← BackSharkNinja, Inc. · Household AppliancesSN
Low riskNext report: In 5 days (est.)
The short versionA high-quality, profitable business with growing sales. Institutions are adding.
Going well
- Sales up 22% in the latest quarter vs a year ago
- Profitable
- Sales up 16% last year
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 12% to their holdings in the quarter ending June 2026 (360 bought, 204 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$198.70+1.2% that day
- Company value
- $28.0B
- Share price times all shares
- Price vs profit (P/E)
- 55.5x
- You pay about $56 for each $1 of yearly profit
- Price vs sales
- 4.8x
- Company value is 4.8 times a year of sales
- Cash vs value
- 3%
- Cash as a share of company value
- Debt vs value
- 3%
- Debt as a share of company value
From SN'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 4 quarters, from SEC filings
Mar '25Tap a barJun '26
Last 12 months: $5.8B.
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.30.4%
- PassDebt under half of equityNot relying on borrowed money.0.28x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.11.0%
- PassProfitable every yearSteady profits, not one good year.5 of 5 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$488.1M
- MissShare count not growingNot diluting owners. Falling means buybacks.+2.2% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.49.0%
- Revenue
- $6.4B
- +15.7% vs prior year
- Total debt
- $736.1M
- 0.28x equity
- Current ratio
- 2.04x
- short-term assets / bills due
- Free cash flow
- $488.1M
- 7.6% of revenue
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $1.8B
- +22.2% YoY
- EPS
- $0.92
- vs $0.98
- Op. margin
- 10.2%
- -1.5 pts
- Gross margin
- 48.7%
- -0.3 pts
- Free cash flow
- $382.6M
- 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
0/ 100
- This week
- 0
- Normal week
- 1.5
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+11.5%Institutions added 11.5% to their holdings. 360 bought, 204 sold. 5 quarters of net buying in a row.
Shares held by institutions91.6M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.7%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.3x · $716.5M debtShares outstandingLatest reported
141MNext reportIn 5 days (est.)Estimated from the same quarter last year
- Results filedAug 5
- Results filedMay 6
- Results filedFeb 11
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
Option exerciseMark BarrocasChief Executive Officer, Director
100,000 shares
- +6% of holdings
- Now owns 1,717,959 shares
- Filed same day
- Also: Shares withheld for taxes
Option exerciseNeil B. ShahChief Commercial Officer
20,000 shares
- Now owns 20,000 shares
- Filed same day
- Also: Shares withheld for taxes
SoldNeil B. ShahChief Commercial Officer
50,000 shares at $186.36 avg ($185.27 to $186.66) · $9.3M
- -9% of holdings
- Now owns 497,220 shares
- Not a pre-planned sale
- Held by Limited Partnership
- 2 transactions
- Filed 2 days after trade
SoldPeter FeldDirector
5,000 shares at $180.00 · $900K
- -48% of holdings
- Now owns 5,328 shares
- Not a pre-planned sale
- Filed 1 day after trade
SoldNeil B. ShahChief Commercial Officer
20,333 shares at $184.69 avg ($184.58 to $186.12) · $3.8M
- -33% of holdings
- Now owns 40,766 shares
- Not a pre-planned sale
- 3 transactions
- Filed 1 day after trade
SoldAdam QuigleyChief Financial Officer
1,750 shares at $183.94 · $322K
- -94% of holdings
- Now owns 107 shares
- Not a pre-planned sale
- Filed 3 days after trade
- Also: Stock award