Best BuyBBY

Best BuyBBY

Revenue: is the business selling more than it used to?

$41.5B−4% YoYFY 2024

→Revenue reached $41.5B in 2024, compounding -1% a year since 2019 though the pace has cooled.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

Net income: how much of that revenue becomes profit?

$927M−25% YoYFY 2024

→Net income was $927M in 2024, compounding -10% a year over three years. Earnings per share moved +44% over the last twelve months. Trailing twelve-month profit stands at $1.3B.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

How fast is it growing, year by year?

-4.4%revenue growth, FY 2024

→Revenue grew -4% in 2024 against a five-year average of +0%. Earnings fell +25% on top of it.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

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Revenue per share: is your slice growing as fast as the company?

$191.73revenue per share, FY 2024

→Revenue per share reached $191.73 in 2024, compounding +3% a year against -1% for BBY as a whole. Buybacks added roughly 4.3 points to your per-share result. Free cash flow per share stands at $6.43.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

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Free cash flow: what is left in real cash after everything?

$1.4B+106% YoYFY 2024

→Free cash flow was $1.4B in 2024, compounding -5% a year since 2019. The trailing twelve months stand at $1.8B.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

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Where does each dollar of revenue actually go?

→Of $41.5B in 2024 sales, $927M reaches net profit - 2 cents on the dollar. The largest single deduction is producing the product ($32.1B).

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

How much of every sales dollar ends up as free cash?

→3 cents of every sales dollar became free cash in 2024, and it has held steady since 2023.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

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What does staying competitive cost, per dollar of sales?

→The biggest claim on each sales dollar is capital spending, at 2% of revenue (stock compensation 0%).

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

When sales grow, do profits grow faster?

→Operating profit outgrew revenue in 3 of the last 5 years, most recently -20% against -4%. Each additional dollar of sales is landing more profitably than the last - the definition of operating leverage.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

Margins: of every $1 of sales, how much survives each cost layer?

→Operating margin has held near 3% since 2023. After everything, 2 cents of each sales dollar reaches net profit.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

What does it earn on the money it uses?

→ROE of 40% sits well above ROCE of 19%. A meaningful share of the shareholder return is manufactured with leverage rather than operations.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

What has the market paid for BBY over time?

15.4xP/E today

→At 15.4x earnings, the market is paying +34% more than BBY's own 5-year median of 11.5x. Expectations are elevated, so more has to go right to justify the price.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

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What cash return does the business throw off per dollar of market value?

9.3%FCF yield today

→Every dollar of market value currently buys 9.3% of annual free cash flow, less than its 5-year median of 10.9% - you are paying up for the same cash.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

Could it handle its debt if things went wrong?

→The company holds $2.3B in cash against $1.2B of debt - a net-cash balance sheet, which means a bad year is an inconvenience rather than a threat.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

Is the company's own capital growing?

→The company's own capital grew from $3.1B in 2023 to $3.2B (+4%). The business is building book value rather than consuming it.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

How much goes back, and how much leaks out as stock comp?

→Shareholders received $500M in buybacks and $807M in dividends in 2024. Stock compensation issued $139M of new shares in the same year, offsetting 11% of that.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

How fast is your ownership being diluted - or concentrated?

→The share count shrank 0.9% in 2024, averaging 8.0% a year over three years. Buybacks are concentrating your ownership: the same business, split fewer ways.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

Is the dividend cheque growing?

→The dividend per share reached $3.73 in 2024, compounding +14% a year since 2019.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

Can it afford the dividend?

→The dividend consumed 87% of profit and 58% of free cash flow in 2024. That is a thin cushion: a bad year would put the payment under real pressure.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

Does BBY earn more on its capital than that capital costs?

→BBY earns 18.7% on the capital it employs, comfortably above the 10% most investors treat as the cost of capital. It was 26.7% in 2019, so the trend is down, and the pace is picking up.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

BBY has issued or retired shares - did shareholders end up better off?

→BBY has shrunk its share count -49% from 2008 to 2024, so each remaining share owns more of the business. Revenue per share is +80% over the same years.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01

Best BuyBBY

Are the people running it buying or selling?

→Insiders sold $298M on the open market and bought nothing. Many sales are pre-scheduled diversification rather than a view on the price. A further 30 filings were grants, option exercises or tax withholding, which say nothing either way.

Source: SEC EDGAR (XBRL company facts) · as at 2026-08-01