Valvoline 향후 성장
Future 기준 점검 5/6
Valvoline (는) 각각 연간 48.5% 및 11.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 51.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 48.7% 로 예상됩니다.
핵심 정보
48.5%
이익 성장률
51.49%
EPS 성장률
| Specialty Retail 이익 성장 | 9.7% |
| 매출 성장률 | 11.8% |
| 향후 자기자본이익률 | 48.74% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 13 May 2026 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • May 09
Valvoline: The Growth Story Stands Undisrupted
Summary Valvoline Inc. reported strong Q2 results. The report was the first full quarter with Breeze Autocare included. VVV's same-store momentum accelerated, driven by strategic initiatives and a favorable macroeconomic environment in the quarter. The earnings outlook was raised despite the Iran conflict's impact on VVV through higher oil prices. Aggressive new store investments continue to create growth. I estimate store openings to create upside in VVV stock's valuation. A base-scenario DCF model suggests 58% upside to $57.0. Read the full article on Seeking Alpha
내러티브 업데이트 • May 03
VVV: Future Upside Will Depend On Execution As Mixed Ratings Support Undervaluation
Valvoline's updated analyst price target has been revised by $0.00 to $41.73. Analysts are balancing a modestly higher discount rate and slightly adjusted revenue and margin expectations with a steady long term P/E assumption, which is supported by recent target increases from several firms and a mixed set of rating changes.내러티브 업데이트 • Apr 18
VVV: Future Upside Will Rely On Execution As Buybacks Pause
Analysts have raised the Valvoline price target by $6, supported by a series of recent target increases from multiple firms, alongside one downgrade that reflects more mixed views on the stock's setup. Analyst Commentary Recent Street research on Valvoline reflects a mix of optimism and caution, with several firms adjusting price targets and one high profile downgrade reinforcing that the setup is not one sided.내러티브 업데이트 • Apr 03
VVV: Future Upside Will Depend On Execution As Buybacks Program Concludes
Analysts have raised their price target for Valvoline slightly to $41.73 from $41.60, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E following a series of recent target changes and rating revisions. Analyst Commentary Recent Street research on Valvoline reflects a mix of optimism and caution, with several firms adjusting price targets and at least one high profile downgrade balancing out a series of upward revisions.내러티브 업데이트 • Mar 20
VVV: Future Upside Will Rely On Same Store Execution And Buybacks
Analysts have nudged their average Valvoline price target higher by a few dollars to $41.60. This reflects updated assumptions on discount rate, profit margin and future P/E that keep the fair value estimate steady despite a recent mix of target hikes and a downgrade.내러티브 업데이트 • Mar 06
VVV: Same Store Execution And Buybacks Will Drive Future Upside Potential
The analyst price target for Valvoline has been raised by $6. Analysts point to a series of recent target increases from multiple firms, as well as updated assumptions for discount rate and forward P/E, as key drivers behind the change.내러티브 업데이트 • Feb 20
VVV: Same Store Sales And Buybacks Will Shape Future Margin Path
Analysts have nudged their fair value estimate for Valvoline up from $40.53 to $41.60, reflecting higher Street price targets and updated assumptions on discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Street research on Valvoline has been active, with several firms adjusting their price targets and at least one major bank changing its rating.내러티브 업데이트 • Feb 06
VVV: Same Store Sales And Breeze Integration Will Shape Future Margin Path
Analysts have modestly lifted their price target on Valvoline to about $40.53 from $38.93, citing updated assumptions for revenue growth, improving profit margins, and a slightly lower discount rate that are only partly offset by a more conservative future P/E multiple. Analyst Commentary Recent research on Valvoline shows a mix of optimism and caution, with several firms adjusting price targets in both directions as they update models for acquisitions, guidance, and margin expectations.내러티브 업데이트 • Jan 22
VVV: Same Store Sales And Breeze Execution Will Support Future Margin Recovery
Analysts have nudged their average price target for Valvoline slightly lower, trimming it by about $0.13 to roughly $38.93 as they factor in reduced 2026 earnings expectations, questions around margin impact from the Breeze Autocare acquisition, and higher interest expense. Analyst Commentary Street research on Valvoline is mixed, with most firms trimming price targets but differing on how they weigh same store sales, earnings guidance, the Breeze Autocare deal, and balance sheet impact.내러티브 업데이트 • Jan 08
VVV: Breeze Integration And Same Store Sales Will Support Margin Recovery
Narrative Update on Valvoline Analysts have trimmed their average price target on Valvoline to about $39. This reflects recent cuts to individual targets as they factor in solid same store sales, questions around Breeze Autocare's margin impact, higher interest expense, and updated long term guidance.내러티브 업데이트 • Dec 17
VVV: Shares Will Benefit From Breeze Integration Synergies And Margin Recovery Over Time
Analysts have modestly reduced their consolidated price target for Valvoline by about $0.38 per share to reflect lower valuation multiples and uncertainty around margin contribution, interest expense, and integration risk from the Breeze Autocare acquisition, even though underlying revenue growth and profitability assumptions are moving higher. Analyst Commentary Analyst reactions to Valvoline's recent results and the Breeze Autocare acquisition reflect a mix of optimism on growth and caution on execution, leading to price target reductions but largely unchanged positive ratings from several firms.내러티브 업데이트 • Dec 03
VVV: Shares Will Benefit From Post Acquisition Margin Recovery And Interest Headwinds Easing
Analysts have trimmed their average price target on Valvoline by about $4 per share to roughly $39, reflecting expectations for faster top line growth but somewhat lower margins and profitability as the Breeze Autocare acquisition and higher interest expense weigh on earnings power. Analyst Commentary Bullish analysts continue to see upside in Valvoline despite the recent round of price target cuts, emphasizing that the core business is still capable of generating attractive same store sales growth and accelerating earnings once current headwinds subside.분석 기사 • Nov 28
Valvoline's (NYSE:VVV) Shareholders May Want To Dig Deeper Than Statutory Profit
Valvoline Inc.'s ( NYSE:VVV ) healthy profit numbers didn't contain any surprises for investors. We think this is due...내러티브 업데이트 • Nov 19
VVV: Shares Will Benefit From Easing Headwinds And Refranchising Transition Completion
Narrative Update: Analyst Price Target Change for Valvoline Valvoline's updated analyst price target has been revised slightly downward from $44.13 to $43.08 per share. This change reflects analysts' views that, while recent operational headwinds are easing and growth is anticipated to reaccelerate in FY26 and FY27, near-term profitability is modestly softer than previously expected.분석 기사 • Oct 22
Why Valvoline Inc. (NYSE:VVV) Could Be Worth Watching
Valvoline Inc. ( NYSE:VVV ), might not be a large cap stock, but it received a lot of attention from a substantial...분석 기사 • Sep 30
These 4 Measures Indicate That Valvoline (NYSE:VVV) Is Using Debt Extensively
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Sep 09
Valvoline Inc.'s (NYSE:VVV) Share Price Not Quite Adding Up
There wouldn't be many who think Valvoline Inc.'s ( NYSE:VVV ) price-to-earnings (or "P/E") ratio of 18.3x is worth a...내러티브 업데이트 • Sep 09
Store Expansion And EV Risk Will Redefine Auto Maintenance
Valvoline’s price target was raised to $44.12 as analysts anticipate earnings and EBITDA growth to accelerate from FY26 onward following the completion of re-franchising and tech investments, increasing confidence in the company’s strategic trajectory and near-term upside. Analyst Commentary Bullish analysts note that Valvoline's recent share price performance has been hampered by re-franchising transactions and elevated SG&A investments related to technology modernization.분석 기사 • Jul 13
Should You Think About Buying Valvoline Inc. (NYSE:VVV) Now?
While Valvoline Inc. ( NYSE:VVV ) might not have the largest market cap around , it saw a significant share price rise...분석 기사 • May 20
Impressive Earnings May Not Tell The Whole Story For Valvoline (NYSE:VVV)
Despite posting some strong earnings, the market for Valvoline Inc.'s ( NYSE:VVV ) stock hasn't moved much. Our...분석 기사 • May 12
Risks To Shareholder Returns Are Elevated At These Prices For Valvoline Inc. (NYSE:VVV)
With a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...분석 기사 • Apr 24
Is Valvoline (NYSE:VVV) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Apr 06
What Is Valvoline Inc.'s (NYSE:VVV) Share Price Doing?
While Valvoline Inc. ( NYSE:VVV ) might not have the largest market cap around , it saw significant share price...Seeking Alpha • Feb 21
Valvoline: Gearing Up, Pursuing Continued Growth
Summary Valvoline Inc.'s transition to a faster-growing business post-Global Products sale has led to higher valuations, but I remain cautious due to debt and long-term positioning concerns. The company has focused on buybacks but is now making a significant acquisition of Breeze Autocare to drive physical growth, raising leverage ratios. Despite solid Q1 2025 results and a $625 million acquisition, Valvoline's valuation at 22-23 times forward earnings remains demanding, with positioning questions. I find the recent deal relatively compelling, but overall valuations and leverage levels lead me to maintain a cautious stance on VVV stock's investment appeal. Read the full article on Seeking Alpha분석 기사 • Feb 11
Here's Why We Think Valvoline (NYSE:VVV) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Jan 28
What Valvoline Inc.'s (NYSE:VVV) P/E Is Not Telling You
With a price-to-earnings (or "P/E") ratio of 22.5x Valvoline Inc. ( NYSE:VVV ) may be sending bearish signals at the...분석 기사 • Jan 13
Is Valvoline (NYSE:VVV) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Dec 26
Is It Too Late To Consider Buying Valvoline Inc. (NYSE:VVV)?
Valvoline Inc. ( NYSE:VVV ), is not the largest company out there, but it received a lot of attention from a...Seeking Alpha • Nov 24
Valvoline Stock: Growth Engine Not Fully Lubricated
Summary Valvoline's transition to a smaller, faster-growing business, has been awarded premium valuations. Despite a 12% increase in 2024 sales, it is the softer 2025 outlook which makes me cautious. Shares have dropped to $38, trading at 23-24 times forward earnings, reflecting demanding expectations amidst long-term business challenges. I remain cautious, seeing no reason to reconsider unless valuations drop significantly. Read the full article on Seeking Alpha분석 기사 • Nov 07
Calculating The Fair Value Of Valvoline Inc. (NYSE:VVV)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Valvoline fair value estimate is US$41.22 Valvoline's US$42.91...분석 기사 • Oct 16
Here's What's Concerning About Valvoline's (NYSE:VVV) Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...분석 기사 • Sep 25
Does Valvoline (NYSE:VVV) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Sep 04
Getting In Cheap On Valvoline Inc. (NYSE:VVV) Is Unlikely
With a price-to-earnings (or "P/E") ratio of 26.4x Valvoline Inc. ( NYSE:VVV ) may be sending bearish signals at the...
새로운 내러티브 • Sep 02
Calculated Franchise Expansion And Innovative Service Offerings Propel Revenue Growth And Shareholder Value
Focused on expanding both service locations and non-oil-change offerings, directly enhancing revenue growth and increasing average ticket sizes.분석 기사 • Aug 14
Investors Shouldn't Be Too Comfortable With Valvoline's (NYSE:VVV) Earnings
Last week's profit announcement from Valvoline Inc. ( NYSE:VVV ) was underwhelming for investors, despite headline...Seeking Alpha • Aug 08
Valvoline Q3: Running Strong But Facing Rough Roads Ahead
Summary Valvoline Inc. missed Non-GAAP EPS by $0.02, revenue was $3.75 million under the mark. Despite growth moves, Valvoline faces hurdles with high valuation, rising costs, and a shaky economy. Valvoline's recent financials show strong profits, but future projections indicate potential earnings decline. Read the full article on Seeking Alpha분석 기사 • Jul 31
Calculating The Intrinsic Value Of Valvoline Inc. (NYSE:VVV)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Valvoline fair value estimate is US$44.82 Valvoline's US$45.16...분석 기사 • Jul 12
Returns On Capital At Valvoline (NYSE:VVV) Paint A Concerning Picture
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...분석 기사 • Jun 17
Is It Time To Consider Buying Valvoline Inc. (NYSE:VVV)?
While Valvoline Inc. ( NYSE:VVV ) might not have the largest market cap around , it received a lot of attention from a...Seeking Alpha • May 23
Valvoline: Premium Oil, Premium Valuations
Summary Valvoline has seen lower earnings power following the sale of its Global Products business, which has been expected. Shares of Valvoline have seen gains, but mostly due to increased valuation multiples rather than improved operating performance. While the near term growth profile is good, I fear the long-term viability of the business model in light of premium valuation multiples. Read the full article on Seeking Alpha분석 기사 • Apr 28
Valvoline (NYSE:VVV) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Apr 10
Valvoline Inc.'s (NYSE:VVV) Popularity With Investors Is Clear
Valvoline Inc.'s ( NYSE:VVV ) price-to-earnings (or "P/E") ratio of 26.9x might make it look like a strong sell right...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 9/30/2028 | 2,505 | 345 | 123 | 403 | 5 |
| 9/30/2027 | 2,283 | 266 | 157 | 438 | 13 |
| 9/30/2026 | 2,058 | 158 | 93 | 419 | 13 |
| 3/31/2026 | 1,858 | 96 | 100 | 369 | N/A |
| 12/31/2025 | 1,758 | 89 | 58 | 321 | N/A |
| 9/30/2025 | 1,710 | 215 | 38 | 297 | N/A |
| 6/30/2025 | 1,692 | 278 | 45 | 277 | N/A |
| 3/31/2025 | 1,674 | 270 | 23 | 265 | N/A |
| 12/31/2024 | 1,660 | 275 | 51 | 286 | N/A |
| 9/30/2024 | 1,619 | 215 | 41 | 265 | N/A |
| 6/30/2024 | 1,574 | 200 | -36 | 171 | N/A |
| 3/31/2024 | 1,528 | 217 | -251 | -63 | N/A |
| 12/31/2023 | 1,484 | 206 | -195 | -12 | N/A |
| 9/30/2023 | 1,444 | 199 | -221 | -41 | N/A |
| 6/30/2023 | 1,389 | 137 | -124 | 45 | N/A |
| 3/31/2023 | 1,330 | 112 | 145 | 299 | N/A |
| 12/31/2022 | 1,282 | 102 | 104 | 244 | N/A |
| 9/30/2022 | 1,236 | 109 | 152 | 284 | N/A |
| 6/30/2022 | -208 | 45 | 213 | 299 | N/A |
| 3/31/2022 | 267 | 102 | 223 | 310 | N/A |
| 12/31/2021 | 672 | 147 | 257 | 357 | N/A |
| 9/30/2021 | 1,037 | 200 | 301 | 404 | N/A |
| 6/30/2021 | 2,798 | 374 | 234 | 397 | N/A |
| 3/31/2021 | 2,522 | 336 | 240 | 408 | N/A |
| 12/31/2020 | 2,399 | 331 | 234 | 392 | N/A |
| 9/30/2020 | 727 | 70 | 278 | 372 | N/A |
| 6/30/2020 | 2,330 | 222 | 253 | 382 | N/A |
| 3/31/2020 | 2,427 | 228 | 228 | 345 | N/A |
| 12/31/2019 | 2,440 | 228 | N/A | 299 | N/A |
| 9/30/2019 | 2,390 | 208 | N/A | 325 | N/A |
| 6/30/2019 | 2,355 | 226 | N/A | 353 | N/A |
| 3/31/2019 | 2,319 | 225 | N/A | 346 | N/A |
| 12/31/2018 | 2,297 | 229 | N/A | 385 | N/A |
| 9/30/2018 | 2,285 | 166 | N/A | 320 | N/A |
| 6/30/2018 | 2,238 | 226 | N/A | -106 | N/A |
| 3/31/2018 | 2,195 | 218 | N/A | -92 | N/A |
| 12/31/2017 | 2,140 | 222 | N/A | -198 | N/A |
| 9/30/2017 | 2,084 | 304 | N/A | -130 | N/A |
| 6/30/2017 | 2,031 | 264 | N/A | 282 | N/A |
| 3/31/2017 | 1,996 | 283 | N/A | 290 | N/A |
| 12/31/2016 | 1,962 | 280 | N/A | 359 | N/A |
| 9/30/2016 | 1,929 | 273 | N/A | 311 | N/A |
| 6/30/2016 | 1,919 | 241 | N/A | 248 | N/A |
| 3/31/2016 | 1,930 | 239 | N/A | 260 | N/A |
| 12/31/2015 | 1,936 | 216 | N/A | 290 | N/A |
| 9/30/2015 | 1,967 | 196 | N/A | 330 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VVV 의 연간 예상 수익 증가율(48.5%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: VVV 의 연간 수익(48.5%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: VVV 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: VVV 의 수익(연간 11.8%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: VVV 의 수익(연간 11.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VVV의 자본 수익률은 3년 후 48.7%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/14 01:51 |
| 종가 | 2026/05/14 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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
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산업 및 섹터 지표
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분석가 소스
Valvoline Inc.는 22명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Craig Kennison | Baird |
| Peter Benedict | Baird |
| Justin Kleber | Baird |