BEST BUY CO., INC.
BBY · Consumer Discretionary · $17.7B mkt cap · FY2026 filings · Narrow moat
On the watchlist
The four filters
Pricing power42
Median gross margin 22.5% over 10y, very stable.
Returns on capital100
Median ROIC 49.1%, above the 9% hurdle in 100% of years.
Balance-sheet safety100
Net cash position — no leverage risk.
Capital discipline54
Owner earnings -0.9%/yr, share count shrinking (buybacks).
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $1.4B
- Est. intrinsic value / share
- $72.75
- Recent price
- $84.74
- Discount to value
- 16% above value
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.