PortfoliosLab logo
Valvoline Inc. (VVV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US92047W1018

CUSIP

92047W101

Sector

Energy

IPO Date

Sep 23, 2016

Highlights

Market Cap

$4.38B

EPS (TTM)

$2.10

PE Ratio

16.33

PEG Ratio

1.10

Total Revenue (TTM)

$1.27B

Gross Profit (TTM)

$490.70M

EBITDA (TTM)

$433.60M

Year Range

$31.02 - $48.27

Target Price

$43.04

Short %

5.96%

Short Ratio

4.01

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Valvoline Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


60.00%80.00%100.00%120.00%140.00%160.00%180.00%NovemberDecember2025FebruaryMarchApril
65.01%
157.27%
VVV (Valvoline Inc.)
Benchmark (^GSPC)

Returns By Period

Valvoline Inc. (VVV) returned -5.31% year-to-date (YTD) and -19.43% over the past 12 months.


VVV

YTD

-5.31%

1M

-1.58%

6M

-15.30%

1Y

-19.43%

5Y*

16.74%

10Y*

N/A

^GSPC (Benchmark)

YTD

-5.31%

1M

-0.76%

6M

-4.21%

1Y

10.59%

5Y*

14.55%

10Y*

10.23%

*Annualized

Monthly Returns

The table below presents the monthly returns of VVV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.57%-0.62%-5.61%-1.58%-5.31%
2024-2.90%16.85%4.53%-4.60%-4.52%6.40%7.64%-9.25%-0.83%-3.75%-1.42%-8.89%-3.73%
202312.28%-3.98%-0.74%-1.12%11.43%-2.57%1.23%-9.30%-6.39%-7.97%15.40%9.75%15.10%
2022-11.67%-1.46%-2.38%-4.21%11.11%-13.84%11.76%-9.39%-12.83%15.86%12.33%-0.62%-11.05%
20212.59%5.66%4.45%20.44%5.50%-1.64%-5.48%-1.29%3.38%8.92%0.67%9.45%63.81%
2020-1.54%-6.98%-32.87%31.32%7.39%5.34%6.16%-0.04%-6.67%3.31%16.49%1.54%10.53%
201914.26%-14.55%-1.22%-0.32%-5.11%11.92%3.38%12.48%-2.52%-3.13%6.66%-5.47%13.02%
2018-1.64%-6.76%-3.40%-8.36%1.15%5.53%5.08%-4.41%-0.05%-7.39%6.42%-8.25%-21.33%
20177.67%-2.94%9.50%-9.37%0.76%6.03%-4.43%-5.87%10.15%2.43%2.98%1.62%17.70%
20161.69%-13.15%2.89%2.67%-6.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VVV is 17, meaning it’s performing worse than 83% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VVV is 1717
Overall Rank
The Sharpe Ratio Rank of VVV is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of VVV is 1717
Sortino Ratio Rank
The Omega Ratio Rank of VVV is 1717
Omega Ratio Rank
The Calmar Ratio Rank of VVV is 1414
Calmar Ratio Rank
The Martin Ratio Rank of VVV is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Valvoline Inc. (VVV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for VVV, currently valued at -0.67, compared to the broader market-2.00-1.000.001.002.003.00
VVV: -0.67
^GSPC: 0.47
The chart of Sortino ratio for VVV, currently valued at -0.79, compared to the broader market-6.00-4.00-2.000.002.004.00
VVV: -0.79
^GSPC: 0.79
The chart of Omega ratio for VVV, currently valued at 0.90, compared to the broader market0.501.001.502.00
VVV: 0.90
^GSPC: 1.12
The chart of Calmar ratio for VVV, currently valued at -0.59, compared to the broader market0.001.002.003.004.005.00
VVV: -0.59
^GSPC: 0.49
The chart of Martin ratio for VVV, currently valued at -1.14, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
VVV: -1.14
^GSPC: 1.94

The current Valvoline Inc. Sharpe ratio is -0.67. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Valvoline Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.67
0.47
VVV (Valvoline Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Valvoline Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.50%1.00%1.50%2.00%$0.00$0.10$0.20$0.30$0.40$0.50201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.00$0.00$0.00$0.50$0.50$0.46$0.43$0.41$0.22$0.05

Dividend yield

0.00%0.00%0.00%1.53%1.34%2.01%2.01%2.10%0.89%0.23%

Monthly Dividends

The table displays the monthly dividend distributions for Valvoline Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.00$0.13$0.50
2021$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.50
2020$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.13$0.00$0.46
2019$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.43
2018$0.00$0.08$0.00$0.00$0.08$0.00$0.07$0.08$0.00$0.00$0.11$0.00$0.41
2017$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.08$0.00$0.22
2016$0.05$0.05

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-28.03%
-9.36%
VVV (Valvoline Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Valvoline Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Valvoline Inc. was 62.34%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The current Valvoline Inc. drawdown is 28.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.34%Jan 5, 2018556Mar 23, 2020201Jan 7, 2021757
-33.87%Jul 17, 2024183Apr 8, 2025
-32.19%Dec 30, 2021198Oct 12, 202297Mar 3, 2023295
-25.63%Jul 27, 202367Oct 30, 202370Feb 9, 2024137
-21.18%Sep 27, 201634Nov 11, 201685Mar 17, 2017119

Volatility

Volatility Chart

The current Valvoline Inc. volatility is 11.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
11.93%
14.10%
VVV (Valvoline Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Valvoline Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Valvoline Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 7.2% positive surprise.

0.002.004.006.008.00AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
0.32
0.30
Actual
Estimate

Valuation

The Valuation section provides an overview of how Valvoline Inc. is priced in the market compared to other companies in the Oil & Gas Refining & Marketing industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
VVV: 16.3
The chart displays the Price-to-Earnings (P/E) ratio for VVV, comparing it with other companies in the Oil & Gas Refining & Marketing industry. Currently, VVV has a P/E ratio of 16.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
VVV: 1.1
The chart shows the Price/Earnings to Growth (PEG) ratio for VVV compared to other companies in the Oil & Gas Refining & Marketing industry. VVV currently has a PEG ratio of 1.1. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
VVV: 2.6
This chart shows the Price-to-Sales (P/S) ratio for VVV relative to other companies in the Oil & Gas Refining & Marketing industry. Currently, VVV has a P/S ratio of 2.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
VVV: 19.0
The chart illustrates the Price-to-Book (P/B) ratio for VVV in comparison with other companies in the Oil & Gas Refining & Marketing industry. Currently, VVV has a P/B value of 19.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items