NYSE:WMK

Stock Analysis Report

Executive Summary

Weis Markets, Inc. engages in the retail sale of food in Pennsylvania and surrounding states.

Snowflake

Fundamentals

Flawless balance sheet, good value and pays a dividend.


Similar Companies

Share Price & News

How has Weis Markets's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: WMK has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

2.8%

WMK

0.4%

US Consumer Retailing

0.7%

US Market


1 Year Return

-14.9%

WMK

14.8%

US Consumer Retailing

13.7%

US Market

Return vs Industry: WMK underperformed the US Consumer Retailing industry which returned 14.8% over the past year.

Return vs Market: WMK underperformed the US Market which returned 13.7% over the past year.


Shareholder returns

WMKIndustryMarket
7 Day2.8%0.4%0.7%
30 Day12.8%1.7%4.7%
90 Day3.0%7.5%6.1%
1 Year-12.3%-14.9%17.1%14.8%16.2%13.7%
3 Year-28.3%-33.9%56.5%46.4%48.8%39.2%
5 Year4.9%-8.2%57.8%40.5%62.5%44.5%

Price Volatility Vs. Market

How volatile is Weis Markets's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Weis Markets undervalued compared to its fair value and its price relative to the market?

21.6%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: WMK ($40.48) is trading below our estimate of fair value ($51.62)

Significantly Below Fair Value: WMK is trading below fair value, but not by a significant amount.


Price To Earnings Ratio

PE vs Industry: WMK is good value based on its PE Ratio (17.5x) compared to the Consumer Retailing industry average (22.2x).

PE vs Market: WMK is good value based on its PE Ratio (17.5x) compared to the US market (18.2x).


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate WMK's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: WMK is good value based on its PB Ratio (1x) compared to the US Consumer Retailing industry average (2.4x).


Next Steps

Future Growth

How is Weis Markets forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

15.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: WMK's forecast earnings growth (15.5% per year) is above the savings rate (2.7%).

Earnings vs Market: WMK's earnings (15.5% per year) are forecast to grow faster than the US market (14.4% per year).

High Growth Earnings: WMK's earnings are forecast to grow, but not significantly.

Revenue vs Market: Insufficient data to determine if WMK's revenue is forecast to grow faster than the US market.

High Growth Revenue: Insufficient data to determine if WMK's revenue is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if WMK's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Weis Markets performed over the past 5 years?

7.7%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: WMK has high quality earnings.

Growing Profit Margin: WMK's current net profit margins (1.8%) are lower than last year (3.2%).


Past Earnings Growth Analysis

Earnings Trend: WMK's earnings have grown by 7.7% per year over the past 5 years.

Accelerating Growth: WMK's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: WMK had negative earnings growth (-44.8%) over the past year, making it difficult to compare to the Consumer Retailing industry average (-20.1%).


Return on Equity

High ROE: WMK's Return on Equity (5.9%) is considered low.


Return on Assets


Return on Capital Employed


Next Steps

Financial Health

How is Weis Markets's financial position?


Financial Position Analysis

Short Term Liabilities: WMK's short term assets ($492.6M) exceeds its short term liabilities ($284.7M)

Long Term Liabilities: WMK's short term assets ($492.6M) exceeds its long term liabilities (304.6M)


Debt to Equity History and Analysis

Debt Level: WMK is debt free.

Reducing Debt: WMK had no debt 5 years ago.

Debt Coverage: WMK has no debt, therefore it does not need to be covered by operating cash flow.

Interest Coverage: WMK has no debt, therefore coverage of interest payments is not a concern.


Balance Sheet

Inventory Level: WMK has a high level of physical assets or inventory.

Debt Coverage by Assets: WMK's debt is covered by short term assets (assets are 1.733234945654E+16x debt).


Next Steps

Dividend

What is Weis Markets's current dividend yield, its reliability and sustainability?

3.06%

Current Dividend Yield


Dividend Yield vs Market

company3.1%marketbottom25%1.4%markettop25%3.6%industryaverage1.7%forecastin3Yearsn/a

Current dividend yield vs market & industry

Notable Dividend: WMK's dividend (3.06%) is higher than the bottom 25% of dividend payers in the US market (1.42%).

High Dividend: WMK's dividend (3.06%) is low compared to the top 25% of dividend payers in the US market (3.65%).


Stability and Growth of Payments

Stable Dividend: WMK's dividends per share have been stable in the past 10 years.

Growing Dividend: WMK's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonable payout ratio (53.5%), WMK's dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

What is the CEO of Weis Markets's salary, the management and board of directors tenure and is there insider trading?

6.2yrs

Average management tenure


CEO

Jonathan Weis (51yo)

6.2yrs

Tenure

US$5,876,245

Compensation

Mr. Jonathan H. Weis has been the Chief Executive Officer and President at Weis Markets, Inc. since February 11, 2014 and served as its Secretary April 2002. Mr. Weis served as an Interim Chief Executive O ...


CEO Compensation Analysis

Compensation vs Market: Jonathan's total compensation ($USD5.88M) is above average for companies of similar size in the US market ($USD2.62M).

Compensation vs Earnings: Jonathan's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


Management Age and Tenure

6.2yrs

Average Tenure

52yo

Average Age

Experienced Management: WMK's management team is seasoned and experienced (6.2 years average tenure).


Board Age and Tenure

7.8yrs

Average Tenure

63yo

Average Age

Experienced Board: WMK's board of directors are considered experienced (7.8 years average tenure).


Insider Trading

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

BuyUS$30,08004 Jun 19
Scott Frost
EntityIndividual
Role
Chief Financial Officer
Senior VP
Shares800
Max PriceUS$37.60
BuyUS$38,57030 May 19
Kurt Schertle
EntityIndividual
Role
Chief Operating Officer
Chief Operating Officer
Shares1,000
Max PriceUS$38.57
BuyUS$22,77022 May 19
Wayne Bailey
EntityIndividual
Shares600
Max PriceUS$37.95
BuyUS$40,36018 Mar 19
Kurt Schertle
EntityIndividual
Role
Chief Operating Officer
Chief Operating Officer
Shares1,000
Max PriceUS$40.36

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Management Team

  • Jonathan Weis (51yo)

    Chairman

    • Tenure: 6.2yrs
    • Compensation: US$5.88m
  • Harold Graber (63yo)

    Senior VP of Real Estate & Development

    • Tenure: 8.6yrs
    • Compensation: US$818.05k
  • Scott Frost (56yo)

    Senior VP

    • Tenure: 10.1yrs
    • Compensation: US$1.08m
  • Kurt Schertle (47yo)

    Chief Operating Officer

    • Tenure: 5.7yrs
    • Compensation: US$2.01m
  • Mark Shearer

    Director of Technical Services

    • Tenure: 9.1yrs
  • Robert Cline

    Vice President of Talent Development and Vice President of Associate Relations

    • Tenure: 0yrs
  • Jack O'hara

    Vice President of Legal Affairs and Real Estate

    • Tenure: 7.7yrs
  • Brian Bosworth

    Sales Director

    • Tenure: 6.6yrs
  • David Gose (52yo)

    Senior Vice President of Operations

    • Tenure: 5.5yrs
    • Compensation: US$752.91k
  • R. Zeh

    Chief Information Officer and Vice President

    • Tenure: 3.1yrs

Board Members

  • Jerry Silverman (60yo)

    Independent Director

    • Tenure: 9.3yrs
    • Compensation: US$90.00k
  • Jonathan Weis (51yo)

    Chairman

    • Tenure: 6.2yrs
    • Compensation: US$5.88m
  • Eddie Lauth (65yo)

    Independent Director

    • Tenure: 7.8yrs
    • Compensation: US$90.00k
  • Harold Graber (63yo)

    Senior VP of Real Estate & Development

    • Tenure: 8.6yrs
    • Compensation: US$818.05k
  • Dennis Hatchell (69yo)

    Independent Director

    • Tenure: 4.3yrs
    • Compensation: US$96.00k

Company Information

Weis Markets, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Weis Markets, Inc.
  • Ticker: WMK
  • Exchange: NYSE
  • Founded: 1912
  • Industry: Food Retail
  • Sector: Consumer Retailing
  • Market Cap: US$1.089b
  • Shares outstanding: 26.90m
  • Website: https://www.weismarkets.com

Number of Employees


Location

  • Weis Markets, Inc.
  • 1000 South Second Street
  • PO Box 471
  • Sunbury
  • Pennsylvania
  • 17801
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
WMKNYSE (New York Stock Exchange)YesCommon StockUSUSDJan 1968
76KBST (Boerse-Stuttgart)YesCommon StockDEEURJan 1968

Biography

Weis Markets, Inc. engages in the retail sale of food in Pennsylvania and surrounding states. The company's retail food stores sell groceries, dairy products, frozen foods, meats, seafood, fresh produce, f ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/11/17 23:55
End of Day Share Price2019/11/15 00:00
Earnings2019/09/28
Annual Earnings2018/12/29


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.