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← CockpitCompetitor Analysis › GFF Griffon CorporationOpen in the cockpit ↗

Griffon CorporationGFFCompetitor analysis, valuation and peers

United States · USD·Industrials›Building Products

Makes residential and commercial garage doors (Clopay) and home/lawn tools (Ames), a diversified building products holding company.

Momentum strong 70
Mkt cap
$4.58B
US dollars, full cap
Free float
84%
of shares outstanding
$/day
$32.6M
20-day average traded
Fwd P/E
17.1×
forward earnings
ROIC−WACC
+14.8 pp
WACC 10.6%
Hurdle
+3 pp
Req g minus delivered
Next earnings
6 days
12 Nov 2026
Close · USD$101.03
1D-1.3%
1W-0.1%
1M+9.6%
3M-3.6%
6M+14.8%
YTD+37.2%
1Y+37.7%
ATR %3.5%
Beta1.30
52w lowhigh7.3% off high

What Griffon does

Makes residential and commercial garage doors (Clopay) and home/lawn tools (Ames), a diversified building products holding company.

Sells Clopay garage doors through Home Depot and a network of installing dealers, and Ames and Hunter products through retailers, so sales follow home improvement spending, with replacement steadier than new construction. The sale of its defence electronics unit and the addition of Hunter Fan in 2022 have narrowed it to home and garden products.

Products and services

  • Clopay garage doors
  • Ames True Temper lawn/garden tools
  • CornellCookson commercial doors

Customers

  • Home improvement retailers
  • Homebuilders/contractors
  • Distributors

Where it sits in the supply chain

  • Industrials
  • Building Products
  • Garage doors and home/lawn tools

What could go right

  • Residential construction/renovation demand
  • Garage door replacement cycle

What could go wrong

  • Housing market cyclicality
  • Steel/raw material cost inflation

Moat: narrow (brand, scale, distribution). Clopay is a leading US garage door brand with strong distributor and retail relationships.

Headquarters: New York City, US · Founded: 1959 · Employees: 5,100

Named competitors

Griffon at a glance

Size Griffon (GFF) is a United States Industrials company (Building Products) with a market value of $4.58B, the 1239th largest of 3,117 United States companies the cockpit tracks. Shares closed at $101.03 on 6 Nov 2026.

Performance Over six months the shares gained 14.8%, against -2.0% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue fell 12.0% over the last twelve months (peer median +5.1%); the operating margin is 19.7% (peer median 12.3%).

Valuation It trades at 17.1× forward earnings against a peer median of 15.8× (10th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 14.8 points above its cost of capital (10.6% WACC).

Short interest Short interest is 3.2% of the free float (15 Oct 2026).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

9010011012011 May 202611 Aug 20266 Nov 2026GFF 117Peer median 95
Six months, rebased to 100: Griffon against the median of its 20 peers (local-currency closes).

Griffon financials

Reported figures in USD; fiscal year ends 2025-09-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$2.21B$2.52B$2.62B$2.69B$2.85B
Revenue growth—-4%-2%-6%—
Gross profit$949M$1.04B$1.04B$1.01B$923M
EBITDA$488M$511M$501M$462M$405M
Net income$206M$51.1M$210M$77.6M-$299M
Free cash flow$257M$305M$312M$368M$16.8M
Capital expenditure$36.3M$52.4M$68.4M$63.6M$42.5M
Total debt$1.34B$1.59B$1.71B$1.65B$1.76B

Quarterly statements and history in the cockpit →

Griffon competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%-10%0%+10%59295332FBIN53930024685947SPXCSSD600835RWC002545601886KAJARIACERTGLS017800TILEWSOCENTURYPLY000958GFF6-month return →1-month return →
Up and to the right = strong over both horizons. Griffon is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%10×15×20×25×59295332FBIN53930024685947SPXCSSDAOS600835RWC002545601886KAJARIACERTGLS017800TILEWSOCENTURYPLY000958GFFRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Griffon is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%59295332FBIN53930024685947SPXCSSDAOS600835RWC002545601886KAJARIACER017800WSOGFFGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Griffon is the large dot.

Griffon competitors and peer comparison

Head to head with its named competitors (GFF vs MAS vs 5929.T vs FSKRS.HE)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Griffon GFF$4.58B+15%-12%20%17.1×7.5%
Masco MAS$15.8B+15%+1%18%18.0×4.9%
Sanwa 5929.T$5.10B+8%+2%11%14.8×-2.6%
Fiskars Oyj Abp FSKRS.HE$1.20B0%0%7%20.9×8.1%
Husqvarna HUSQ-A.ST$1.94B-24%-6%6%13.5×-2.0%
Janus International JBI$633M-11%0%11%7.0×2.9%

How Griffon compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Griffon against its 20 peers (data as of 6 Nov 2026)
MeasureGFFPeer medianRank in peer set
1-month return+9.6%-2.2%6th highest of 21
6-month return+14.8%-2.0%4th highest of 21
Distance from 52-week high-7.3%-25.2%2nd highest of 21
Revenue growth (TTM)-12.0%+5.1%lowest of 21
Operating margin19.7%12.3%3rd highest of 20
Forward P/E17.1×15.8×10th most expensive of 21
Growth the price implies (Req g, 7 yrs)7.5%5.3%8th most demanding of 18
Growth delivered (Del g)+4.0%+6.4%4th lowest of 18
Hurdle (Req g minus delivered)+3.4 pp+0.7 pp6th most demanding of 18
ROIC minus cost of capital+14.8 pp+3.3 pp3rd highest of 20
EV / EBITDA11.9×10.9×6th most expensive of 16
Net debt / EBITDA2.5×0.6×3rd most indebted of 16

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Griffon GFFUnited States$4.58B+15%-12%20%17.1×7.5%+4.0%
Sanwa 5929.TJapan$5.10B+8%+2%11%14.8×-2.6%+9.1%
Toto 5332.TJapan$5.40B-1%+5%8%18.2×7.8%+5.0%
Fortune Brands Innovations FBINUnited States$5.74B+27%-3%14%19.7×5.3%-6.0%
Nichias 5393.TJapan$3.52B-5%+3%15%15.2×7.1%+5.1%
STO Express 002468.SZChina$3.40B-8%+26%5%10.2×-12.5%+20.8%
Rinnai 5947.TJapan$3.07B-3%+4%10%13.3×-9.5%+6.4%
SPX Technologies SPXCUnited States$7.15B-30%+20%17%15.3×15.7%+15.0%
Simpson Manufacturing SSDUnited States$8.07B+4%+5%20%20.9×13.2%+13.0%
A. O. Smith AOSUnited States$8.67B+10%-1%18%17.3×4.5%+5.8%
Shanghai Mechanical & Electrical Industry 600835.SSChina$2.34B-27%-2%2%22.5×0.6%-3.8%
Reliance Worldwide RWC.AXAustralia$2.33B+47%-5%12%16.3×9.9%+7.5%
Qingdao East Steel Tower Stock 002545.SZChina$2.25B-50%+23%32%8.5×-10.2%+13.0%
Jangho 601886.SSChina$2.01B+26%+14%5%15.0×-0.1%+3.9%
Kajaria Ceramics KAJARIACER.NSIndia$1.96B+7%+14%16%26.1×26.2%+11.7%
Tecnoglass TGLSUnited States$1.95B+10%+10%18%13.8×n/an/a
Hyundai Elevator 017800.KSSouth Korea$1.79B-31%-9%9%9.4×-5.5%+6.3%
Interface TILEUnited States$1.78B+4%+7%12%14.5×11.4%+4.7%
Watsco WSOUnited States$12.7B-28%0%9%24.3×13.2%+7.4%
Century Plyboards (India) CENTURYPLY.NSIndia$1.50B-20%+26%10%34.4×n/an/a
SPIC Industry-Finance 000958.SZChina$14.0B-14%+102%n/a22.2×n/an/a

Questions

Who are Griffon's main competitors?
Named competitors: Chamberlain Group (private or unlisted), Masco Corporation (MAS), Sanwa Holdings (5929.T), Fiskars (FSKRS.HE), Husqvarna (HUSQ-A.ST), Janus International (JBI). The cockpit's measured peer set (industry) also includes Sanwa (5929.T), Toto (5332.T), Fortune Brands Innovations (FBIN), Nichias (5393.T), STO Express (002468.SZ), Rinnai (5947.T).
Is Griffon expensive compared with its peers?
On forward p/e it trades at 17.1× against a peer median of 15.8×, 10th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Griffon stock performed?
Over six months to 6 Nov 2026 the shares returned +14.8% against -2.0% for the median peer; over one year +37.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.