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Irish/UK builders' merchant group distributing building materials and DIY products across the UK, Ireland and Netherlands.
Irish/UK builders' merchant group distributing building materials and DIY products across the UK, Ireland and Netherlands.
Earns the markup between what manufacturers charge and what builders and tradespeople pay at its local branches, often on account terms, so credit control and local relationships matter. Repair, maintenance and improvement work keeps sales steadier than new building. The UK and Ireland carry the business, with a smaller Dutch arm.
In one line: A UK/Irish Builders FirstSource peer.
Moat: narrow (scale, distribution, installed base). Extensive branch network across UK/Ireland gives scale and local trade-relationship advantages.
Headquarters: Dublin, Ireland · Founded: 1902 · Employees: 10,001
Size Grafton (GFTU.L) is a United Kingdom Consumer Discretionary company (Wholesale Distributors) with a market value of $2.59B, the 143rd largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £1,034 on 6 Nov 2026.
Performance Over six months the shares gained 25.1%, against -12.4% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 4th highest of 10 in its peer set.
Growth Revenue grew 8.6% over the last twelve months (peer median +17.3%); the operating margin is 6.4% (peer median 11.7%).
Valuation It trades at 13.6× forward earnings against a peer median of 17.5× (3rd cheapest of 8).
Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is +0 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 4.8 points below its cost of capital (11.2% WACC).
Next results Next results expected around 11 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | £2.60B | £2.52B | £2.28B | £2.32B | £2.30B |
| Revenue growth | — | +10% | -2% | +1% | — |
| Gross profit | £167M | £384M | £345M | £374M | £417M |
| EBITDA | £325M | £313M | £289M | £310M | £356M |
| Net income | £130M | £137M | £122M | £149M | £209M |
| Free cash flow | £220M | £232M | £231M | £248M | £171M |
| Capital expenditure | £49.8M | £46.2M | £46.8M | £52.8M | £57.8M |
| Total debt | n/a | £619M | £641M | £633M | £703M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Grafton GFTU.L | $2.59B | +25% | +9% | 6% | 13.6× | 8.8% |
| Travis Perkins TPK.L | $1.86B | +28% | 0% | 3% | 23.2× | 8.5% |
| Ferguson Enterprises FERG | $45.2B | -3% | +8% | 10% | 19.4× | 9.9% |
| Wickes WIX.L | $717M | +36% | +4% | 4% | 13.3× | 2.2% |
| Kingfisher KGF.L | $8.17B | +34% | +1% | 5% | 13.9× | 5.7% |
| Howden Joinery HWDN.L | $6.12B | +16% | +4% | 15% | 16.6× | 14.9% |
| SIG SIGN.SW | $7.07B | +23% | -5% | 5% | 20.5× | 18.4% |
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.
| Measure | GFTU.L | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +12.2% | -5.1% | 3rd highest of 10 |
| 6-month return | +25.1% | -12.4% | 4th highest of 10 |
| Distance from 52-week high | -3.3% | -27.8% | highest of 10 |
| Revenue growth (TTM) | +8.6% | +17.3% | 5th lowest of 10 |
| Operating margin | 6.4% | 11.7% | 3rd lowest of 10 |
| Forward P/E | 13.6× | 17.5× | 3rd cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | 8.8% | 5.4% | 2nd most demanding of 7 |
| Growth delivered (Del g) | +8.5% | +11.4% | 4th highest of 7 |
| Hurdle (Req g minus delivered) | +0.3 pp | -2.4 pp | 3rd most demanding of 7 |
| ROIC minus cost of capital | -4.8 pp | +0.2 pp | 4th lowest of 10 |
| EV / EBITDA | 6.9× | 14.2× | 2nd cheapest of 8 |
| Net debt / EBITDA | 1.0× | -0.5× | 3rd most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Grafton GFTU.L | United Kingdom | $2.59B | +25% | +9% | 6% | 13.6× | 8.8% | +8.5% |
| GigaCloud Technology GCT | United States | $2.08B | +45% | +23% | 12% | 11.1× | 8.0% | +36.2% |
| Cricut CRCT | United States | $1.84B | +104% | -1% | 17% | 31.3× | -10.4% | -5.9% |
| Aegis Logistics AEGISLOG.NS | India | $4.23B | +54% | +20% | 21% | 27.3× | 26.9% | +16.7% |
| Gujarat Mineral Development GMDCLTD.NS | India | $1.56B | -34% | +19% | 15% | 16.0× | n/a | n/a |
| Lloyds Enterprises LLOYDSENT.NS | India | $988M | -12% | +33% | 8% | n/a | n/a | n/a |
| Pool POOL | United States | $7.56B | +13% | +3% | 11% | 18.6× | 5.9% | +6.1% |
| MMTC MMTC.NS | India | $847M | -20% | -20% | -6,724% | n/a | n/a | n/a |
| ARKO Petroleum APC | United States | $704M | -23% | -12% | 2% | 17.5× | 4.8% | -7.6% |
| Sharda Cropchem SHARDACROP.NS | India | $655M | -39% | +17% | 14% | 9.3× | -2.6% | +17.1% |