H. B. Fuller Company (FUL) vs WD-40 Company (WDFC)

H. B. Fuller Company and WD-40 Company are both Specialty Chemicals companies. H. B. Fuller Company and WD-40 Company are of similar size ($2.7B and $2.6B). H. B. Fuller Company trades at the lower P/E: 14.7× against 30.1×. WD-40 Company grew revenue faster over the last twelve months: 10.2% against −0.57%. WD-40 Company has the higher net margin (13.2% vs 5.29%) and the higher return on invested capital (23.0% vs 5.84%). Both pay a dividend; WD-40 Company yields more (1.27% vs 1.11%). Across the 23 metrics below, WD-40 Company leads on 15 and H. B. Fuller Company on 8.

Valuation

Metric FUL WDFC Specialty Chemicals median
P/E 14.66 30.13 24.83
P/S 0.78 3.97 1.46
P/B 1.31 9.61 1.76
Price to free cash flow 18.32 33.51 19.84
EV/EBITDA 8.37 20.99 13.18
EV/Sales 1.34 4.03 1.84
Earnings yield 6.82% 3.32% 2.11%
Free cash flow yield 5.46% 2.98% 2.29%

Profitability

Metric FUL WDFC Specialty Chemicals median
Gross margin 32.01% 55.82% 29.23%
Operating margin 10.76% 17.48% 3.63%
Net margin 5.29% 13.19% 2.89%
Free cash flow margin 4.24% 11.88% 3.78%
Return on equity 9.38% 33.22% 3.62%
Return on assets 3.55% 18.62% 0.35%
Return on invested capital 5.84% 23.01% 2.75%

Growth

Metric FUL WDFC Specialty Chemicals median
Revenue growth (TTM) (0.57%) 10.15% 4.51%
EPS growth (last fiscal year) 19.57% 30.92% —
Revenue growth, 5-year CAGR 4.48% 8.70% 6.30%
Net income growth, 5-year CAGR 4.20% 8.47% 0.00%

Health

Metric FUL WDFC Specialty Chemicals median
Debt to equity 1.00 0.36 0.54
Current ratio 1.80 2.65 1.94
Net debt to EBITDA 3.58 0.25 2.03

Dividend

Metric FUL WDFC Specialty Chemicals median
Dividend yield 1.11% 1.27% 1.69%
Payout ratio 0.30 0.69 0.25

Size

Metric FUL WDFC Specialty Chemicals median
Market cap 2.61b 2.65b 2.43b

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