(WINA) Winmark - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US9742501029

Franchise, Resale, Leasing, E-Commerce, Store-Concepts

Dividends

Dividend Yield 0.85%
Yield on Cost 5y 2.23%
Yield CAGR 5y 29.87%
Payout Consistency 88.9%
Payout Ratio 33.7%
Risk via 10d forecast
Volatility 31.0%
Value at Risk 5%th 51.5%
Relative Tail Risk 1.11%
Reward TTM
Sharpe Ratio 0.25
Alpha 0.05
CAGR/Max DD 0.83
Character TTM
Hurst Exponent 0.518
Beta 0.533
Beta Downside 0.313
Drawdowns 3y
Max DD 30.02%
Mean DD 10.52%
Median DD 10.33%

Description: WINA Winmark November 13, 2025

Winmark Corporation (NASDAQ: WINA) is a franchisor that licenses a portfolio of resale-focused retail concepts across the United States and Canada, including Plato’s Closet, Once Upon A Child, Play It Again Sports, Style Encore, and Music Go Round, plus a middle-market equipment-leasing arm (Winmark Capital). Franchisees purchase the right to operate stores that buy, sell, and trade a range of new and used merchandise-from teen apparel to children’s goods, sporting equipment, musical instruments, and general consumer items-while the corporate parent earns royalties, franchise fees, and leasing income.

In FY 2023 the company reported total revenue of approximately $460 million, with franchise royalty revenue contributing roughly 45 % of that total and the leasing segment delivering a stable, low-volatility cash flow margin of about 12 % (source: Winmark 10-K). Same-store sales grew 3.2 % year-over-year, reflecting modest consumer-spending resilience despite broader discretionary pressure.

Key economic drivers for Winmark include the “thrifting” trend that gains traction during periods of elevated inflation, as price-sensitive shoppers turn to second-hand markets; the company’s franchise model, which limits capital exposure and scales with franchisee performance; and the gradual shift toward omnichannel retail, evidenced by the e-commerce platform that enables online sales of franchise inventory-a capability that has grown double-digit percentages in transaction volume since 2021.

For a data-driven, cross-sectional view of Winmark’s valuation metrics and comparable peers, you may find it worthwhile to explore the analytics on ValueRay.

Piotroski VR‑10 (Strict, 0-10) 7.0

Net Income (41.3m TTM) > 0 and > 6% of Revenue (6% = 5.07m TTM)
FCFTA 0.83 (>2.0%) and ΔFCFTA 1.56pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 42.40% (prev 36.63%; Δ 5.77pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.83 (>3.0%) and CFO 44.8m > Net Income 41.3m (YES >=105%, WARN >=100%)
Net Debt (22.8m) to EBITDA (56.3m) ratio: 0.41 <= 3.0 (WARN <= 3.5)
Current Ratio 5.95 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (3.69m) change vs 12m ago 0.60% (target <= -2.0% for YES)
Gross Margin 96.29% (prev 95.47%; Δ 0.82pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 159.9% (prev 157.4%; Δ 2.50pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 21.90 (EBITDA TTM 56.3m / Interest Expense TTM 2.53m) >= 6 (WARN >= 3)

Altman Z'' 8.39

(A) 0.67 = (Total Current Assets 43.1m - Total Current Liabilities 7.23m) / Total Assets 53.7m
(B) -0.82 = Retained Earnings (Balance) -44.1m / Total Assets 53.7m
(C) 1.05 = EBIT TTM 55.4m / Avg Total Assets 52.8m
(D) -0.33 = Book Value of Equity -26.3m / Total Liabilities 80.1m
Total Rating: 8.39 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 73.98

1. Piotroski 7.0pt
2. FCF Yield 2.89%
3. FCF Margin 52.61%
4. Debt/Equity -2.37
5. Debt/Ebitda 0.41
6. ROIC - WACC (= 204.1)%
7. RoE -103.1%
8. Rev. Trend 36.91%
9. EPS Trend 7.91%

What is the price of WINA shares?

As of December 14, 2025, the stock is trading at USD 444.54 with a total of 86,961 shares traded.
Over the past week, the price has changed by +4.32%, over one month by +7.10%, over three months by -8.88% and over the past year by +9.30%.

Is WINA a buy, sell or hold?

Winmark has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy WINA.
  • Strong Buy: 0
  • Buy: 1
  • Hold: 0
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the WINA price?

Issuer Target Up/Down from current
Wallstreet Target Price 545 22.6%
Analysts Target Price 545 22.6%
ValueRay Target Price 506.3 13.9%

WINA Fundamental Data Overview December 09, 2025

Market Cap USD = 1.52b (1.52b USD * 1.0 USD.USD)
P/E Trailing = 38.0125
P/S = 17.9596
P/B = 58.6841
Beta = 0.666
Revenue TTM = 84.5m USD
EBIT TTM = 55.4m USD
EBITDA TTM = 56.3m USD
Long Term Debt = 60.0m USD (from longTermDebt, last quarter)
Short Term Debt = 641.9k USD (from shortTermDebt, last fiscal year)
Debt = 62.6m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 22.8m USD (from netDebt column, last quarter)
Enterprise Value = 1.54b USD (1.52b + Debt 62.6m - CCE 39.7m)
Interest Coverage Ratio = 21.90 (Ebit TTM 55.4m / Interest Expense TTM 2.53m)
FCF Yield = 2.89% (FCF TTM 44.5m / Enterprise Value 1.54b)
FCF Margin = 52.61% (FCF TTM 44.5m / Revenue TTM 84.5m)
Net Margin = 48.84% (Net Income TTM 41.3m / Revenue TTM 84.5m)
Gross Margin = 96.29% ((Revenue TTM 84.5m - Cost of Revenue TTM 3.13m) / Revenue TTM)
Gross Margin QoQ = 97.07% (prev 96.25%)
Tobins Q-Ratio = 28.67 (Enterprise Value 1.54b / Total Assets 53.7m)
Interest Expense / Debt = 0.98% (Interest Expense 610.3k / Debt 62.6m)
Taxrate = 23.84% (3.49m / 14.6m)
NOPAT = 42.2m (EBIT 55.4m * (1 - 23.84%))
Current Ratio = 5.95 (Total Current Assets 43.1m / Total Current Liabilities 7.23m)
Debt / Equity = -2.37 (negative equity) (Debt 62.6m / totalStockholderEquity, last quarter -26.3m)
Debt / EBITDA = 0.41 (Net Debt 22.8m / EBITDA 56.3m)
Debt / FCF = 0.51 (Net Debt 22.8m / FCF TTM 44.5m)
Total Stockholder Equity = -40.0m (last 4 quarters mean from totalStockholderEquity)
RoA = 76.80% (Net Income 41.3m / Total Assets 53.7m)
RoE = -103.1% (negative equity) (Net Income TTM 41.3m / Total Stockholder Equity -40.0m)
RoCE = 278.0% (EBIT 55.4m / Capital Employed (Equity -40.0m + L.T.Debt 60.0m))
RoIC = 211.8% (NOPAT 42.2m / Invested Capital 19.9m)
WACC = 7.69% (E(1.52b)/V(1.58b) * Re(7.98%) + D(62.6m)/V(1.58b) * Rd(0.98%) * (1-Tc(0.24)))
Discount Rate = 7.98% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 33.33 | Cagr: 0.19%
[DCF Debug] Terminal Value 78.50% ; FCFE base≈43.5m ; Y1≈44.2m ; Y5≈48.3m
Fair Price DCF = 239.0 (DCF Value 851.3m / Shares Outstanding 3.56m; 5y FCF grow 1.16% → 3.0% )
EPS Correlation: 7.91 | EPS CAGR: -0.61% | SUE: -2.72 | # QB: 0
Revenue Correlation: 36.91 | Revenue CAGR: 2.84% | SUE: 0.33 | # QB: 0
EPS next Quarter (2026-03-31): EPS=2.71 | Chg30d=N/A | Revisions Net=+0 | Analysts=1
EPS next Year (2026-12-31): EPS=12.40 | Chg30d=+0.000 | Revisions Net=-1 | Growth EPS=+8.9% | Growth Revenue=+3.6%

Additional Sources for WINA Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle