Graco Inc.

Report azionario NYSE:GGG

Capitalizzazione di mercato: US$12.7b

Graco Crescita futura

Criteri Future verificati 1/6

Graco prevede che gli utili e i ricavi cresceranno rispettivamente di 8% e 6.7% all'anno. Si prevede che l'EPS crescerà di 8.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 18.5% in 3 anni.

Informazioni chiave

8.0%

Tasso di crescita degli utili

8.07%

Tasso di crescita dell'EPS

Machinery crescita degli utili16.3%
Tasso di crescita dei ricavi6.7%
Rendimento futuro del capitale proprio18.46%
Copertura analitica

Good

Ultimo aggiornamento13 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • Apr 12

GGG: Future Execution And Fluid Management Adoption Will Shape Balanced Earnings Expectations

Graco's updated analyst price target moves modestly lower to $94.13 from $96.00, as analysts factor in slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E after recent research updates from multiple firms. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets highlight confidence that Graco's current execution can support a higher valuation multiple than previously assumed.
Seeking Alpha • Apr 07

Graco: A Premium Business, Awarded A More Than Premium Valuation

Summary Graco maintains solid fundamentals and a strong balance sheet, but current valuations at 27–30x earnings are demanding. Recent M&A, including the $69M Radia deal and Corob S.p.A. acquisition, add 4% to pro forma sales growth, but organic growth guidance remains low single digits. Capital allocation includes a 15 million share buyback authorization and a 7% dividend hike, reflecting ongoing shareholder returns. Despite tripling over a decade, GGG's premium multiple outpaces its 5% average annual EPS growth; real appeal emerges only in the low $70s. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Mar 27

GGG: Refined Earnings Framework And Execution Quality Will Shape Future Expectations

Analysts have nudged their price targets on Graco higher by $3 to $10, citing updated views on fair value, discount rates, and future P/E assumptions that keep the stock’s modeled fair value around $96 per share. Analyst Commentary Recent research updates cluster around a similar conclusion, with multiple firms adjusting their price targets higher while keeping modeled fair value close to US$96 per share.
Aggiornamento della narrazione • Mar 12

GGG: Refined Earnings Assumptions And Modest Multiple Shift Will Shape Expectations

Narrative update on Graco The analyst price target for Graco has moved slightly higher to $96.00 per share. Analysts point to a modestly adjusted discount rate, largely unchanged growth and margin assumptions, and a slightly higher future P/E multiple to support the new level.
Aggiornamento della narrazione • Feb 26

GGG: Incremental Multiple Shift And Payout Actions Will Shape Forward Expectations

Narrative Update on Graco Analysts have lifted their average price target on Graco by combining recent $10, $3, and $8 upward revisions, reflecting updated views on its long term profit margin profile and a slightly higher future P/E assumption, while keeping fair value estimates broadly consistent. Analyst Commentary Recent research updates on Graco cluster around higher price targets, with analysts fine tuning their assumptions on profit margins and P/E levels rather than making sweeping changes to their underlying view of the business.
Aggiornamento della narrazione • Feb 12

GGG: Higher Multiples And Payouts Will Support Balanced Forward Expectations

Analysts have raised their average price target for Graco by about $2, citing updated models that incorporate slightly higher fair value estimates, a modest adjustment to the discount rate, and expectations for a somewhat higher future P/E and profit margins, even as revenue growth assumptions have become more tempered. Analyst Commentary Recent Street research points to a cluster of price target increases for Graco, with analysts updating their models based on refined fair value work, adjusted discount rates, and revised assumptions around future P/E and profitability.
Aggiornamento della narrazione • Jan 29

GGG: Dividend Hike And Buybacks Will Support Steady Forward Expectations

Analysts have lifted their price targets on Graco by a few dollars, reflecting updated views on fair value around $93.44, a slightly lower discount rate, and modest adjustments to revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts lifting price targets by a few dollars see support for the updated fair value around US$93.44, tying it to refined assumptions rather than a major shift in the story.
Aggiornamento della narrazione • Jan 14

GGG: Dividend Hike And New Buyback Authorization Will Support Balanced Outlook

Analysts have trimmed their fair value estimate for Graco by about US$1 per share. Higher assumed discount rates offset expectations for stronger revenue growth, slightly better profit margins, and a lower future P/E multiple.
Articolo di analisi • Jan 02

Graco (NYSE:GGG) Is Paying Out A Larger Dividend Than Last Year

Graco Inc. ( NYSE:GGG ) has announced that it will be increasing its dividend from last year's comparable payment on...
Articolo di analisi • Dec 12

Graco (NYSE:GGG) Is Paying Out A Larger Dividend Than Last Year

The board of Graco Inc. ( NYSE:GGG ) has announced that it will be paying its dividend of $0.295 on the 4th of...
Articolo di analisi • Dec 02

Should You Think About Buying Graco Inc. (NYSE:GGG) Now?

Let's talk about the popular Graco Inc. ( NYSE:GGG ). The company's shares had a relatively subdued couple of weeks in...
Articolo di analisi • Oct 19

Graco (NYSE:GGG) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi • Sep 09

Graco (NYSE:GGG) Is Reinvesting To Multiply In Value

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Articolo di analisi • Aug 22

What Is Graco Inc.'s (NYSE:GGG) Share Price Doing?

Let's talk about the popular Graco Inc. ( NYSE:GGG ). The company's shares had a relatively subdued couple of weeks in...
Seeking Alpha • Jan 29

Graco: Not A Good Investment After Disappointing Q4 Earnings

Summary Graco's fiscal 2024 results were disappointing, with declines in revenue, operating earnings, and diluted EPS, leading to a "Hold" rating on the stock. Despite a 5% stock increase over seven months, Graco remains overvalued with high valuation multiples and expected low growth rates for 2025. Graco's business restructuring aims to drive growth, but all segments struggled in 2024, with the Contractor segment performing the best. Graco's wide economic moat and high RoIC are strengths, but current high valuation multiples and economic uncertainties suggest caution for investors. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25

Graco: Huge Changes Are Coming

Summary Graco's strategic shift to the One Graco Strategy aims to drive double-digit bottom-line growth through M&A activity, leveraging its $500 million cash reserve. The company can create value by acquiring businesses at lower valuations and integrating them, thus enhancing shareholder value without altering its capital structure significantly. Despite the weakness in its end markets and the demand issues throughout the year, the company's optimization and its continued long-term-focused reinvestment remain intact. Read the full article on Seeking Alpha
Seeking Alpha • Oct 13

Graco: Like An Industrial ETF

Summary Graco, an industrial company with a robust balance sheet and no debt, offers a diverse product portfolio and strong growth potential, resembling an industrial ETF. The company’s business model includes three segments: Contractor, Industrial, and Process, all showing strong sales growth and high operating margins. Graco's competitive advantages include high R&D investment, niche market offerings, and strong customer relationships, contributing to its high EBIT margins and market dominance. Despite risks like declining R&D returns and potential reliance on acquisitions, Graco’s balanced capital allocation and strong financials justify a hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 29

Graco Acquisition Of Corob To Maintain Impressive Growth

Summary Graco announced their biggest acquisition in over a decade, agreeing to buy Corob for at least €230MM. Revenues were down in H1 and the company will need to execute on the merger to hit their aggressive 12% per year growth target. Shares currently trade at a price to free cash flow of over 32, which appears to be overvalued given current market conditions. Read the full article on Seeking Alpha
Seeking Alpha • Aug 20

Graco: A Shareholder-Oriented Compounder

Summary Graco is a dominant player in the fluid-handling market, known for its premium-quality products and strong brand value, which enable it to maintain superior margins compared to its competitors. The company has demonstrated robust financial health with consistently high gross margins (above 50%), strong ROIC (~26%), and exceptional cash conversion rates (above 90%). Graco could benefit from increased infrastructure spending, growth in e-commerce, and the rise of electric vehicles. However, it faces short-term headwinds from macroeconomic uncertainty and the risk of competitors. Although Graco stock trades at a premium valuation, its historical performance as a reliable compounder justifies a 'Buy' rating. Read the full article on Seeking Alpha
Seeking Alpha • Jun 06

Graco: Premium Player That Deserves A Premium Valuation

Summary Graco Inc. has seen significant growth and created value for investors over the past decade, delivering on solid top-line growth while persevering its steep margins. The company specializes in fluid and coating management systems and equipment, serving various industries and markets, and benefiting from leadership positions in niche segments. Despite a decline in first-quarter earnings, Graco remains financially strong with a net cash position, and management sees potential for growth through M&A opportunities. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:GGG - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,6306346927534
12/31/20272,46256860066611
12/31/20262,35553154363210
3/27/20262,248516631678N/A
12/26/20252,237522638684N/A
9/26/20252,192498625672N/A
6/27/20252,168483608672N/A
3/28/20252,149488548628N/A
12/27/20242,113486515622N/A
9/27/20242,131487464596N/A
6/28/20242,152498461627N/A
3/29/20242,158500495679N/A
12/29/20232,196507466651N/A
9/29/20232,184523398597N/A
6/30/20232,190506320525N/A
3/31/20232,179489245437N/A
12/30/20222,144461176377N/A
9/30/20222,128455173371N/A
7/1/20222,069442204372N/A
4/1/20222,028435227387N/A
12/31/20211,988440323457N/A
9/24/20211,918434380489N/A
6/25/20211,871445378472N/A
3/26/20211,731363368441N/A
12/25/20201,650330323394N/A
9/25/20201,592301311382N/A
6/26/20201,553271307397N/A
3/27/20201,615330306422N/A
12/27/20191,646344N/A419N/A
9/27/20191,640333N/A413N/A
6/28/20191,656341N/A361N/A
3/29/20191,652342N/A360N/A
12/28/20181,653341N/A368N/A
9/28/20181,622304N/A346N/A
6/29/20181,586287N/A373N/A
3/30/20181,541277N/A346N/A
12/29/20171,475252N/A338N/A
9/29/20171,449112N/A314N/A
6/30/20171,39691N/A318N/A
3/31/20171,36562N/A297N/A
12/30/20161,32941N/A276N/A
9/23/20161,306198N/A262N/A
6/24/20161,298195N/A186N/A
3/25/20161,285316N/A171N/A
12/25/20151,286346N/A191N/A
9/25/20151,267341N/A206N/A
6/26/20151,251350N/A254N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di GGG ( 8% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di GGG ( 8% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di GGG cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di GGG ( 6.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di GGG ( 6.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di GGG sarà basso tra 3 anni ( 18.5 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 20:35
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/27
Utili annuali2025/12/26

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Graco Inc. è coperta da 22 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael HalloranBaird
Andrew BuscagliaBerenberg
Charles BradyBMO Capital Markets Equity Research