Maker of Shark vacuums/appliances and Ninja kitchen appliances sold through retail and direct-to-consumer channels.
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.
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
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).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| 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 |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| SharkNinja SN | $31.4B | +100% | +19% | 16% | 30.7× | 21.1% |
| Whirlpool WHR | $2.01B | -32% | -6% | 2% | n/a | n/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% |
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.
| Measure | SN | Peer median | Rank 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 margin | 15.6% | 8.5% | highest of 4 |
| Forward P/E | 30.7× | 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 pp | 2nd most demanding of 4 |
| ROIC minus cost of capital | +14.4 pp | +9.5 pp | highest of 4 |
| EV / EBITDA | 24.7× | n/a | — |
| Net debt / EBITDA | 0.3× | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SharkNinja SN | United States | $31.4B | +100% | +19% | 16% | 30.7× | 21.1% | +18.4% |
| Haier Smart Home 600690.SS | China | $28.0B | 0% | -8% | 7% | 11.1× | -5.9% | +7.6% |
| LG Electronics India LGEINDIA.NS | India | $12.6B | +14% | +1% | 9% | 52.1× | 36.6% | +7.3% |
| Midea 0300.HK | Hong Kong | $100B | +23% | +7% | 9% | 13.8× | -1.8% | +9.2% |