XPEL, Inc. (XPEL)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
$45.78+4.35%
Close 2026-10-29 · 1-day change
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
Research Workspace
Put XPEL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 13% over the past year.
View GrowthManagement screens strong on capital allocation.
View ManagementExpectations look high — the market is pricing in about 66% growth a year, above the roughly 13% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 32% in its worst 12-month stretch.
View RiskXPEL’s thesis rests on growing its international revenue engine, with growth recently edging higher. The Brazil headquarters supports expansion, though its stated impact is incremental. Revenue grew 14.7% year over year in Q2 FY2026, and earnings beat consensus. XPEL trades at 23× P/E versus a 13× peer median, while its own history is 24×. The market is pricing in more growth than our forecast, leaving expectations full. Reported profits are not well backed by cash, and the model puts next-quarter miss probability at 34%. Peer multiples imply a price about 66% below where it trades; our read remains intact, and this read is provisional.
Trailing returns as of 2026-10-29. XPEL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering XPEL (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare XPEL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| XPEL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put XPEL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue growth
New Brazil headquarters and warehouse support international expansion and revenue growth, but are incremental.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
