Value
3.5/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 3.7 |
| P/S | 7.4 |
| EV/EBITDA | 0.0 |
| Fwd P/E | 3.6 |
| PEG | 3.1 |
- ▸Forward P/E: 31.9x
- ▸PEG: 4.01
WDFC · Why this verdict
Why WD-40 (WDFC) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.4/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
8.1/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 10.0 |
| ROA | 9.4 |
| Gross margin | 7.1 |
| Op margin | 6.5 |
| Net margin | 6.3 |
| Current ratio | 9.5 |
| FCF quality | 6.1 |
| Moat | 8.2 |
| Piotroski F | 10.0 |
- ▸Excellent ROE: 31%
- ▸Wide economic moat
- ▸Compounder quality: strong returns + growth
- ▸Strong Piotroski F-Score: 9/9
Growth
4.4/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 5.2 |
| EPS growth | 3.6 |
Momentum
5.9/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 10.0 |
| OBV | 10.0 |
| MA position | 5.0 |
| Volume | 0.0 |
- ▸Volume accumulation (rising OBV)
- ▸Below 200-MA (recent, shallow — too early to call)
Sentiment
5.9/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| Price target | 7.9 |
| erm sentiment | 5.0 |
- ▸Analyst upside: 22%
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
4.6/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 2.1 |
| quality rank | 8.7 |
| growth rank | 7.5 |
- ▸Superior ROE vs peers
Technical
4.7/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 3.9 |
| support resistance | 3.9 |
| 52w position | 6.2 |
Risk (lower is worse)
6.5/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 7.3 |
| days to cover | 7.6 |
| volatility | 5.0 |
| put call | 5.8 |
| implied vol | 4.6 |
| max pain risk | 3.0 |
| beta | 10.0 |
| debt equity | 8.3 |
- ▸Above max pain $160
- ▸Concentration risks: 1 HIGH (10-K Item 1A — sized via position_sizing, validated via buy_confidence)
Catalyst
5.8/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 6.7 |
| earnings timing | 5.0 |
| surprise avg | 6.2 |
| dividend safety | 6.0 |
- ▸Strong earnings: 3B/1M
- ▸Dividend: 193.0%
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (7)
- MOMENTUM:5.9>=5.5
- INSIDER:OK
- DEATH_CROSS:QUALITY_MOMENTUM_EXEMPT
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:31d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- ASYMMETRY:0.6<1.5@spot
Warning (2)
- DEATH_CROSS:quality=8.1>=7.5+momentum=5.9>=5.0 exempted
- 8K_CSUITE_CHANGE:5.02 (officer departure/appointment)
Reward-to-Risk
0.62
Upside
+3.7%
Downside
6.0%
Sizing output
AVOID
SetupRECOVERY — Death cross but MACD improving, RSI 51
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — MCap $2.7B<$5B
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:5.9>=5.5. Top dim: Quality at 8.1; weakest: Value at 3.5. No conviction either direction.
The strongest dimensions are Quality at 8.1, Risk (lower is worse) at 6.5, and Momentum at 5.9; the weakest are Value at 3.5, Growth at 4.4, and Peer rank at 4.6. The V9 engine flagged 1 failed gate with 2 warnings, producing an asymmetric reward-to-risk of 0.62 and an engine sizing output of AVOID.