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← CockpitCompetitor Analysis › SN SharkNinja, Inc.Open in the cockpit ↗

SharkNinja, Inc.SNCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Electronics/Appliances

Maker of Shark vacuums/appliances and Ninja kitchen appliances sold through retail and direct-to-consumer channels.

Momentum leader 97
Mkt cap
$31.4B
US dollars, full cap
Free float
61%
of shares outstanding
$/day
$306M
20-day average traded
Fwd P/E
30.7×
forward earnings
ROIC−WACC
+14.4 pp
WACC 10.6%
Hurdle
+3 pp
Req g minus delivered
Next earnings
104 days
18 Feb 2027
Close · USD$222.95
1D+2.7%
1W+7.2%
1M+20.6%
3M+19.8%
6M+99.7%
YTD+99.2%
1Y+158.1%
ATR %3.5%
Beta1.34
52w lowhigh1.2% off high

What SharkNinja does

Maker of Shark vacuums/appliances and Ninja kitchen appliances sold through retail and direct-to-consumer channels.

Designs its products in-house and has contract factories, largely in Asia, build them, selling through big retailers, Amazon and its own websites. Its pitch is a steady flow of new products in new categories, from cooking to hair care. It was part of Hong Kong-listed JS Global Lifestyle until a 2023 separation and US listing.

Products and services

  • Shark (vacuums, home care)
  • Ninja (kitchen appliances)

Customers

  • Consumers buying home-care and kitchen appliances

Where it sits in the supply chain

  • Consumer Discretionary
  • Electronics/appliances
  • Small home & kitchen appliances

What could go right

  • New product launches/category expansion
  • International retail expansion

What could go wrong

  • Retail/tariff cost exposure (China manufacturing)
  • Appliance category competition

Moat: narrow (brand, distribution, IP / patents). Strong consumer brands and rapid innovation cadence versus legacy appliance makers.

Headquarters: Needham, Massachusetts, US · Founded: 1994 · Employees: 4,143

Named competitors

SharkNinja at a glance

Size SharkNinja (SN) is a United States Consumer Discretionary company (Electronics/Appliances) with a market value of $31.4B, the 353rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $222.95 on 6 Nov 2026.

Performance Over six months the shares gained 99.7%, against +13.7% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 4 in its peer set.

Growth Revenue grew 19.2% over the last twelve months (peer median +1.0%); the operating margin is 15.6% (peer median 8.5%).

Valuation It trades at 30.7× forward earnings against a peer median of 13.8× (2nd most expensive of 4).

Price implies For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 14.4 points above its cost of capital (10.6% WACC).

Short interest Short interest is 6.2% of the free float (15 Oct 2026).

Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026SN 207Peer median 117
Six months, rebased to 100: SharkNinja against the median of its 3 peers (local-currency closes).

SharkNinja financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$7.26B$6.40B$5.53B$4.25B$3.72B
Revenue growth—+16%+30%+14%—
Gross profit$3.71B$3.11B$2.64B$1.89B$1.39B
EBITDA$1.29B$1.07B$805M$560M$411M
Net income$845M$701M$439M$167M$232M
Free cash flow$509M$487M$309M$158M$118M
Capital expenditure$201M$160M$151M$132M$94.4M
Total debt$913M$902M$939M$871M$511M

Quarterly statements and history in the cockpit →

SharkNinja 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

0%+25%+50%+75%+100%0%+10%+20%600690LGEINDIA0300SN6-month return →1-month return →
Up and to the right = strong over both horizons. SharkNinja is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%20×40×600690LGEINDIA0300SNRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. SharkNinja is the large dot.

Capital: growth delivered against growth the price implies

0%+10%+20%+30%0%20%600690LGEINDIA0300SNGrowth 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. SharkNinja is the large dot.

SharkNinja competitors and peer comparison

Head to head with its named competitors (SN vs WHR vs NWL vs DLG.MI)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
SharkNinja SN$31.4B+100%+19%16%30.7×21.1%
Whirlpool WHR$2.01B-32%-6%2%n/an/a
Newell Brands NWL$2.33B+20%+1%9%8.2×0.4%
De'Longhi DLG.MI$7.65B+23%+6%13%18.0×14.2%

How SharkNinja 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.

SharkNinja against its 3 peers (data as of 6 Nov 2026)
MeasureSNPeer medianRank in peer set
1-month return+20.6%+5.8%highest of 4
6-month return+99.7%+13.7%highest of 4
Distance from 52-week high-1.2%-4.5%highest of 4
Revenue growth (TTM)+19.2%+1.0%highest of 4
Operating margin15.6%8.5%highest of 4
Forward P/E30.7×13.8×2nd most expensive of 4
Growth the price implies (Req g, 7 yrs)21.1%-1.8%2nd most demanding of 4
Growth delivered (Del g)+18.4%+7.6%highest of 4
Hurdle (Req g minus delivered)+2.7 pp-10.9 pp2nd most demanding of 4
ROIC minus cost of capital+14.4 pp+9.5 pphighest of 4
EV / EBITDA24.7×n/a—
Net debt / EBITDA0.3×n/a—

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
SharkNinja SNUnited States$31.4B+100%+19%16%30.7×21.1%+18.4%
Haier Smart Home 600690.SSChina$28.0B0%-8%7%11.1×-5.9%+7.6%
LG Electronics India LGEINDIA.NSIndia$12.6B+14%+1%9%52.1×36.6%+7.3%
Midea 0300.HKHong Kong$100B+23%+7%9%13.8×-1.8%+9.2%

Questions

Who are SharkNinja's main competitors?
Named competitors: iRobot (private or unlisted), Whirlpool (WHR), Newell Brands (NWL), De'Longhi (DLG.MI). The cockpit's measured peer set (industry) also includes Haier Smart Home (600690.SS), LG Electronics India (LGEINDIA.NS), Midea (0300.HK).
Is SharkNinja expensive compared with its peers?
On forward p/e it trades at 30.7× against a peer median of 13.8×, 2nd most expensive of 4 in its peer set. For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has SharkNinja stock performed?
Over six months to 6 Nov 2026 the shares returned +99.7% against +13.7% for the median peer; over one year +158.1%.

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.