Graco Management
Management criteria checks 4/4
Graco's CEO is Mark Sheahan, appointed in Jun 2021, has a tenure of 4.92 years. total yearly compensation is $9.49M, comprised of 11.2% salary and 88.8% bonuses, including company stock and options. directly owns 0.074% of the company’s shares, worth $9.29M. The average tenure of the management team and the board of directors is 3.3 years and 6.3 years respectively.
Key information
Mark Sheahan
Chief executive officer
US$9.5m
Total compensation
| CEO salary percentage | 11.22% |
| CEO tenure | 4.9yrs |
| CEO ownership | 0.07% |
| Management average tenure | 3.3yrs |
| Board average tenure | 6.3yrs |
Recent management updates
Recent updates
Narrative Update • 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 AlphaNarrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 27 2026 | n/a | n/a | US$516m |
| Dec 26 2025 | US$9m | US$1m | US$522m |
| Sep 26 2025 | n/a | n/a | US$498m |
| Jun 27 2025 | n/a | n/a | US$483m |
| Mar 28 2025 | n/a | n/a | US$488m |
| Dec 27 2024 | US$8m | US$1m | US$486m |
| Sep 27 2024 | n/a | n/a | US$487m |
| Jun 28 2024 | n/a | n/a | US$498m |
| Mar 29 2024 | n/a | n/a | US$500m |
| Dec 29 2023 | US$9m | US$985k | US$507m |
| Sep 29 2023 | n/a | n/a | US$523m |
| Jun 30 2023 | n/a | n/a | US$506m |
| Mar 31 2023 | n/a | n/a | US$489m |
| Dec 30 2022 | US$6m | US$919k | US$461m |
| Sep 30 2022 | n/a | n/a | US$455m |
| Jul 01 2022 | n/a | n/a | US$442m |
| Apr 01 2022 | n/a | n/a | US$435m |
| Dec 31 2021 | US$5m | US$706k | US$440m |
| Sep 24 2021 | n/a | n/a | US$434m |
| Jun 25 2021 | n/a | n/a | US$445m |
| Mar 26 2021 | n/a | n/a | US$363m |
| Dec 25 2020 | US$2m | US$449k | US$330m |
| Sep 25 2020 | n/a | n/a | US$301m |
| Jun 26 2020 | n/a | n/a | US$271m |
| Mar 27 2020 | n/a | n/a | US$330m |
| Dec 27 2019 | US$2m | US$420k | US$344m |
Compensation vs Market: Mark's total compensation ($USD9.49M) is below average for companies of similar size in the US market ($USD14.80M).
Compensation vs Earnings: Mark's compensation has been consistent with company performance over the past year.
CEO
Mark Sheahan (61 yo)
4.9yrs
Tenure
US$9,491,330
Compensation
Mr. Mark W. Sheahan has been the President, Chief Executive Officer and Director at Graco Inc. since June 10, 2021 and served as its Chief Financial Officer and Treasurer since June 18, 2018 until June 10,...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 4.9yrs | US$9.49m | 0.074% $ 9.3m | |
| Executive VP & Chief Operations and Supply Chain Officer | 7.4yrs | US$1.59m | 0.0094% $ 1.2m | |
| Executive VP & Chief Human Resources Officer | 3yrs | US$1.37m | 0% $ 0 | |
| President of Global Industrial Division | 7.9yrs | US$1.37m | 0.0089% $ 1.1m | |
| CFO & Treasurer | less than a year | no data | no data | |
| VP, Controller & Chief Accounting Officer | 3yrs | no data | no data | |
| Executive VP & Chief Information Officer | 2.3yrs | no data | 0.0047% $ 591.1k | |
| Executive VP | 4.8yrs | no data | no data | |
| Executive VP & Chief Marketing Officer | 3.3yrs | no data | no data | |
| President of Expansion Markets Division | 7.4yrs | no data | 0.033% $ 4.1m | |
| Executive Officer & President of Global Powder Division | 3.3yrs | no data | 0.012% $ 1.5m | |
| President of Global Contractor Division | 2.3yrs | no data | 0.017% $ 2.1m |
3.3yrs
Average Tenure
53.5yo
Average Age
Experienced Management: GGG's management team is considered experienced (3.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 4.9yrs | US$9.49m | 0.074% $ 9.3m | |
| Independent Director | 30.6yrs | US$251.74k | 0.14% $ 17.7m | |
| Independent Director | 3.3yrs | US$239.74k | 0.00081% $ 101.2k | |
| Independent Director | 10.7yrs | US$258.24k | 0.027% $ 3.4m | |
| Independent Chair of the Board | 25.3yrs | US$273.24k | 0.027% $ 3.3m | |
| Independent Director | 15.4yrs | US$238.24k | 0.028% $ 3.5m | |
| Independent Director | 6.3yrs | US$233.24k | 0% $ 0 | |
| Independent Director | 3yrs | US$239.74k | 0% $ 0 | |
| Independent Director | less than a year | US$145.84k | 0.00075% $ 93.7k |
6.3yrs
Average Tenure
65yo
Average Age
Experienced Board: GGG's board of directors are considered experienced (6.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/21 05:44 |
| End of Day Share Price | 2026/05/21 00:00 |
| Earnings | 2026/03/27 |
| Annual Earnings | 2025/12/26 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Graco Inc. is covered by 22 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Halloran | Baird |
| Andrew Buscaglia | Berenberg |
| Charles Brady | BMO Capital Markets Equity Research |