Is Valvoline Stock a Good Investment?

Valvoline Investment Advice

VVV

To provide specific investment advice or recommendations on Valvoline stock, we recommend investors consider the following general factors when evaluating Valvoline. This will help you to make an informed decision on whether to include Valvoline in one of your diversified portfolios:

Examine Valvoline's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Valvoline's leadership team and their track record. Good management can help Valvoline navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Commodity Chemicals space and any emerging trends that could impact Valvoline's business and its evolving consumer preferences.
Compare Valvoline's performance and market position to its competitors. Analyze how Valvoline is positioned in terms of product offerings, innovation, and market share.
Check if Valvoline pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Valvoline's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Valvoline stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Valvoline is a good investment.

Sell

Buy

Strong Buy

Valvoline recommendation module can be used to check and cross-verify current trade recommendation provided by analysts inspecting the firm's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Valvoline is not overpriced, please validate all Valvoline fundamentals, including its net income, book value per share, and the relationship between the revenue and total debt . Given that Valvoline has a price to earning of 18.10 X, we advise you to double-check Valvoline market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Market Performance	Solid	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Undervalued	Details
Odds Of Distress	Very Low	Details
Economic Sensitivity	Almost mirrors the market	Details
Investor Sentiment	Impartial	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Frail	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Possible Manipulator	Details

Examine Valvoline Stock

Researching Valvoline's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.1. Valvoline last dividend was issued on the 1st of December 2022. The entity had 1:20 split on the August 29, 2011.

To determine if Valvoline is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Valvoline's research are outlined below:

	Valvoline has about 409.1 M in cash with (40.8 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.55.
	Valvoline has a frail financial position based on the latest SEC disclosures
	Over 99.0% of the company outstanding shares are owned by institutional investors
	Latest headline from news.google.com: Valvoline Inc. Shares Sold by California Public Employees Retirement System - MarketBeat

Valvoline uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Valvoline. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Valvoline's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	6th of February 2024 Upcoming Quarterly Report	View
	8th of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	14th of November 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	30th of September 2023 Last Financial Announcement	View

Earnings surprises can significantly impact Valvoline's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Valvoline's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2020-08-03	2020-06-30	0.24	0.28	0.04	16
2019-02-06	2018-12-31	0.31	0.27	-0.04	12
2021-02-03	2020-12-31	0.36	0.41	0.05	13
2020-02-03	2019-12-31	0.3	0.35	0.05	16
2019-07-31	2019-06-30	0.32	0.37	0.05	15
2017-01-26	2016-12-31	0.3	0.35	0.05	16
2023-02-07	2022-12-31	0.22	0.16	-0.06	27
2023-08-09	2023-06-30	0.36	0.43	0.07	19

Know Valvoline's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Valvoline is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Valvoline backward and forwards among themselves. Valvoline's institutional investor refers to the entity that pools money to purchase Valvoline's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Dimensional Fund Advisors, Inc.	2023-12-31	2.8 M
Fidelity International Ltd	2023-12-31	2.8 M
Lord, Abbett & Co Llc	2023-12-31	2.6 M
Junto Capital Management Lp	2023-12-31	2.5 M
Tensile Capital Management Llc	2023-09-30	2.4 M
Glenview Capital Management Llc	2023-12-31	2.3 M
Geode Capital Management, Llc	2023-12-31	2.1 M
Schroder Investment Management Group	2023-12-31	2 M
Newport Trust Co.	2023-12-31	1.8 M
Vanguard Group Inc	2023-12-31	13.1 M
Blackrock Inc	2023-12-31	12.3 M

Note, although Valvoline's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Valvoline's market capitalization trends

The company currently falls under 'Mid-Cap' category with a total capitalization of 5.6 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Valvoline's market, we take the total number of its shares issued and multiply it by Valvoline's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Market Cap

3.17 Billion

Valvoline's profitablity analysis

Valvoline's profitability indicators refer to fundamental financial ratios that showcase Valvoline's ability to generate income relative to its revenue or operating costs. If, let's say, Valvoline is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Valvoline's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Valvoline's profitability requires more research than a typical breakdown of Valvoline's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.10	0.17
Return On Capital Employed	0.1	0.11
Return On Assets	0.08	0.13
Return On Equity	0.90	0.94

The company has Net Profit Margin of 0.92 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.26 %, which entails that for every 100 dollars of revenue, it generated $0.26 of operating income.

Determining Valvoline's profitability involves analyzing its financial statements and using various financial metrics to determine if Valvoline is a good buy. For example, gross profit margin measures Valvoline's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Valvoline's profitability and make more informed investment decisions.

The data published in Valvoline's official financial statements usually reflect Valvoline's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Valvoline. For example, before you start analyzing numbers published by Valvoline accountants, it's critical to develop an understanding of what Valvoline's liquidity, profitability, and earnings quality are in the context of the Chemicals space in which it operates.

Please note, the presentation of Valvoline's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Valvoline's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Valvoline's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Valvoline. Please utilize our Beneish M Score to check the likelihood of Valvoline's management manipulating its earnings.

Evaluate Valvoline's management efficiency

Valvoline has Return on Asset of 0.0616 % which means that on every $100 spent on assets, it made $0.0616 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 1.1652 %, implying that it generated $1.1652 on every 100 dollars invested. Valvoline's management efficiency ratios could be used to measure how well Valvoline manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to climb to 0.17 in 2024. Return On Capital Employed is likely to climb to 0.11 in 2024. At this time, Valvoline's Other Assets are fairly stable compared to the past year. Return On Tangible Assets is likely to climb to 0.17 in 2024, whereas Net Tangible Assets are likely to drop (451.1 M) in 2024.

	Last Reported	Projected for Next Year
Book Value Per Share	1.42	1.49
Net Current Asset Value	0.00	0.00
Tangible Asset Value	0.00	0.00
Tangible Book Value Per Share	(3.42)	(3.59)
Enterprise Value Over EBITDA	14.87	10.10
Price Book Value Ratio	23.50	24.68
Enterprise Value Multiple	14.87	10.10
Price Fair Value	23.50	24.68
Enterprise Value	3.5 B	3.1 B

The analysis of Valvoline's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Valvoline's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Valvoline Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.

Beta

1.454

Basic technical analysis of Valvoline Stock

As of the 4th of May, Valvoline has the Risk Adjusted Performance of 0.1152, coefficient of variation of 583.72, and Semi Deviation of 1.0. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Valvoline, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for Valvoline, which can be compared to its competition. Please validate Valvoline value at risk, and the relationship between the jensen alpha and semi variance to decide if Valvoline is priced more or less accurately, providing market reflects its prevalent price of 43.62 per share. Given that Valvoline has jensen alpha of 0.163, we advise you to double-check Valvoline's current market performance to make sure the company can sustain itself at a future point.

Valvoline's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Valvoline insiders, such as employees or executives, is commonly permitted as long as it does not rely on Valvoline's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Valvoline insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Lori Flees over three weeks ago Acquisition by Lori Flees of tradable shares of Valvoline subject to Rule 16b-3
		Dione Sturgeon over a month ago Acquisition by Dione Sturgeon of 276 shares of Valvoline subject to Rule 16b-3
		Dione Sturgeon over a month ago Disposition of 105 shares by Dione Sturgeon of Valvoline at 43.17 subject to Rule 16b-3
		Dione Sturgeon over two months ago Disposition of 286 shares by Dione Sturgeon of Valvoline subject to Rule 16b-3
		Sturgeon Dione over three months ago Exercise or conversion by Sturgeon Dione of 5 shares of Valvoline subject to Rule 16b-3
		Sturgeon Dione over three months ago Acquisition by Sturgeon Dione of 2010 shares of Valvoline subject to Rule 16b-3
		Charles Sonsteby over three months ago Purchase by Charles Sonsteby of 4500 shares of Valvoline
		Sturgeon Dione over three months ago Exercise or conversion by Sturgeon Dione of 276 shares of Valvoline subject to Rule 16b-3
		Slater Jennifer Lynn over six months ago Acquisition by Slater Jennifer Lynn of 47 shares of Valvoline subject to Rule 16b-3
		Charles Sonsteby over six months ago Purchase by Charles Sonsteby of 7000 shares of Valvoline
		Sturgeon Dione over a year ago Acquisition by Sturgeon Dione of 860 shares of Valvoline subject to Rule 16b-3

Valvoline's Outstanding Corporate Bonds

Valvoline issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Valvoline uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Valvoline bonds can be classified according to their maturity, which is the date when Valvoline has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Valvoline 425 percent Corp Bond US92047WAD39	View
	US92047WAG69 Corp Bond US92047WAG69	View

View All Valvoline Corporate Bonds

Understand Valvoline's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Valvoline's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.1152
	Market Risk Adjusted Performance	0.2058
	Mean Deviation	1.04
	Semi Deviation	1.0
	Downside Deviation	1.21
	Coefficient Of Variation	583.72
	Standard Deviation	1.3
	Variance	1.68
	Information Ratio	0.1287
	Jensen Alpha	0.163
	Total Risk Alpha	0.121
	Sortino Ratio	0.1384
	Treynor Ratio	0.1958
	Maximum Drawdown	6.68
	Value At Risk	(1.98)
	Potential Upside	2.25
	Downside Variance	1.45
	Semi Variance	1.01
	Expected Short fall	(1.19)
	Skewness	0.0829
	Kurtosis	0.2504

	Risk Adjusted Performance	0.1152
	Market Risk Adjusted Performance	0.2058
	Mean Deviation	1.04
	Semi Deviation	1.0
	Downside Deviation	1.21
	Coefficient Of Variation	583.72
	Standard Deviation	1.3
	Variance	1.68
	Information Ratio	0.1287
	Jensen Alpha	0.163
	Total Risk Alpha	0.121
	Sortino Ratio	0.1384
	Treynor Ratio	0.1958
	Maximum Drawdown	6.68
	Value At Risk	(1.98)
	Potential Upside	2.25
	Downside Variance	1.45
	Semi Variance	1.01
	Expected Short fall	(1.19)
	Skewness	0.0829
	Kurtosis	0.2504

Consider Valvoline's intraday indicators

Valvoline intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Valvoline stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0337
	Daily Balance Of Power	0.7347
	Rate Of Daily Change	1.03
	Day Median Price	42.89
	Day Typical Price	43.13
	Market Facilitation Index	1.47
	Price Action Indicator	1.27
	Period Momentum Indicator	1.08
	Relative Strength Index	59.65

Valvoline Corporate Filings

F4	3rd of May 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
8K	16th of April 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
13A	14th of February 2024 An amended filing to the original Schedule 13G	View Verify
	15th of December 2023 Other Reports	View Verify

Valvoline time-series forecasting models is one of many Valvoline's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Valvoline's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Valvoline Stock media impact

Far too much social signal, news, headlines, and media speculation about Valvoline that are available to investors today. That information is available publicly through Valvoline media outlets and privately through word of mouth or via Valvoline internal channels. However, regardless of the origin, that massive amount of Valvoline data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Valvoline news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Valvoline relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Valvoline's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Valvoline alpha.

Valvoline Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Valvoline can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Valvoline Historical Investor Sentiment

Investor biases related to Valvoline's public news can be used to forecast risks associated with an investment in Valvoline. The trend in average sentiment can be used to explain how an investor holding Valvoline can time the market purely based on public headlines and social activities around Valvoline. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Valvoline's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Valvoline and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Valvoline news discussions. The higher the estimate score, the more favorable the investor's outlook on Valvoline.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Valvoline without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Valvoline Corporate Directors

Valvoline corporate directors refer to members of a Valvoline board of directors. The board of directors generally takes responsibility for the Valvoline's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Valvoline's board members must vote for the resolution. The Valvoline board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.

Sean Cornett	Director - Investor Relations	Profile
Carol Kruse	Independent Director	Profile
Gerald Evans	Independent Director	Profile
Mary Twinem	Independent Director	Profile

How to buy Valvoline Stock?

Examine Valvoline's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Valvoline's leadership team and their track record. Good management can help Valvoline navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Commodity Chemicals space and any emerging trends that could impact Valvoline's business and its evolving consumer preferences.
Compare Valvoline's performance and market position to its competitors. Analyze how Valvoline is positioned in terms of product offerings, innovation, and market share.
Check if Valvoline pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Valvoline's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

Already Invested in Valvoline?

The danger of trading Valvoline is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Valvoline is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Valvoline. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Valvoline is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.

When determining whether Valvoline is a strong investment it is important to analyze Valvoline's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Valvoline's future performance. For an informed investment choice regarding Valvoline Stock, refer to the following important reports: