Fortune Brands Innovations, Inc.

FBIN · Materials · $6.2B mkt cap · FY2025 filings · No moat ·

Price verdict withheld — value if growth stopped today unreliable

No moat
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The five investor questions

20

2021–2025 (latest 5 aligned FYs; v3 window cap 5): revenue $7.7B to $4.5B, decreasing; diluted EPS 5.54 to 2.47, decreasing.

48

Median gross margin 38.7% over 10y, variable.

36

Median ROIC 11.0%, above the 12% hurdle in 30% of years.

17

Net debt/EBITDA 3.2x, interest coverage 4x.

54

Owner earnings changed -0.9%/yr over up to the ten most recent annual observations.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
17% above value if growth stopped today
$472M
$43.74
$43.74
$51.27
17% above value if growth stopped today

What today’s price assumes: owner earnings growing ~3%/yr over 5 years. The zero-growth estimate assumes owner earnings stay flat (0% growth).

How to read this

We solve for the constant annual change in owner earnings that would make the five-year zero-growth estimate equal today’s price. This keeps the existing model inputs and calculation unchanged; it is an expectations lens, not a forecast.

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. FBIN revenue fell in each of the three most recent year-over-year FY comparisons, so this estimate is flagged as unreliable for this company.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

18 years of fundamentals

The business, in plain English

Fortune Brands Innovations, Inc. booked $4.5B of revenue in FY2025 in the Materials sector and kept 44.6% of it as gross profit — a solid-margin business by that measure. After every other cost, 6.7% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $3.0B (FY2009) to $4.5B (FY2025) — about 2.5% a year compounded over 16 years.

It earned 8.2% on invested capital in the latest filed year, FY2025. Across the full 15-year measurable filed record, median ROIC was 10.3%. Over the v3 recent window (10 measurable filed years), median ROIC was 11.0%. The Returns on Capital filter above scores it 36/100.

The balance sheet carried $2.5B of total debt in FY2025 against $381M of owner earnings — roughly 6.7 years of owner earnings to retire it all. Balance-Sheet Safety scores it 17/100.

Put together: Capital Allocation is the strongest of the five filters (54/100) and Balance-Sheet Safety the weakest (17/100), which is how FBIN lands at 35/100 — a None moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2008–FY2025 · 18 fiscal years, normalized from FBIN’s SEC filings

Sales, as filed$4.5B FY2025
$0$5B2008201420202025
Revenue kept after cost of goods44.6% FY2025
0%25%50%2008201420202025
Standard ROIC or separately labeled Operating ROICROIC 8.2% FY2025

Not meaningful FY2010: invested capital is negative (cash exceeds debt + equity)

0%10%2008201420202025
Cash an owner could take out$381M FY2025
$0$500M2008201420202025

The explained ROIC gaps have filed inputs but no meaningful positive invested-capital denominator. Other gaps mean the item is not in the filings for that year. The series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Flagship explainer

How Fortune Brands Innovations, Inc. makes its money

Start with a dollar of revenue and follow what the filing says remains.

revenueBranching filed flows with values and percentages directly labeled. Missing filing concepts are omitted rather than estimated.Revenue$4.5B · 100%Cost of revenue$2.5B · 55%Gross profit$2.0B · 45%Operating income$516M · 12%Income before tax$405M · 9%Income tax$106M · 2%Net income$299M · 7%As of 2025-12-27 · 2 SEC filing sourcesBuy Like Buffett · buylikebuffett.com

Honest partial: the filing did not provide a normalized tag for Research and development, Selling, general and administrative; those components are omitted, not plugged.

Table alternative
Filed lineValue% of revenueSource
$4.5B100%
Cost of revenue$2.5B55%
$2.0B45%
$516M12%
Income before tax$405M9%
Income tax$106M2%
$299M7%
Source: · event Dec 27, 2025 · retrieved Jul 26, 2026 · annual-row source set
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Flagship explainer

What Fortune Brands Innovations, Inc. owns — and owes

Fortune Brands Innovations, Inc.'s filing tags don't support a full breakdown — here's what is filed:

Table alternative
Filed lineValue% of assetsSource
Total assets$6.5B100%
Cash and equivalents$264M4%
$2.5B39%
Stockholders’ equity$2.4B37%
Source: · event Dec 27, 2025 · retrieved Jul 26, 2026 · annual-row source set

Flagship explainer

What drives Fortune Brands Innovations, Inc.’s return on equity?

ROE is five filed business factors multiplied together.

DuPont return on equity factor treeReturn on equity branches into tax burden, interest burden, operating margin, asset turnover, and the equity multiplier.Return on equity12%Tax burden74%net income ÷ pretax incomeInterest burden78%pretax ÷ operating incomeOperating margin12%operating income ÷ revenueAsset turnover0.68×revenue ÷ average assetsEquity multiplier2.72×average assets ÷ average equityAs of 2025-12-27 · 2 SEC filing sourcesBuy Like Buffett · buylikebuffett.com
DuPont source inputs
InputValueFiscal yearSource
$299MFY2025
Income before tax$405MFY2025
Operating income$516MFY2025
$4.5BFY2025
Ending assets$6.5BFY2025
Beginning assets$6.6BFY2024
$2.4BFY2025
$2.4BFY2024
Source: · event Dec 27, 2025 · retrieved Jul 26, 2026 · annual-row source set
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Flagship explainer

Where Fortune Brands Innovations, Inc.'s cash went

Fortune Brands Innovations, Inc.’s filing does not supply enough provenance-matched cash-flow lines for a truthful flow chart — here’s what is filed:

Table alternative
Filed lineValue% of cash from operationsSource
Cash from operations$479M100%
Depreciation and amortization$194M41%
Source: · event Dec 27, 2025 · retrieved Jul 26, 2026 · annual-row source set

Curated 19-manager tier

Who reported holding Fortune Brands Innovations, Inc.

Delayed public 13F reports for 2026-Q2—not live positions, trades, or recommendations.

0 holding0 exited1 not holding1/19 resolved18 unavailable

Named manager positions and quarter-over-quarter changes
ManagerReported positionQuarter-over-quarterFiling accession
Markel / Markel-GaynerNo position reportedNo position reported
Abrams CapitalUnavailableComparison unavailableFiling unavailable
Akre CapitalUnavailableComparison unavailableFiling unavailable
Baupost GroupUnavailableComparison unavailableFiling unavailable
Berkshire HathawayUnavailableComparison unavailableFiling unavailable
Brave Warrior AdvisorsUnavailableComparison unavailableFiling unavailable
Dodge & CoxUnavailableComparison unavailableFiling unavailable
First EagleUnavailableComparison unavailableFiling unavailable
FundsmithUnavailableComparison unavailableFiling unavailable
Gardner Russo & QuinnUnavailableComparison unavailableFiling unavailable
Gates Foundation TrustUnavailableComparison unavailableFiling unavailable
Mairs & PowerUnavailableComparison unavailableFiling unavailable
Oakmark / Harris AssociatesUnavailableComparison unavailableFiling unavailable
Pershing SquareUnavailableComparison unavailableFiling unavailable
Polen CapitalUnavailableComparison unavailableFiling unavailable
Sequoia / Ruane CunniffUnavailableComparison unavailableFiling unavailable
Southeastern Asset ManagementUnavailableComparison unavailableFiling unavailable
Tweedy, BrowneUnavailableComparison unavailableFiling unavailable
Yacktman Asset ManagementUnavailableComparison unavailableFiling unavailable

Position size uses shares and filed value from each manager’s 13F. Portfolio weight uses the eligible long-share filing denominator. Changes compare only with the immediately preceding calendar quarter.

Source: · event Jun 30, 2026 · retrieved Jul 26, 2026

Flagship explainer

What Fortune Brands Innovations, Inc. insiders reported

Insider activity is unavailable from the source; no zero-activity claim is shown.

Unavailable: Form 4 activity could not be retrieved for this rendering.

Moat Score history

16 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale35.1 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026Jul 26, 2026

Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

  1. Normalizer upgraded unstamped (version unknown)tomoat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
  2. Methodology upgraded moat-index@2.0.0tomoat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
  3. Methodology upgraded moat-index@1.2.0tomoat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

The insider-filing service is temporarily unavailable, so no partial or guessed answer is shown for FBIN.

Materials context

#188 of 309 scored Materials companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #186CMT Core Molding Technologies, Inc.35.2 out of 100, No moatNo moat
  2. #187COTY COTY INC.35.1 out of 100, No moatNo moat
  3. #189HLX Helix Energy Solutions Group, Inc.34.9 out of 100, No moatNo moat
  4. #190PURE PURE Bioscience, Inc.34.8 out of 100, No moatNo moat

Compare FBIN with its nearest peersAll Materials companies on the Index →

Common questions about FBIN

Does Fortune Brands Innovations, Inc. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores Fortune Brands Innovations, Inc. (FBIN) 35.1 out of 100 — below the Shallow-moat bar, so no moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 20, pricing power 48, returns on capital 36, balance-sheet safety 17, capital allocation 54.
Is FBIN trading below the conservative owner-earnings estimate?
The value if growth stopped today — a zero-growth baseline — is $43.74 per share. It capitalizes normalized owner earnings at a 9% rate and assumes 0% growth. Versus a recent price of $51.27, that is 17% above value if growth stopped today. The model also publishes a capped-growth comparison, but the zero-growth estimate is the cautious baseline. It assumes trailing owner earnings persist and is unreliable for declining businesses. This is an educational estimate from primary SEC filings, not intrinsic value as a fact or investment advice.
How has FBIN's Moat Score changed over time?
The record logs 16 readings since Jul 17, 2026; the latest reads 35.1 out of 100 (no moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.