Stock Detail
$NKE
Consumer Cyclical · 51 tracked mentions in the last 90 days across 19 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
13 creators lean undervalued while 9 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on NKE.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: drawdown discount
If they can get back to the five-year average, it's trading at 11 times free cash flow. Analysts are expecting $1.73 earnings to $4.25 in 2030. Let's assume they're right and I assign a 20 earnings multiple to that. That's an $85 stock that's selling for $33 a share.
Explicit claim • strong conviction • basis: growth vs multiple
Cheap-looking. Broken business. V1 says skip.
Explicit claim • strong conviction • basis: explicit term
Nike is significantly undervalued due to industry headwinds, presenting a buying opportunity.
Explicit claim • strong conviction • basis: explicit term
the PE here as we go through the metrics is at 22 times earnings. It's still blistering expensive for Nike. On dividend payout ratio is close to 100% not sustainable right now for Nike.
Mention History
Latest mentions across all history
Feed