Best Buy (BBY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
$101.36+7.98%
Close 2026-11-04 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
Research Workspace
Put BBY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskMostly healthy — no soft spokes
Best Buy's operational efficiency gains must keep compounding to justify the price. Revenue growth accelerated to 4.1% in the latest quarter. The company also beat earnings expectations by 8.9%. It trades at 15 times earnings versus a 15.6 peer median. The price reflects less growth than our forecast. Earnings quality remains fragile because profits lack cash backing. The market cycle is currently in a mania phase. Peer multiples imply a price about 20% below where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-04. BBY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering BBY (as of Nov 2026).
Based on 11 Wall Street analysts offering 12-month price targets for BBY in the last 4 months.
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Compare BBY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BBY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Discretionary (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BBY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive operational effectiveness and efficiency to fund investments
AI hub enhances operational effectiveness and efficiency.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $101.36
The last 12 months of price, then the range of analyst 12-month targets from today’s $101.36.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive operational effectiveness and efficiency to fund investments
Enhances operational effectiveness through AI capabilities.
Advances: Expand and grow Best Buy's reach
Partnership enhances customer experience and expands Best Buy's reach.
Advances: Expand and grow Best Buy's reach
The deal enhances Best Buy's reach and advertising capabilities.
Advances: Expand and grow Best Buy's reach
New advertising opportunity aligns with growth objectives.
Advances: Expand and grow Best Buy's reach
Deepening alliance expands Best Buy's reach and market presence.
Analyst downgrade indicates potential negative outlook for Best Buy.
Advances: Expand and grow Best Buy's reach
Growth beyond core aligns with expansion objectives.
