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NIKE vs PulteGroup: Which Stock Looks Stronger in 2026?

The structural profiles are close, with PulteGroup carrying a narrow edge on growth. NIKE still leads on growth and profitability, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Growth points more clearly toward NIKE, Inc., even if the broader score still leans toward PulteGroup, Inc..

Trajectory Similarity
0.79
Similar
Peer-set rank: #9
within NIKE, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The clearest structural overlap shows up in investment intensity and margin trend.

Similarity drivers
investment intensitymargin trend
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
NKE
NIKE, Inc.
56
Peer-Score
Signal qualityMedium
vs
PHM
PulteGroup, Inc.
58
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in growth.

Dimension spread: NKE vs PHM Profitability 73 60 Stability 17 53 Valuation 53 86 Growth 71 17 NKE PHM
Gap Ranking
#1 Growth +54
#2 Stability +36
#3 Valuation +33
#4 Profitability +13
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for NKE and PHM Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer NKEPHM Relative valuation Structural strength

NIKE, Inc. looks stronger, but the price setup still looks more supportive for PulteGroup, Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Growth
NIKE, Inc. ranks near the top of the group on growth; PulteGroup, Inc. sits in the weaker half.
Stability
On stability, PulteGroup, Inc. is positioned higher in the group, while NIKE, Inc. is closer to the middle.
Growth — Dominant Gap
NKE
71
PHM
17
Gap+54in favour of NKE

The current lead is backed by a stronger multi-year growth trajectory.

What keeps the gap from being one-sided

Capital efficiency also runs the other way, with a 4.8-point ROIC edge acting as a real counterforce.

What this means for the comparison

The lead is built on both growth and stability — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the NKE vs PHM comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how NKE and PHM each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.