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DKS Stock Analysis - DICK'S SPORTING GOODS, INC. AI Rating

DKS NYSE Retail-Miscellaneous Shopping Goods Stores DE CIK: 0001089063
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-11-01
HOLD
65% Conf
Pending
Analysis scheduled

📊 DKS Key Takeaways

Revenue: $11.0B
Net Margin: 6.6%
Free Cash Flow: $-306.0M
Current Ratio: 1.57x
Debt/Equity: 0.00x
EPS: $8.66
AI Rating: HOLD with 65% confidence

Investment Thesis

Claude

Dick's Sporting Goods demonstrates solid profitability with a 6.6% net margin and strong interest coverage of 19.6x, supported by zero long-term debt. However, negative free cash flow of -$306M alongside capital expenditures of $793.3M significantly exceeding operating cash flow of $487.3M raises concerns about cash generation quality and sustainability of capital investments.

DKS Strengths

Claude
  • + Zero long-term debt with strong balance sheet leverage (0.00x debt/equity)
  • + Healthy profitability metrics with 35.5% gross margin and 13.1% ROE
  • + Revenue growth of 3.5% YoY with diluted EPS growth of 15.4% YoY
  • + Strong interest coverage of 19.6x indicating minimal debt burden and financial risk
  • + Adequate liquidity with current ratio of 1.57x and $821.3M cash reserves

DKS Risks

Claude
  • ! Negative free cash flow of -$306M suggests capital expenditures are not generating sufficient returns, raising questions about investment quality
  • ! Quick ratio of 0.37x indicates potential liquidity constraints for short-term obligations beyond cash and receivables
  • ! CapEx exceeds operating cash flow by $306M, indicating company is consuming cash reserves to fund capital programs
  • ! Modest revenue growth of 3.5% YoY in mature retail sector with structural headwinds
  • ! Retail sector cyclicality and consumer discretionary spending sensitivity to economic downturns

Key Metrics to Watch

Claude
  • * Free cash flow trend and whether CapEx investments generate improved returns
  • * Operating cash flow growth sustainability and working capital management
  • * Gross margin expansion/contraction in competitive retail environment
  • * CapEx intensity as percentage of revenue and payback period of capital investments

DKS Financial Metrics

Revenue
$11.0B
Net Income
$720.9M
EPS (Diluted)
$8.66
Free Cash Flow
$-306.0M
Total Assets
$17.4B
Cash Position
$821.3M

💡 AI Analyst Insight

DICK'S SPORTING GOODS, INC. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

DKS Profitability Ratios

Gross Margin 35.5%
Operating Margin 8.3%
Net Margin 6.6%
ROE 13.1%
ROA 4.1%
FCF Margin -2.8%

DKS vs Consumer Sector

How DICK'S SPORTING GOODS, INC. compares to Consumer sector averages

Net Margin
DKS 6.6%
vs
Sector Avg 8.0%
DKS Sector
ROE
DKS 13.1%
vs
Sector Avg 18.0%
DKS Sector
Current Ratio
DKS 1.6x
vs
Sector Avg 1.5x
DKS Sector
Debt/Equity
DKS 0.0x
vs
Sector Avg 0.8x
DKS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

DKS Balance Sheet & Liquidity

Current Ratio
1.57x
Quick Ratio
0.37x
Debt/Equity
0.00x
Debt/Assets
0.0%
Interest Coverage
19.56x
Long-term Debt
$0.0

DKS 5-Year Financial Trend

DKS 5-year financial data: Year 2020: Revenue $9.6B, Net Income $319.9M, EPS $3.24. Year 2021: Revenue $12.3B, Net Income $297.5M, EPS $3.34. Year 2022: Revenue $12.4B, Net Income $530.3M, EPS $5.72. Year 2023: Revenue $13.0B, Net Income $1.5B, EPS $13.87. Year 2024: Revenue $13.4B, Net Income $1.0B, EPS $10.78.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: DICK'S SPORTING GOODS, INC.'s revenue has grown significantly by 40% over the 5-year period, indicating strong business expansion. The most recent EPS of $10.78 reflects profitable operations.

DKS Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2.8%
Free cash flow / Revenue

DKS Quarterly Performance

Quarterly financial performance data for DICK'S SPORTING GOODS, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $3.1B $75.2M $0.86
Q2 2025 $3.5B $264.3M $4.37
Q1 2025 $3.0B $264.3M $3.24
Q3 2024 $3.0B N/A $2.39
Q2 2024 $3.2B N/A $2.82
Q1 2024 $2.8B N/A $3.30
Q3 2023 $3.0B N/A $2.39
Q2 2023 $3.1B N/A $2.82

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

DKS Capital Allocation

Operating Cash Flow
$487.3M
Cash generated from operations
Stock Buybacks
$303.7M
Shares repurchased (TTM)
Capital Expenditures
$793.3M
Investment in assets
Dividends Paid
$305.5M
Returned to shareholders

DKS SEC Filings

Access official SEC EDGAR filings for DICK'S SPORTING GOODS, INC. (CIK: 0001089063)

📋 Recent SEC Filings

Date Form Document Action
Mar 12, 2026 8-K dks-20260311.htm View →
Feb 5, 2026 4 xslF345X05/wk-form4_1770326851.xml View →
Jan 6, 2026 4 xslF345X05/wk-form4_1767735736.xml View →
Dec 16, 2025 4 xslF345X05/wk-form4_1765921236.xml View →
Dec 11, 2025 4 xslF345X05/wk-form4_1765459150.xml View →

Frequently Asked Questions about DKS

What is the AI rating for DKS?

DICK'S SPORTING GOODS, INC. (DKS) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are DKS's key strengths?

Claude: Zero long-term debt with strong balance sheet leverage (0.00x debt/equity). Healthy profitability metrics with 35.5% gross margin and 13.1% ROE.

What are the risks of investing in DKS?

Claude: Negative free cash flow of -$306M suggests capital expenditures are not generating sufficient returns, raising questions about investment quality. Quick ratio of 0.37x indicates potential liquidity constraints for short-term obligations beyond cash and receivables.

What is DKS's revenue and growth?

DICK'S SPORTING GOODS, INC. reported revenue of $11.0B.

Does DKS pay dividends?

DICK'S SPORTING GOODS, INC. pays dividends, with $305.5M distributed to shareholders in the trailing twelve months.

Where can I find DKS SEC filings?

Official SEC filings for DICK'S SPORTING GOODS, INC. (CIK: 0001089063) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DKS's EPS?

DICK'S SPORTING GOODS, INC. has a diluted EPS of $8.66.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-11-01 | Powered by Claude AI