Stocks/WINA

WINA

Winmark Corporation
Consumer Cyclical·Apparel - Footwear & Accessories
$378.57
$1.4B market cap
Revenue
$41.9M
Free Cash Flow
$20.4M
Rev Growth
+0.0%
FCF Margin
48.6%
P/FCF
66.5x
EV/FCF
68.6x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Winmark Corporation, together with its subsidiaries, operates as a franchisor of retail store concepts that buy, sell, trade, and consign used merchandise primarily in the United States and Canada. The company operates through two segments, Franchising and Leasing. Its franchises retail stores operate under the Plato's Closet, Once Upon A Child, Play It Again Sports, Style Encore, and Music Go Round brand names. The company's Plato's Closet brand stores buys and sells used clothing and accessori

2-Year Price History

$364.86+16.2%
$350$400$450volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q120.911.312.49.311.911.9-0.019.862.23.756.0%18.3x--
Act2025-Q421.113.713.010.08.58.5-0.010.564.83.763.6%22.4x--

Valuation & Metrics

Market Stats

Price$378.57
Market Cap$1.4B
Enterprise Value$1.4B
P/S Ratio32.3x
P/FCF66.5x
EV/FCF68.6x
FCF Margin (TTM)48.6%
FCF Yield1.5%
Dividend Yield (TTM)3.9%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$41.9M
Net Income$19.2M
Free Cash Flow$20.4M

Revenue Growth (YoY)+0.0%
EBITDA Margin59.6%
Net Margin45.8%
FCF Margin48.6%
CapEx % of Revenue0.1%
SBC % of Revenue1.5%
ROIC59.8%
WC Change % Rev3.0%
Interest Coverage20.4x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.3M
Days to Cover5.5
Change (vs Prior)-9.4%
Need at least 2 settlement dates for chart

Employees

Headcount89
Revenue / Employee$471,191
Gross Profit / Employee$455,407

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
73.0%(+25.0% YoY)
213 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
32.4%(+14.9% YoY)
11 filers
Vanguard, iShares, SPDR
Market makers
0.5%(+0.3% YoY)
5 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
BlackRock, Inc.Passive$199M$390.43+$86.0M+$89.7M-0.2%$5.69T
Neuberger Berman Group LLC$122M$315.25−$3.5M−$18.4M-0.3%$131.37B
RENAISSANCE TECHNOLOGIES LLC$88.0M$329.94−$972K+$13.0M+1.2%$63.91B
AltraVue Capital, LLC$69.2M$332.31−$5.2M−$3.8M+2.0%$1.16B
FIRST TRUST ADVISORS LP$64.3M$419.17−$703K+$63.6M+0.1%$139.72B
VANGUARD CAPITAL MANAGEMENT LLCPassive$58.9M$426.34+$58.8M+$58.9M$4.04T
STATE STREET CORPPassive$52.9M$389.38+$17.0M+$19.9M-0.2%$2.89T
Port Capital LLC$42.0M$266.78−$0−$3.9M+0.0%$2.25B
JACOBS LEVY EQUITY MANAGEMENT, INC$41.2M$433.13+$45K+$36.2M+0.4%$23.79B
Fisher Asset Management, LLC$40.8M$394.62−$4.0M+$40.8M+0.1%$294.89B
Nine Ten Capital Management LLC$35.8M$366.27+$0−$98K-1.4%$315M
GEODE CAPITAL MANAGEMENT, LLCPassive$34.8M$350.72+$1.1M+$2.8M+2.3%$1.61T
DIMENSIONAL FUND ADVISORS LPPassive$31.8M$361.97+$1.6M−$7.8M-0.4%$480.92B
ALLIANCEBERNSTEIN L.P.$30.5M$370.69−$1.2M+$29.3M-0.3%$307.70B
GOLDMAN SACHS GROUP INC$29.9M$339.43−$5.3M+$20.8M-0.2%$760.93B
Copeland Capital Management, LLC$27.8M$340.76−$506K+$743K-1.3%$4.50B
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$21.7M$426.34+$21.6M+$21.7M$1.91T
BESSEMER GROUP INC$18.3M$341.22+$614K−$5.3M-0.2%$63.62B
Man Group plc$16.0M$389.50+$283K+$8.5M-0.4%$47.62B
NORTHERN TRUST CORPPassive$15.1M$333.92+$683K−$5.0M-0.2%$755.34B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)NEUTRAL
Holders
+0.07%
avg per quarter
Holders (ex-self)
+0.06%
excl. this stock
Buyers (this Q)
-0.33%
127 buyers · $0.29B in
Sellers (this Q)
-0.33%
72 sellers · $0.02B out
alpha coverage: 93% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-8.7%
how holders react when this stock falls
On quiet Qs
+3.3%
−10% to +10% baseline
On rallies (+10%+)
-8.2%
how they react when this stock rises
Holders' portfolio flow this Q
+5.1%
inflows — adds are organic
Sellers' portfolio flow this Q
+3.2%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-3.4%
Holder mid (any stock)
-3.8%
Holder rally (any stock)
-5.3%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

0348K696K1.0M1.4M$175$252$329$406$4832021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
Neuberger Berman Group LLC285KMawer Investment Management Ltd.RENAISSANCE TECHNOLOGIES LLC206KPRICE T ROWE ASSOCIATES INC /MD/2KAltraVue Capital, LLC162KT. Rowe Price Investment Management, Inc.FIRST TRUST ADVISORS LP150KFisher Asset Management, LLC95KPort Capital LLC98KNine Ten Capital Management LLC84K

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$103K
1 txn · 1 insider · 250 sh
Sells ($, 12mo)
$9.63M
8 txns · 6 insiders · 21,424 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-03-04SELLGRASSLE JENELE Cdirector3,900$475.80$1.86M$1.19M
2026-03-03SELLTomlinson Percy C Jrdirector1,660$460.52$764K$368K
2025-11-21SELLGRASSLE JENELE Cdirector2,400$420.87$1.01M$1.05M
2025-10-24SELLGaudette Renae M.officer: CHIEF OPERATING OFFICER1,200$417.11$501K$7.87M
2025-09-17SELLBarbetta Lawrence Adirector852$505.02$430K$328K
2025-08-27SELLHEFFES BRETT Ddirector, officer: CHAIR AND CEO4,971$453.89$2.26M$51.93M
2025-08-26SELLHEFFES BRETT Ddirector, officer: CHAIR AND CEO2,441$455.06$1.11M$51.43M
2025-08-13BUYSPRENGER GINA DECAROdirector250$410.77$103K$103K
2025-05-30SELLIshaug Anthony Dofficer: CHIEF FINANCIAL OFFICER4,000$425.95$1.70M$24.14M

Order Flow (FINRA, ~3w lag)

7.9%retail-12.7pp
22.3%dark-0.1pp
week of 2026-04-13
10%20%30%40%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Winmark Corporation: The Asset-Light Cash Machine Masking a Massive Capital Deficit

Overall Risk
4/10
Fraud
2/10
Dilution
3/10
Insolvency
5/10
Earnings Overstated
2/10
Hidden Liabilities
3/10
Legal
2/10
Audit Warnings
1/10
Hidden Upside
7/10
Contextually Acceptable
8/10