%15.5%-13.9%—122.5%-35.7%112.8%-53.4%16.2%16.8%24.2%10.4%14.9%6.8%14.0%27.4%-19.0%—
Dividend Yield3.6%3.6%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$3.90

Spread vs growth

-63.8%

5Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$4.72

Spread vs growth

-59.0%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$7.60

Spread vs growth

-55.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -25.1%

Total return

-25.1%

Start / end P/E

16.5x → 20.3x

EPS bridge

3.73 → 2.16

Residual

-9.8%

EPS growth-42.1%
Multiple rerating+23.2%
Dividend+3.6%
Residual / FX / buybacks / cross-term-9.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.