Is SharkNinja Still Attractively Priced After Its Strong 2025 Share Price Rally?

• If you are wondering whether SharkNinja is still attractively priced after its big run, or if it is starting to look overheated, this article will walk through what the numbers suggest about its current value.
• The stock has climbed to around $108.34, with returns of 11.0% over the last week, 25.4% over the last month, and 11.6% year to date. That naturally raises the question of whether the market is now pricing in too much optimism.
• Recent coverage has highlighted SharkNinja's momentum as a growth focused consumer brand, ranging from product innovation in household appliances to expanding shelf space with major retail partners in the US and abroad. That backdrop helps explain why investors have been willing to pay more for the shares lately, even as they reassess broader consumer spending risks.
• On our framework, SharkNinja currently scores 3 out of 6 on undervaluation checks. This suggests the stock looks inexpensive on some metrics but not across the board. Next, we will dig into those valuation methods before finishing with a more nuanced way to think about what the market might really be pricing in.

SharkNinja delivered 7.4% returns over the last year. See how this stacks up to the rest of the Consumer Durables industry.

Approach 1: SharkNinja Discounted Cash Flow (DCF) Analysis

A Discounted Cash Flow, or DCF, model estimates what a company is worth by projecting the cash it can generate in the future and then discounting those cash flows back to today in dollar terms.

For SharkNinja, the model uses last twelve month Free Cash Flow of about $373 million and applies a 2 Stage Free Cash Flow to Equity approach. Analyst forecasts underpin the nearer term outlook, with projected FCF rising to around $1.20 billion by 2029. Later years are extrapolated by Simply Wall St based on gradually slowing growth assumptions.

After discounting these projected cash flows back to today, the model arrives at an estimated intrinsic value of roughly $163.26 per share. Compared with the recent share price of about $108, this implies the stock is trading at a 33.6% discount to the DCF estimate, indicating potential upside if the cash flow trajectory occurs as modeled.

Result: UNDERVALUED

Our Discounted Cash Flow (DCF) analysis suggests SharkNinja is undervalued by 33.6%. Track this in your watchlist or portfolio, or discover 906 more undervalued stocks based on cash flows.

Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for SharkNinja.

Approach 2: SharkNinja Price vs Earnings

For profitable companies like SharkNinja, the price to earnings, or P E, ratio is a useful way to gauge whether investors are paying a reasonable price for each dollar of current earnings. A higher P E can be justified when the market expects stronger growth or sees the business as relatively low risk, while slower growth or higher uncertainty usually warrants a lower, more conservative multiple.

SharkNinja currently trades on a P E of about 26.6x, which is well above the broader Consumer Durables industry average of roughly 11.4x and slightly above the peer group average of around 26.4x. To move beyond these simple comparisons, Simply Wall St also calculates a proprietary Fair Ratio, which estimates what P E the market should reasonably pay given SharkNinja's earnings growth outlook, margins, industry, size, and risk profile. For SharkNinja, this Fair Ratio is 22.0x, notably below the current 26.6x. That gap suggests the shares are pricing in more optimism than our fundamentals based Fair Ratio would support.

Result: OVERVALUED

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Upgrade Your Decision Making: Choose your SharkNinja Narrative

Earlier we mentioned that there is an even better way to understand valuation, so let's introduce you to Narratives, which are simply the stories investors tell about a company that link their view of its future (revenue, earnings and margins) to a fair value estimate. On Simply Wall St's Community page, millions of investors use Narratives as an easy, accessible tool to turn their perspective on a business into a structured forecast and a clear Fair Value. This can then be compared against the current share price to help decide whether to buy, hold, or sell. Each Narrative connects what you believe about a company, the financial model that follows from those beliefs, and the price you think is reasonable today. It then updates dynamically as new information like earnings releases or news hits the market. With SharkNinja, for example, one investor Narrative might lean toward the higher fair value implied by bullish targets around $175, while another could be anchored closer to the more cautious $117 view. The platform helps you see how those different stories translate into numbers so you can choose, refine, or build your own.

Do you think there's more to the story for SharkNinja? Head over to our Community to see what others are saying!

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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