Winmark Corporation

NasdaqGM:WINA 주식 리포트

시가총액: US$1.3b

Winmark 경영진

경영진 기준 점검 4/4

Winmark CEO는 Brett Heffes, Feb2016 에 임명되었습니다 의 임기는 10.25 년입니다. 총 연간 보상은 $2.11M, 33.2% 급여 및 66.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $42.84M 가치에 해당하는 회사 주식의 3.21% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.3 년과 4 년입니다.

핵심 정보

Brett Heffes

최고경영자

US$2.1m

총 보수

CEO 급여 비율33.20%
CEO 재임 기간10.3yrs
CEO 지분 보유율3.2%
경영진 평균 재임 기간7.3yrs
이사회 평균 재임 기간4yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • May 07

Winmark's Plunge Doesn't Mean It's Time To Buy

Summary Winmark Corporation remains a "Sell" due to persistent overvaluation despite recent share price declines. WINA's core franchise model delivers high margins, but recent revenue and profit contraction highlight slow underlying growth. Excluding volatile leasing income, 2026 projections show sluggish expansion, making WINA's premium multiples unjustifiable. Compared to specialty retailers, WINA is still the most expensive by key valuation metrics without rapid growth to support it. Read the full article on Seeking Alpha
분석 기사 • Sep 11

Earnings Not Telling The Story For Winmark Corporation (NASDAQ:WINA) After Shares Rise 27%

Winmark Corporation ( NASDAQ:WINA ) shares have had a really impressive month, gaining 27% after a shaky period...
분석 기사 • May 15

There's Reason For Concern Over Winmark Corporation's (NASDAQ:WINA) Massive 27% Price Jump

Winmark Corporation ( NASDAQ:WINA ) shareholders would be excited to see that the share price has had a great month...
분석 기사 • Apr 22

Winmark (NASDAQ:WINA) Has Announced That It Will Be Increasing Its Dividend To $0.96

Winmark Corporation ( NASDAQ:WINA ) will increase its dividend on the 2nd of June to $0.96, which is 6.7% higher than...
Seeking Alpha • Mar 30

Winmark: Differentiated Business Model Within Retail

Summary Winmark Corporation's resale store franchise model boasts high margins, low capital intensity, and counter-cyclical traits, making it a resilient and attractive business in the retail sector. Winmark has experienced, mission-driven management and an excellent capital allocation strategy. Over time, organic growth, margin expansion, and accretive share repurchases should create shareholder value. If the stock is too expensive to buy back, you get special dividends. Current valuation suggests a hold, with my buy price closer to $250 to ensure a reasonable margin of safety. Read the full article on Seeking Alpha
분석 기사 • Mar 20

Calculating The Fair Value Of Winmark Corporation (NASDAQ:WINA)

Key Insights Winmark's estimated fair value is US$305 based on 2 Stage Free Cash Flow to Equity With US$324 share...
Seeking Alpha • Feb 09

Winmark: Shares Aren't Even Close To Being A Bargain

Summary Winmark Corporation's stock is rated a 'sell' due to its high valuation despite minimal growth and mixed financial performance. Revenue declined to $21.5 million in Q3 2024, with 90.7% from royalties, while profitability remained flat at $11.1 million. Despite a 97% franchise renewal rate and store growth, revenue impact is minimal, making current trading multiples unjustifiable. The company's high valuation multiples are more suited for fast-growing tech firms, not a slow-growth franchised retailer like Winmark. Read the full article on Seeking Alpha
분석 기사 • Dec 09

Estimating The Fair Value Of Winmark Corporation (NASDAQ:WINA)

Key Insights Winmark's estimated fair value is US$368 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 • Sep 30

Winmark Corporation's (NASDAQ:WINA) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Seeking Alpha • Sep 17

Winmark Corporation: Still Overvalued, And Still Expected To Decline In Price

Summary Winmark Corporation's shares are very expensive, both on an absolute basis and relative to similar specialty retailers, justifying a 'sell' rating. Despite modest growth in store count and royalty revenue, overall revenue and profitability metrics have largely stagnated or declined. The company's balance sheet is stable, but this does not offset the high valuation of its stock. A significant drop in share price, at least 50%, is needed to consider an upgrade from the current 'sell' rating. Read the full article on Seeking Alpha
분석 기사 • Aug 29

Calculating The Intrinsic Value Of Winmark Corporation (NASDAQ:WINA)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Winmark fair value estimate is US$361 With US$357 share price...
분석 기사 • Jun 08

Winmark Corporation's (NASDAQ:WINA) Business Is Trailing The Market But Its Shares Aren't

With a price-to-earnings (or "P/E") ratio of 29.1x Winmark Corporation ( NASDAQ:WINA ) may be sending very bearish...
Seeking Alpha • May 10

Winmark: Shares Have Gotten Too Pricey

Summary Winmark Corporation franchises out multiple retail concepts, including Plato's Closet, but the stock is currently very expensive. The company has achieved steady growth in recent years, but its fundamental growth has been slow. The stock is trading at high multiples and is too expensive to consider buying at this point in time. Read the full article on Seeking Alpha
분석 기사 • Apr 29

Winmark (NASDAQ:WINA) Is Paying Out A Larger Dividend Than Last Year

Winmark Corporation ( NASDAQ:WINA ) will increase its dividend from last year's comparable payment on the 3rd of June...
Seeking Alpha • Feb 07

Winmark: A Compounder At A Reasonable Price

Summary Winmark is a high-quality company with a franchise-based business model that generates high margins and sustainable growth. The used goods market is expected to grow significantly, providing opportunities for Winmark to continue expanding. Despite concerns about valuation multiples, there is potential for the stock to appreciate, with a fair price estimate of $460 and a 26% upside. Read the full article on Seeking Alpha
분석 기사 • Dec 18

The Price Is Right For Winmark Corporation (NASDAQ:WINA)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
분석 기사 • Nov 18

Should You Be Adding Winmark (NASDAQ:WINA) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha • Oct 19

Winmark GAAP EPS of $2.93, revenue of $21.16M

Winmark press release (NASDAQ:WINA): Q3 GAAP EPS of $2.93. Revenue of $21.16M (+5.0% Y/Y). At September 24, 2022, there were 1,291 franchises in operation and over 2,800 available territories. An additional 54 franchises have been awarded but are not open.
Seeking Alpha • Oct 12

Winmark declares $0.70 dividend and $3.00 special dividend

Winmark (NASDAQ:WINA) declares $0.70/share quarterly dividend, in line with previous. Special dividend of $3.00 per share. Forward yield 1.25% Payable Dec. 1; for shareholders of record Nov. 9; ex-div Nov. 8. See WINA Dividend Scorecard, Yield Chart, & Dividend Growth.
분석 기사 • Aug 27

Estimating The Fair Value Of Winmark Corporation (NASDAQ:WINA)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Winmark Corporation...
분석 기사 • Aug 02

With EPS Growth And More, Winmark (NASDAQ:WINA) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha • Jul 13

Winmark declares $0.70 dividend

Winmark (NASDAQ:WINA) declares $0.70/share quarterly dividend, in line with previous. Forward yield 1.41% Payable Sept. 1; for shareholders of record Aug. 10; ex-div Aug. 9. See WINA Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • May 28

Winmark Corporation: The Picture Has Changed

Winmark Corporation has followed the market lower, despite its fundamental picture improving. Moving forward, I suspect the company will continue to grow and create value for its investors, and shares are now looking more attractive. I have now revised my rating for the firm from 'hold' to 'buy'.
분석 기사 • May 04

Winmark (NASDAQ:WINA) Has Announced That It Will Be Increasing Its Dividend To US$0.70

Winmark Corporation ( NASDAQ:WINA ) has announced that it will be increasing its dividend on the 1st of June to...
분석 기사 • Apr 18

Winmark (NASDAQ:WINA) Is Increasing Its Dividend To US$0.70

The board of Winmark Corporation ( NASDAQ:WINA ) has announced that it will be increasing its dividend by 56% on the...
분석 기사 • Apr 06

A Look At The Intrinsic Value Of Winmark Corporation (NASDAQ:WINA)

How far off is Winmark Corporation ( NASDAQ:WINA ) from its intrinsic value? Using the most recent financial data...
분석 기사 • Feb 27

Is Now The Time To Put Winmark (NASDAQ:WINA) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

CEO 보수 분석

Brett Heffes의 보수는 Winmark의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 28 2026n/an/a

US$41m

Dec 27 2025US$2mUS$700k

US$42m

Sep 27 2025n/an/a

US$41m

Jun 28 2025n/an/a

US$41m

Mar 29 2025n/an/a

US$41m

Dec 28 2024US$2mUS$675k

US$40m

Sep 28 2024n/an/a

US$40m

Jun 29 2024n/an/a

US$40m

Mar 30 2024n/an/a

US$40m

Dec 30 2023US$2mUS$645k

US$40m

Sep 30 2023n/an/a

US$41m

Jul 01 2023n/an/a

US$40m

Apr 01 2023n/an/a

US$39m

Dec 31 2022US$2mUS$625k

US$39m

Sep 24 2022n/an/a

US$41m

Jun 25 2022n/an/a

US$41m

Mar 26 2022n/an/a

US$40m

Dec 25 2021US$2mUS$600k

US$40m

Sep 25 2021n/an/a

US$36m

Jun 26 2021n/an/a

US$36m

Mar 27 2021n/an/a

US$32m

Dec 26 2020US$856kUS$325k

US$30m

Sep 26 2020n/an/a

US$30m

Jun 27 2020n/an/a

US$30m

Mar 28 2020n/an/a

US$32m

보상 대 시장: Brett의 총 보수(USD2.11M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.48M)보다 낮습니다.

보상과 수익: Brett의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Brett Heffes (57 yo)

10.3yrs
재임 기간
US$2,108,124
보수

Mr. Brett D. Heffes has been the Chairman and Chief Executive Officer of Winmark Corp. since March 1, 2020 and February 2016 respectively and served as its President since February 2011 until February 25,...

리더십 팀

이름직위재임 기간보수지분
Brett Heffes
Chairman & CEO10.3yrsUS$2.11m3.21%
$ 42.8m
Anthony Ishaug
CFO & Treasurer17.7yrsUS$1.40m1.95%
$ 26.1m
Renae Gaudette
Chief Operating Officer4.3yrsUS$1.03m0.60%
$ 8.0m
Lisa Hake
Chief Marketing Officerless than a yearUS$360.93k데이터 없음
7.3yrs
평균 재임 기간
54.5yo
평균 나이

경험이 풍부한 관리: WINA의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.3 년).

이사회 구성원

이름직위재임 기간보수지분
Brett Heffes
Chairman & CEO10.3yrsUS$2.11m3.21%
$ 42.8m
Percy Tomlinson
Lead Independent Director4.4yrsUS$128.88k0.022%
$ 298.7k
Lawrence Barbetta
Independent Director14.1yrsUS$123.88k0.042%
$ 560.4k
Philip Smith
Independent Director3.2yrsUS$123.88k0%
$ 0
Amy Becker
Independent Director3.5yrsUS$117.88k0%
$ 0
Gina De Caro Sprenger
Independent Director5.3yrsUS$116.88k0.0070%
$ 93.4k
Keith Credendino
Independent Directorless than a yearUS$370.11k데이터 없음
Stephanie Hoppe
Directorno data데이터 없음데이터 없음
4.0yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: WINA의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 12:24
종가2026/05/11 00:00
수익2026/03/28
연간 수익2025/12/27

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Winmark Corporation는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Thomas ForteMaxim Group