American Woodmark Corp

Basic Materials
Forest Products
www.americanwoodmark.com

Earnings Score
Moat Score
Safety Score

Market Cap $1.34B
PE 13
Debt $387.59M
Cash $56.72M
EV $1.68B
FCF $59.91M

Earnings

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Sales & Net Margins

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Earnings	$105.34M
EBIT	$155.73M
ROE	12%
ROA	10%
FCF	$59.91M
Equity	$915.06M
Growth Stability	-41%
PE	12.76
PEG	1.09
PB	1.47
P/FCF	22.44
P/S	0.75
Price/Cash	0.04
Debt/Equity	0.42
Debt/FCF	6.47
Net Margins	6%
Gross Margins	19%
Op. Margins	9%
Earnings CAGR	2%
Sales Growth YoY	-5%
Sales Growth QoQ	-1%
Sales CAGR	10%
FCF CAGR	8%
Equity CAGR	16%
Earnings Stability	0.03
Earnings Growth YoY	-9%
Earnings Growth QoQ	-7%

Earnings CAGR 5Y	12%
Sales CAGR 5Y	4%
FCF CAGR 5Y	1%
Equity CAGR 5Y	7%
Earnings CAGR 3Y	-2%
Sales CAGR 3Y	-2%
FCF CAGR 3Y	45%
Equity CAGR 3Y	8%
Market Cap	$1.34B
Revenue	$1.79B
Assets	$1.61B
Total Debt	$387.59M
Cash	$56.72M
Shares Outstanding	15.16M
EV	1.68B
Earnings Score	6%
Moat Score	88%
Safety Score	52%
Final Score	49%
Working Capital	194.08M
Current Ratio	1.93
Gross Profit	$343.62M
Shares Growth 3y	-3%
Equity Growth QoQ	0%
Equity Growth YoY	2%

Assets & ROA

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Stockholders Equity & ROE

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American Woodmark Corp manufactures and distributes kitchen cabinets and vanities for the remodeling and new home construction markets. The company offers framed stock cabinets in over 400 different cabinet lines and prices from relatively inexpensive to medium-priced styles. Its products are sold on a national basis across the United States to the remodeling and new home construction markets. The products are sold under the brand names American Woodmark, Simply Woodmark, Timberlake, Shenandoah Cabinetry, Shenandoah Value Series, and Waypoint Living Spaces.

SEC Filings

Direct access to American Woodmark Corp (AMWD) Annual Reports (10K) and Quarterly Reports (10Q) from the SEC website.

2024
- 10-Q Oct 31
- 10-Q Jul 31
- 10-K Apr 30
- 10-Q Jan 31
2023
- 10-Q Oct 31
- 10-Q Jul 31
- 10-K Apr 30
- 10-Q Jan 31
2022
- 10-Q Oct 31
- 10-Q Jul 31
- 10-K Apr 30
- 10-Q Jan 31

Sector Comparison

How does American Woodmark Corp compare to its competitors?

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Peter Lynch's Chart

This chart shows the current pricing of American Woodmark Corp compared to its past. The addition of the earnings trend line provides further insights into the company's earnings power.

CAGR 2%

Stability 3%

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American Woodmark Corp Discounted Cash Flow

Fully customizable DCF calculator online for American Woodmark Corp.

Years

Calculation mode

= $1.1B

	0	1	2	3	4	5	6	7	8	9	10	TV
fcf	$60M	$65M	$70M	$76M	$83M	$90M	$98M	$106M	$115M	$124M	$135M	$1.3B
DCF		$59M	$58M	$57M	$57M	$56M	$55M	$54M	$54M	$53M	$52M	$520M
Value	$1.1B

Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years	04/2015	04/2016	04/2017	04/2018	04/2019	04/2020	04/2021	04/2022	04/2023	04/2024	TTM
Net Margins	4%	6%	7%	5%	5%	5%	3%	-2%	5%	6%	6%
ROA	-	20%	23%	7%	9%	8%	7%	2%	9%	10%	10%
ROE	-	21%	20%	11%	13%	11%	8%	-4%	11%	13%	12%

Bad Net Margins (6.29%)

Net Margins are too low to guarantee profitability in case of higher costs or higher interest rates. Furthermore lower margins cause higher earnings’ volatility.

Safety and Stability

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years	04/2015	04/2016	04/2017	04/2018	04/2019	04/2020	04/2021	04/2022	04/2023	04/2024	TTM
Debt over FCF	-	0.59	0.33	21.25	4.45	4.17	4.61	-26.16	2.41	2.71	6.47
Debt over Equity	0.11	0.09	0.05	1.43	1.14	0.87	0.72	0.67	0.43	0.42	0.42
Growth Stability	-	-	-	100%	100%	100%	80%	-41%	100%	100%	-41%

Bad Debt/FCF ratio (6.47)

Net Margins are too low to guarantee profitability in case of higher costs or higher interest rates. Furthermore lower margins cause higher earnings’ volatility.

Good Debt/Equity ratio (0.42)

The company is not overleveraged and has a good balance between equity and debt.

Bad Graham’s Stability (-41%)

The company has a bad stability in its earnings, which is a sign of a bad competitive advantage.

Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years	04/2015	04/2016	04/2017	04/2018	04/2019	04/2020	04/2021	04/2022	04/2023	04/2024	CAGR 5Y
Revenue YoY growth	-	15%	9%	21%	32%	0%	6%	6%	11%	-11%	4%
Earnings YoY growth	-	65%	21%	-11%	33%	-11%	-22%	-151%	-415%	24%	12%
Equity YoY growth	-	22%	26%	65%	7%	13%	6%	4%	13%	4%	7%
FCF YoY growth	-	11%	28%	-29%	305%	-8%	-20%	-117%	-894%	-11%	1%