Added to YB: 2026-07-28
Pitch date: 2026-07-24
SN [neutral]
SharkNinja, Inc.
+1.34%
current return
Author Info
No bio for this author
Company Info
SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally.
Market Cap
$21.0B
Pitch Price
$151.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.65
P/E
29.96
EV/Sales
3.24
Sector
Household Durables
Category
growth
SharkNinja: The Beckham Effect
SN (overview): 2023 Honeywell spin-off, $6.4B sales (2025), 21% 17yr CAGR. Capital-light: outsources 100% mfg, 5,500+ patents, ~20% ROIC, strong FCF. 'Social First' influencer marketing (Beckham) + viral products (Creami, air-fry microwave). Mgmt raised '26 guide to 11.5-12.5% growth; Europe under-penetrated (intl $2.1B, 31% CAGR). Risks: fad products, discretionary demand, tariffs, stretched valuation after chart breakout.
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