Is Winmark Stock a Good Investment?
Winmark Investment Advice | WINA |
- Examine Winmark's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Winmark's leadership team and their track record. Good management can help Winmark navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Other Specialty Retail space and any emerging trends that could impact Winmark's business and its evolving consumer preferences.
- Compare Winmark's performance and market position to its competitors. Analyze how Winmark is positioned in terms of product offerings, innovation, and market share.
- Check if Winmark pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Winmark's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Winmark stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Winmark is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Winmark Stock
Researching Winmark's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 18.0% of the company outstanding shares are owned by insiders. The company recorded earning per share (EPS) of 10.92. Winmark last dividend was issued on the 13th of November 2024.
To determine if Winmark is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Winmark's research are outlined below:
| Winmark generated a negative expected return over the last 90 days | |
| Winmark is unlikely to experience financial distress in the next 2 years | |
| Winmark has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Over 76.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from simplywall.st: Insiders At Winmark Sold US7.5m In Stock, Alluding To Potential Weakness |
Winmark Quarterly Gross Profit |
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Winmark uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Winmark. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Winmark's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 6th of March 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Earnings surprises can significantly impact Winmark's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Winmark's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1999-07-15 | 1999-06-30 | -0.01 | -0.02 | -0.01 | 100 | ||
1998-04-16 | 1998-03-31 | 0.1 | 0.11 | 0.01 | 10 | ||
1996-04-18 | 1996-03-31 | 0.06 | 0.05 | -0.01 | 16 | ||
1995-04-27 | 1995-03-31 | 0.06 | 0.05 | -0.01 | 16 | ||
1994-07-21 | 1994-06-30 | 0.04 | 0.05 | 0.01 | 25 | ||
1998-07-16 | 1998-06-30 | 0.17 | 0.19 | 0.02 | 11 | ||
1997-07-17 | 1997-06-30 | 0.14 | 0.16 | 0.02 | 14 | ||
1997-02-13 | 1996-12-31 | 0.16 | 0.14 | -0.02 | 12 |
Winmark Target Price Consensus
Winmark target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Winmark's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| One | Buy |
Most Winmark analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Winmark stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Winmark, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationWinmark Target Price Projection
Winmark's current and average target prices are 342.44 and 445.00, respectively. The current price of Winmark is the price at which Winmark is currently trading. On the other hand, Winmark's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Winmark Market Quote on 26th of February 2025
Target Price
Analyst Consensus On Winmark Target Price
Winmark Analyst Ratings
Winmark's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Winmark stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Winmark's financials, market performance, and future outlook by experienced professionals. Winmark's historical ratings below, therefore, can serve as a valuable tool for investors.Know Winmark's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Winmark is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Winmark backward and forwards among themselves. Winmark's institutional investor refers to the entity that pools money to purchase Winmark's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2024-12-31 | 71.5 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 71.4 K | Copeland Capital Management, Llc | 2024-12-31 | 65.2 K | Amvescap Plc. | 2024-12-31 | 51.7 K | Bessemer Group Inc | 51 K | Northern Trust Corp | 2024-12-31 | 46.7 K | Mountain Pacific Invsmt Advisers Inc | 2024-12-31 | 31 K | Rockefeller Capital Management L.p. | 2024-12-31 | 30.2 K | Schwartz Investment Counsel Inc | 2024-12-31 | 26.6 K | Neuberger Berman Group Llc | 2024-12-31 | 333.3 K | Blackrock Inc | 2024-12-31 | 255.8 K |
Winmark's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.4 B.Market Cap |
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Winmark's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 1.34 | 1.41 | |
| Return On Capital Employed | 2.43 | 2.55 | |
| Return On Assets | 1.17 | 1.22 | |
| Return On Equity | (0.74) | (0.70) |
Determining Winmark's profitability involves analyzing its financial statements and using various financial metrics to determine if Winmark is a good buy. For example, gross profit margin measures Winmark's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Winmark's profitability and make more informed investment decisions.
Please note, the presentation of Winmark's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Winmark's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Winmark's management manipulating its earnings.
Evaluate Winmark's management efficiency
Winmark has return on total asset (ROA) of 0.6126 % which means that it generated a profit of $0.6126 on every $100 spent on assets. This is way below average. Winmark's management efficiency ratios could be used to measure how well Winmark manages its routine affairs as well as how well it operates its assets and liabilities. At present, Winmark's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Capital Employed is expected to grow to 2.55, whereas Return On Equity is projected to grow to (0.70). At present, Winmark's Total Assets are projected to decrease significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 18.7 M, whereas Other Current Assets are forecasted to decline to about 1.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | (20.32) | (19.31) | |
| Tangible Book Value Per Share | (16.92) | (16.08) | |
| Enterprise Value Over EBITDA | 18.68 | 19.93 | |
| Price Book Value Ratio | (15.35) | (14.58) | |
| Price Fair Value | (15.35) | (14.58) | |
| Enterprise Value Multiple | 18.68 | 19.93 | |
| Enterprise Value | 797.8 M | 837.7 M |
Leadership effectiveness at Winmark is a strong indicator of its financial stability. We analyze various metrics to provide insights into the stock's investment viability.
Basic technical analysis of Winmark Stock
As of the 26th of February, Winmark maintains the Standard Deviation of 1.74, market risk adjusted performance of (1.05), and Mean Deviation of 1.33. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Winmark, as well as the relationship between them.Winmark's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Winmark insiders, such as employees or executives, is commonly permitted as long as it does not rely on Winmark's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Winmark insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Winmark's Outstanding Corporate Bonds
Winmark issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Winmark uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Winmark bonds can be classified according to their maturity, which is the date when Winmark has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Understand Winmark's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Winmark's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.09) | |||
| Market Risk Adjusted Performance | (1.05) | |||
| Mean Deviation | 1.33 | |||
| Coefficient Of Variation | (793.05) | |||
| Standard Deviation | 1.74 | |||
| Variance | 3.02 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.23) | |||
| Total Risk Alpha | (0.24) | |||
| Treynor Ratio | (1.06) | |||
| Maximum Drawdown | 8.98 | |||
| Value At Risk | (3.25) | |||
| Potential Upside | 2.72 | |||
| Skewness | 0.0439 | |||
| Kurtosis | 0.5541 |
| Risk Adjusted Performance | (0.09) | |||
| Market Risk Adjusted Performance | (1.05) | |||
| Mean Deviation | 1.33 | |||
| Coefficient Of Variation | (793.05) | |||
| Standard Deviation | 1.74 | |||
| Variance | 3.02 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.23) | |||
| Total Risk Alpha | (0.24) | |||
| Treynor Ratio | (1.06) | |||
| Maximum Drawdown | 8.98 | |||
| Value At Risk | (3.25) | |||
| Potential Upside | 2.72 | |||
| Skewness | 0.0439 | |||
| Kurtosis | 0.5541 |
Consider Winmark's intraday indicators
Winmark intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Winmark stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Winmark Corporate Filings
8K | 19th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F5 | 14th of February 2025 The annual filing required by the Securities and Exchange Commission (SEC) from company insiders or beneficial owners | ViewVerify |
| 13th of February 2025 Other Reports | ViewVerify | |
| 14th of January 2025 Other Reports | ViewVerify |
Winmark Stock media impact
Far too much social signal, news, headlines, and media speculation about Winmark that are available to investors today. That information is available publicly through Winmark media outlets and privately through word of mouth or via Winmark internal channels. However, regardless of the origin, that massive amount of Winmark data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Winmark news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Winmark relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Winmark's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Winmark alpha.
Winmark Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Winmark can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Winmark Corporate Executives
Elected by the shareholders, the Winmark's board of directors comprises two types of representatives: Winmark inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Winmark. The board's role is to monitor Winmark's management team and ensure that shareholders' interests are well served. Winmark's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Winmark's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Anthony Ishaug | CFO and Treasurer | Profile |
Already Invested in Winmark?
The danger of trading Winmark is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Winmark is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Winmark. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Winmark is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Winmark offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Winmark's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Winmark Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Winmark Stock: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Winmark. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors. For information on how to trade Winmark Stock refer to our How to Trade Winmark Stock guide.You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Is Other Specialty Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Winmark. If investors know Winmark will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Winmark listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.01) | Dividend Share 3.4 | Earnings Share 10.92 | Revenue Per Share | Quarterly Revenue Growth (0.04) |
The market value of Winmark is measured differently than its book value, which is the value of Winmark that is recorded on the company's balance sheet. Investors also form their own opinion of Winmark's value that differs from its market value or its book value, called intrinsic value, which is Winmark's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Winmark's market value can be influenced by many factors that don't directly affect Winmark's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Winmark's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Winmark is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Winmark's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.