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Makes fluid-handling equipment such as spray guns, pumps and dispensing systems for industrial, contractor and lubrication uses.
Makes fluid-handling equipment such as spray guns, pumps and dispensing systems for industrial, contractor and lubrication uses.
Sells pumps, sprayers and meters mainly through independent distributors to contractors and factories, who tend to stick with the brand and buy spare parts and replacements. It reports three areas: contractor, industrial and process.
Moat: narrow (brand, IP / patents, distribution). Leading brand recognition among contractors plus patented fluid-handling technology and strong dealer network.
Headquarters: Minneapolis, Minnesota, US · Founded: 1926 · Employees: 4,400
Size Graco (GGG) is a United States Industrials company (Industrial Machinery) with a market value of $10.9B, the 739th largest of 3,117 United States companies the cockpit tracks. Shares closed at $67.86 on 6 Nov 2026.
Performance Over six months the shares fell 12.5%, against -12.7% for the median peer and -1.1% for the United States market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 5.4% over the last twelve months (peer median +8.3%); the operating margin is 26.8% (peer median 15.3%).
Valuation It trades at 20.0× forward earnings against a peer median of 23.0× (8th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +2 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 10.4 points above its cost of capital (9.2% WACC).
Short interest Short interest is 3.4% of the free float (15 Oct 2026).
Next results Next results expected around 1 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $2.31B | $2.24B | $2.11B | $2.20B | $2.14B |
| Revenue growth | — | +6% | -4% | +2% | — |
| Gross profit | $1.20B | $1.17B | $1.12B | $1.16B | $1.06B |
| EBITDA | $729M | $718M | $657M | $719M | $639M |
| Net income | $517M | $522M | $486M | $507M | $461M |
| Free cash flow | $600M | $638M | $513M | $466M | $176M |
| Capital expenditure | $59.7M | $45.7M | $107M | $185M | $201M |
| Total debt | $165M | $51.6M | $48.7M | $50.1M | $127M |
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 |
|---|---|---|---|---|---|---|
| Graco GGG | $10.9B | -13% | +5% | 27% | 20.0× | 8.1% |
| Illinois Tool Works ITW | $79.8B | +11% | +5% | 27% | 23.4× | 9.7% |
| Nordson NDSN | $17.3B | +10% | +7% | 27% | 24.5× | 15.4% |
| Dover DOV | $27.1B | -7% | +8% | 18% | 17.6× | 12.2% |
| IDEX IEX | $16.7B | +5% | +7% | 21% | 23.7× | 14.7% |
| Ingersoll Rand IR | $31.9B | +10% | +8% | 19% | 21.8× | 17.3% |
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 | GGG | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.4% | -7.1% | 8th lowest of 21 |
| 6-month return | -12.5% | -12.7% | 11th highest of 21 |
| Distance from 52-week high | -29.1% | -41.9% | 9th highest of 21 |
| Revenue growth (TTM) | +5.4% | +8.3% | 7th lowest of 21 |
| Operating margin | 26.8% | 15.3% | 2nd highest of 21 |
| Forward P/E | 20.0× | 23.0× | 8th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 8.1% | 14.3% | 4th least demanding of 14 |
| Growth delivered (Del g) | +6.3% | +8.5% | 4th lowest of 14 |
| Hurdle (Req g minus delivered) | +1.9 pp | +4.7 pp | 6th least demanding of 14 |
| ROIC minus cost of capital | +10.4 pp | +3.1 pp | 6th highest of 21 |
| EV / EBITDA | 15.0× | 15.3× | 7th cheapest of 14 |
| Net debt / EBITDA | 0.0× | 1.3× | 4th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Graco GGG | United States | $10.9B | -13% | +5% | 27% | 20.0× | 8.1% | +6.3% |
| Pentair PNR | United States | $10.9B | -11% | -4% | 22% | 13.2× | 7.1% | +6.7% |
| Daifuku 6383.T | Japan | $10.9B | -33% | +21% | 15% | 18.9× | 14.7% | +8.3% |
| BELIMO BEAN.SW | Switzerland | $11.0B | +1% | +20% | 21% | 37.2× | 12.5% | +11.1% |
| Watts Water Technologies WTS | United States | $11.6B | +17% | +17% | 19% | 24.6× | 15.8% | +10.1% |
| Madison Air Solutions MAIR | United States | $11.6B | -45% | +27% | 17% | 20.6× | 31.9% | +27.3% |
| Flowserve FLS | United States | $10.2B | +13% | 0% | 14% | 17.8× | 15.0% | +4.9% |
| Lennox International LII | United States | $11.7B | -34% | +2% | 19% | 15.3× | 5.0% | +7.4% |
| Zhejiang Sanhua Intelligent Controls 2050.HK | Hong Kong | $11.9B | -38% | +8% | 15% | 18.4× | 8.7% | +19.9% |
| Indutrade INDT.ST | Sweden | $9.94B | +39% | +6% | 12% | 28.6× | 18.4% | +10.9% |
| Huagong Tech 000988.SZ | China | $9.54B | -47% | +16% | 7% | 30.9× | n/a | n/a |
| GEA Group Aktiengesellschaft G1A.DE | Germany | $12.6B | +25% | +4% | 12% | 21.0× | 5.8% | +3.5% |
| Ebara 6361.T | Japan | $9.28B | -40% | +9% | 11% | 14.5× | n/a | n/a |
| NIBE Industrier NIBE-B.ST | Sweden | $9.25B | +7% | +2% | 10% | 27.3× | 13.5% | +8.5% |
| Guangdong Dtech Technology 301377.SZ | China | $9.23B | -18% | +119% | 36% | 50.9× | n/a | n/a |
| Shenzhen Han's CNC Technology 301200.SZ | China | $9.08B | -25% | +98% | 21% | 32.1× | n/a | n/a |
| Lifco LIFCO-B.ST | Sweden | $13.1B | +1% | +7% | 19% | 29.3× | 15.2% | +15.4% |
| Beijing E-Town Semiconductor Technology 688729.SS | China | $8.94B | -14% | +10% | 12% | 52.3× | n/a | n/a |
| IMI IMI.L | United Kingdom | $8.81B | +3% | +8% | 21% | 19.9× | 14.3% | +4.8% |
| GlobalWafers 6488.TWO | Taiwan | $8.15B | -23% | -6% | 11% | 21.4× | n/a | n/a |
| ACM Research (Shanghai) 688082.SS | China | $14.6B | +30% | +9% | 15% | 54.1× | n/a | n/a |