Winmark Corporation (WINA)

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

Winmark Corporation (WINA) is down 7.1% since the beginning of the year. At $374 per share, WINA is trading 29.0% below its 52-week high of $527. Investors who bought $1,000 worth of WINA shares 5 years ago would now be looking at an investment worth $2,228.

Winmark Corporation (WINA) has returned -7.07% so far this year and -9.81% over the past 12 months. Looking at the last ten years, WINA has achieved an annualized return of 16.35%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Aug 25, 1993, WINA's average daily return is +0.08%, while the average monthly return is +1.46%. At this rate, an investment would double in approximately 4.0 years.

Historically, 52% of months were positive and 48% were negative. The best month was Mar 2000 with a return of +88.1%, while the worst month was Sep 1999 at -49.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, WINA closed higher 44% of trading days. The best single day was Mar 23, 2000 with a return of +46.8%, while the worst single day was Sep 29, 1999 at -19.0%.

Winmark Corporation has an annualized alpha of 16.68%, beta of 0.41, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since August 26, 1993.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (70.48%) than losses (52.68%) - typical of diversified or defensive assets.
• Beta of 0.41 may look defensive, but with R2 of 0.03 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.03 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WINA ranks 28 for risk / return — below 28% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Winmark Corporation (WINA) and compare them to S&P 500 Index.

Winmark Corporation provided a 3.71% dividend yield over the last twelve months, with an annual payout of $13.90 per share.

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

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.

The table below displays the maximum drawdowns of the Winmark Corporation. 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 Winmark Corporation was 85.47%, occurring on Dec 14, 1999. Recovery took 1001 trading sessions.

The current Winmark Corporation drawdown is 25.46%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Winmark Corporation is priced in the market compared to other companies in the Specialty Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.