← BackWD 40 CO · Miscellaneous Chemical ProductsWDFC
Low riskNext report: Around Jan 7, 2027 (est.)
The short versionA high-quality, profitable business with steady sales.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- High return on equity: 37%
Money moves
- No insider buying or selling in the last 30 days
- Institutions cut 1.5% from their holdings in the quarter ending June 2026 (163 bought, 169 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$216.09+1.4% that day
- Company value
- $2.9B
- Share price times all shares
- Price vs profit (P/E)
- 35.5x
- You pay about $36 for each $1 of yearly profit
- Price vs sales
- 4.2x
- Company value is 4.2 times a year of sales
- Dividend yield
- 1.7%
- Yearly dividend as a share of today's price
- Cash vs value
- 2%
- Cash as a share of company value
- Debt vs value
- 3%
- Debt as a share of company value
From WDFC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Aug '26 (worked out from yearly totals)$176.8M+8.1% vs a year earlier
Nov '23Tap a barAug '26
Last 12 months: $688.0M, up 11% from the 12 months before. Over 5 years, sales grew about 8.7% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.37.1%
- PassDebt under half of equityNot relying on borrowed money.0.32x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.14.7%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$83.4M
- PassShare count not growingNot diluting owners. Falling means buybacks.-0.9% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.55.1%
- Revenue
- $620.0M
- +5.0% vs prior year
- 5-year growth
- +8.7%/yr
- revenue, per year
- Total debt
- $85.7M
- 0.32x equity
- Current ratio
- 2.97x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Aug 31, 2026Reported Oct 21After close4:12 pm ET - Revenue
- $176.8M
- +8.1% YoY
- EPS
- $1.06
- vs $1.56
- Op. margin
- 10.8%
- -6.3 pts
- Gross margin
- 52.8%
- -1.9 pts
- Free cash flow
- $46.7M
- Share count
- -1.0%
- vs a year ago
Some values are worked out from year-to-date totals in the annual report.
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
70/ 100
- This week
- 2
- Normal week
- 0.9
- vs normal
- 2.3x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-1.5%Institutions cut 1.5% from their holdings. 163 bought, 169 sold.
Shares held by institutions11.8M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.4%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.3x · $85.2M debtShares outstandingLatest reported
13MNext reportAround Jan 7, 2027 (est.)Estimated from the same quarter last year
- Results filedOct 21
- Results filedJul 9
- Results filedApr 9
- Results filedJan 8
- Results filedOct 22, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Shares withheld for taxesNicholas Daniel GiordanoVP, Corporate Controller & CAO
34 shares
- -6% of holdings
- Now owns 563 shares
- Filed 1 day after trade
Stock awardPhenix Q. KiamilevVP, GC & Chief Compliance Ofcr
1,103 shares
- +26% of holdings
- Now owns 5,410 shares
- Held by Trust
- Filed 5 days after trade
Stock awardJeffrey G LindemanVP, Chief People, Cult. & Cap.
1,005 shares
- +22% of holdings
- Now owns 5,631 shares
- Filed 5 days after trade
Stock awardSara Kathleen HyzerVP, Finance & CFO
1,961 shares
- +33% of holdings
- Now owns 7,910 shares
- Filed 5 days after trade
Stock awardPatricia Q OlsemDivision President, Americas
1,054 shares
- +23% of holdings
- Now owns 5,628 shares
- Filed 5 days after trade
Stock awardChristophe Paul CloezManaging Director, EIMEA
1,103 shares
- +25% of holdings
- Now owns 5,588 shares
- Filed 5 days after trade