Graco（GGG）株式概要
グラコ・インクは、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域で、流体や粉体の移動、計量、混合、制御、分注、噴霧に使用されるシステムや機器の設計、製造、販売を行っている。 詳細
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Analyst Price Targets
Graco Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$75.30 |
| 52週高値 | US$95.69 |
| 52週安値 | US$74.39 |
| ベータ | 0.96 |
| 1ヶ月の変化 | -13.64% |
| 3ヶ月変化 | -19.05% |
| 1年変化 | -11.01% |
| 3年間の変化 | -0.63% |
| 5年間の変化 | -0.027% |
| IPOからの変化 | 28,490.52% |
最新ニュース
ナラティブの更新 • 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 AlphaRecent updates
ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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株主還元
| GGG | US Machinery | US 市場 | |
|---|---|---|---|
| 7D | -1.7% | -2.6% | -0.3% |
| 1Y | -11.0% | 40.4% | 26.7% |
業界別リターン: GGG過去 1 年間で40.4 % の収益を上げたUS Machinery業界を下回りました。
リターン対市場: GGGは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| GGG volatility | |
|---|---|
| GGG Average Weekly Movement | 3.0% |
| Machinery Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: GGG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GGGの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1926 | 4,400 | Mark Sheahan | www.graco.com |
グラコ・インク（Graco Inc.）は、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域で、流体や粉体の移動、計量、混合、制御、分注、噴霧に使用されるシステムや機器の設計、製造、販売を行っている。事業セグメントは3つ：コントラクター事業、インダストリアル事業、エクスパンション事業である。コントラクター部門は、壁やその他の構造物に塗料を塗布するためのスプレー装置、発泡ポリウレタンやポリウレア塗料をスプレーするための2液混合システム、屋根や道路、駐車場、運動場、床などのマーキング用の粘性塗料、高性能の容量式および重量式分注・混合・振とう装置を提供している。産業部門は、液体仕上げと高度な流体ディスペンス装置、化学薬品、石油、食品、その他の流体を移送するポンプ、ベアリング、ギア、発電機の自動潤滑用システム、部品、付属品を設計・製造し、設備メンテナンスと車両整備用途の装置を供給し、粉体仕上げ製品と粉体仕上げシステム一式を製造している。拡張市場部門は、半導体産業で使用されるポンプ、石油・天然ガス産業で使用される高圧・超高圧バルブ、地下水サンプリング、地下水浄化、埋立地の液体・ガス管理に使用される環境モニタリング・浄化装置を製造している。グラコ社は1926年に設立され、ミネソタ州ミネアポリスに本社を置いている。
Graco Inc. 基礎のまとめ
| GGG 基礎統計学 | |
|---|---|
| 時価総額 | US$12.50b |
| 収益（TTM） | US$516.24m |
| 売上高(TTM) | US$2.25b |
24.2x
PER（株価収益率5.6x
P/SレシオGGG は割高か？
公正価値と評価分析を参照収益と収入
| GGG 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.25b |
| 売上原価 | US$1.07b |
| 売上総利益 | US$1.18b |
| その他の費用 | US$659.85m |
| 収益 | US$516.24m |
直近の収益報告
Mar 27, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.11 |
| グロス・マージン | 52.31% |
| 純利益率 | 22.96% |
| 有利子負債／自己資本比率 | 1.0% |
GGG の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.6%
現在の配当利回り37%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 02:49 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/27 |
| 年間収益 | 2025/12/26 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Graco Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Michael Halloran | Baird |
| Andrew Buscaglia | Berenberg |
| Charles Brady | BMO Capital Markets Equity Research |