Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BBY
Strong BuyFull HouseFLAGBest Buy Co., Inc. · Consumer Cyclical · United States · $17.4B · Avg Vol: $349M/d
Best Buy generates solid cash flow and pays a well-covered dividend, with strong momentum on hopes of a consumer-electronics replacement cycle, but comparable sales have been in multi-year decline and our feed records insider selling of 0.90% of shares outstanding. Imported electronics also sit directly in the tariff path. Nothing adverse is known on accounting or governance, so the default applies.
COMPANY DESCRIPTION
Best Buy Co., Inc. operates as a leading omni-channel retailer of consumer electronics, computing, communication products, and entertainment software, complemented by services like Geek Squad. The company holds a dominant market share in the U.S. electronics retail sector, leveraging its extensive store network, e-commerce platform, and robust supply chain to offer a wide product selection and expert support. Its focus on customer experience and service differentiates it in a competitive retail landscape.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 51.8B | 46.3B | 43.5B | 41.5B | 41.7B | -5.3% | 42.2B | 42.7B | 43.3B | 1.9% |
| EPS | — | 6.31 | 5.70 | 4.31 | 5.06 | -7.1% | 6.01 | 5.38 | 5.67 | 5.9% |
| Shares | — | 218.1M | 215.4M | 211.4M | 209.1M | -4.1% | 210.8M | — | — | — |
| Debt | — | 4.0B | 4.0B | 4.1B | 4.1B | 1.3% | 4.1B | — | — | — |
| Equity | — | 2.8B | 3.1B | 2.8B | 3.0B | 2.0% | — | — | — | — |
| Op CF | — | 1.8B | 1.5B | 2.1B | 2.0B | 2.5% | 2.5B | — | — | — |
| Inv CF | — | -962.0M | -781.0M | -704.0M | -730.0M | — | — | — | — | — |
| Fin CF | — | -1.8B | -1.1B | -1.3B | -1.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of BBY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BBY | Best Buy Co., Inc.(you) | $17.4B | 97 | Strong Buy |
| FIVE | Five Below, Inc. | $13.4B | 78 | Buy |
| WSM | Williams-Sonoma, Inc. | $27.7B | 76 | Buy |
| MUSA | Murphy USA Inc. | $9.2B | 73 | Buy |
| BBWI | Bath & Body Works, Inc. | $3.9B | 85 | Strong Buy |
| ULTA | Ulta Beauty, Inc. | $22.1B | 51 | Hold |
| SBH | Sally Beauty Holdings, Inc. | $1.5B | 93 | Strong Buy |
| CASY | Casey's General Stores, Inc. | $28.0B | 42 | Hold |
| GME | GameStop Corp. | $8.0B | 48 | Hold |
| ASO | Academy Sports and Outdoors, Inc. | $2.7B | 64 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%