← BackBEST BUY CO INC · Radio, Tv & Consumer Electronics StoresBBY
Low riskNext report: Around Nov 24 (est.)
The short versionA profitable company with steady sales.
Going well
- Raised its dividend (3.9% yield)
- Profitable every year for 10 years
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 0% to their holdings in the quarter ending June 2026 (447 bought, 439 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$97.96-1.9% that day
- Company value
- $20.5B
- Share price times all shares
- Price vs profit (P/E)
- 16.3x
- You pay about $16 for each $1 of yearly profit
- Price vs sales
- 0.49x
- Company value is 0.49 times a year of sales
- Dividend yield
- 3.9%
- Yearly dividend as a share of today's price
- Cash vs value
- 11%
- Cash as a share of company value
- Debt vs value
- 6%
- Debt as a share of company value
From BBY's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Aug '26$9.8B+3.6% vs a year earlier
Oct '23Tap a barAug '26
Last 12 months: $42.2B, up 1.4% from the 12 months before. Over 5 years, sales shrank about 2.5% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.37.0%
- PassDebt under half of equityNot relying on borrowed money.0.39x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.6%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.3B
- PassShare count not growingNot diluting owners. Falling means buybacks.-6.0% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.22.5%
- Revenue
- $41.7B
- +0.4% vs prior year
- 5-year growth
- -2.5%/yr
- revenue, per year
- Total debt
- $1.2B
- 0.39x equity
- Current ratio
- 1.11x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Aug 1, 2026- Revenue
- $9.8B
- +3.6% YoY
- EPS
- $1.48
- vs $0.87
- Op. margin
- 4.3%
- +1.6 pts
- Gross margin
- 23.9%
- +0.7 pts
- Free cash flow
- $737.0M
- Share count
- +0.3%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
52/ 100
- This week
- 1
- Normal week
- 0.9
- vs normal
- 1.1x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady0.0%Institutions added 0.0% to their holdings. 447 bought, 439 sold. 2 quarters of net selling in a row.
Shares held by institutions196.9M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.2%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.4x · $1.2B debtShares outstandingLatest reported
210MNext reportAround Nov 24 (est.)Estimated from the same quarter last year
- Results filedAug 27
- Results filedMay 28
- Results filedMar 3
- Results filedNov 25, 2025
- Results filedAug 28, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Planned insider saleOct 23 · Form 144 ↗Shelf offering registrationSep 25 · Form S-3ASR ↗SoldKathleen ScarlettSEVP, CHRO
116,062 shares at $92.15 avg ($92.07 to $92.41) · $10.7M
- -50% of holdings
- Now owns 116,173 shares
- Not a pre-planned sale
- 2 transactions
- Filed 1 day after trade
- Also: Option exercise
Planned insider saleSep 23 · Form 144 ↗3/ASep 23 · Form 3/A ↗Stock awardKathleen ScarlettSEVP, CHRO
32,311 shares
- +31% of holdings
- Now owns 136,069 shares
- Filed 1 day after trade
SoldRichard M SchulzeInsider
300,000 shares at $92.51 avg ($92.43 to $92.90) · $27.8M
- -100% of holdings
- Owns no shares after
- Not a pre-planned sale
- Held Family Foundation
- 2 transactions
- Filed 2 days after trade
- Also: Gift
Planned insider saleSep 16 · Form 144 ↗Quarterly reportSep 4 · Form 10-Q ↗Earnings resultsAug 27 · Form 8-K ↗New insiderAug 21 · Form 3 ↗Stock awardAnne L BrammanEVP, CFO
33,536 shares
- Now owns 33,536 shares
- 2 transactions
- Filed 1 day after trade
Leadership changeAug 3 · Form 8-K ↗Stock awardMathew WatsonSVP, Controller & CAO
5,874 shares
- +27% of holdings
- Now owns 27,678 shares
- Filed 2 days after trade
SoldRichard M SchulzeInsider
900,000 shares at $82.21 avg ($80.88 to $83.63) · $74.0M
- -9% of holdings
- Now owns 9,530,936 shares
- Pre-planned sale (10b5-1)
- Held Trustee for Revocable Trust
- 7 transactions
- Filed 1 day after trade