Valvoline's Fast Growth Opens The Path To Slick Upside

Valvoline remains a soft ‘buy’ as robust growth and relative valuation offset recent share price gains. VVV delivered 25% year-over-year revenue growth, driven by acquisitions, new store openings, and 8.2% system-wide same-store sales growth. Management raised same-store sales guidance to 5–6.5% and expects 19.9% revenue growth for the year, with higher adjusted EPS and EBITDA. Despite not being the cheapest, VVV trades near the lower end of peer multiples and maintains strong forward momentum.