DICK'S Sporting Goods, Inc. (DKS) AI Stock Analysis
DKS AI stock analysis summary
AI ResearchDICK'S Sporting Goods, Inc. (DKS) is a major specialty sporting goods retailer operating retail stores, specialty concepts, and digital platforms across the United States. While trailing twelve-month revenue reached $21.15B with a 5-year revenue CAGR of 12.4%, net income declined to $849.2M in FY2026 as operating margin compressed to 7.7%. The stock trades at a forward P/E of 11.4x and offers a 3.46% dividend yield following a 1-year share price return of -35.6%.
- Market cap
- $14.22B
- Revenue (TTM)
- $21.15B
- P/E
- 15.7x fwd 11.4x
- 1Y return
- -35.6% S&P 500 16.8%
- Avg. target
- $161.22 11.7% vs last close
Bull case
- The stock trades at a forward P/E of 11.4x, which is lower than the US-listed Consumer Cyclical peer median of 14.1x.
- DICK'S Sporting Goods delivered 53.2% year-over-year revenue growth in the quarter ended July 31, 2026.
- Shareholder returns are supported by a 3.46% dividend yield and a 5-year share count reduction of 20.7%.
Bear case
- Operating margin contracted from 16.5% in FY2022 to 7.7% in FY2026, leading to a drop in net income from $1.52B to $849.2M.
- Quarterly earnings fell 25.7% year-over-year in the period ended July 31, 2026.
- The balance sheet carries $7.96B in total debt and $7.05B in net debt against $913.7M in cash and short-term investments.
What DICK'S Sporting Goods does
DICK'S Sporting Goods, Inc. operates as a sporting goods retailer primarily across the eastern United States. The company sells hardlines, including sporting equipment, fitness gear, golf essentials, and hunting and fishing equipment, alongside apparel, footwear, and accessories. It operates specialty concept stores such as Golf Galaxy, Field & Stream, Public Lands, and Going Going Gone!, as well as experiential concepts like DICK'S House of Sports and Golf Galaxy Performance Center. In addition, the company runs the GameChanger youth sports mobile platform for video streaming, scorekeeping, scheduling, and communication, complemented by e-commerce websites and mobile apps. It had 730 DICK'S Sporting Goods stores as of January 29, 2022.
Growth and profitability
Revenue expanded from $12.29B in FY2022 to $17.22B in FY2026, delivering a 5-year revenue CAGR of 12.4%. However, profitability contracted over this period, with net margin narrowing from 12.4% in FY2022 to 4.9% in FY2026, and annual net income decreasing from $1.52B to $849.2M. Over the trailing twelve months, revenue reached $21.15B with an operating margin of 7.7% and a profit margin of 4.0%. For the latest quarter ended July 31, 2026, quarterly revenue grew 53.2% year-over-year, while quarterly earnings declined 25.7%.
Balance sheet and cash flow
As of July 31, 2026, DICK'S Sporting Goods held $913.7M in cash and short-term investments against $7.96B in total debt, resulting in net debt of $7.05B. Shareholders' equity stood at $5.73B, with a debt-to-equity ratio of 1.39 and a current ratio of 1.48. In FY2026, operating cash flow was $1.54B and free cash flow was $481.6M. Capital allocation in FY2026 included $1.14B in capital expenditures, $413.9M in dividends paid, and $347.1M spent on share buybacks, contributing to a 5-year share count change of -20.7%.
Valuation and performance
At $144.35, DICK'S Sporting Goods trades at a market capitalization of $14.22B and an enterprise value of $20.09B. Its trailing P/E of 15.7x and forward P/E of 11.4x compare to 18.0x and 14.1x for the median of its US-listed Consumer Cyclical peers. The company carries an EV/EBITDA of 10.9x versus the peer median of 11.1x, and a price-to-sales ratio of 0.7x, matching the peer median of 0.7x. Over the past year, DKS shares delivered a return of -35.6%, trailing the S&P 500 (SPY) return of 16.8%.
DKS dividend
DICK'S Sporting Goods pays an annual forward dividend of $5.00 per share, representing a dividend yield of 3.46% and a payout ratio of 39.2%. The company has paid dividends for 16 consecutive years, supported by an annualized 5-year dividend growth rate of 31.1%. Dividends are distributed on a quarterly frequency, with the last ex-dividend date recorded on September 11, 2026.
What analysts expect
Wall Street analysts cover DKS with 9 Strong Buy, 4 Buy, 12 Hold, 1 Sell, and 1 Strong Sell recommendations. The mean price target is $161.22, implying an 11.7% upside over the last close of $144.35. For the current fiscal year ending January 31, 2027, consensus estimates project revenue of $22.07B and EPS of $11.41, representing an EPS decline of 13.6%. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 24, 2026.
Key risks and what to watch
- Short interest is elevated, with short percent of float standing at 19.4%.
- Consensus estimates forecast an EPS decline of 13.6% to $11.41 for the fiscal year ending January 31, 2027.
- The stock has dropped 25.3% below its 200-day moving average and underperformed the S&P 500 by over 52 percentage points over the past year.
- Earnings consistency has shown volatility, with the company beating EPS projections in only 2 of the past 4 quarters.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this DKS AI stock analysis
This page is an AI-written research summary of DICK'S Sporting Goods, Inc. (DKS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: DKS income statement, DKS balance sheet, DKS key metrics, DKS analyst forecast, DKS chart. See the DKS stock overview for the latest quote and news.
DKS AI stock analysis FAQ
What is DICK'S Sporting Goods' dividend yield and payout ratio?
DICK'S Sporting Goods offers an annual forward dividend of $5.00 per share, resulting in a 3.46% dividend yield. This dividend is supported by a payout ratio of 39.2%.
How does DKS valuation compare to its peer group?
DKS trades at a forward P/E of 11.4x and an EV/EBITDA of 10.9x. Both multiples are lower than the US-listed Consumer Cyclical peer medians of 14.1x and 11.1x, respectively.
What are analysts' price targets for DKS?
The consensus mean price target is $161.22, which represents an 11.7% increase compared to the stock's closing price of $144.35 as of October 16, 2026.
When does DICK'S Sporting Goods report earnings next?
The company's next scheduled earnings release date is November 24, 2026.