SharkNinja (SN)
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
QuarterlyIQ Insights · SN
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-06. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $173 SN trades at 32× p/e — 2.1× the 15× p/e peer median. The market is re-rating it beyond its own range; our $138 fair value is low-confidence here. Analysts target $150–$219. Note: our $138 fair value sits below the entire analyst range ($150–$219). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $192.50 | — | — | Analyst | high |
| dcf fcfe | 12M | $207.60 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $240.01 | — | — | Hist. CAGR | high |
| graham number | 12M | $49.87 | — | — | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$150.00 – $219.10 (median $192.50) · 10 analysts · as of 2026-08-12
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $89.81 |
| 15.8 |
| 5.67 |
| TTM |
| high |
| Peer P/E | 12M | $107.69 | 14.7 | 7.32 | ntm analyst | high |
| Peer P/S | 12M | $33.91 | 0.8 | 41.31 | TTM | high |
| PEG | 12M | $143.23 | 26.0 | 5.50 | TTM | high |
| residual income | 12M | $34.34 | — | — | TTM | high |
| triangulated | 12M | $90.90 | 15.1 | 6.01 | Triangulated | high |
| Peer P/FCF | 3Y | $136.58 | 15.8 | 8.62 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $142.42 | 14.7 | 9.68 | Analyst | medium |
| Peer P/S | 3Y | $62.81 | 0.8 | 76.52 | Analyst | medium |
| PEG | 3Y | $217.84 | 26.0 | 8.36 | Analyst | medium |
| Peer P/FCF | 5Y | $180.63 | 15.8 | 11.40 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $188.35 | 14.7 | 12.81 | Analyst | medium |
| Peer P/S | 5Y | $83.07 | 0.8 | 101.19 | Analyst | medium |
| PEG | 5Y | $288.09 | 26.0 | 11.06 | Analyst | medium |