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FAST

FAST

Industrials · Industrial Distribution

$46.16+0.12%
Mkt Cap: $52.99BDY: 2.00%

Performance

FAST (FAST) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

FAST (FAST) operates in the Industrial Distribution space within the Industrials sector. With a market cap of $53.0B, it qualifies as a mid-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.

Bull Case6
  • Forward P/E (33.7×) is lower than trailing P/E (40.8×) — analysts expect earnings to improve
  • Revenue growth of 12% YoY shows solid business momentum
  • Healthy profit margin of 15.4%
  • ROE of 33.8% shows management efficiently converts equity into profit
  • Current ratio of 4.4× — ample short-term liquidity
  • Dividend yield of 2.00% provides consistent income on top of price appreciation
Bear Case2
  • High P/E of 40.8× implies high expectations already priced in — leaves little room for disappointment
  • High debt-to-equity of 11.17× increases financial risk, especially with elevated interest rates

Verdict

Strong Buy

Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

2.00%

5Y Avg Annual

$0.7290

Last Payment

$0.2400

Ex-Date

04/28/2026

Annual dividends paid per share

2011
2019
2026
Ex-DatePaymentAmountEst. DY
Latest04/28/2026
05/26/2026$0.24002.08%
01/29/2026
02/26/2026$0.24002.08%
10/28/2025
11/25/2025$0.22001.91%
07/29/2025
08/26/2025$0.22001.91%
04/25/2025
05/23/2025$0.22001.91%
01/31/2025
02/28/2025$0.21501.86%
10/25/2024
11/22/2024$0.19501.69%
07/26/2024
08/23/2024$0.19501.69%

Magic Number

Shares needed to self-fund your next purchase

$46.16

Price

÷

$0.2400

Last div. (quarterly)

=

193

shares

Own 193 FAST shares ($8,907.92) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$8,907.92

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 14, 2026

28

days

EPS (TTM)

$1.13

P/E (TTM)

40.8

Fwd P/E

33.7

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$52.99B
P/E Ratio40.85
Forward P/E33.67
P/B Ratio
PEG Ratio3.36
EPS (TTM)$1.13

Trading

Open
Day High
Day Low
52W High$50.63
52W Low$38.97
Volume
Avg Volume (3M)7,289,814
Beta0.73

Dividends

Dividend Yield2.00%
Annual Rate$0.92
Ex-Div Date2026-04-28
Payout Ratio79.65%

Profitability

Profit Margin15.39%
Operating Margin20.33%
ROE33.84%
ROA21.20%
Revenue Growth12.40%
Earnings Growth13.80%

Balance Sheet

Total Revenue$8.44B
Total Debt$445.50M
Debt / Equity11.17
Current Ratio4.39
Free Cash Flow$903.86M

Fair Value Estimates

Current price: $46.16

Graham Number

√(22.5 × EPS × Book Value)

$9.40

-79.6% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$12.42

-73.1% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

9/10

90% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

33.8%

Return on equity — measures how efficiently capital is used

Positive profit margin

15.4%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+12.4%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+13.8%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

11.17×

Low financial leverage reduces risk of distress

Current ratio above 1

4.39×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$336M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

2.00%

Stock must distribute income to shareholders

Related Assets

Industrials

About FAST

Fastenal Company, together with its subsidiaries, engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally. It offers fasteners, and related industrial and construction supplies under the Fastenal name. The company's fastener products include threaded fasteners, bolts, nuts, screws, studs, and related washers that are used in manufactured products and construction projects, as well as in the maintenance and repair of machines. It offers miscellaneous supplies and hardware, including pins, machinery keys, concrete anchors, metal framing systems, wire ropes, strut products, rivets, and related accessories. The company serves the manufacturing market comprising original equipment manufacturers; maintenance, repair, and operations customers; non-residential construction market; farmers, truckers, railroads, mining companies, schools, and retail trades; and oil exploration, production, and refinement companies, as well as federal, state, and local governmental entities. Fastenal Company was founded in 1967 and is headquartered in Winona, Minnesota.

Sector

Industrials

Industry

Industrial Distribution

Location

Winona, United States

Employees

21,763