SNSharkNinja, Inc.
Household Appliances
- Revenue
- $6.4B
- 16% YoY
- Operating margin
- 14.4%
- 23% YoY
- EBITDA
- $1.1B
- 38% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.1×
- −$103M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear90% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear15% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.7B | $3.7B | $4.3B | $5.5B | $6.4B | 16% |
| Operating income | $438M | $321M | $374M | $644M | $920M | 43% |
| Net income | $331M | $232M | $167M | $439M | $701M | 60% |
| Operating cash flow | $229M | $205M | $281M | $447M | $634M | 42% |
| Capex | $48M | $80M | $123M | $138M | $146M | 6.1% |
| Stock-based comp | $14M | $6M | $47M | $85M | $44M | 48% |
| Dividends | $0 | $0 | $150M | $0 | $0 |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $18M | $28M | 271 | 142 |
| FY2024 | $33M | $108M | 236 | 134 |
| FY2023 | $105M | $155M | 124 | 104 |