CluenexSharkNinja SN
SharkNinja scores excellent on business quality (7.5 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What SharkNinja does
SharkNinja sells household appliances like blenders and vacuums directly to consumers and retailers. It makes money by designing high-demand gadgets that capture strong market share.
- What it does best
SharkNinja outpaces appliance rivals through rapid product development, delivering a gross margin of 48.9% compared to Whirlpool's 13.6%. This agility allows it to launch trending kitchen and cleaning devices faster than competitors can copy them.
- The main risk
A stretched valuation at $182.57 against an intrinsic value of $100.67 leaves zero room for execution errors. If consumer discretionary spending cools off, high-multiple names face severe multiple compression.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 13.8% alongside a return on equity of 26.0%. Profitability expands as scale increases, supported by a free cash flow margin in the top quartile of its sector at the 66th percentile.
Brand execution drives its moat, locking in consumers through popular product ecosystems in the top quartile of its sector's revenue growth at the 87th percentile.
Revenue growth hit 15.7% with total revenue at $6.9 billion, accelerating from prior years as new appliance launches capture broad consumer demand across retail channels.
Total debt sits at $736.0 million with interest coverage at 25.9x, meaning servicing costs are easily managed. Free cash flow reached $787.0 million, showing a strengthening cash position.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
4 sold $421.0M outside pre-planned sales.
Our sealed record on SN
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
SharkNinja scores excellent on the Cluenex quality check (7.5 of 10), measured against its own industry. Profitability is fair, moat fair, growth fast and financial health strong.
In the last 90 days of SEC Form 4 filings: 4 sold $421.0M outside pre-planned sales.
Nov 5, 2026.
See SN today
- Today's verdict on SN, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “SharkNinja (SN)”, https://cluenex.com/stocks/sn/, data as of Oct 10, 2026.