WDFC vs. SIMO

Last updated Jun 3, 2026

WDFC (WD-40 Company) and SIMO (Silicon Motion Technology Corporation) are both stocks. WDFC operates in Specialty Chemicals (Basic Materials), while SIMO operates in Semiconductors (Technology). Over the past 10 years, WDFC returned 7.66%/yr vs 23.91%/yr for SIMO. At a 0.20 correlation, their price movements are largely independent.

Performance

WDFC vs. SIMO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WD-40 Company (WDFC) and Silicon Motion Technology Corporation (SIMO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WDFC achieves a 2.21% return, which is significantly lower than SIMO's 226.90% return. Over the past 10 years, WDFC has underperformed SIMO with an annualized return of 7.66%, while SIMO has yielded a comparatively higher 23.91% annualized return.

WDFC

• 1D: 1.22%
• 1M: -5.59%
• YTD: 2.21%
• 6M: 2.73%
• 1Y: -15.57%
• 3Y*: 1.94%
• 5Y*: -2.78%
• 10Y*: 7.66%

SIMO

• 1D: 12.39%
• 1M: 28.73%
• YTD: 226.90%
• 6M: 241.92%
• 1Y: 382.70%
• 3Y*: 71.55%
• 5Y*: 39.00%
• 10Y*: 23.91%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WDFC vs. SIMO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WDFC WD-40 Company	2.21%	-17.43%	2.93%	50.89%	-33.01%	-6.89%	38.84%	7.42%	57.67%	2.81%
SIMO Silicon Motion Technology Corporation	226.90%	76.91%	-8.94%	-4.91%	-30.38%	101.83%	-1.81%	51.81%	-33.11%	27.14%

Correlation

The correlation between WDFC and SIMO is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.04
Correlation (3Y) Calculated over the trailing 3-year period	0.04
Correlation (5Y) Calculated over the trailing 5-year period	0.06
Correlation (10Y) Calculated over the trailing 10-year period	0.12
Correlation (All Time) Calculated using the full available price history since Jul 1, 2005	0.20

The correlation between WDFC and SIMO shifts across timeframes, from -0.04 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap WDFC : $2.70B SIMO : $2.55B
EPS WDFC : $5.91 SIMO : $17.93
PE Ratio WDFC : 33.74 SIMO : 16.80
PEG Ratio WDFC : 4.31 SIMO : 0.13
PS Ratio WDFC : 4.24 SIMO : 2.54
PB Ratio WDFC : 10.02 SIMO : 2.82
Total Revenue (TTM) WDFC : $636.48M SIMO : $997.60M
Gross Profit (TTM) WDFC : $354.31M SIMO : $485.91M
EBITDA (TTM) WDFC : $108.24M SIMO : $146.89M

Return for Risk

WDFC vs. SIMO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WDFC

WDFC Risk / Return Rank: 15
WDFC Sharpe Ratio Rank: 15
WDFC Sortino Ratio Rank: 16
WDFC Omega Ratio Rank: 16
WDFC Calmar Ratio Rank: 13
WDFC Martin Ratio Rank: 16

SIMO

SIMO Risk / Return Rank: 99
SIMO Sharpe Ratio Rank: 99
SIMO Sortino Ratio Rank: 99
SIMO Omega Ratio Rank: 98
SIMO Calmar Ratio Rank: 99
SIMO Martin Ratio Rank: 99

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WDFC vs. SIMO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WD-40 Company (WDFC) and Silicon Motion Technology Corporation (SIMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	WDFC	SIMO	Difference
Sharpe ratio Return per unit of total volatility	-0.59	5.65	-6.24
Sortino ratio Return per unit of downside risk	-0.68	5.97	-6.65
Omega ratio Gain probability vs. loss probability	0.92	1.78	-0.86
Calmar ratio Return relative to maximum drawdown	-0.72	15.28	-16.00
Martin ratio Return relative to average drawdown	-1.13	46.82	-47.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WDFC vs. SIMO - Sharpe Ratio Comparison

The current WDFC Sharpe Ratio is -0.59, which is lower than the SIMO Sharpe Ratio of 5.65. The chart below compares the historical Sharpe Ratios of WDFC and SIMO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WDFC	SIMO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.59	5.65	-6.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.09	0.79	-0.88
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.26	0.53	-0.27
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	0.36	-0.02

Drawdowns

WDFC vs. SIMO - Drawdown Comparison

The maximum WDFC drawdown since its inception was -54.20%, smaller than the maximum SIMO drawdown of -93.19%. Use the drawdown chart below to compare losses from any high point for WDFC and SIMO.

Drawdown Indicators

	WDFC	SIMO	Difference
Max Drawdown Largest peak-to-trough decline	-54.20%	-93.19%	+38.99%
Max Drawdown (1Y) Largest decline over 1 year	-23.03%	-26.26%	+3.23%
Max Drawdown (3Y) Largest decline over 3 years	-34.22%	-52.84%	+18.62%
Max Drawdown (5Y) Largest decline over 5 years	-42.03%	-56.49%	+14.46%
Max Drawdown (10Y) Largest decline over 10 years	-54.20%	-56.49%	+2.29%
Current Drawdown Current decline from peak	-34.78%	0.00%	-34.78%
Average Drawdown Average peak-to-trough decline	-13.24%	-32.40%	+19.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.77%	8.57%	+6.20%

Volatility

WDFC vs. SIMO - Volatility Comparison

The current volatility for WD-40 Company (WDFC) is 6.64%, while Silicon Motion Technology Corporation (SIMO) has a volatility of 19.78%. This indicates that WDFC experiences smaller price fluctuations and is considered to be less risky than SIMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WDFC	SIMO	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.64%	19.78%	-13.14%
Volatility (6M) Calculated over the trailing 6-month period	21.09%	55.54%	-34.45%
Volatility (1Y) Calculated over the trailing 1-year period	26.37%	68.40%	-42.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.61%	49.87%	-19.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.46%	44.98%	-15.52%

Dividends

WDFC vs. SIMO - Dividend Comparison

WDFC's dividend yield for the trailing twelve months is around 1.97%, more than SIMO's 0.66% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SIMO Silicon Motion Technology Corporation	0.66%	2.16%	3.70%	0.82%	2.31%	1.62%	2.89%	2.45%	3.45%	1.68%	1.51%	1.88%
WDFC WD-40 Company	1.97%	1.91%	1.45%	1.39%	1.94%	1.16%	1.01%	1.26%	1.18%	1.66%	1.44%	1.16%

Financials

WDFC vs. SIMO - Profitability Comparison

The chart below illustrates the profitability comparison between WD-40 Company and Silicon Motion Technology Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

WDFC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, WD-40 Company reported a gross profit of 89.94M and revenue of 161.67M. Therefore, the gross margin over that period was 55.6%.

SIMO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Silicon Motion Technology Corporation reported a gross profit of 136.77M and revenue of 278.46M. Therefore, the gross margin over that period was 49.1%.

WDFC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, WD-40 Company reported an operating income of 26.29M and revenue of 161.67M, resulting in an operating margin of 16.3%.

SIMO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Silicon Motion Technology Corporation reported an operating income of 31.71M and revenue of 278.46M, resulting in an operating margin of 11.4%.

WDFC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, WD-40 Company reported a net income of 20.32M and revenue of 161.67M, resulting in a net margin of 12.6%.

SIMO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Silicon Motion Technology Corporation reported a net income of 47.75M and revenue of 278.46M, resulting in a net margin of 17.2%.

Frequently Asked Questions

Can I hold both WDFC and SIMO in my portfolio?

WDFC and SIMO have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WDFC or SIMO?

SIMO has higher volatility (19.78%) compared to WDFC (6.64%). In terms of maximum drawdown, WDFC dropped -54.20% vs SIMO's -93.19%.

Which has better risk-adjusted returns?

SIMO currently has the higher Sharpe Ratio (5.65 vs -0.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.