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NIKE, Inc.

NKE

Consumer Cyclical

$60.90

-1.41%

Price History (1 Year)

Market Cap

$90.0B

P/E Ratio

35.6x

P/B Ratio

6.81x

EV/EBITDA

20.7x

ROE

24.4%

FCF Yield

3.6%

Div. Yield

2.64%

DCF Value

$40.58

Overvalued vs DCF

QuarterRevenueNet IncomeEPS
2025-11-30$12.43B$792M$0.54
2025-08-31$11.72B$727M$0.49
2025-05-31$11.10B$211M$0.14
2025-02-28$11.27B$794M$0.54

AI Analysis

NKE: Wall Street Is Wrong About Nike's Death

  • Nike trades at $44.19 — a 52-week low and 46% below its high — after beating Q3 FY2026 estimates with $0.35 EPS vs. $0.31 expected.
  • The balance sheet is a fortress: $8.1 billion cash, 2.14x current ratio, and 24 consecutive years of dividend increases put a floor under the stock.
  • Tariff risk from Vietnam and Indonesia manufacturing is real but already reflected in the drawdown — the market cap has shed $36 billion, more than twice Vietnam COGS.
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Data provided by Financial Modeling Prep. AI analysis generated by Claude. This is not financial advice. Past performance does not guarantee future results. Always do your own research before making investment decisions.