Best Buy Co., Inc.

NYSE:BBY 株式レポート

時価総額：US$16.6b

Best Buy 過去の業績

過去 基準チェック /56

Best Buyの収益は年間平均-23%の割合で減少していますが、 Specialty Retail業界の収益は年間 減少しています。収益は年間3.9% 5.4%割合で 減少しています。 Best Buyの自己資本利益率は37.1%であり、純利益率は2.7%です。

主要情報

-22.97%

収益成長率

-18.63%

EPS成長率

Specialty Retail 業界の成長26.64%
収益成長率-5.35%
株主資本利益率37.07%
ネット・マージン2.73%
前回の決算情報02 May 2026

最近の業績更新

分析記事 • Sep 12

We Think You Can Look Beyond Best Buy's (NYSE:BBY) Lackluster Earnings

The market for Best Buy Co., Inc.'s ( NYSE:BBY ) shares didn't move much after it posted weak earnings recently. We did...

Recent updates

Seeking Alpha • Jun 11

Best Buy: Rating Downgrade As I Await More Evidence That Earnings Growth Can Accelerate

Summary Best Buy is downgraded to Hold as the stock reflects much of the recent business improvement. BBY's Q1 showed positive comps, margin expansion, and growth in Marketplace and Ads, but Appliances and Consumer Electronics remain weak. Guidance was not raised despite a strong May, signaling ongoing uncertainty in high-ticket discretionary categories. Marketplace and Ads enhance margin durability, yet reinvestment limits near-term operating leverage and multiple expansion. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 03

BBY: Future Earnings Will Depend On Uncertain High Ticket Category Recovery

Best Buy's analyst price target has moved higher, with several firms lifting their targets into a roughly $65 to $90 range as analysts point to Q1 sales and earnings beats, signs of replacement and innovation cycles across key categories like computing, home theater, TVs and appliances, and continued execution on market share and new product launches. Analyst Commentary Across Wall Street, commentary around Best Buy has turned more constructive on the near term after Q1 sales and earnings topped expectations, with several firms lifting their price targets into the mid $60s to around $90.
ナラティブの更新 • May 10

BBY: Margin Initiatives And Cost Discipline Will Support Earnings Resilience

Analysts have trimmed their average price targets on Best Buy by mid to high single digit dollar amounts, generally citing softer traffic, competitive pressure in consumer electronics, and tempered expectations for same store sales and earnings growth, despite recent profitability beats. Analyst Commentary Recent research on Best Buy clusters around a mixed but generally cautious view, with analysts adjusting price targets in both directions as they weigh solid execution against softer traffic and a competitive consumer electronics backdrop.
ナラティブの更新 • Apr 22

BBY: Cost Discipline And New Profit Streams Will Offset Competitive Pressures

The analyst price target for Best Buy edges down to $72.50 from $74.85 as analysts factor in softer projected revenue growth, a slightly higher discount rate, and a more modest future P/E assumption, partly offset by stable profitability expectations. Analyst Commentary Street research on Best Buy has turned more cautious overall, with many firms trimming price targets even when acknowledging solid Q4 execution and stable profitability.
ナラティブの更新 • Apr 06

BBY: Cost Discipline And Newer Initiatives Will Support Future Margins

Best Buy's analyst price targets have generally trended lower by roughly $5 to $15, into a range of $66 to $83, as analysts factor in softer comparable sales, competitive pressure in consumer electronics, and slightly lower forward earnings estimates, despite Q4 results that were better than many expected. Analyst Commentary Recent research on Best Buy reflects a tighter cluster of price targets, generally in the mid to high US$60s and low US$80s, as analysts update their models following the latest Q4 print and 2026 guidance.
ナラティブの更新 • Mar 23

BBY: Cost Discipline And New Revenue Streams Will Support Future Returns

Analysts have reduced the blended price target for Best Buy by about $8, reflecting tempered revenue growth expectations and tougher competitive trends, even as they point to resilient profitability and cost discipline. Analyst Commentary Recent Street research around Best Buy centers on a cluster of price target cuts that follow Q4 results and updated guidance, but the narrative is not one sided.
ナラティブの更新 • Mar 09

BBY: Cost Discipline And New Profit Streams Will Support Future Earnings

The analyst price target in our model for Best Buy has been lowered from $82.38 to $74.85. This reflects how analysts are trimming earnings expectations and P/E assumptions after Q4 results and updated guidance, even as they highlight solid cost control, resilient profitability and ongoing competitive pressures in consumer electronics.
ナラティブの更新 • Feb 23

BBY: Cost Discipline And Alternative Profit Streams Will Support Future Earnings

Analysts have trimmed their average price targets on Best Buy by single digits into the $70 to $99 range, reflecting growing caution around FY27 earnings power. At the same time, they highlight stable EBIT margins, ongoing cost discipline and support from newer initiatives and product cycles.
ナラティブの更新 • Feb 09

BBY: Alternative Profit Streams And Cost Discipline Will Support Earnings Power

Analysts have lowered their Best Buy fair value estimate to $96.00 from $99.34, reflecting reduced price targets across several firms and a view that higher required returns and slightly softer margin assumptions now offset more constructive expectations for revenue and P/E multiples. Analyst Commentary Recent Street research on Best Buy reflects a mix of trimmed and raised price targets, but there is a clear pocket of bullish commentary around execution, category trends and earnings potential.
ナラティブの更新 • Jan 25

BBY: Replacement Cycles And New Profit Streams Will Support Future Earnings

Analysts have trimmed their average price targets for Best Buy by a few dollars, reflecting slightly lower fair value estimates and growth assumptions. They continue to cite solid execution, replacement cycle support, and potential upside from newer initiatives and alternative profit streams.
ナラティブの更新 • Jan 10

BBY: Limited Upside As Higher Margin Category Recovery Will Remain Uncertain

Analysts have made only a modest adjustment to their fair value estimate for Best Buy to about $63.68 from $63.00. This reflects updated views on discount rates, slightly higher long term revenue growth, broadly stable profit margins, and a marginally higher future P/E multiple, consistent with recent price target moves that balance solid execution with mixed demand signals and category recovery expectations.
ナラティブの更新 • Dec 25

BBY: Alternative Profit Streams Will Drive Future Earnings And Margin Expansion

Analysts have nudged their blended price targets for Best Buy modestly higher, now clustering in the low to mid 90 dollar range from the high 80s previously. They point to solid execution, market share gains, and emerging alternative profit streams that are expected to support steady earnings and margin expansion.
ナラティブの更新 • Dec 11

BBY: Alternative Profit Streams Will Support Future Earnings And Margin Expansion

Analysts have nudged our Best Buy fair value estimate slightly lower to approximately $83.90 per share, reflecting a modestly higher discount rate, even as they raise price targets into the low to high $90s on continued market share gains, improved comps, and expectations that newer initiatives and alternative profit streams will support durable earnings and margin growth. Analyst Commentary Bullish analysts remain broadly constructive on Best Buy, pointing to consistent execution, market share gains, and rising alternative profit streams as key supports for both earnings power and valuation.
ナラティブの更新 • Nov 27

BBY: Ongoing Execution And Profit Stream Expansion Will Support Future Performance Amid Risks

Best Buy's fair value estimate has increased from $81.38 to $83.95. Analysts cite strong execution, market share gains, and an improved earnings outlook as primary drivers for the upward revision in price targets.
ナラティブの更新 • Nov 07

BBY: Future Marketplace Expansion and Profit Streams Will Offset Margin Pressures

Best Buy's analyst price target has increased from $88 to $95, as analysts highlight stronger gross margin prospects and renewed confidence in alternative profit streams. This is supporting a more favorable business outlook.
ナラティブの更新 • Oct 24

Retail Media Momentum And E-Commerce Expansion Will Shape Future Results

Best Buy’s analyst price target increased modestly, rising by $1 to $95. Analysts cited renewed confidence in retail media expansion, alternative profit streams, and robust recent earnings performance to support this adjustment.
分析記事 • Sep 12

We Think You Can Look Beyond Best Buy's (NYSE:BBY) Lackluster Earnings

The market for Best Buy Co., Inc.'s ( NYSE:BBY ) shares didn't move much after it posted weak earnings recently. We did...
ナラティブの更新 • Aug 29

AI-Driven Personalization Will Improve Consumer Engagement And Conversion Rates

Analysts have raised Best Buy’s price target to $78.76, citing optimism over the U.S. digital marketplace launch and expected SKU expansion, though some remain cautious on execution risks and near-term profitability. Analyst Commentary Bullish analysts highlight the significant growth potential from Best Buy's third-party digital marketplace launch, expecting a broad increase in the variety of products and vendors.
分析記事 • Jul 30

Should You Investigate Best Buy Co., Inc. (NYSE:BBY) At US$66.44?

Let's talk about the popular Best Buy Co., Inc. ( NYSE:BBY ). The company's shares received a lot of attention from a...
分析記事 • Jul 15

Is Best Buy (NYSE:BBY) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jun 30

Investors Met With Slowing Returns on Capital At Best Buy (NYSE:BBY)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Seeking Alpha • Mar 19

Best Buy: Near-Term Share Price To Be Pressured By Tariff Uncertainty

Summary I maintain a hold rating for Best Buy due to uncertainty around tariffs and poor consumer spending, despite signs of recovery in 4Q24. Positive comp growth after 13 quarters and strong demand in computing and tablets indicate potential upside, especially with the Windows 10 upgrade cycle. Tariff concerns, with 60% of BBY’s cost of goods sold from China, pose a significant risk to near-term earnings and market sentiment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 28

Best Buy: Juggling Tariff Risk, Consumer Weakness, Ecommerce Pressure (Downgrade)

Summary Best Buy's Q4 results may see a boost from strong countrywide holiday season electronics sales. A weak outlook may weigh more. Best Buy has continued to lose market share to ecommerce competition, combining with consumer weakness and major tariff uncertainty. The risks aren't completely reflected in BBY stock's valuation. I estimate -26% downside to a fair value of $65.9. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

Best Buy: It Is Better To Wait Given The Uncertainties In FY25

Summary I give a hold rating for Best Buy due to uncertainties in FY25 demand, despite expected strong 4Q24 performance. BBY's 4Q24 could see positive comparable sales growth, driven by holiday season demand and improving consumer sentiment. Risks include potential tariffs impacting consumer electronics costs and a weakening US consumer balance sheet, affecting FY25 demand. Read the full article on Seeking Alpha
新しいナラティブ • Dec 09

Neutral for an average person like me.

Online sales account for nearly 33% of their revenue.

収支内訳

Best Buy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:BBY 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
02 May 2641,8601,1437,6110
31 Jan 2641,6911,0697,5880
01 Nov 2541,8256457,6290
02 Aug 2541,5987787,6350
03 May 2541,4488837,6130
01 Feb 2541,5289277,6280
02 Nov 2442,2261,2707,6680
03 Aug 2442,5371,2607,6650
04 May 2442,8321,2437,7180
03 Feb 2443,4521,2417,8130
28 Oct 2343,5411,2767,7850
29 Jul 2344,3721,2907,8420
29 Apr 2345,1181,3227,8440
28 Jan 2346,2981,4197,8840
29 Oct 2247,9281,5508,1250
30 Jul 2249,2511,7728,3170
30 Apr 2250,7712,2008,4420
29 Jan 2251,7612,4548,5420
30 Oct 2152,3332,6448,4930
31 Jul 2152,2762,5368,5650
01 May 2150,3372,2348,2610
30 Jan 2147,2621,7987,8480
31 Oct 2045,5211,7277,8300
01 Aug 2043,4321,6297,6010
02 May 2043,0581,4357,8210
01 Feb 2043,6381,5417,9950
02 Nov 1943,2431,5317,9520
03 Aug 1943,0691,5157,9940
04 May 1942,9121,5217,9690
02 Feb 1942,8791,4647,9790
03 Nov 1843,4411,0938,1360
04 Aug 1843,1711,0548,0690
05 May 1842,7321,0198,0220
03 Feb 1842,1519998,0230
28 Oct 1740,2701,2427,6010
29 Jul 1739,8951,1967,5560
29 Apr 1739,4881,1697,4880
28 Jan 1739,4031,2077,5240
29 Oct 1639,5441,0777,5120
30 Jul 1639,4181,0147,4920
30 Apr 1639,4139967,5280
30 Jan 1639,5288077,6120
31 Oct 1540,1148547,6100
01 Aug 1540,3278417,6110

質の高い収益: BBYは 高品質の収益 を持っています。

利益率の向上: BBYの現在の純利益率 (2.7%)は、昨年(2.1%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: BBYの収益は過去 5 年間で年間23%減少しました。

成長の加速: BBYの過去 1 年間の収益成長率 ( 29.4% ) は、5 年間の平均 ( 年間-23%を上回っています。

収益対業界: BBYの過去 1 年間の収益成長率 ( 29.4% ) はSpecialty Retail業界2.7%を上回りました。

株主資本利益率

高いROE: BBYの 自己資本利益率 ( 37.1% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/15 21:18
終値2026/06/12 00:00
収益2026/05/02
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Best Buy Co., Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45

アナリスト機関
Christopher GrajaArgus Research Company
Michael LasserBarclays
Seth SigmanBarclays