Standard Motor Products vs XPEL
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KIRA’s take AI analyst
I put Standard Motor Products and XPEL side by side, using each one’s latest annual report. Here is what stands out:
- Standard Motor Products is the larger business, with $1.8B of revenue in fiscal 2025 against $476M for XPEL, about 3.8 times as much.
- Standard Motor Products grew revenue faster (22.4%, against 13.3%).
- XPEL kept more of each dollar of sales as operating profit (13.2% operating margin, against 7.6%).
- XPEL turned more of its sales into free cash flow (13.2% FCF margin, against 1.0%).
- XPEL earned a higher return on the capital invested in it (23.0%, against 8.3%).
- Investors pay more for each dollar of XPEL’s earnings: a P/E of 21.9x against 16.6x for Standard Motor Products.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Standard Motor Products
SMP
2/11
Revenue growthPiotroski F-score
XPEL
XPEL
9/11
5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | SMP FY25 | XPEL FY25 |
|---|---|---|
| Size | ||
| Market cap | $853M | $1.2B |
| Revenue | $1.8B | $476M |
| Free cash flow | $18.7M | $62.9M |
| Net income | $41.3M | $51.2M |
| Growth | ||
| Revenue growth | 22.4% | 13.3% |
| 5-year growth | 9.7% | 24.6% |
| Share count change | 1.1% | 0.1% |
| Profitability | ||
| Gross margin | 31.2% | 42.2% |
| Operating margin | 7.6% | 13.2% |
| Net margin | 2.3% | 10.8% |
| FCF margin | 1.0% | 13.2% |
| Return on capital | 8.3% | 23.0% |
| Return on equity | 6.4% | 20.3% |
| Balance sheet | ||
| Net debt | $547M | −$50.8M |
| Net debt / EBITDA | 3.0x | −0.7x |
| Dividends and buybacks | $27.3M | $3.0M |
| Valuation & quality | ||
| P/E | 16.6x | 21.9x |
| Piotroski F-score | 7 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.