WD-40 Company (WDFC) AI Stock Analysis

WD-40 Company is a developer and supplier of maintenance and homecare products across the Americas, Europe, Middle East, Africa, Asia Pacific, and Australia. Its core maintenance portfolio features the WD-40 Multi-Use brand in aerosol, non-aerosol trigger, and liquid-bulk formats, alongside specialized products under the WD-40 Specialist brand such as penetrants, degreasers, and rust removers. The company also offers GT85 and WD-40 Bike maintenance sprays, 3-IN-ONE drip oils, and homecare cleaning essentials including Spot Shot, 2000 Flushes, Carpet Fresh, Lava, and Solvol. Products are sold through warehouse clubs, hardware stores, automotive outlets, industrial suppliers, mass retailers, online platforms, and specialty dealers.

Between FY2021 and FY2025, revenue increased from $488.1M to $620.0M, reflecting a 5-year revenue CAGR of 8.7% from FY2020 to FY2025. Gross margin expanded to 55.1% in FY2025, up from 49.1% in FY2022 and 54.0% in FY2021. Annual net income reached $91.0M in FY2025 with diluted EPS of $5.82, compared to $70.2M and $5.09 in FY2021. Over the trailing twelve months, revenue was $674.7M with an operating margin of 20.7% and a profit margin of 13.2%. In the quarter ended May 31, 2026, quarterly revenue grew 24.3% year-over-year while quarterly earnings expanded by 45.5%.

As of May 31, 2026, WD-40 Company held $59.1M in cash and short-term investments against total debt of $114.4M, resulting in net debt of $55.3M. Total assets stood at $499.8M and shareholders' equity was $278.7M, supporting a current ratio of 2.65 and a debt-to-equity ratio of 0.41. In FY2025, the business generated $87.9M in operating cash flow and $83.4M in free cash flow. Capital expenditures were $4.5M, while capital returns included $12.3M in share buybacks and $50.3M in dividends paid.

With a market capitalization of $2.69B and a last close of $200.09 on October 16, 2026, WD-40 Company trades at a trailing P/E of 30.4x and a forward P/E of 52.6x. These figures compare to a trailing P/E of 19.7x and a forward P/E of 13.4x for the median of its US-listed Basic Materials peers. The stock's EV/EBITDA stands at 21.3x versus the peer median of 10.5x, and its price-to-sales ratio is 4.0x against the peer median of 1.8x. Over the past year, the stock returned 7.6% compared to 16.8% for the S&P 500 (SPY), while its 5-year return of -7.1% trailed SPY's 83.0%.

WD-40 Company pays a quarterly dividend with a forward annualized payout of $4.08 per share, yielding 2.04%. The company has paid dividends for 42 consecutive years and generated a 5-year annualized dividend growth rate of 7.0%. Its payout ratio is 79.8%, with the last ex-dividend date on October 19, 2026.

Wall Street coverage consists of 3 Strong Buy ratings, 0 Buy ratings, 1 Hold rating, and 0 Sell or Strong Sell ratings. The mean price target is $271.67, representing a 35.8% premium to the last close of $200.09. For the fiscal year ending August 31, 2026, consensus estimates project revenue of $683.0M and EPS of $6.22, reflecting 6.9% EPS growth. Over the last 4 quarters, the company beat EPS estimates 3 times. The next earnings date is October 21, 2026.

This page is an AI-written research summary of WD-40 Company (WDFC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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