Company Analysis

WD-40 Company (WDFC)

Nasdaq: WDFC · Miscellaneous Chemical Products · San Diego, CA · filing with the SEC since 1995
Grade7.1
◀ Past 8.1● Present 7.1▶ Future 6.3

The grade of WD-40 Company

Nine metrics read from its own filings, by tense
Headline grade
7.1/10
◀ Past8.130% of the headline
● Present7.140% of the headline
▶ Future6.330% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

8.1/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
8.3/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 83rd percentile among 9 sector filers · read for itself

From the record

WD-40 Company's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
8.1/10

What has it actually done, year after year?

+9.1% a year over 7 filed years; profitable in 7 of 7.

weight 45% of this tense · 81st percentile among 9 sector filers · read for its customers

From the record

WD-40 Company's 7 filed years say what it did: revenue went from $408 million in fiscal 2020 to $688 million in fiscal 2026, up 9.1% a year; it rose in 6 of 6 years; it never fell from a peak; net income was positive in 7 of 7 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span9.1%top 44% of its family
  • the share of years revenue rosetop 11% of its family
  • the share of filed years with a profittop 11% of its family
  • the deepest fall from a revenue peak0.0%top 11% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
7.6/10

How has it treated the people who own it?

Share count shrank 0.3% a year. 71% of cash flow returned. Insiders: 2 sales, 6 purchases.

weight 22% of this tense · 76th percentile among 6 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-08-31, WD-40 Company's diluted share count shrank about 0.3% a year, and dividends and buybacks returned about 71% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 6 purchases of their own stock on the open market in the year to 2026-10-27, buying about $428 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 39% of its family
  • cash returned against operating cash flowtop 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

7.1/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
8.1/10

Is it financially healthy right now?

ROE 30%: 30¢ of profit per shareholder dollar. Leverage 45%: owes 45¢ per asset dollar.

weight 45% of this tense · 81st percentile among 9 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-08-31, WD-40 Company earned about 30 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 77 cents per dollar of everything the company owns. Leverage: it owed about 45 cents per dollar of assets, and net share issuance: its share count shrank 0.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 39% of its family
  • return on equitytop 6% of its family
  • gross profit against assetstop 6% of its family
  • the share count against the year beforetop 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.9/10

How strong is its position in its industry?

top 31% of 9 in its family; net margin 12%.

weight 33% of this tense · 69th percentile among 9 sector filers · read for its customers

From the record

WD-40 Company's standing among 9 graded names in its industry family: revenue of $688 million in fiscal 2026 ranks in the top 44% by size; a net margin of 12% ranks in the top 17%; revenue growth of 8.6% a year over the last 3 filed years ranks in the top 31% (its annual reports).

What it rests on

  • revenue against the family$688Mtop 44% of its family
  • net margin12.0%top 17% of its family
  • three-year revenue growth8.6%top 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.3/10

What are the people in charge doing?

top 47% of 7 in its family for leadership; chief executive since 2022.

weight 22% of this tense · 53rd percentile among 7 sector filers · read for its shareholders

From the record

WD-40 Company's leadership, from its insiders' filings and its current reports: the chief executive on the record is Brass, Steven A (CEO and President, as filed), filing under that title since 2022-10-12, 4.1 years (bottom 44% of its family); the 17 officers and directors filing in the last fifteen months have been on the record a median of 5.9 years (top 50%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 17 people in charge now (top 36%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge7 in three years among 17 peopletop 36% of its family
  • the median years the people in charge have filed5.9 yearstop 50% of its family
  • the chief executive's years on the record4.1 yearsbottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

6.3/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.9/10

How much room does it have to grow?

top 31% of 8 in its family for room to expand.

weight 45% of this tense · 69th percentile among 8 sector filers · read for itself

From the record

WD-40 Company's room to grow, from the newest filed statements (fiscal 2026): cash of $71 million against debt of $85 million leaves -3% of its assets as net cash, top 31% of its family; cash from operations less capital spending is 14.2% of revenue (top 6%); a gross margin of 55.3% (top 6%); research spending of 1.2% of revenue (bottom 19%) (its annual report).

What it rests on

  • cash less debt against assets-3.0%top 31% of its family
  • cash from operations less capital spending against revenue14.2%top 6% of its family
  • gross margin55.3%top 6% of its family
  • research spending against revenue1.2%bottom 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.0/10

What could actually drive growth from here?

top 40% of 9 in its family for growth drivers.

weight 33% of this tense · 60th percentile among 9 sector filers · read for its customers

From the record

WD-40 Company's growth drivers, from the filed years to fiscal 2026: revenue grew 8.6% a year over the last three filed years against 9.1% over all 7, slowing (top 31% of its family); the newest year grew 11% (top 28%); research spending grew 9.3% a year (top 50%); capital spending grew 2.5% a year (top 50%) (its annual reports). WD-40 Company reported 3 lines of business in fiscal 2025: Americas at $291 million (47%), Europe India Middle East and Africa at $236 million (38%), Asia Pacific at $93 million (15%); 3 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-0.5 points a yeartop 31% of its family
  • the newest year's revenue growth11.0%top 28% of its family
  • three-year growth of research spending9.3%top 50% of its family
  • three-year growth of capital spending2.5%top 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.4/10

Did its newest year beat what its own record pointed to?

top 46% of 8 in its family for expectations against reality.

weight 22% of this tense · 54th percentile among 8 sector filers · read for its shareholders

From the record

WD-40 Company's newest year against its own record: revenue of $688 million in fiscal 2026 came in 3.3% above the $666 million its prior three years' pace pointed to (bottom 36% of its family); net income of $82 million against a prior three-year average of $76 million (top 19%); a net margin of 12% against 12.9% before (bottom 44%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace3.3%bottom 36% of its family
  • net income against the prior three years' average+9%top 19% of its family
  • net margin against its prior average-0.9 pointsbottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton WDFC · research, not advice