Inside the research
Valvoline Inc.
VVV Research profile · latest available data
Price overview
$28.92
▲ +0.57 (+2.0%)
| 52w hi | $40.27 |
|---|---|
| 52w lo | $26.62 |
| Vol | 2.38M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.50
| Short | -0.58 |
|---|---|
| Medium | -0.59 |
| Long | -0.17 |
computed 2026-09-27
Key fundamentals
Valvoline Inc.
Consumer Cyclical · Auto & Truck Dealerships
| Market cap | $3.69B |
|---|---|
| Enterprise value | $5.58B |
| Trailing P/E | 35.70x |
| Forward P/E | 14.49x |
| EV / EBITDA | 11.61x |
| P / S (ttm) | 1.88x |
| Profit margin | 5.2% |
| Return on equity | 28.4% |
| Revenue growth | +24.1% |
| Earnings growth | +15.7% |
| Debt / equity | 474.99 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.27 | |
| Sector | -0.03 | |
| Technical | -0.47 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Valvoline Inc. provides automotive preventive maintenance through its retail stores in the United States and Canada. The company offers oil changes; battery, bulb, and wiper replacements; tire rotations; and other maintenance services. It also operates and franchises service centers and retail locations. The company was founded in 1866 and is headquartered in Lexington, Kentucky.
Risk Metrics
| Beta vs SPX | 0.69 |
|---|---|
| Corr SPX | 0.35 |
| Annual vol | 31.8% |
| Annual ret | -12.7% |
| Sharpe | -0.40 |
| Max DD | -38.7% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-14 | Other Material Event, Exhibits | read |
| 2026-08-05 | Earnings Release, Reg FD Disclosure… | read |
| 2026-07-23 | Officer / Director Change, Exhibits | read |
| 2026-06-30 | Material Agreement, Material Obligation… | read |
| 2026-05-07 | Earnings Release, Reg FD Disclosure… | read |
| 2026-03-09 | Officer / Director Change | read |
| 2026-02-04 | Earnings Release, Reg FD Disclosure… | read |
| 2026-01-29 | Officer / Director Change, Shareholder Vote | read |
| 2026-01-05 | Officer / Director Change | read |
| 2025-12-11 | Reg FD Disclosure, Exhibits | read |
| 2025-12-01 | Material Agreement, Material Obligation… | read |
| 2025-11-19 | Officer / Director Change, Other Material Event… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Denny Jordan M. | Chief Accounting Officer | Buy | 1.51K | $50.00K |
| 2026-06-25 | Caldwell Jonathan L. | Chief People Officer | Sell | 2.85K | $114.04K |
| 2026-06-02 | WILLIS J KEVIN | Chief Financial Officer | Option exercise | 3.88K | $131.55K |
| 2026-06-02 | WILLIS J KEVIN | Chief Financial Officer | Withheld for tax | 1.77K | $60.01K |
Flow & Concentration
| Insider 180d net | -$64.04K |
|---|---|
| Insider buys / sells | 1 / 1 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 99.4% |
| HHI | 2,733 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $171.46M | 4.34M |
| Citadel Advisors | $125.10M | 3.16M |
| Capital Research / Capital World | $68.18M | 1.72M |
| Fidelity / FMR LLC | $55.92M | 1.41M |
| Millennium Management | $17.37M | 439.37K |
| AQR Capital Management | $2.54M | 64.79K |
| Bridgewater Associates | $275.75K | 6.97K |
| T. Rowe Price Group | $49.70K | 1.26M |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.00% |
|---|---|
| $ / share (TTM) | $0.00 |
| 5y CAGR | +17.6% |
Annual dividend per share
| 2017 | $0.22 |
|---|---|
| 2018 | $0.33 |
| 2019 | $0.43 |
| 2020 | $0.46 |
| 2021 | $0.50 |
| 2022 | $0.50 |
SEC Filings
The Long Run
FY 2017–2025 · 8 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $1.71B | +19.9% | |
| Gross profit | $544.50M | -3.2% | |
| Operating income | $247.20M | +13.2% | |
| Net income | $211.50M | +16.0% | |
| Cash from ops | $297.20M | -1.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $28.36 | $29.05 | $28.29 | $28.92 | 2.38M |
| Sep 24 | $28.69 | $28.99 | $28.22 | $28.35 | 2.38M |
| Sep 23 | $28.42 | $28.85 | $28.32 | $28.75 | 5.30M |
| Sep 22 | $27.15 | $28.77 | $27.15 | $28.67 | 4.04M |
| Sep 21 | $26.83 | $26.83 | $26.21 | $26.62 | 2.77M |
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