WW International, Inc.

WW International, Inc.

WWยทNASDAQ

$16.13

+7.2%
Consumer CyclicalPersonal Products & Services

WW International, Inc. provides weight management products and services worldwide. The company operates in four segments: North America, Continental Europe, United Kingdom, and Other. It offers a range of nutritional, activity, behavioral, and lifestyle tools and approaches products and services. The company also provides various digital subscription products to wellness and weight management business, which provide interactive and personalized resources that allow users to follow its weight management program through its app and Web-based products, including personal coaching and digital products; and allows members to inspire and support each other by sharing their experiences with other people on weight management and wellness journeys. In addition, it offers various consumer products, including bars, snacks, cookbooks, kitchen tools, and other products. Further, the company licenses its trademarks and other intellectual property in food, beverages, and other relevant consumer products and services, as well as provides publishing services. It offers products through e-commerce platforms and through partners. The company was formerly known as Weight Watchers International, Inc. and changed its name to WW International, Inc. in September 2019. WW International, Inc. was founded in 1961 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$161.28M
EPS105.6900
P/E Ratio0.15
Earnings Date06/15/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is compressed (P/E 0.1).

Valuation inputs: P/E 0.1, earnings yield +666.7%, momentum +7.2%.

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

Driver

High confidence

Return profile is soft (ROE +3.3%, ROIC +5.5%).

Profitability stack: net margin +1.5%, ROE +3.3%, ROIC +5.5%.

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 +66.4%, momentum +7.2%, net margin +1.5%.

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

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WW International, Inc. Market vs Earnings Trajectory

WW ยท NASDAQ

Loading price and EPS data...

WW International, Inc.

WW International, Inc. Fair Value Envelope

WW ยท NASDAQ

Our analysis suggests that WW has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $16.13, this represents a potential HIDDEN relative to our calculated worth for WW International, Inc..

Intrinsic Value
Current Price: $16.13
3Y-7339.0%
5Y-3052.0%
10Y+5838.0%
3Y-20.0%
5Y-32.0%
10Y-50.0%
3Y-1041.0%
5Y-511.0%
10Y+783.0%
3Y-532.0%
5Y-138.0%
10Y-116.0%
3Y+57.0%
5Y-221.0%
10Y-135.0%
3Y-4.0%
5Y-8.0%
10Y-37.0%
WW International, Inc.

WW International, Inc. Profit Bridge

WW ยท NASDAQ
Revenue710.64M
Cost of Goods Sold (200.14M)
Gross Profit510.50M
Operating Expenses (464.06M)
Operating Income46.43M
Interest Expense (63.41M)
Other Income/Expense1.05B
Pretax Income1.09B
Income Tax (35.45M)
Net Income1.06B
Net Income
1.06B

Profitability Analysis

Gross Margin

71.8%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

6.5%

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

Net Profit Margin

148.6%

Exceptional profitability. The company converts a significant portion of revenue to bottom-line earnings.

Effective Tax Rate

3.2%

Below-average tax rate suggests effective tax planning, favorable jurisdictions, or tax credits.

Profitability Insight

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

71.84%
Gross Profit Margin
6%
3Y+21.0%
5Y+20.0%
10Y+29.0%
6.53%
Operating Profit Margin
-35%
3Y+124.0%
5Y-60.0%
10Y-68.0%
148.60%
Net Profit Margin
-438%
3Y-1278.0%
5Y+2581.0%
10Y+1656.0%
332.00%
Return on Equity
970%
3Y+2151.0%
5Y-2357.0%
10Y-2003.0%
111.54%
Return on Assets
-278%
3Y-1076.0%
5Y+2274.0%
10Y+1297.0%
5.47%
Return on Invested Capital
-73%
3Y+66.0%
5Y-61.0%
10Y-70.0%
WW

WW International, Inc. Cash Conversion Engine

WW ยท NASDAQ
Net Income1.06B
Depreciation & Amortization67.68M
Stock-Based Compensation4.64M
Change in Working Capital-6.24M
Others-1.15B
Capital Expenditures-17.48M
Free Cash Flow-46.38M

Cash Flow Quality Analysis

FCF Conversion Rate

-4.4%

Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.

CapEx Intensity

-60.5%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

-164.1%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$6.24M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Cash flow concerns: Despite profitability, the company is burning cash. Review working capital management, CapEx levels, and sustainability of current operations.

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WW International, Inc. Funding & Solvency Profile

WW ยท NASDAQ
Cash & Cash Equivalents120.87M
Net Receivables16.86M
Inventory0.00
Other Current Assets30.62M
Total Current Assets168 M
Property, Plant & Equipment10.03M
Goodwill & Intangible Assets671.53M
Long-Term Investments0.00
Other Non-Current Assets14.91M
Total Non-Current Assets25 M
Total Assets
881.07M

Financial Health Analysis

Current Ratio

1.19x

Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.

Debt-to-Equity Ratio

2.32x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

27 M

Positive working capital, but relatively tight. The company should monitor cash flow carefully.

Asset Composition

19% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

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WW International, Inc. Street Expectations Map

WW ยท NASDAQ

Wall Street analysts project that WW stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 27.25, with estimates ranging from a low of 20.00 to a high of 34.50.

Lowest Target
20.00
23.99%
Consensus Target
27.25
68.94%
Highest Target
34.50
113.89%

The consensus 1-year price target stands at 27.25, with estimates ranging from a low of 20.00 to a high of 34.50.

Analyst Consensus Analysis

Upside Potential

+68.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

53.2% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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WW International, Inc. Insider Positioning

WW ยท NASDAQ

During the last 12 months, insiders have purchased $651K and sold $14K worth of WW shares, resulting in $636K of net buying activity.

3 Months

Bought

42.0K

462.44K

Sold

0

0.00

Net Activity

+462K

+$462K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

9.1K

188.46K

Sold

0

0.00

Net Activity

+188K

+$188K

9-12 Months

Bought

0

0.00

Sold

469

14.47K

Net Activity

-14K

-$14K

Top Buyers

1
HC

Hawks Carney

Director

29.1K sharesโ€ข2 transactions

$389K

2
DEI

Davis Eugene I

Director

9.0K sharesโ€ข1 transactions

$133K

3
SNH

Sjoqvist Nikolaj H

Director

10.0K sharesโ€ข1 transactions

$96K

4
DF

Dellafortuna Felicia

Officer: Cfo & Member, Ioce

1.5K sharesโ€ข1 transactions

$19K

5
VJ

Volkmann Jonathan

Officer: Chief Ops Off. & Member, Ioce

1.5K sharesโ€ข1 transactions

$15K

Top Sellers

1
HN

Haag Nicole

Officer: Corp Controller Prin Acct Off

469 sharesโ€ข1 transactions

$14K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $636K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

44.97:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$462K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

5 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.

0.00%
Dividend Yield
3Y-
5Y-
10Y-100.0%
ย 

ww Dividend History

WW
10Y CAGR +0%
Latest $0.175
Annual $0.875
Stable dividend payments
Last Period: +0%