FASTFastenal

$51.16

Is the business good?

How good a business is FAST?

Fastenal earns 35% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

35%

Return on invested capital · cost of capital 9.0% · 26 points above what the capital costs: growth creates value

Operating margin
20%

Operating margin · Industrial Distribution median 8.5% · 12 months to Q2 2026

Cash conversion
0.85×

Cash conversion · 0.74× a year ago · some of the reported profit has not turned into cash yet

Share count, year on year
+0.02%

Share count, year on year · flat: no meaningful dilution

Operating margin by fiscal year
YearOperating margin
FY202020%
FY202120%
FY202221%
FY202321%
FY202420%
FY202520%
Details
Gross margin12 months to Q2 2026
45%
Operating margin12 months to Q2 2026
20%
Net margin12 months to Q2 2026
15%
Free cash flow margin
13%
Revenue, trailing twelve months
$8.75B
Free cash flow, trailing twelve months
$1.16B
Net income, trailing twelve months
$1.35B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
35%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.