American Woodmark Corporation
$48.09
+13%American Woodmark Corporation manufactures and distributes kitchen, bath, office, home organization, and hardware products for the remodelling and new home construction markets in the United States. The company offers made-to-order and cash and carry products. It also provides turnkey installation services to its direct builder customers through a network of eight service centers. The company sells its products under the American Woodmark, Timberlake, Shenandoah Cabinetry, Waypoint Living Spaces, Estate, Stor-It-All, and Professional Cabinet Solutions brands, as well as Hampton Bay, Glacier Bay, Style Selections, Allen + Roth, Home Decorators Collection, and Project Source. It markets its products directly to home centers and builders, as well as through independent dealers and distributors. The company was incorporated in 1980 and is based in Winchester, Virginia.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
High confidenceValuation multiple is compressed (P/E 9.1).
Valuation inputs: P/E 9.1, earnings yield +11.0%, momentum +13.0%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is acceptable (ROE +10.9%, ROIC +7.7%).
Profitability stack: net margin +5.8%, ROE +10.9%, ROIC +7.7%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +41.7%, momentum +13.0%, net margin +5.8%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
American Woodmark Corporation Market vs Earnings Trajectory
Performance Analysis
EPS Growth
Declining earnings warrant investigation into business challenges and competitive position.
Price-EPS Relationship
Both price and earnings are declining together, reflecting deteriorating business fundamentals.
Stock Price Change
Over the 1Y period, stock price has decreased by 13.9%.
P/E Ratio (TTM)
Relatively low P/E may indicate undervaluation or lower growth expectations.
American Woodmark Corporation Fair Value Envelope
American Woodmark Corporation Profit Bridge
Profitability Analysis
Gross Margin
Thin margins leave little room for error. Cost management and pricing strategy are critical.
Operating Margin
Acceptable margins but limited operational leverage. Operating expense control is important.
Net Profit Margin
Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.
Effective Tax Rate
Moderate tax rate typical for most corporations. Represents standard tax burden on profits.
Profitability Insight
Efficient profit conversion: Minimal margin compression from gross to net indicates lean operations and favorable tax/interest environment.
American Woodmark Corporation Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Moderate conversion rate. Some gap between earnings and cash flow may warrant investigation into working capital or non-cash items.
CapEx Intensity
Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.
FCF Growth Trend
Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.
Working Capital Impact
Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extension—monitor closely.
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.
American Woodmark Corporation Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.
Debt-to-Equity Ratio
Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Capital-intensive business with significant long-term investments in property, equipment, or intangibles.
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.
American Woodmark Corporation Street Expectations Map
Wall Street analysts project that AMWD stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 47.00, with estimates ranging from a low of 47.00 to a high of 47.00.
The consensus 1-year price target stands at 47.00, with estimates ranging from a low of 47.00 to a high of 47.00.
Analyst Consensus Analysis
Upside Potential
Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Risk-Reward Profile
Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.
Analyst Conviction
Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.
Market Sentiment Insight
Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.
American Woodmark Corporation Insider Positioning
During the last 12 months, insiders have purchased $3.19M and sold $2.57M worth of AMWD shares, resulting in $620K of net buying activity.
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6-9 Months
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9-12 Months
54.9K
3.19M
45.6K
2.57M
+620K
+$620K
Top Buyers
Culbreth Michael Scott
Officer: President & Ceo
$729K
Adams Robert J Jr
Officer: Svp Chief Manuf & Supp Chain
$379K
Medlin Dwayne L
Officer: Svp, Remodel Sales
$306K
Waszak William L
Officer: Svp, Cio
$301K
Coldiron Kimberly G
Officer: Svp, Chro
$296K
Top Sellers
Culbreth Michael Scott
Officer: President & Ceo
$1.48M
Adams Robert J Jr
Officer: Svp Manuf And Tech Operations
$389K
Joachimczyk Paul
Officer: Svp & Cfo
$362K
Waszak William L
Officer: Svp, Cio
$119K
Medlin Dwayne L
Officer: Svp, Remodel Sales
$115K
Insider Activity Analysis
Net Insider Sentiment
Moderately bullish with $620K net buying. Insiders show cautious optimism through measured share purchases.
Buy/Sell Ratio
Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.
Insider Participation
5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.
Insider Activity Insight
Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.
No Dividend Yield Data
AMWD has not reported any dividend yield values in the available annual periods.
amwd Dividend History
Learning Layer
Related Guides
Build conviction on AMWD by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.