Graco Inc.

NYSE:GGG 株式レポート

時価総額:US$12.5b

Graco 配当と自社株買い

配当金 基準チェック /56

Graco配当を支払う会社であり、現在の利回りは1.56%で、収益によって十分にカバーされています。

主要情報

1.6%

配当利回り

1.2%

バイバック利回り

総株主利回り2.7%
将来の配当利回り1.8%
配当成長10.0%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向37%

最近の配当と自社株買いの更新

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...

Recent 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 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

決済の安定と成長

配当データの取得

安定した配当: GGGの1株当たり配当金は過去10年間安定しています。

増加する配当: GGGの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Graco 配当利回り対市場
GGG 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (GGG)1.6%
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Machinery)1.1%
アナリスト予想 (GGG) (最長3年)1.8%

注目すべき配当: GGGの配当金 ( 1.56% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) よりも高くなっています。

高配当: GGGの配当金 ( 1.56% ) はUS市場の配当金支払者の上位 25% ( 4.25% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: GGGの 配当性向 ( 36.6% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: GGGの 現金配当性向 ( 31% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

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2026/05/22 22:15
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 HalloranBaird
Andrew BuscagliaBerenberg
Charles BradyBMO Capital Markets Equity Research