WDFCWD 40 CO
Miscellaneous Chemical Products
- Revenue
- $688M
- 11% YoY
- Operating margin
- 15.8%
- 5.4% YoY
- EBITDA
- $119M
- 6.5% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.1×
- $15M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear127% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear80% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear20% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $519M | $537M | $591M | $620M | $688M | 11% |
| Operating income | $87M | $90M | $96M | $104M | $109M | 5.0% |
| Net income | $67M | $66M | $70M | $91M | $82M | 9.5% |
| Operating cash flow | $3M | $98M | $92M | $88M | $105M | 19% |
| Capex | $8M | $7M | $4M | $5M | $7M | 64% |
| Stock-based comp | $7M | $6M | $7M | $7M | $8M | 4.5% |
| Buybacks | $29M | $10M | $8M | $12M | $30M | 141% |
| Dividends | $42M | $45M | $47M | $50M | $54M | 7.5% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $4M | $3M | 97 | 139 |
| FY2025 | $4M | $1M | 96 | 110 |
| FY2024 | $4M | $5M | 115 | 102 |
| FY2023 | $2M | $3M | 93 | 86 |
| FY2022 | $4M | $3M | 80 | 82 |