VVV:NYE-Valvoline Inc. (USD)

EQUITY | Oil & Gas Refining & Marketing | New York Stock Exchange

Last Closing

USD 44.57

Change

+0.07 (+0.16)%

Market Cap

USD 4.25B

Volume

0.77M

Analyst Target

USD 24.44
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Valvoline Inc manufactures and distributes automotive, commercial and industrial lubricants and automotive chemicals.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-28 )

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PARR Par Pacific Holdings Inc

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ETFs Containing VVV

OSCV 2.31 % 0.79 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Oil & Gas Refining & Marketing) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.60% 72% C 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.60% 61% D- 89% A-
Trailing 12 Months  
Capital Gain 28.37% 65% D 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.37% 59% D- 75% C
Trailing 5 Years  
Capital Gain 140.14% 87% B+ 90% A-
Dividend Return 9.66% 25% F 37% F
Total Return 149.80% 87% B+ 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 18.59% 59% D- 84% B
Dividend Return 20.27% 53% F 83% B
Total Return 1.68% 19% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 30.65% 76% C+ 36% F
Risk Adjusted Return 66.14% 76% C+ 90% A-
Market Capitalization 4.25B 56% F 77% C+

Key Financial Ratios

  Ratio vs. Industry/Classification (Oil & Gas Refining & Marketing) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.90 17% 21%
Price/Book Ratio 87.35 13% 1%
Price / Cash Flow Ratio -138.74 100% 98%
Price/Free Cash Flow Ratio 17.02 6% 19%
Management Effectiveness  
Return on Equity 116.52% 100% 99%
Return on Invested Capital 11.12% 33% 68%
Return on Assets 6.16% 50% 79%
Debt to Equity Ratio 783.11% 11% 3%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector