NKE vs the Competition: Which Stock Comes Out on Top?
Here is how NKE stacks up against its peers in size, valuation, growth and margin.
- NKE’s operating margin of 10.3% is decent, but trails that of most of its peers.
- NKE’s revenue fell -7.3% in the last 12 months is, lagging RL, LULU, TPR, PVH, KTB.
- NKE’s stock gained 2.9% over the past year with a PE of 24.7, though peers like RL, TPR delivered much stronger returns.
| NKE | RL | LULU | TPR | PVH | KTB | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 111.4 | 17.9 | 27.0 | 22.0 | 3.9 | 3.5 |
| Revenue ($ Bil) | 47.8 | 7.1 | 10.7 | 6.9 | 8.7 | 2.6 |
| PE Ratio | 24.7 | 24.1 | 14.9 | 25.6 | 9.7 | 15.5 |
| LTM Revenue Growth | -7.3% | 6.7% | 9.4% | 2.7% | -3.6% | 1.1% |
| LTM Operating Margin | 10.3% | 14.0% | 23.4% | 17.9% | 7.9% | 12.7% |
| LTM FCF Margin | 11.1% | 14.4% | 12.2% | 13.0% | 6.8% | 14.2% |
| 12M Market Return | 2.9% | 73.9% | -21.4% | 160.1% | -25.0% | -5.6% |
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| NKE | -7.3% | – | 0.3% | 9.6% | 4.9% |
| RL | 6.7% | 6.7% | 2.9% | 3.6% | |
| LULU | 9.4% | 10.1% | 18.6% | 29.6% | |
| TPR | 2.7% | – | 0.2% | -0.4% | 16.3% |
| PVH | -3.6% | -6.1% | 2.1% | -1.4% | |
| KTB | 1.1% | – | 0.0% | -0.9% | 6.3% |
Operating Margin Comparison
Relevant Articles
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| NKE | 10.3% | – | 12.3% | 11.5% | 14.3% |
| RL | 14.0% | 14.0% | 12.5% | 11.7% | |
| LULU | 23.4% | 23.7% | 22.9% | 21.3% | |
| TPR | 17.9% | – | 17.1% | 17.6% | 17.6% |
| PVH | 7.9% | 8.5% | 8.9% | 8.3% | |
| KTB | 12.7% | – | 13.1% | 12.2% | 13.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| NKE | 23.3 | – | 20.1 | 33.2 | 30.6 |
| RL | 18.4 | 19.5 | 14.5 | 13.7 | |
| LULU | 18.9 | 26.1 | 41.8 | 47.8 | |
| TPR | 17.0 | – | 18.4 | 9.3 | 11.8 |
| PVH | 8.2 | 9.9 | 11.2 | 23.1 | |
| KTB | 15.5 | – | 19.3 | 15.1 | 9.1 |
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