Winmark Stock Buy Hold or Sell Recommendation
| WINA Stock | USD 407.63 2.86 0.70% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Winmark is 'Hold'. Macroaxis provides Winmark buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Winmark positions.
Check out Winmark Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Winmark Stock refer to our How to Trade Winmark Stock guide. In addition, we conduct extensive research on individual companies such as Winmark and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards 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.
Winmark |
Execute Winmark Buy or Sell Advice
The Winmark recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Winmark. Macroaxis does not own or have any residual interests in Winmark or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Winmark's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Responds to 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 |
Winmark Trading Alerts and Improvement Suggestions
| 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 |
Winmark Returns Distribution Density
The distribution of Winmark's historical returns is an attempt to chart the uncertainty of Winmark's future price movements. The chart of the probability distribution of Winmark daily returns describes the distribution of returns around its average expected value. We use Winmark price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Winmark returns is essential to provide solid investment advice for Winmark.
| Mean Return | 0.27 | Value At Risk | -3.38 | Potential Upside | 3.21 | Standard Deviation | 2.03 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Winmark historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Winmark Stock Institutional Investors
| Shares | William Blair Investment Management, Llc | 2024-09-30 | 72 K | Geode Capital Management, Llc | 2024-09-30 | 71.2 K | Copeland Capital Management, Llc | 2024-09-30 | 63.6 K | Amvescap Plc. | 2024-09-30 | 51.6 K | Bessemer Group Inc | 2024-09-30 | 51 K | Northern Trust Corp | 2024-09-30 | 44.1 K | Mountain Pacific Invsmt Advisers Inc | 2024-09-30 | 31 K | Schwartz Investment Counsel Inc | 2024-09-30 | 26.6 K | Goldman Sachs Group Inc | 2024-09-30 | 24.2 K | Neuberger Berman Group Llc | 2024-09-30 | 326.8 K | Blackrock Inc | 2024-06-30 | 261.4 K |
Winmark Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 21.6K | (20.6K) | (218.6K) | (445.4K) | 384.5K | 403.7K | |
| Change In Cash | 22.6M | (18.5M) | 4.8M | 2.2M | (294.1K) | (279.4K) | |
| Free Cash Flow | 41.5M | 39.1M | 48.1M | 40.1M | 43.6M | 45.8M | |
| Depreciation | 745.5K | 853.6K | 674.9K | 869.1K | 1.1M | 660.6K | |
| Other Non Cash Items | 21.0M | 15.7M | 12.2M | 4.4M | 1.1M | 1.2M | |
| Capital Expenditures | 9.2M | 4.2M | 283.1K | 3.7M | 383.9K | 364.7K | |
| Net Income | 32.1M | 29.8M | 39.9M | 39.4M | 40.2M | 42.2M | |
| End Period Cash Flow | 25.2M | 6.7M | 11.4M | 13.7M | 13.4M | 14.1M | |
| Dividends Paid | 3.4M | 14.2M | 33.2M | 19.3M | 43.7M | 45.8M | |
| Investments | (9.2M) | (4.2M) | (283.1K) | (3.7M) | (344.4K) | (327.2K) | |
| Change Receivables | (116.4K) | 87.6K | 478.5K | (335.2K) | (301.7K) | (286.6K) | |
| Net Borrowings | (32.8M) | (2.3M) | (2.6M) | 25.8M | 29.6M | 31.1M | |
| Change To Netincome | (225.3K) | 12.4K | 2.3M | 1.3M | 1.2M | 1.2M |
Winmark Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Winmark or Specialty Retail sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Winmark's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Winmark stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 1.47 | |
σ | Overall volatility | 2.01 | |
Ir | Information ratio | 0.08 |
Winmark Volatility Alert
Winmark has relatively low volatility with skewness of 0.04 and kurtosis of -0.29. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Winmark's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Winmark's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Winmark Fundamentals Vs Peers
Comparing Winmark's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Winmark's direct or indirect competition across all of the common fundamentals between Winmark and the related equities. This way, we can detect undervalued stocks with similar characteristics as Winmark or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Winmark's fundamental indicators could also be used in its relative valuation, which is a method of valuing Winmark by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Winmark to competition |
| Fundamentals | Winmark | Peer Average |
| Return On Asset | 0.61 | -0.14 |
| Profit Margin | 0.49 % | (1.27) % |
| Operating Margin | 0.69 % | (5.51) % |
| Current Valuation | 1.47 B | 16.62 B |
| Shares Outstanding | 3.52 M | 571.82 M |
| Shares Owned By Insiders | 17.58 % | 10.09 % |
| Shares Owned By Institutions | 76.48 % | 39.21 % |
| Number Of Shares Shorted | 146.2 K | 4.71 M |
| Price To Earning | 29.08 X | 28.72 X |
| Price To Book | 58.68 X | 9.51 X |
| Price To Sales | 17.55 X | 11.42 X |
| Revenue | 83.24 M | 9.43 B |
| Gross Profit | 76.71 M | 27.38 B |
| EBITDA | 54.34 M | 3.9 B |
| Net Income | 40.18 M | 570.98 M |
| Cash And Equivalents | 16.99 M | 2.7 B |
| Cash Per Share | 4.94 X | 5.01 X |
| Total Debt | 72.78 M | 5.32 B |
| Debt To Equity | 669.80 % | 48.70 % |
| Current Ratio | 1.82 X | 2.16 X |
| Book Value Per Share | (9.59) X | 1.93 K |
| Cash Flow From Operations | 43.99 M | 971.22 M |
| Short Ratio | 8.95 X | 4.00 X |
| Earnings Per Share | 10.92 X | 3.12 X |
| Target Price | 445.0 | |
| Number Of Employees | 83 | 18.84 K |
| Beta | 0.78 | -0.15 |
| Market Capitalization | 1.4 B | 19.03 B |
| Total Asset | 28.5 M | 29.47 B |
| Retained Earnings | (66.92 M) | 9.33 B |
| Working Capital | 6.28 M | 1.48 B |
| Current Asset | 11.32 M | 9.34 B |
| Current Liabilities | 4.19 M | 7.9 B |
Note: Disposition of 4302 shares by Brett Heffes of Winmark at 143.2 subject to Rule 16b-3 [view details]
Winmark Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Winmark . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Winmark Buy or Sell Advice
When is the right time to buy or sell Winmark? Buying financial instruments such as Winmark Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Winmark in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Single Stock ETFs Thematic Idea Now
Single Stock ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Single Stock ETFs theme has 100 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Single Stock ETFs Theme or any other thematic opportunities.
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Check out Winmark Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Winmark Stock refer to our How to Trade Winmark Stock guide.You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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 23.323 | 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.
Please note, there is a significant difference between Winmark's value and its price as these two are different measures arrived at by different 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.