WD-40 (WDFC)
Market Price (4/19/2026): $213.35 | Market Cap: $2.9 BilSector: Consumer Staples | Industry: Household Products
WD-40 (WDFC)
Market Price (4/19/2026): $213.35Market Cap: $2.9 BilSector: Consumer StaplesIndustry: Household Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% Low stock price volatilityVol 12M is 26% Megatrend and thematic driversMegatrends include Advanced Materials. Themes include Specialty Chemicals for Performance. | Weak multi-year price returns2Y Excs Rtn is -45%, 3Y Excs Rtn is -47% | Expensive valuation multiplesP/SPrice/Sales ratio is 4.5x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 27x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 32x Key risksWDFC key risks include [1] significant exposure to foreign currency fluctuations due to the majority of its revenue being generated internationally. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Low stock price volatilityVol 12M is 26% |
| Megatrend and thematic driversMegatrends include Advanced Materials. Themes include Specialty Chemicals for Performance. |
| Weak multi-year price returns2Y Excs Rtn is -45%, 3Y Excs Rtn is -47% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 4.5x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 27x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 32x |
| Key risksWDFC key risks include [1] significant exposure to foreign currency fluctuations due to the majority of its revenue being generated internationally. |
Qualitative Assessment
AI Analysis | Feedback
WD-40 (WDFC) stock has gained about 10% since 12/31/2025 because of the following key factors:
1. Strong Fiscal Second Quarter 2026 Earnings Beat: WD-40 reported robust results for its fiscal second quarter, which ended February 29, 2026, and were announced on April 9, 2026. The company's revenue reached $161.7 million, marking a 10.7% year-over-year increase and surpassing analyst estimates by 4.7%. Additionally, GAAP earnings per share (EPS) hit $1.50, exceeding consensus estimates by 5.3%.
2. Expanding Gross Margins and Improved Free Cash Flow: The company demonstrated improved profitability with expanding gross margins, reaching 56.2% in the fiscal first quarter and showing continued expansion in the second quarter. Furthermore, free cash flow from operating activities saw a significant increase of 79.19% year-over-year in the fiscal second quarter, totaling $14.3 million.
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1. Strong Fiscal Second Quarter 2026 Earnings Beat: WD-40 reported robust results for its fiscal second quarter, which ended February 29, 2026, and were announced on April 9, 2026. The company's revenue reached $161.7 million, marking a 10.7% year-over-year increase and surpassing analyst estimates by 4.7%. Additionally, GAAP earnings per share (EPS) hit $1.50, exceeding consensus estimates by 5.3%.
2. Expanding Gross Margins and Improved Free Cash Flow: The company demonstrated improved profitability with expanding gross margins, reaching 56.2% in the fiscal first quarter and showing continued expansion in the second quarter. Furthermore, free cash flow from operating activities saw a significant increase of 79.19% year-over-year in the fiscal second quarter, totaling $14.3 million.
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Stock Movement Drivers
Fundamental Drivers
The 9.5% change in WDFC stock from 12/31/2025 to 4/18/2026 was primarily driven by a 24.1% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 4182026 | Change |
|---|---|---|---|
| Stock Price ($) | 194.94 | 213.38 | 9.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 620 | 636 | 2.7% |
| Net Income Margin (%) | 14.7% | 12.6% | -14.4% |
| P/E Multiple | 29.0 | 36.0 | 24.1% |
| Shares Outstanding (Mil) | 14 | 13 | 0.4% |
| Cumulative Contribution | 9.5% |
Market Drivers
12/31/2025 to 4/18/2026| Return | Correlation | |
|---|---|---|
| WDFC | 9.5% | |
| Market (SPY) | -5.4% | -10.2% |
| Sector (XLP) | 6.2% | 33.8% |
Fundamental Drivers
The 9.6% change in WDFC stock from 9/30/2025 to 4/18/2026 was primarily driven by a 18.0% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 4182026 | Change |
|---|---|---|---|
| Stock Price ($) | 194.69 | 213.38 | 9.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 613 | 636 | 3.9% |
| Net Income Margin (%) | 14.1% | 12.6% | -11.1% |
| P/E Multiple | 30.5 | 36.0 | 18.0% |
| Shares Outstanding (Mil) | 14 | 13 | 0.4% |
| Cumulative Contribution | 9.6% |
Market Drivers
9/30/2025 to 4/18/2026| Return | Correlation | |
|---|---|---|
| WDFC | 9.6% | |
| Market (SPY) | -2.9% | -9.3% |
| Sector (XLP) | 6.1% | 39.7% |
Fundamental Drivers
The -10.5% change in WDFC stock from 3/31/2025 to 4/18/2026 was primarily driven by a -20.8% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4182026 | Change |
|---|---|---|---|
| Stock Price ($) | 238.35 | 213.38 | -10.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 604 | 636 | 5.4% |
| Net Income Margin (%) | 11.8% | 12.6% | 6.7% |
| P/E Multiple | 45.4 | 36.0 | -20.8% |
| Shares Outstanding (Mil) | 14 | 13 | 0.5% |
| Cumulative Contribution | -10.5% |
Market Drivers
3/31/2025 to 4/18/2026| Return | Correlation | |
|---|---|---|
| WDFC | -10.5% | |
| Market (SPY) | 16.3% | 7.2% |
| Sector (XLP) | 3.2% | 42.2% |
Fundamental Drivers
The 26.5% change in WDFC stock from 3/31/2023 to 4/18/2026 was primarily driven by a 25.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312023 | 4182026 | Change |
|---|---|---|---|
| Stock Price ($) | 168.72 | 213.38 | 26.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 509 | 636 | 25.1% |
| Net Income Margin (%) | 12.3% | 12.6% | 1.9% |
| P/E Multiple | 36.5 | 36.0 | -1.5% |
| Shares Outstanding (Mil) | 14 | 13 | 0.8% |
| Cumulative Contribution | 26.5% |
Market Drivers
3/31/2023 to 4/18/2026| Return | Correlation | |
|---|---|---|
| WDFC | 26.5% | |
| Market (SPY) | 63.3% | 16.3% |
| Sector (XLP) | 19.1% | 30.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WDFC Return | -7% | -33% | 51% | 3% | -17% | 4% | -17% |
| Peers Return | 8% | -13% | 5% | 19% | -7% | 3% | 13% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 3% | 87% |
Monthly Win Rates [3] | |||||||
| WDFC Win Rate | 33% | 42% | 50% | 50% | 50% | 50% | |
| Peers Win Rate | 57% | 42% | 50% | 63% | 40% | 55% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| WDFC Max Drawdown | -20% | -38% | -0% | -10% | -21% | -4% | |
| Peers Max Drawdown | -11% | -27% | -12% | -7% | -17% | -4% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CLX, MMM, ITW, PG, CL. See WDFC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/17/2026 (YTD)
How Low Can It Go
| Event | WDFC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -55.3% | -25.4% |
| % Gain to Breakeven | 123.9% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -26.0% | -33.9% |
| % Gain to Breakeven | 35.1% | 51.3% |
| Time to Breakeven | 191 days | 148 days |
| 2018 Correction | ||
| % Loss | -17.7% | -19.8% |
| % Gain to Breakeven | 21.5% | 24.7% |
| Time to Breakeven | 62 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -48.5% | -56.8% |
| % Gain to Breakeven | 94.1% | 131.3% |
| Time to Breakeven | 753 days | 1,480 days |
Compare to CLX, MMM, ITW, PG, CL
In The Past
WD-40's stock fell -55.3% during the 2022 Inflation Shock from a high on 2/11/2021. A -55.3% loss requires a 123.9% gain to breakeven.
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About WD-40 (WDFC)
WD-40 Company develops and sells maintenance products, and homecare and cleaning products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company provides multi-purpose maintenance products that include aerosol sprays, non-aerosol trigger sprays, and in liquid-bulk form products under the WD-40 Multi-Use brand name; and specialty maintenance products, such as penetrants, degreasers, corrosion inhibitors, greases, lubricants, and rust removers under the WD-40 Specialist brand, as well as various products under the WD-40 Bike brand name. It also offers multi-purpose and specialty drip oils, and spray lubricant products, as well as other specialty maintenance products under the 3-IN-ONE brand name; and professional spray maintenance products and lubricants for the bike market under the GT85 brand name. In addition, the company provides automatic toilet bowl cleaners under the 2000 Flushes brand name; aerosol and liquid trigger carpet stain and odor eliminators under the Spot Shot brand; room and rug deodorizers under the Carpet Fresh brand name; carpet and household cleaners, and rug and room deodorizers under the 1001 brand; heavy-duty hand cleaner products under the Lava brand name in the United States, as well as under the Solvol brand name in Australia; and automatic toilet bowl cleaners under the X-14 brand name. It sells its products primarily through warehouse club stores, hardware stores, automotive parts outlets, industrial distributors and suppliers, mass retail and home center stores, value retailers, grocery stores, online retailers, farm supply, sport retailers, and independent bike dealers. The company was founded in 1953 and is headquartered in San Diego, California.
AI Analysis | Feedback
Here are a few analogies for WD-40 Company (WDFC):
- It's like Clorox, but instead of bleach, their most iconic product is a multi-purpose lubricant, alongside various household cleaning brands.
- Imagine a smaller, more specialized version of Procter & Gamble, focusing on iconic maintenance sprays and various household cleaning solutions.
AI Analysis | Feedback
- WD-40 Multi-Use: A line of multi-purpose maintenance products available in various forms like aerosol sprays and liquid-bulk.
- WD-40 Specialist: Specialty maintenance products including penetrants, degreasers, corrosion inhibitors, greases, and rust removers.
- WD-40 Bike: A brand encompassing various professional spray maintenance products and lubricants designed for the bike market.
- 3-IN-ONE: Multi-purpose and specialty drip oils and spray lubricant products.
- GT85: Professional spray maintenance products and lubricants specifically for the bike market.
- 2000 Flushes: Automatic toilet bowl cleaners.
- Spot Shot: Aerosol and liquid trigger carpet stain and odor eliminators.
- Carpet Fresh: Room and rug deodorizers.
- 1001: Carpet and household cleaners, and rug and room deodorizers.
- Lava: Heavy-duty hand cleaner products sold in the United States.
- Solvol: Heavy-duty hand cleaner products sold in Australia.
- X-14: Automatic toilet bowl cleaners.
AI Analysis | Feedback
WD-40 Company (WDFC) sells its products primarily to other companies that act as retailers and distributors. These companies then sell WD-40 products to individual consumers and businesses.
Based on the provided description, major categories of customers and examples of prominent public companies within those categories include:
- Mass Retailers & Warehouse Clubs:
- Walmart Inc. (WMT)
- Target Corporation (TGT)
- Costco Wholesale Corporation (COST)
- Amazon.com, Inc. (AMZN)
- Home Improvement & Hardware Stores:
- The Home Depot, Inc. (HD)
- Lowe's Companies, Inc. (LOW)
- Automotive Parts Retailers:
- AutoZone, Inc. (AZO)
- O'Reilly Automotive, Inc. (ORLY)
- Industrial Distributors & Suppliers:
- W.W. Grainger, Inc. (GWW)
- Farm Supply Retailers:
- Tractor Supply Company (TSCO)
- Grocery Stores:
- The Kroger Co. (KR)
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Steve Brass, President, Chief Executive Officer & Director
Steve Brass became President and Chief Executive Officer of WD-40 Company effective September 1, 2022. He joined the company in 1991 and has held various management positions, including division president for the Americas and chief brand officer, European commercial director, European sales director, director of continental Europe, country manager Germany, and international area manager. Prior to his CEO role, he served as President and Chief Operating Officer starting in 2019. A native of the United Kingdom, he holds a bachelor's degree in French and German, and an executive MBA from the London Business School. Brass is passionate about the power of learning, building a global business, and leveraging culture as a competitive advantage.
Sara Hyzer, Vice President, Finance, Treasurer and Chief Financial Officer
Sara Hyzer was appointed Chief Financial Officer of WD-40 Company, effective November 1, 2022. Before assuming the CFO role, she served as vice president, global finance strategy at WD-40 Company. She joined the company in 2021. Prior to her time at WD-40 Company, Ms. Hyzer spent over 20 years at PricewaterhouseCoopers LLP, where she served as an audit partner for six years, working with both publicly traded and privately held companies across various industries, including consumer products and life sciences. She is a Certified Public Accountant in California and holds a Bachelor of Science in Accounting from Colorado State University.
Garry Ridge, Chairman Emeritus & Strategic Advisor
Garry Ridge served as the Chairman and Chief Executive Officer of WD-40 Company for 25 years, from 1997 until his retirement as CEO on August 31, 2022. He joined the company in 1987 and held various management positions, including executive vice president and chief operating officer, and vice president of international. Ridge is widely recognized for developing and implementing a "people-first" or "tribe" organizational culture at WD-40 Company and led the global expansion of the WD-40® Brand to over 176 countries. He co-authored the book "Helping People Win at Work: A Business Philosophy called 'Don't Mark My Paper, Help Me Get an A'" with Ken Blanchard. He also serves as an adjunct professor at the University of San Diego, teaching leadership development and talent management.
Patricia Olsem, Division President, Americas
Patricia Olsem holds the title of Division President, Americas, and Senior Vice President of USA Brand Management and Americas Innovation for the WD-40 Company. She is responsible for all aspects of the business and long-range strategic plans for the Americas Trading Bloc, which includes Canada and Latin America. Ms. Olsem has over 20 years of experience in marketing and innovation for Consumer Packaged Goods (CPG) companies in New York, New Jersey, and Southern California. She earned a Master of Science in Executive Leadership from the University of San Diego in 2016 and an undergraduate degree in Marketing and Business Administration from King's College.
Phenix Q. Kiamilev, Vice President, General Counsel And Corporate Secretary
Phenix Q. Kiamilev serves as the Vice President, General Counsel, and Corporate Secretary for the WD-40 Company.
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Key Risks to WD-40 Company (WDFC)
- Over-reliance on Flagship Product and Intense Competitive Pressure: WD-40 Company faces a significant strategic risk due to its substantial reliance on the WD-40 Multi-Use Product, which constitutes a large portion of its total net sales. While the company has diversified with lines like WD-40 Specialist, over-reliance on a single flagship product could pose risks if market dynamics shift. The market for maintenance and cleaning products is highly competitive, with numerous players including industrial giants and private labels vying for market share, necessitating continuous innovation and differentiation to maintain its competitive edge.
- Volatility in Input Costs, Supply Chain Disruptions, and Foreign Currency Fluctuations: The company's profitability is sensitive to external factors such as commodity price volatility, particularly for petroleum-based products and aerosol can costs. Supply chain disruptions and increased freight costs also pose operational challenges that can erode profit margins. Furthermore, with a global operational footprint, WD-40 is exposed to significant foreign currency exchange rate risks, where fluctuations can unfavorably impact reported sales and profits.
- Economic Fluctuations, Increased Operating Expenses, and Regulatory Changes: Economic downturns can lead to reduced consumer spending, especially on non-essential goods, thereby affecting WD-40's sales and profitability. The company has also experienced rising operating expenses, including higher employee-related expenses and increased freight costs, which challenge its ability to maintain profitability margins. Additionally, WD-40 operates in a regulatory environment subject to changes, such as stricter environmental regulations (e.g., Volatile Organic Compound or VOC regulations), which can impose cost pressures and compliance burdens.
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The addressable markets for WD-40 Company's main products and services encompass several significant global and regional segments, primarily divided into maintenance products and homecare/cleaning products. For their **multi-purpose and specialty maintenance products**, which include lubricants, penetrants, degreasers, corrosion inhibitors, and rust removers (under brands like WD-40 Multi-Use, WD-40 Specialist, 3-IN-ONE, and GT85):- The global lubricant and grease market was estimated at USD 128.2 billion in 2024 and is projected to reach USD 181.72 billion by 2035. North America is expected to hold the largest market share in this category, with a valuation of USD 40.23 billion in 2023, followed by Europe at USD 32.11 billion. Asia-Pacific is projected to exhibit the highest Compound Annual Growth Rate (CAGR) of 4.12% during the forecast period.
- More specifically, the global grease market size was valued at USD 6.85 billion in 2025 and is projected to grow to USD 10.39 billion by 2034. Asia Pacific dominated the grease market with a 44.60% share in 2025.
- The global industrial cleaning chemicals market was valued at USD 60.9 billion in 2024 and is expected to reach USD 98.6 billion by 2033. North America dominated this market in 2023 with a 39.1% market share.
- The global automotive lubricants market was estimated at USD 72.05 billion in 2022 and is expected to grow to USD 94.87 billion by 2030. The Asia Pacific region dominated this market with a revenue share of 57.2% in 2022.
- The market for automotive maintenance chemicals is projected to reach approximately USD 25 billion in 2025.
- The global household cleaning products market was valued at USD 282.28 billion in 2025 and is projected to reach USD 413.57 billion by 2034. Asia Pacific held the largest market share of 36.70% in 2025. The U.S. household cleaning products market is projected to reach an estimated value of USD 85.22 billion by 2032.
- The global toilet cleaner market reached USD 22.1 billion in 2024. Asia-Pacific led the market in terms of volume, with 1.4 billion units sold in 2024, representing 28% of global volume. North America consumed approximately 2.3 billion units in 2024, and Europe consumed about 2.8 billion units. The global toilet care market is poised for a significant increase of USD 2.9 billion between 2025 and 2029.
- The global carpet cleaner market size was valued at USD 700.6 million in 2025 and is expected to reach USD 1,133.6 million by 2034. North America dominates the global carpet cleaner market. Another report valued the global carpet cleaning products market size at USD 1.81 billion in 2023.
- The global hand wash market was valued at USD 4.43 billion in 2025 and is projected to grow to USD 8.52 billion by 2034. Asia Pacific dominated this market with a 31.42% share in 2025. The global liquid hand soap market size reached USD 47.70 billion in 2024 and is projected to surpass around USD 712.17 billion by 2034.
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WD-40 Company (WDFC) is expected to drive future revenue growth over the next two to three years through several strategic initiatives and market dynamics:
- Accelerated Growth in Maintenance Products, particularly the WD-40 Specialist Line: WD-40's "Must-Win Battles" strategy emphasizes accelerating revenue growth in maintenance products. The WD-40 Specialist line, a key component of this strategy, demonstrated an 18% global sales increase in Q1 FY26 and has a targeted compound annual growth rate (CAGR) of greater than 15% in reported currency. This product line has shown particularly strong performance in the Europe, India, Middle East, and Africa (EIMEA) region.
- Geographic Expansion and Direct Market Penetration: The company is focused on expanding its global footprint and enhancing its direct market sales. Direct markets contributed 83% of global sales in Q1 FY26 and grew by 8%, aligning with long-term targets. Notable strength was observed in regions such as Latin America (up 12% in Q1 FY26 for the Americas segment) and the EIMEA segment. A strategic move in this direction was the acquisition of its Brazilian marketing distributor in fiscal year 2024, transitioning to a direct-to-retail model.
- Premiumization of Product Portfolio: WD-40 is pursuing a premiumization strategy, focusing on elevating its product offerings with innovations such as WD-40 Smart Straw and EZ-REACH. These premium products collectively saw sales growth of 4% globally in Q1 FY26.
- Growth in E-commerce Sales Channel: The company has identified e-commerce as a significant growth area, with sales through this channel increasing by 22% in the first quarter of fiscal year 2026.
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Here is a summary of WD-40 Company's capital allocation decisions over the last 3-5 years:Share Repurchases
- On June 19, 2023, the board of directors approved a $50 million share repurchase plan, which became effective on September 1, 2023.
- During fiscal year 2025 (ended August 31, 2025), the Company repurchased 50,250 shares at a total cost of $12.3 million under this plan.
- As of August 31, 2025, $29.6 million remained available for future repurchases under the current authorization, and management intends to fully utilize this remaining authorization.
- The company repurchased common stock worth $33.62 million in fiscal year 2024 and $3.67 million in fiscal year 2023.
Capital Expenditures
- WD-40 Company reported capital expenditures of $4.772 million for the last twelve months (LTM).
- Annual capital expenditures were $6.87 million in fiscal year 2025, $8.3 million in fiscal year 2024, and $15.06 million in fiscal year 2023.
- The company operates with a "capital-light, efficient business model" which contributes to strong cash flow generation.
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|---|---|---|---|---|---|---|---|
| 03272026 | MZTI | Marzetti | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.9% | 0.9% | 0.0% |
| 03272026 | TAP | Molson Coors Beverage | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -0.8% | -0.8% | -1.1% |
| 03202026 | KHC | Kraft Heinz | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.3% | 4.3% | -1.7% |
| 03202026 | KMB | Kimberly-Clark | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -1.8% | -1.8% | -1.9% |
| 03202026 | MKC | McCormick | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -5.2% | -5.2% | -5.2% |
| 04302020 | WDFC | WD-40 | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 46.5% | 44.4% | -3.5% |
Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 150.74 |
| Mkt Cap | 73.9 |
| Rev LTM | 18,213 |
| Op Inc LTM | 4,225 |
| FCF LTM | 2,052 |
| FCF 3Y Avg | 2,622 |
| CFO LTM | 2,716 |
| CFO 3Y Avg | 3,458 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.2% |
| Rev Chg 3Y Avg | 1.1% |
| Rev Chg Q | 3.1% |
| QoQ Delta Rev Chg LTM | 0.8% |
| Op Inc Chg LTM | -0.9% |
| Op Inc Chg 3Y Avg | 5.4% |
| Op Mgn LTM | 20.0% |
| Op Mgn 3Y Avg | 18.8% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 17.0% |
| CFO/Rev 3Y Avg | 17.9% |
| FCF/Rev LTM | 15.0% |
| FCF/Rev 3Y Avg | 16.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 73.9 |
| P/S | 3.7 |
| P/Op Inc | 17.1 |
| P/EBIT | 17.3 |
| P/E | 25.6 |
| P/CFO | 21.6 |
| Total Yield | 5.3% |
| Dividend Yield | 1.6% |
| FCF Yield 3Y Avg | 4.3% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 0.9% |
| 3M Rtn | 2.3% |
| 6M Rtn | 5.6% |
| 12M Rtn | -5.4% |
| 3Y Rtn | 20.1% |
| 1M Excs Rtn | -8.5% |
| 3M Excs Rtn | -0.3% |
| 6M Excs Rtn | -0.4% |
| 12M Excs Rtn | -36.0% |
| 3Y Excs Rtn | -51.0% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $213.38 | |
| Market Cap ($ Bil) | 2.9 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -15.2% | |
| 50 Days | 200 Days | |
| DMA Price | $224.53 | $209.76 |
| DMA Trend | down | up |
| Distance from DMA | -5.0% | 1.7% |
| 3M | 1YR | |
| Volatility | 32.6% | 26.1% |
| Downside Capture | -0.09 | 0.01 |
| Upside Capture | 6.94 | -2.00 |
| Correlation (SPY) | -4.8% | 6.8% |
WDFC Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.64 | -0.28 | -0.23 | -0.21 | 0.10 | 0.31 |
| Up Beta | 0.82 | -2.19 | -1.79 | -1.21 | 0.03 | 0.15 |
| Down Beta | 0.73 | 0.11 | 0.39 | 0.28 | 0.16 | 0.26 |
| Up Capture | -34% | -46% | -19% | -10% | 3% | 16% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 9 | 22 | 37 | 70 | 129 | 391 |
| Down Capture | 122% | 26% | -30% | -35% | 31% | 70% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 13 | 20 | 26 | 56 | 123 | 360 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WDFC | |
|---|---|---|---|---|
| WDFC | -1.2% | 26.2% | -0.08 | - |
| Sector ETF (XLP) | 4.0% | 12.7% | 0.04 | 43.3% |
| Equity (SPY) | 21.1% | 12.9% | 1.32 | 8.2% |
| Gold (GLD) | 50.9% | 27.5% | 1.49 | -2.6% |
| Commodities (DBC) | 25.2% | 16.2% | 1.40 | -7.3% |
| Real Estate (VNQ) | 17.5% | 13.7% | 0.93 | 31.4% |
| Bitcoin (BTCUSD) | -7.8% | 42.6% | -0.08 | -8.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WDFC | |
|---|---|---|---|---|
| WDFC | -2.7% | 30.7% | -0.05 | - |
| Sector ETF (XLP) | 6.2% | 13.2% | 0.26 | 34.7% |
| Equity (SPY) | 10.8% | 17.1% | 0.49 | 26.3% |
| Gold (GLD) | 22.6% | 17.8% | 1.04 | 3.3% |
| Commodities (DBC) | 11.6% | 18.8% | 0.51 | -2.1% |
| Real Estate (VNQ) | 4.4% | 18.8% | 0.14 | 33.5% |
| Bitcoin (BTCUSD) | 5.2% | 56.5% | 0.31 | 8.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WDFC | |
|---|---|---|---|---|
| WDFC | 9.4% | 29.4% | 0.36 | - |
| Sector ETF (XLP) | 7.2% | 14.7% | 0.36 | 39.7% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 33.4% |
| Gold (GLD) | 14.3% | 15.9% | 0.75 | 0.1% |
| Commodities (DBC) | 8.5% | 17.6% | 0.40 | 3.1% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.24 | 34.6% |
| Bitcoin (BTCUSD) | 68.4% | 66.9% | 1.07 | 9.5% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/9/2026 | -4.0% | -8.7% | |
| 1/8/2026 | -6.6% | 1.1% | 17.2% |
| 10/22/2025 | 2.8% | -4.8% | -1.7% |
| 7/10/2025 | -0.7% | -1.8% | -2.0% |
| 4/8/2025 | -8.2% | -6.2% | -1.7% |
| 1/10/2025 | -5.8% | -3.3% | -3.4% |
| 10/17/2024 | -4.8% | 1.5% | 5.7% |
| 7/10/2024 | 4.0% | 15.5% | 15.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 12 |
| # Negative | 15 | 13 | 12 |
| Median Positive | 5.6% | 6.1% | 11.0% |
| Median Negative | -6.6% | -4.8% | -2.7% |
| Max Positive | 18.8% | 20.8% | 28.4% |
| Max Negative | -14.9% | -19.2% | -21.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 02/28/2026 | 04/09/2026 | 10-Q |
| 11/30/2025 | 01/08/2026 | 10-Q |
| 08/31/2025 | 10/27/2025 | 10-K |
| 05/31/2025 | 07/10/2025 | 10-Q |
| 02/28/2025 | 04/09/2025 | 10-Q |
| 11/30/2024 | 01/10/2025 | 10-Q |
| 08/31/2024 | 10/21/2024 | 10-K |
| 05/31/2024 | 07/10/2024 | 10-Q |
| 02/29/2024 | 04/09/2024 | 10-Q |
| 11/30/2023 | 01/09/2024 | 10-Q |
| 08/31/2023 | 10/23/2023 | 10-K |
| 05/31/2023 | 07/10/2023 | 10-Q |
| 02/28/2023 | 04/06/2023 | 10-Q |
| 11/30/2022 | 01/09/2023 | 10-Q |
| 08/31/2022 | 10/24/2022 | 10-K |
| 05/31/2022 | 07/07/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q2 2026 Earnings Reported 4/9/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | 5.0% | 7.0% | 9.0% | 0 | 0 | Affirmed | Guidance: 7.0% for 2026 |
| 2026 Revenue | 630.00 Mil | 642.50 Mil | 655.00 Mil | 0 | Affirmed | Guidance: 642.50 Mil for 2026 | |
| 2026 Operating Margin | 55.5% | 56.0% | 56.5% | 0 | 0 | Affirmed | Guidance: 56.0% for 2026 |
| 2026 Operating Income | 103.00 Mil | 106.50 Mil | 110.00 Mil | 0 | Affirmed | Guidance: 106.50 Mil for 2026 | |
| 2026 EPS | 5.75 | 5.95 | 6.15 | 0 | Affirmed | Guidance: 5.95 for 2026 | |
| 2026 Advertising and promotion investments | 0.06 | Higher New | |||||
| 2026 Provision for income tax | 0.23 | 0.23 | 0.23 | Higher New | |||
Prior: Q1 2026 Earnings Reported 1/8/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 630.00 Mil | 642.50 Mil | 655.00 Mil | 0 | Affirmed | Guidance: 642.50 Mil for 2026 | |
| 2026 Revenue Growth | 5.0% | 7.0% | 9.0% | 0 | 0 | Affirmed | Guidance: 7.0% for 2026 |
| 2026 Operating Margin | 55.5% | 56.0% | 56.5% | 0 | 0 | Affirmed | Guidance: 56.0% for 2026 |
| 2026 Operating Income | 103.00 Mil | 106.50 Mil | 110.00 Mil | 0 | Affirmed | Guidance: 106.50 Mil for 2026 | |
| 2026 EPS | 5.75 | 5.95 | 6.15 | 0 | Affirmed | Guidance: 5.95 for 2026 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Etchart, Eric | Direct | Buy | 10302025 | 194.02 | 500 | 97,010 | 1,623,947 | Form | |
| 2 | Pendarvis, David | Direct | Buy | 10302025 | 196.37 | 523 | 102,702 | 1,151,121 | Form | |
| 3 | Kiamilev, Phenix Q | VP, GC & Chief Compliance Ofcr | Trust | Buy | 10292025 | 200.46 | 55 | 11,025 | 862,579 | Form |
| 4 | Brass, Steven A | President and CEO | Direct | Buy | 10292025 | 200.46 | 362 | 72,567 | 6,767,730 | Form |
| 5 | Hyzer, Sara Kathleen | VP, Finance & CFO | Direct | Buy | 10292025 | 200.46 | 200 | 40,092 | 1,189,730 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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