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← CockpitCompetitor Analysis › DKS Dick's Sporting Goods, Inc.Open in the cockpit ↗

Dick's Sporting Goods, Inc.DKSCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Specialty Stores

Largest US sporting goods retailer, selling athletic apparel, footwear and equipment through big-box and specialty-format stores.

Momentum laggard 19
Mkt cap
$12.5B
US dollars, full cap
$/day
$336M
20-day average traded
Fwd P/E
11.8×
forward earnings
ROIC−WACC
-0.0 pp
WACC 8.4%
Hurdle
-4 pp
Req g minus delivered
Official | Implied
BBB / BBB-
agencies · bond market
Next earnings
18 days
24 Nov 2026
Close · USD$140.82
1D-0.2%
1W-2.1%
1M+4.6%
3M-29.7%
6M-34.6%
YTD-28.9%
1Y-36.4%
ATR %4.1%
Beta0.96
52w lowhigh42.4% off high

What Dick's Sporting Goods does

Largest US sporting goods retailer, selling athletic apparel, footwear and equipment through big-box and specialty-format stores.

Earns retail margin on brands such as Nike that it buys and resells, plus higher margins on its own labels like DSG and CALIA. Stores range from big-box to the larger House of Sport format. In 2025 it bought Foot Locker, adding a global chain of mall-based sneaker stores to a mainly US business.

Products and services

  • Sporting goods/apparel/footwear stores
  • House of Sport experiential store format
  • Golf Galaxy
  • Public Lands (outdoor specialty)

Customers

  • Sports/fitness/outdoor-focused consumers in the US

Where it sits in the supply chain

  • Consumer discretionary
  • Specialty retail
  • Sporting goods retail

What could go right

  • House of Sport format driving traffic/sales productivity
  • Foot Locker acquisition synergies

What could go wrong

  • Vendor DTC competition (Nike, etc.)
  • Discretionary spending cyclicality

Moat: narrow (scale, brand, distribution). Largest scale among US sporting-goods chains with growing experiential-store formats, though competition from brand DTC and Amazon persists.

Headquarters: Coraopolis, Pennsylvania, United States · Founded: 1948 · Employees: 105,200

Named competitors

Dick's Sporting Goods at a glance

Size Dick's Sporting Goods (DKS) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $12.5B, the 679th largest of 3,117 United States companies the cockpit tracks. Shares closed at $140.82 on 6 Nov 2026.

Performance Over six months the shares fell 34.6%, against +20.9% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 21 in its peer set.

Growth Revenue grew 53.5% over the last twelve months (peer median +5.1%); the operating margin is 6.4% (peer median 4.8%).

Valuation It trades at 11.8× forward earnings against a peer median of 17.8× (6th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -4 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.0 points below its cost of capital (8.4% WACC).

Credit Dick's Sporting Goods has 5 bonds outstanding ($2.88B), rated BBB by the agencies and trading like BBB- at a weighted spread of 143 bp.

Short interest Short interest is 18.1% of the free float (15 Oct 2026).

Next results Next results expected around 24 Nov 2026 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 122DKS 62
Six months, rebased to 100: Dick's Sporting Goods against the median of its 20 peers (local-currency closes).

Dick's Sporting Goods financials

Reported figures in USD; fiscal year ends 2026-01-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$21.1B$17.2B$13.4B$13.0B$12.4B
Revenue growth—+28%+4%+5%—
Gross profit$6.82B$5.67B$4.83B$4.55B$4.29B
EBITDA$1.95B$1.81B$1.93B$1.77B$1.84B
Net income$839M$849M$1.17B$1.05B$1.04B
Free cash flow$238M$399M$509M$940M$558M
Capital expenditure$1.35B$1.14B$803M$587M$407M
Total debt$7.96B$7.75B$4.49B$4.26B$4.21B

Quarterly statements and history in the cockpit →

Dick's Sporting Goods competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%+60%-10%0%+10%+20%9843BJPAGCAW8136MUSATSCOKMXPCOLADKALYANKJILUGPANULTAFRASRUSHAWSMPSMTEDVDKS6-month return →1-month return →
Up and to the right = strong over both horizons. Dick's Sporting Goods is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%10×20×30×9843BJPAGCAW8136MUSATSCOKMXPCOLADKALYANKJILUGPANULTAFRASRUSHAWSMPSMTEDVDKSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Dick's Sporting Goods is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%9843BJPAGCAW8136MUSAKMXUGPULTAWSMEDVDKSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Dick's Sporting Goods is the large dot.

Dick's Sporting Goods competitors and peer comparison

Head to head with its named competitors (DKS vs ASO vs JD..L vs GCO)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Dick's Sporting Goods DKS$12.5B-35%+54%6%11.8×8.7%
Academy Sports and Outdoors ASO$4.14B+24%+4%10%9.9×-1.2%
JD Sports Fashion JD..L$6.03B+37%+2%7%9.0×1.4%
Genesco GCO$390M+3%+3%1%11.6×14.5%

How Dick's Sporting Goods compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Dick's Sporting Goods against its 20 peers (data as of 6 Nov 2026)
MeasureDKSPeer medianRank in peer set
1-month return+4.6%+6.3%10th lowest of 21
6-month return-34.6%+20.9%lowest of 21
Distance from 52-week high-42.4%-12.7%lowest of 21
Revenue growth (TTM)+53.5%+5.1%highest of 21
Operating margin6.4%4.8%8th highest of 21
Forward P/E11.8×17.8×6th cheapest of 21
Growth the price implies (Req g, 7 yrs)8.7%5.9%7th most demanding of 17
Growth delivered (Del g)+12.4%+7.4%3rd highest of 17
Hurdle (Req g minus delivered)-3.8 pp-1.9 pp8th least demanding of 17
ROIC minus cost of capital-0.0 pp+5.0 pp8th lowest of 20
EV / EBITDA10.0×11.4×7th cheapest of 17
Net debt / EBITDA3.6×2.2×8th most indebted of 21
Bond spread143 bp114 bp4th widest of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Dick's Sporting Goods DKSUnited States$12.5B-35%+54%6%11.8×8.7%+12.4%
Nitori 9843.TJapan$11.7B+47%0%13%20.0×2.7%+4.9%
BJ's Wholesale Club BJUnited States$13.8B+18%+9%4%22.4×-0.7%+6.8%
Penske Automotive PAGUnited States$13.9B+22%+6%3%15.2×12.6%+9.2%
Carrefour CA.PAFrance$11.1B-21%-8%3%8.4×-1.2%+3.1%
Wayfair WUnited States$15.3B+69%+8%2%29.6×47.7%-2.5%
Sanrio 8136.TJapan$9.78B+33%+28%39%22.4×1.9%+36.4%
Murphy USA MUSAUnited States$9.45B-10%+20%4%17.5×-9.4%+11.5%
Tractor Supply TSCOUnited States$18.9B+20%+4%9%18.0×4.1%+7.9%
CarMax KMXUnited States$7.31B+28%+4%2%15.5×17.6%+6.7%
Pepco Group BV PCO.WAPoland$7.18B+58%-42%15%16.8×4.6%+4.5%
Lithia Motors LADUnited States$6.68B+5%+1%4%8.0×n/an/a
Kalyan Jewellers India KALYANKJIL.NSIndia$6.47B+44%+46%6%37.6×n/an/a
Ultrapar Participacoes S.A. Sponsored ADR UGPUnited States$6.12B-11%+20%5%7.0×-12.6%+12.2%
AutoNation ANUnited States$5.88B-11%-2%5%8.3×n/an/a
Ulta Beauty ULTAUnited States$27.6B+24%+11%13%21.1×7.1%+15.0%
Frasers FRAS.LUnited Kingdom$5.64B+44%+8%7%9.1×n/an/a
Rush Enterprises RUSHAUnited States$5.54B+6%-3%5%15.4×7.9%+9.4%
Williams-Sonoma WSMUnited States$29.9B+40%+2%19%25.6×15.4%+2.9%
PriceSmart PSMTUnited States$5.02B+3%+12%5%27.2×10.5%+10.2%
Endeavour EDV.AXAustralia$4.48B+10%+1%4%21.4×14.9%+1.0%

Dick's Sporting Goods bonds and credit

Dick's Sporting Goods has 5 bonds outstanding with $2.88B face value. The agencies rate it BBB; its bonds trade like BBB-. Weighted yield 6.37%, a spread of 143 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Who are Dick's Sporting Goods's main competitors?
Named competitors: Academy Sports + Outdoors (ASO), Foot Locker (private or unlisted), Big 5 Sporting Goods (private or unlisted), JD Sports Fashion (JD..L), Genesco (GCO). The cockpit's measured peer set (industry) also includes Nitori (9843.T), BJ's Wholesale Club (BJ), Penske Automotive (PAG), Carrefour (CA.PA), Wayfair (W), Sanrio (8136.T).
Is Dick's Sporting Goods expensive compared with its peers?
On forward p/e it trades at 11.8× against a peer median of 17.8×, 6th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -4 pp: the price already allows for a slowdown.
How has Dick's Sporting Goods stock performed?
Over six months to 6 Nov 2026 the shares returned -34.6% against +20.9% for the median peer; over one year -36.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.