Winmark Stock Performance
| WINA Stock | USD 408.18 2.54 0.63% |
Winmark has a performance score of 7 on a scale of 0 to 100. The firm maintains a market beta of 1.44, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Winmark will likely underperform. Winmark right now maintains a risk of 2.0%. Please check out Winmark semi variance, and the relationship between the maximum drawdown and accumulation distribution , to decide if Winmark will be following its historical returns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Winmark are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite somewhat inconsistent basic indicators, Winmark may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return (0.49) | Five Day Return (1.26) | Year To Date Return (0.56) | Ten Year Return 404.53 | All Time Return 2.6 K |
Forward Dividend Yield 0.0086 | Payout Ratio 0.9241 | Forward Dividend Rate 3.6 | Dividend Date 2024-12-02 | Ex Dividend Date 2024-11-13 |
1 | Disposition of 314 shares by Brett Heffes of Winmark at 367.81 subject to Rule 16b-3 | 10/17/2024 |
2 | Winmark Co. Raises Dividend to 8.40 Per Share | 10/18/2024 |
3 | Disposition of 3000 shares by Renae Gaudette of Winmark at 80.32 subject to Rule 16b-3 | 10/24/2024 |
4 | Disposition of 1500 shares by Renae Gaudette of Winmark at 380.11 subject to Rule 16b-3 | 10/25/2024 |
5 | Disposition of 4302 shares by Brett Heffes of Winmark at 143.2 subject to Rule 16b-3 | 11/05/2024 |
6 | Disposition of 300 shares by Brett Heffes of Winmark at 400.5 subject to Rule 16b-3 | 11/06/2024 |
7 | Disposition of 1241 shares by Olson Ronald G of Winmark at 407.396 subject to Rule 16b-3 | 11/22/2024 |
8 | Disposition of 1400 shares by Olson Ronald G of Winmark at 424.3497 subject to Rule 16b-3 | 11/25/2024 |
9 | Winmark Corps Ronald Olson sells 2.67 million in stock | 11/26/2024 |
| Winmark dividend paid on 2nd of December 2024 | 12/02/2024 |
10 | Estimating The Fair Value Of Winmark Corporation | 12/09/2024 |
| Begin Period Cash Flow | 13.7 M | |
| Free Cash Flow | 43.6 M |
Winmark |
Winmark Relative Risk vs. Return Landscape
If you would invest 36,631 in Winmark on September 18, 2024 and sell it today you would earn a total of 4,340 from holding Winmark or generate 11.85% return on investment over 90 days. Winmark is currently generating 0.1947% in daily expected returns and assumes 1.9958% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% of stocks are less volatile than Winmark, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Winmark Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Winmark's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Winmark, and traders can use it to determine the average amount a Winmark's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0975
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | WINA | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.0 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Winmark is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Winmark by adding it to a well-diversified portfolio.
Winmark Fundamentals Growth
Winmark Stock prices reflect investors' perceptions of the future prospects and financial health of Winmark, and Winmark fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Winmark Stock performance.
| Return On Asset | 0.61 | ||||
| Profit Margin | 0.49 % | ||||
| Operating Margin | 0.69 % | ||||
| Current Valuation | 1.47 B | ||||
| Shares Outstanding | 3.52 M | ||||
| Price To Earning | 29.08 X | ||||
| Price To Book | 58.68 X | ||||
| Price To Sales | 17.46 X | ||||
| Revenue | 83.24 M | ||||
| Gross Profit | 76.71 M | ||||
| EBITDA | 54.34 M | ||||
| Net Income | 40.18 M | ||||
| Cash And Equivalents | 16.99 M | ||||
| Cash Per Share | 4.94 X | ||||
| Total Debt | 72.78 M | ||||
| Debt To Equity | 669.80 % | ||||
| Current Ratio | 1.82 X | ||||
| Book Value Per Share | (9.59) X | ||||
| Cash Flow From Operations | 43.99 M | ||||
| Earnings Per Share | 10.92 X | ||||
| Market Capitalization | 1.4 B | ||||
| Total Asset | 28.5 M | ||||
| Retained Earnings | (66.92 M) | ||||
| Working Capital | 6.28 M | ||||
| Current Asset | 11.32 M | ||||
| Current Liabilities | 4.19 M | ||||
About Winmark Performance
By analyzing Winmark's fundamental ratios, stakeholders can gain valuable insights into Winmark's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Winmark has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Winmark has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 68.86 | 72.30 | |
| 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) |
Things to note about Winmark performance evaluation
Checking the ongoing alerts about Winmark for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Winmark help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 | |
| On 2nd of December 2024 Winmark paid $ 8.4 per share dividend to its current shareholders | |
| Latest headline from simplywall.st: Estimating The Fair Value Of Winmark Corporation |
- Analyzing Winmark's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Winmark's stock is overvalued or undervalued compared to its peers.
- Examining Winmark's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Winmark's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Winmark's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Winmark's stock. These opinions can provide insight into Winmark's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Winmark Stock analysis
When running Winmark's price analysis, check to measure Winmark's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Winmark is operating at the current time. Most of Winmark's value examination focuses on studying past and present price action to predict the probability of Winmark's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Winmark's price. Additionally, you may evaluate how the addition of Winmark to your portfolios can decrease your overall portfolio volatility.
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