Deckers Outdoor Corp vs Nike Inc

Deckers Outdoor Corp (DECK) is undervalued and Nike Inc (NKE) is overvalued.

Against our estimates of intrinsic value, DECK trades at the wider discount: a margin of safety of +49%, against -25% for NKE.

Values as of the 22 Sept 2026 close.

Deckers Outdoor Corp (DECK)

Discounting its cash flows at 10.2% (average of 3 methods) values the shares at $157.96; the price of $79.83 is 49% below that value, and 73% of that value comes from beyond year five.

Leak Score 100/100 on 3 of 12 signals

Nike Inc (NKE)

Discounting its cash flows at 9.8% (average of 3 methods) values the shares at $28.84; the price of $36.10 is 25% above that value, and 73% of that value comes from beyond year five.

Leak Score 63/100 on 9 of 12 signals

MetricDECKNKE
VerdictUndervaluedOvervalued
Price$79.83$36.10
Intrinsic value$157.96$28.84
Margin of safety+49%-25%
Leak Score100/100 (3/12)63/100 (9/12)
Market cap$10.9B$53.6B
Revenue growth, 5 years16.4%0.8%
Operating margin22.4%8.8%
Net margin18.4%6.7%
Return on equity42.6%22.1%
Debt to equity0.210.74
P/E11.3x17.2x
Forward P/E9.6x16.9x
P/B4.7x3.6x
Dividend yield4.5%

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