BEST BUY CO INC(BBY)Stock Analysis
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Rank #1,388 of 2,879 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BBY Stock Analysis & AI Quality Score
AI stock analysis and institutional research for BEST BUY CO INC (BBY), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BBY at 51.5/100 on a 32-signal composite quality model, placing it at rank #1,388 of 2,879 stocks — the top half of the AI-ranked universe. BBY scores in the top quartile across revenue scale (96.2). Areas of concern include institutional flow (20.2) and earnings quality (25.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), BEST BUY CO INC reports quarterly revenue of $8.9B, net income of $276.0M, an operating margin of 4.1%. Top institutional holders of BBY by reported 13-F value include BlackRock,, STATE STREET, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. BBY trades on the NYSE exchange and files with the SEC under CIK 764478. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BBY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BEST BUY CO INC directly from SEC EDGAR. BEST BUY CO INC's 13F Pro composite quality score has ranged between 8 and 62 since 2021, currently 51.5 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2027
$8.9B
Net Income
Q1 2027
$276.0M
Free Cash Flow
Q1 2027
$215.0M
Operating Margin
Q1 2027
4.1%
D/E Ratio
Q1 2027
0.38
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+0.4% YoYNet Income
+15.3% YoYOperating Income
+10.1% YoYEPS (Diluted)
+17.8% YoYTotal Assets
-0.8% YoYTotal Debt
+0.2% YoYOp. Cash Flow
-6.5% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $41.69B +0.4% | $41.53B -4.4% | $43.45B -6.1% | $46.30B -10.6% | $51.76B +9.5% | $47.26B |
| Net Income | $1.07B +15.3% | $927.0M -25.3% | $1.24B -12.5% | $1.42B -42.2% | $2.45B +36.5% | $1.80B |
| Operating Income | $1.39B +10.1% | $1.26B -19.8% | $1.57B -12.3% | $1.79B -40.9% | $3.04B +27.1% | $2.39B |
| EPS (Diluted) | $5.04 +17.8% | $4.28 -24.6% | $5.68 -9.7% | $6.29 -36.1% | $9.84 +43.9% | $6.84 |
| Total Assets | $14.67B -0.8% | $14.78B -1.2% | $14.97B -5.3% | $15.80B -9.7% | $17.50B -8.2% | $19.07B |
| Total Debt | $1.18B +0.2% | $1.17B -0.3% | $1.18B -1.2% | $1.19B -4.0% | $1.24B -10.7% | $1.39B |
| Operating Cash Flow | $1.96B -6.5% | $2.10B +42.7% | $1.47B -19.4% | $1.82B -43.9% | $3.25B -34.0% | $4.93B |
AI Insight: BBY Financial Trends
Best Buy's profitability surged in Q1 2026 with operating income reaching $721M, but sequential Q2 revenue and margins reverted to typical off-season weakness.
• Operating income jumped to $721M in Q1 2026 from $198M in Q4 2025, driven by seasonal strength and improved operational efficiency.
• Net income peaked at $541M in Q1 2026, highest in 8 quarters, signaling strong cost control during peak retail season.
• Operating cash flow remained positive at $375M in Q2 2026 after $1,278M inflow in Q1, suggesting seasonal normalization rather than deterioration.
⚠ Q2 2026 net income of $276M fell 49% from Q1 peak, reflecting predictable off-season contraction but magnitude warrants baseline confirmation.
⚠ Equity declined 15% from Q3 2024 ($3,107M) to Q2 2026 ($3,083M), driven by negative cumulative net income despite stable debt levels.
AI Insight: BBY Ratio Trends
Best Buy rebounded sharply in Q2 2026 after Q1's seasonal trough, but profitability and returns remain structurally depressed versus pre-2025 levels.
• Operating margin recovered to 4.1% in Q2 2026 from 2.1% in Q4 2025, but below 3.7%–4.1% range in 2024.
• ROIC fell to 34.8% in Q2 2026 from 69.7% in Q1 2026 spike; underlying trend down from 35.7% in Q3 2024.
• Leverage inched up to 0.42 D/E in Q3 2025 before retreating to 0.38 in Q2 2026, broadly stable.
⚠ Q1 2026 metrics (ROE 73%, ROIC 69.7%) appear anomalous; Q2 reversion suggests one-time benefit rather than sustainable lift.
⚠ NPM has compressed to 2.7%–3.9% range in 2026 vs. 3.1% in Q3 2024, signaling persistent margin pressure.
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Available Research
13F Pro tracks comprehensive data for BEST BUY CO INC including:
Top Institutional Holders of BBY
BlackRock, Inc.
$1.6B25,411,735 shSTATE STREET CORP
$857.1M13,156,679 shVANGUARD CAPITAL MANAGEMENT LLC
$820.8M12,784,559 shVANGUARD PORTFOLIO MANAGEMENT LLC
$627.3M9,770,562 shGEODE CAPITAL MANAGEMENT, LLC
$501.7M7,692,099 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$395.9M6,167,293 shAQR CAPITAL MANAGEMENT LLC
$394.6M6,146,366 shInvesco Ltd.
$352.9M5,497,002 shRAYMOND JAMES FINANCIAL INC
$270.7M4,216,942 shSCHRODER INVESTMENT MANAGEMENT GROUP
$266.2M4,146,042 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.6B | 25,411,735 |
| STATE STREET CORP | $857.1M | 13,156,679 |
| VANGUARD CAPITAL MANAGEMENT LLC | $820.8M | 12,784,559 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $627.3M | 9,770,562 |
| GEODE CAPITAL MANAGEMENT, LLC | $501.7M | 7,692,099 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $395.9M | 6,167,293 |
| AQR CAPITAL MANAGEMENT LLC | $394.6M | 6,146,366 |
| Invesco Ltd. | $352.9M | 5,497,002 |
| RAYMOND JAMES FINANCIAL INC | $270.7M | 4,216,942 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $266.2M | 4,146,042 |
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Popular Research
Is BBY a good stock to buy?
13F Pro's AI-powered analysis of BEST BUY CO INC (BBY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BBY are available on the BBY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BBY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BBY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BEST BUY CO INC's investment landscape.