Acme United Corporation

Acme United Corporation

ACUยทAMEX

$42.54

-0.75%
Consumer DefensiveHousehold & Personal Products

Acme United Corporation supplies first aid and safety, cutting, sharpening, and measuring products to the school, home, office, hardware, sporting goods, and industrial markets in the United States, Canada, Europe, and internationally. The company offers scissors, shears, knives, rulers, pencil sharpeners, paper trimmers, safety cutters, lettering products, glue guns, and other craft products under the Westcott brand name; and cutting tools under the Clauss brand. It also provides fixed blades, folding knives, sight cutting tools, and tactical tools under the Camillus brand; fishing tools and knives, as well as cut and puncture resistant gloves, telescopic landing nets, net containment systems, and tools and fishing gaffs under the Cuda brand; and sharpening tools under the DMT brand. In addition, the company offers first aid kit and safety solutions under the First Aid Only brand; portable eyewash solution and over-the-counter medication, including active ingredients aspirin, acetaminophen, and ibuprofen under the PhysiciansCare brand; bodily fluid and spill clean-up solution under the Spill Magic brand; various first aid kit, refill, and safety supplies, including CPR kits, burn kits, and automotive and emergency first aid kits under the First Aid Central; and alcohol prep pads, alcohol wipes, benzalkonium chloride wipes, various antiseptic wipes, castile soaps, and lens cleaning wipes under the Med-Nap brand. It sells its products directly and through its independent manufacturer representatives to wholesale, contract, and retail stationery distributors; office supply super stores; school supply distributors; industrial distributors; wholesale florists; mass market and e-commerce retailers; and hardware chains, as well as sells a selection of products through its websites. The company was formerly known as Acme Shear Company and changed its name to Acme United Corporation in 1971. Acme United Corporation was founded in 1867 and is based in Shelton, Connecticut.

At a Glance

Live Snapshot
Market Cap$162.09M
EPS2.6900
P/E Ratio15.81
Earnings Date07/22/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is mid-range (P/E 15.8).

Valuation inputs: P/E 15.8, earnings yield +6.3%, momentum -0.7%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is acceptable (ROE +8.7%, ROIC +7.5%).

Profitability stack: net margin +5.2%, ROE +8.7%, ROIC +7.5%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +32.6%, momentum -0.7%, net margin +5.2%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Acme United Corporation Market vs Earnings Trajectory

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Loading price and EPS data...

Acme United Corporation

Acme United Corporation Fair Value Envelope

ACU ยท AMEX

Our analysis suggests that ACU has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $42.54, this represents a potential HIDDEN relative to our calculated worth for Acme United Corporation.

Intrinsic Value
Current Price: $42.54
3Y+213.0%
5Y+11.0%
10Y+53.0%
3Y+1.0%
5Y+20.0%
10Y+58.0%
3Y+236.0%
5Y+26.0%
10Y+74.0%
3Y+530.0%
5Y+219.0%
10Y+106.0%
3Y-542.0%
5Y+140.0%
10Y+8.0%
3Y+6.0%
5Y+34.0%
10Y+90.0%
Acme United Corporation

Acme United Corporation Profit Bridge

ACU ยท AMEX
Revenue196.54M
Cost of Goods Sold (119.13M)
Gross Profit77.41M
Operating Expenses (62.69M)
Operating Income14.72M
Interest Expense (1.68M)
Other Income/Expense-1.61M
Pretax Income13.12M
Income Tax (2.93M)
Net Income10.19M
Net Income
10.19M

Profitability Analysis

Gross Margin

39.4%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

7.5%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

5.2%

Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.

Effective Tax Rate

22.4%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

39.39%
Gross Profit Margin
3Y+20.0%
5Y+8.0%
10Y+8.0%
7.49%
Operating Profit Margin
3%
3Y+132.0%
5Y+8.0%
10Y+11.0%
5.18%
Net Profit Margin
1%
3Y+231.0%
5Y+5.0%
10Y+10.0%
8.66%
Return on Equity
-8%
3Y+126.0%
5Y-33.0%
10Y-32.0%
5.83%
Return on Assets
-6%
3Y+216.0%
5Y-6.0%
10Y-8.0%
7.46%
Return on Invested Capital
-9%
3Y+106.0%
5Y-12.0%
10Y-10.0%
ACU

Acme United Corporation Cash Conversion Engine

ACU ยท AMEX
Net Income10.18B
Depreciation & Amortization6.35B
Stock-Based Compensation1.99B
Change in Working Capital-2.86M
Others-20.72B
Capital Expenditures-10.65M
Free Cash Flow7.58M

Cash Flow Quality Analysis

FCF Conversion Rate

0.1%

Weak cash conversion. Significant portion of earnings not converting to cashโ€”review working capital trends and capital intensity.

CapEx Intensity

58.4%

Capital-intensive operations require significant reinvestment. Monitor whether CapEx is maintenance or growth-oriented.

FCF Growth Trend

+57.0%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

-$2.86M

Moderate working capital outflow. Typical for growing businesses, but ensure it's supporting revenue growth, not inefficiency.

Cash Flow Quality Insight

Working capital strain: Significant cash tied up in operations. Monitor receivables collection, inventory turns, and payment terms to optimize cash conversion cycle.

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Acme United Corporation Funding & Solvency Profile

ACU ยท AMEX
Cash & Cash Equivalents4.20K
Net Receivables33.51K
Inventory63.39K
Other Current Assets4.52K
Total Current Assets106 K
Property, Plant & Equipment45.70K
Goodwill & Intangible Assets43.93K
Long-Term Investments0.00
Other Non-Current Assets0.00
Total Non-Current Assets46 K
Total Assets
195.24K

Financial Health Analysis

Current Ratio

4.57x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.67x

Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.

Working Capital

83 K

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

54% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

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Acme United Corporation Street Expectations Map

ACU ยท AMEX

No Target Data

No analyst price targets available for acu.

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Acme United Corporation Insider Positioning

ACU ยท AMEX

During the last 12 months, insiders have sold $203K worth of ACU shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

4.8K

202.99K

Net Activity

-203K

-$203K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
OBS

Olschan Brian S

Director, Officer: President And Coo

4.8K sharesโ€ข1 transactions

$203K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $203K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$203K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.

0.71%
Dividend Yield
80%
3Y+17.0%
5Y+116.0%
10Y+30.0%
ย 

acu Dividend History

ACU
10Y CAGR +5%
Latest $0.16
Annual $0.79
5 year growth trend
Last Period: +0%