Coating, Engraving & Allied Services · SIC 3470

XPEL, Inc.

XPEL

Watch

Latest revenue

$117.4M

as of 2026-03-31

Latest net income

$10.3M

as of 2026-03-31

Net margin

8.8%

as of 2026-03-31

7.5
of 10

ActaClear Score

Above avg
#1 of 4 in Coating, Engraving & Allied Services
+0.0 · 2d
Profitability·25%
7.8
Growth·15%
10.0
Value·20%
3.3
Quality·20%
10.0
Momentum·20%
6.7

Computed from 5 years of SEC fundamentals + latest market data, ranked within Coating, Engraving & Allied Services (4 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

0.33
Price / FV

Fair value · DCF

Deeply undervalued
~199% upside at this growth
24.5% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Market-implied growth at today's price: 9.2% / yrfor 10 years, holding WACC 9.8% and terminal 2.5%.
Current price
$44.52
DCF fair value
$133
FCF base (last FY)
$51.23M
Net debt
$-50.86M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Historical multiples

How does XPEL's current valuation compare to its own past?

Current P/E
24.0×
Own 5y average
30.0×
Own 5y median
28.1×
vs. own average
-20%
Industry 5y avg P/E
23.1×
Median P/E across the top 4 peers in Coating, Engraving & Allied Services by market cap, then averaged across 6 years.
vs. industry
+4%
Solid: this company. Dotted: industry median.
Dashed flat: own 5y avg.
Coloured dot at right: current P/E.

Year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. Best read as “is this stock expensive vs. its own history?” rather than a precise historical P/E.

Community sentiment

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Price · 5Y

-2.5% / yr 22.2 pts / yr vs S&P 500 9.4% total
Compare:

Live market

delayed ≤15 min
$44.52
Market cap
$1.23B
Enterprise value
$1.18B
P/E (trailing)
24.0×
Forward P/E
P/B
4.27×
Dividend yield
0.0%
52-wk high
$55.91
52-wk low
$31.26
Beta
Shares out
27.6M

5-year trend

What this company does

AI

Item 1. Business Company Overview We are a supplier of protective films, coatings and related services primarily to the automobile aftermarket, new car dealerships and automobile original equipment manufacturers, or OEMs. The majority of our revenue is derived from the sale of our automotive products and related services while the remainder of our revenue is derived from non-automotive products including architectural window film and marine and flat surface protection films. The Company began as a software company designing vehicle patterns used to produce cut-to-fit protective film for headlights and painted surfaces of automobiles. In 2007, we began selling automotive paint protection…

AI summary unavailable — showing raw filing excerpt

Generated from XPEL's filing dated 2026-02-27

Key risks

AI

Item 1A. Risk Factors This Annual Report contains forward-looking statements that involve risks and uncertainties. Our actual results could differ materially from those anticipated in these forward-looking statements as a result of certain factors, including the risks we face as described below and elsewhere in this Annual Report. Such risks should be carefully considered, some of which have manifested and any of which may occur in the future, before making an investment decision with respect to any of the Company’s securities. See “Cautionary Notice Regarding Forward-Looking Statements.” In addition, there may be other factors not currently known to the Company, which could, in the future,…

AI summary unavailable — showing raw filing excerpt

Generated from XPEL's filing dated 2026-02-27

Profitability

Gross margin

42.2%

0.1%

Operating margin

13.2%

6.5%

Net margin

10.8%

0.6%

Return on equity

18.3%

9.4%

Return on assets

13.4%

15.9%

Leverage

Debt / equity

0.36×

36.7%

Long-term debt / equity

0.00×

100.0%

Debt / assets

26.7%

26.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$117.4M+13.1%$10.3M+20.5%8.8%

Q4 2025

2025-12-31

$122.3M+13.7%$13.4M+50.7%11.0%

Q3 2025

2025-09-30

$125.4M+11.1%$12.9M-13.1%10.3%

Q2 2025

2025-06-30

$124.7M+13.5%$16.3M+8.4%13.1%

Q1 2025

2025-03-31

$103.8M+15.2%$8.6M+28.8%8.3%

Q4 2024

2024-12-31

$107.5M$8.9M8.3%

Q3 2024

2024-09-30

$112.9M+9.9%$14.9M+9.1%13.2%

Q2 2024

2024-06-30

$109.9M+7.5%$15.0M-4.5%13.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Coating, Engraving & Allied Services · SIC 3470

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Insider activity

Insider buying

$0

Insider selling

$0

Net activity

+$0

Distinct insiders

0

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns XPEL

Institutional value

$616.2M

Total shares held

14.1M

Distinct holders

121

-76 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1WASATCH ADVISORS LP3.8M$170.2M+30.1K (+0.8%)Added
2BlackRock, Inc.3.7M$163.7M-331.2K (-8.2%)Trimmed
3SCS Capital Management LLC1.2M$55.0M+0 (+0.0%)No change
4VANGUARD CAPITAL MANAGEMENT LLC1.0M$46.2MNew
5SCHWARTZ INVESTMENT COUNSEL INC824.8K$36.5M-43.2K (-5.0%)Trimmed
6VANGUARD PORTFOLIO MANAGEMENT LLC488.0K$21.6MNew
7DIMENSIONAL FUND ADVISORS LP472.6K$20.9M+68.3K (+16.9%)Added
8VANGUARD FIDUCIARY TRUST CO175.5K$7.8MNew
9UBS Group AG163.3K$7.2M+42.7K (+35.5%)Added
10SEI INVESTMENTS CO160.5K$7.1M-22.9K (-12.5%)Trimmed
11PRINCIPAL FINANCIAL GROUP INC139.3K$6.2M-4.0K (-2.8%)Trimmed
12Bank of New York Mellon Corp135.5K$6.0M-2.7K (-1.9%)Trimmed
13Public Sector Pension Investment Board116.1K$5.1M+28.9K (+33.1%)Added
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC98.6K$4.4M-66.0K (-40.1%)Trimmed
15Invesco Ltd.86.2K$3.8M-3.7K (-4.1%)Trimmed
16Nuveen, LLC82.2K$3.6M+1.6K (+2.0%)Added
17Heritage Family Offices, LLP81.8K$3.6M+0 (+0.0%)No change
18BRIDGES INVESTMENT MANAGEMENT INC79.1K$3.5M+10.8K (+15.9%)Added
19NORDEA INVESTMENT MANAGEMENT AB71.1K$3.1M-2.3K (-3.2%)Trimmed
20RHUMBLINE ADVISERS65.9K$2.9M+2.0K (+3.1%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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