Update shared on 26 Nov 2025
Analysts have maintained their fair value estimate for XPEL at $52.00. This reflects steady outlooks in key financial metrics and is supported by consistent forecasts in both revenue growth and profit margins.
What's in the News
- XPEL, Inc. provided earnings guidance for the fourth quarter of 2025, projecting revenue of approximately $123 million to $125 million (Key Developments).
- The company plans to invest $75 million to $150 million in manufacturing and supply chain through capital expenditures, mergers, acquisitions, and joint ventures over the next two years. The goal is to increase gross margin up to 54% and operating margin to the high 20% range by the end of 2028 (Key Developments).
- Amendments to company bylaws designate Nevada courts as sole venues for certain proceedings and federal district courts for securities claims (Key Developments).
- XPEL debuted its COLOR Paint Protection Film (PPF) line at the 2025 SEMA Show, offering 16 color options and live demonstrations. Installations included luxury vehicles such as the BMW M5 Touring and the ultra-exclusive Pagani Imola Roadster (Key Developments).
- The newly launched COLOR PPF product is two to three times thicker than vinyl wraps, comes with a 10-year warranty, and is exclusively installed by authorized XPEL dealers using proprietary software for precision (Key Developments).
Valuation Changes
- Fair Value Estimate: Remains unchanged at $52.00 per share.
- Discount Rate: Decreased slightly from 8.36% to 8.23%.
- Revenue Growth: Stable at approximately 10.94%.
- Net Profit Margin: Remains steady at 17.83%.
- Future P/E Ratio: Declined modestly from 15.90x to 15.84x.
Disclaimer
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