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Upturn AI Summary - About
Snap-On Inc(SNA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SNA
10/23/2026: SNA (1-star) is currently NOT-A-BUY. Pass it for now.
Snap-on is a established manufacturer of professional-grade tools and diagnostic software, widely known for its unique mobile franchise distribution model. The company maintains a leading position by providing high-value equipment to technicians and industrial users, which supports robust profit margins and consistent cash flow. Its primary investment story centers on the integration of diagnostic software and expansion into specialized industrial sectors. Investors should note risks related to automotive industry cycles, technological shifts toward electric vehicles, and operational dependencies. The stock is often a suitable fit for dividend and value-oriented investors seeking long-term quality, though monitoring the company's adaptation to evolving repair technologies remains essential.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Snap-on provides steady growth rather than explosive, high-multiple expansion. |
| Momentum investor | Mixed fit | Momentum fit is conditional on a positive price uptrend signal. |
| Value investor | Strong fit | The stock often trades at reasonable valuation multiples relative to its strong cash flow and high quality. |
| Dividend investor | Strong fit | Consistent history of dividend increases makes it highly suitable for income-focused portfolios. |
| Low-risk investor | Strong fit | Its stable business model and strong balance sheet appeal to lower-risk preferences. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can experience moderate fluctuations tied to industrial cycles. |
| Valuation risk | Medium | Overpaying for premium industrial quality can compress returns during market corrections. |
| Competition risk (Direct tool brands) | Medium | Increased competition from lower-cost professional tool alternatives threatens pricing power. |
| Business quality | Strong | The high barrier to entry provided by the franchisee network reinforces the company's competitive standing. |
| Dividend income | Low / none | The dividend is well-covered and has a strong history of growth. |
| Execution risk | Medium | Managing a complex global supply chain and franchisee network is essential to sustained operations. |
Price Behavior

Rolling Over
The price momentum is slowing down and beginning to turn downward.

Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 19.21% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.47B USD | Price to earnings Ratio 18.55 | 1Y Target Price 404.11 |
Price to earnings Ratio 18.55 | 1Y Target Price 404.11 | ||
Volume (30-day avg) 356.2K shares | Beta 0.7 | 52 Weeks Range 312.34 - 420.41 | Updated Date 10/24/2026 |
52 Weeks Range 312.34 - 420.41 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 2.74% | Basic EPS (TTM) 19.25 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Snap-on Tools Group | Mobile sales of hand and power tools to professional technicians. | This is the core, high-margin foundation of the brand. |
| Repair Systems & Information | Software, diagnostics, and shop equipment sales. | A key growth area providing recurring revenue through software. |
| Commercial & Industrial | Tools for aerospace, energy, and government sectors. | Provides diversification beyond the automotive repair market. |
| Geography | Operations in North America, Europe, and Asia-Pacific. | Revenue is heavily anchored in North American markets. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-22 | When Before Market | Estimate 4.91 | Actual 4.64 |
Profitability
Profit Margin 19.21% | Operating Margin (TTM) 24.88% |
Management Effectiveness
Return on Assets (TTM) 9.69% | Return on Equity (TTM) 17.32% |
Valuation
Trailing PE 18.55 | Forward PE 17.51 | Enterprise Value 19.06B | Price to Sales(TTM) 3.51 |
Enterprise Value 19.06B | Price to Sales(TTM) 3.51 | ||
Enterprise Value to Revenue 3.61 | Enterprise Value to EBITDA 12.67 | Shares Outstanding 51.73M | Shares Floating 50.28M |
Shares Outstanding 51.73M | Shares Floating 50.28M | ||
Percent Insiders 2.43 | Percent Institutions 99.6 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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