Loading…
Sells and installs automotive paint protection film, window tint and surface care products.
Sells and installs automotive paint protection film, window tint and surface care products.
Sells film to installers and dealers along with software that holds cutting patterns for each vehicle model, so the installer's tool and the consumable come from the same supplier. It has relied on outside manufacturers for its film and also runs company-owned installation shops.
Moat: narrow (brand, distribution, installed base). Leading PPF brand with proprietary cutting software and a broad installer network.
Headquarters: San Antonio, Texas, US · Founded: 1997 · Employees: 1,337
Size XPEL (XPEL) is a United States Consumer Discretionary company (Automotive Aftermarket) with a market value of $1.06B, the 2214th largest of 3,117 United States companies the cockpit tracks. Shares closed at $38.39 on 6 Nov 2026.
Performance Over six months the shares fell 11.8%, against -17.9% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 12.8% over the last twelve months (peer median +6.6%); the operating margin is 13.9% (peer median 6.9%).
Valuation It trades at 16.5× forward earnings against a peer median of 19.4× (7th cheapest of 15).
Capital Return on invested capital runs 5.1 points above its cost of capital (10.6% WACC).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $520M | $476M | $420M | $396M | $324M |
| Revenue growth | — | +13% | +6% | +22% | — |
| Gross profit | $227M | $201M | $177M | $162M | $128M |
| EBITDA | $88.0M | $75.3M | $70.8M | $76.6M | $61.8M |
| Net income | $58.1M | $51.2M | $45.5M | $52.8M | $41.4M |
| Free cash flow | -$15.8M | $62.9M | $41.1M | $31.0M | $4.12M |
| Capital expenditure | $79.8M | $5.56M | $8.59M | $7.65M | $9.56M |
| Total debt | $65.4M | $22.9M | $21.1M | $36.1M | $42.1M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| XPEL XPEL | $1.06B | -12% | +13% | 14% | 16.5× | n/a |
| 3M MMM | $95.7B | +30% | +2% | 21% | 19.2× | 11.3% |
| Eastman Chemical EMN | $7.37B | -13% | 0% | 10% | 10.2× | 5.1% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | XPEL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.5% | -3.9% | 2nd lowest of 21 |
| 6-month return | -11.8% | -17.9% | 8th highest of 21 |
| Distance from 52-week high | -31.3% | -32.0% | 10th highest of 21 |
| Revenue growth (TTM) | +12.8% | +6.6% | 3rd highest of 21 |
| Operating margin | 13.9% | 6.9% | 3rd highest of 21 |
| Forward P/E | 16.5× | 19.4× | 7th cheapest of 15 |
| ROIC minus cost of capital | +5.1 pp | +0.0 pp | 7th highest of 21 |
| EV / EBITDA | 12.4× | 7.9× | 2nd most expensive of 11 |
| Net debt / EBITDA | 0.2× | 2.3× | 2nd least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| XPEL XPEL | United States | $1.06B | -12% | +13% | 14% | 16.5× | n/a | n/a |
| JK Tyre & Industries JKTYRE.NS | India | $1.10B | -12% | +13% | 7% | 20.6× | n/a | n/a |
| Kumhotire 073240.KS | South Korea | $1.12B | -9% | +2% | 12% | 4.2× | n/a | n/a |
| Standard Motor Products SMP | United States | $993M | +10% | +6% | 11% | 9.3× | -8.5% | +9.7% |
| Guizhou Tyre 000589.SZ | China | $974M | -18% | +8% | 8% | 8.7× | n/a | n/a |
| TS Tech 7313.T | Japan | $1.25B | -3% | 0% | 2% | 23.3× | n/a | n/a |
| Goodyear Tire & Rubber GT | United States | $1.26B | -33% | -4% | 3% | n/a | 5.9% | +8.2% |
| Jiangsu General Science Technology 601500.SS | China | $831M | -25% | +11% | 5% | 14.6× | -3.5% | +19.8% |
| Triangle Tyre 601163.SS | China | $1.38B | -21% | +2% | 5% | 18.2× | -7.2% | +2.9% |
| Qingdao Doublestar 000599.SZ | China | $1.45B | -34% | +390% | 8% | n/a | -2.9% | +1.0% |
| CEAT CEATLTD.NS | India | $1.52B | +6% | +24% | 7% | 31.0× | 24.9% | +15.5% |
| Bengal & Assam BENGALASM.NS | India | $688M | -13% | +12% | 13% | n/a | 19.9% | -25.6% |
| Haian Rubber 001233.SZ | China | $1.82B | +9% | -4% | 23% | 25.6× | 1.8% | +13.7% |
| Nankang Rubber Tire 2101.TW | Taiwan | $607M | -18% | +10% | 26% | n/a | -15.5% | -2.8% |
| Aeolus Tire 600469.SS | China | $598M | -30% | +2% | 4% | n/a | n/a | n/a |
| Giti Tire 600182.SS | China | $578M | -22% | -1% | 10% | n/a | -5.6% | +11.6% |
| Prinx Chengshan 1809.HK | Hong Kong | $508M | -20% | +9% | 9% | 2.4× | n/a | n/a |
| Nokian Renkaat TYRES.HE | Finland | $2.21B | +37% | +5% | 6% | 27.4× | 19.4% | +0.9% |
| Shandong Linglong Tyre 601966.SS | China | $2.32B | -19% | +8% | 3% | 50.3× | -0.4% | +6.0% |
| Kenda Rubber Industrial 2106.TW | Taiwan | $461M | -8% | 0% | 2% | 25.3× | 10.9% | +2.3% |
| Nexen Tire 002350.KS | South Korea | $429M | -19% | +11% | 4% | 5.3× | -20.0% | +13.4% |