BBY

Best Buy Co., Inc.

Consumer CyclicalSpecialty RetailNASDAQ

$77.95

+$21.42 (27.47%)today

Conviction

5/ 10

Fair Value$74.35

Upside-4.62%

Signal0

Market Cap$13.3B

52W Range$54.99–$84.99

Next EarningsMay 28

Conviction History

Conviction Changes

No conviction changes recorded

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$127.06

Current Price$62.98

Upside / Down+101.7%

P(Undervalued)95.2%

P(20%+ Up)90.4%

P(15%+ Down)2.3%

Fair Value Distribution — percentile bands

95.2% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

-5.4%/yr

±5.8% · revenue growth to justify current price

FCF-Based Reverse DCF

4.5%/yr

±2.5% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10qMar 4

Conviction: unchanged

BBY Q3 FY2026: Core Retail Solid, Best Buy Health a Disaster

Revenue +2.4% YoY with 2.7% comp sales growth, driven by strong computing/mobile (+7.6%) and online (+3.5%). However, Best Buy Health impairment of M and restructuring charges of M in 9M reveal strate...