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Global Industrial CompanyNYSE:GIC Stock Report

Market Cap US$1.1b
Share Price
US$30.13
US$40
24.7% undervalued intrinsic discount
1Y14.5%
7D2.6%
1D
Portfolio Value
View

Global Industrial Company

NYSE:GIC Stock Report

Market Cap: US$1.1b

Global Industrial (GIC) Stock Overview

Through its subsidiaries, operates as an industrial distributor of various industrial and maintenance, repair, and operation (MRO) products in the United States and Canada. More details

GIC fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance5/6
Financial Health6/6
Dividends5/6

GIC Community Fair Values

Create Narrative

See what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.

Global Industrial Company Competitors

Price History & Performance

Summary of share price highs, lows and changes for Global Industrial
Historical stock prices
Current Share PriceUS$30.13
52 Week HighUS$38.79
52 Week LowUS$25.62
Beta0.82
1 Month Change-11.54%
3 Month Change-9.41%
1 Year Change14.52%
3 Year Change21.10%
5 Year Change-12.34%
Change since IPO50.65%

Recent News & Updates

Narrative Update May 23

GIC: Rising Dividend And Share Repurchases Will Support Future Upside Potential

Analysts have maintained their $40.00 price target for Global Industrial, citing only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially alter their overall view of the stock. What's in the News Global Industrial exhibited at the National Restaurant Association Show 2026 in Chicago, highlighting a broad lineup of foodservice equipment, storage solutions, janitorial and facility products, and high-frequency consumables aimed at restaurant operations (Key Developments).
Seeking Alpha May 22

Global Industrial Company Might Continue Its Underperformance

Summary Global Industrial Company remains a mature, stable MRO distributor with modest growth and strong capital efficiency. I maintain a hold rating, as GIC is likely to underperform broader markets dominated by AI and tech narratives. GIC’s strategy focuses on larger strategic accounts and higher-margin enterprise customers to drive incremental growth and profitability. Valuation suggests fair value near $31.38, with mid-to-high single-digit revenue growth expected but no near-term catalysts for outperformance. Read the full article on Seeking Alpha

Recent updates

Narrative Update May 23

GIC: Rising Dividend And Share Repurchases Will Support Future Upside Potential

Analysts have maintained their $40.00 price target for Global Industrial, citing only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially alter their overall view of the stock. What's in the News Global Industrial exhibited at the National Restaurant Association Show 2026 in Chicago, highlighting a broad lineup of foodservice equipment, storage solutions, janitorial and facility products, and high-frequency consumables aimed at restaurant operations (Key Developments).
Seeking Alpha May 22

Global Industrial Company Might Continue Its Underperformance

Summary Global Industrial Company remains a mature, stable MRO distributor with modest growth and strong capital efficiency. I maintain a hold rating, as GIC is likely to underperform broader markets dominated by AI and tech narratives. GIC’s strategy focuses on larger strategic accounts and higher-margin enterprise customers to drive incremental growth and profitability. Valuation suggests fair value near $31.38, with mid-to-high single-digit revenue growth expected but no near-term catalysts for outperformance. Read the full article on Seeking Alpha
Narrative Update Apr 27

GIC: Higher Dividend And Ongoing Buybacks Will Support Future Upside Potential

Analysts have kept their $40.00 price target for Global Industrial unchanged, citing only small tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E that do not materially shift their view on the stock's valuation. What's in the News From January 1, 2025 to December 31, 2025, Global Industrial repurchased 326,000 shares, representing 0.85% of shares, for $3.03 million under its existing buyback program (Key Developments).
Narrative Update Apr 13

GIC: Higher Dividend And Ongoing Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on Global Industrial to $40.00, citing small adjustments to the discount rate, revenue growth assumptions, and profit margin outlook, while keeping the long-term P/E view broadly in line with prior estimates. What's in the News From January 1, 2025 to December 31, 2025, Global Industrial repurchased 326,000 shares, about 0.85% of shares, for US$3.03 million under its ongoing buyback program, contributing to cumulative repurchases under the current authorization (Key Developments).
Narrative Update Mar 28

GIC: Higher Dividend And Buybacks Will Support Future Upside Potential

Analysts have made a slight adjustment to their price target for Global Industrial to reflect updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Taken together, these changes point to a modest refinement in their valuation framework without a material change to fair value, which remains around $40.
Narrative Update Mar 13

GIC: Higher Dividend Payout Will Support Future Upside Potential

Analysts have kept their $40.00 price target on Global Industrial unchanged, citing only slight adjustments in assumptions, including a modestly lower discount rate, a marginally different long-term revenue growth outlook, a slightly adjusted profit margin, and a small shift in the future P/E multiple. What's in the News Global Industrial Company declared a cash dividend of $0.28 per share for common stock shareholders of record at the close of business on March 9, 2026.
Narrative Update Feb 26

GIC: Higher Payout And Richer P/E Will Support Future Upside

Analysts have increased their price target on Global Industrial from $38 to $40, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Global Industrial Company declared a cash dividend of $0.28 per share for common stock shareholders of record at the close of business on March 9, 2026, with payment scheduled for March 16, 2026 (Key Developments).
Analysis Article Feb 04

Why Global Industrial Company (NYSE:GIC) Could Be Worth Watching

Global Industrial Company ( NYSE:GIC ), might not be a large cap stock, but it saw a double-digit share price rise of...
Analysis Article Dec 12

What Global Industrial Company's (NYSE:GIC) P/E Is Not Telling You

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Analysis Article Oct 08

Returns On Capital Signal Tricky Times Ahead For Global Industrial (NYSE:GIC)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Aug 10

Investors Still Aren't Entirely Convinced By Global Industrial Company's (NYSE:GIC) Earnings Despite 25% Price Jump

NYSE:GIC 1 Year Share Price vs Fair Value Explore Global Industrial's Fair Values from the Community and select yours...
Analysis Article Jul 31

Global Industrial Company's (NYSE:GIC) Intrinsic Value Is Potentially 62% Above Its Share Price

Key Insights The projected fair value for Global Industrial is US$55.83 based on 2 Stage Free Cash Flow to Equity...
Analysis Article May 03

Global Industrial Company Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Global Industrial Company ( NYSE:GIC ) investors will be delighted, with the company turning in some strong numbers...
Seeking Alpha Mar 31

Global Industrial: High Returns On Capital Attract At These Levels

Summary The valuation of the shares appears attractive due to the strong returns on capital, high dividend and strong balance sheet. Recent weak sales and profit development have returned the stock back to a level where investors could expect a good future return when the demand environment improves. The shares offer a dividend yield of 4.6% covered by earnings and free cash flow. Read the full article on Seeking Alpha
Analysis Article Feb 27

Global Industrial Company (NYSE:GIC) Just Released Its Annual Results And Analysts Are Updating Their Estimates

As you might know, Global Industrial Company ( NYSE:GIC ) recently reported its yearly numbers. Results were roughly in...
Analysis Article Jan 18

Why You Should Care About Global Industrial's (NYSE:GIC) Strong Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Dec 23

Global Industrial: Strategic Fine-Tuning Paves The Way For Improved Returns

Summary Global Industrial Company's strategic focus on new account generation and existing account penetration is expected to improve its outlook, despite industry headwinds and soft demand. Investments in customer experience, new CRM rollout, and private label brand conversion are key strategies to enhance competitive position and drive future growth. GIC's liquidity remains robust with no debt, supporting investor sentiment, and the stock is reasonably valued compared to peers, justifying a "Hold" rating. Read the full article on Seeking Alpha
Seeking Alpha Oct 14

Global Industrial Company: Managing Cost Structure Is The Key

Summary Global Industrial Company's cost management efforts and Indoff's low-cost structure aim to mitigate margin pressure, but short-term inventory and freight costs remain challenging. Despite weakened cash flows and higher SG&A costs, GIC's zero-debt structure and reasonable valuation support a "hold" rating. Industry indicators are stable, but geopolitical risks and supply chain issues can threaten its business and stock performance. Read the full article on Seeking Alpha
User avatar
New Narrative Sep 24

Tactical Leadership And Acquisitions Set To Boost Margins And Drive Revenue Growth

Leadership transition under Richard Leeds as Interim CEO aims at strategic improvements and operational efficiency to boost net margins.
Analysis Article Aug 26

Global Industrial Company (NYSE:GIC) Could Be Riskier Than It Looks

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Analysis Article Aug 01

US$45.00: That's What Analysts Think Global Industrial Company (NYSE:GIC) Is Worth After Its Latest Results

The quarterly results for Global Industrial Company ( NYSE:GIC ) were released last week, making it a good time to...
Analysis Article Jul 15

Estimating The Intrinsic Value Of Global Industrial Company (NYSE:GIC)

Key Insights Global Industrial's estimated fair value is US$40.04 based on 2 Stage Free Cash Flow to Equity Global...
Seeking Alpha Jul 10

Global Industrial Company Focuses On Cost Structure And E-Channels

Summary GIC is focusing on boosting eCommerce and large enterprise account sales to improve conversion rates and customer experience. The company faces challenges in the small-to-mid-sized customer group and a potential spike in SG&A costs in the short term. The stock is reasonably valued compared to peers, with a potential upside, based on my estimates. Read the full article on Seeking Alpha
Analysis Article Apr 08

What Is Global Industrial Company's (NYSE:GIC) Share Price Doing?

While Global Industrial Company ( NYSE:GIC ) might not have the largest market cap around , it saw a significant share...
Seeking Alpha Apr 04

Global Industrial Company Raises Dividend But Faces Short-Term Margin Pressure

Summary Global Industrial Company is focusing on strengthening its e-commerce sales channels and traditional marketing efforts to improve its operating margin in 2024. GIC faces challenges in managing freight costs due to volatility in international sea routes, but its zero-debt balance sheet and improved cash flows provide stability. I expect the operating margin to contract in Q1 as Indoff's share increases, but it should recover by year-end. Read the full article on Seeking Alpha
Analysis Article Mar 03

Global Industrial Company (NYSE:GIC) Just Reported And Analysts Have Been Lifting Their Price Targets

Last week, you might have seen that Global Industrial Company ( NYSE:GIC ) released its annual result to the market...
Analysis Article Feb 23

Returns On Capital Are A Standout For Global Industrial (NYSE:GIC)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Jan 09

Global Industrial Company Lacks Momentum But Rides On Acquisition Benefits

Summary GIC is focusing on investing in eCommerce channels and traditional one-to-one sales channels to drive growth. The company saw impressive volume growth in Q3, but order growth shrank due to lower demand for core commodities and consumables. GIC's acquisition of Indoff has strengthened its B2B e-commerce platform and expanded its product portfolio, but pricing pressure and margin contraction remain challenges. Read the full article on Seeking Alpha
Analysis Article Jan 06

Some Shareholders Feeling Restless Over Global Industrial Company's (NYSE:GIC) P/E Ratio

Global Industrial Company's ( NYSE:GIC ) price-to-earnings (or "P/E") ratio of 20.4x might make it look like a sell...
Analysis Article Dec 15

Is Now An Opportune Moment To Examine Global Industrial Company (NYSE:GIC)?

Global Industrial Company ( NYSE:GIC ), is not the largest company out there, but it saw a significant share price rise...
Seeking Alpha Oct 26

Global Industrial Company: Expecting More Momentum From Upcoming Q3 Earnings Numbers

Summary Global Industrial Company (GIC) shares have rallied since the golden cross in July and positive earnings report in August. GIC's dividend yield is higher than its 5-year average, indicating potential value for dividend growth investors. The company's dividend payout history and low payout ratios suggest the sustainability of its dividend. Read the full article on Seeking Alpha
Analysis Article Sep 29

Is Global Industrial (NYSE:GIC) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Sep 01

What Is Global Industrial Company's (NYSE:GIC) Share Price Doing?

Global Industrial Company ( NYSE:GIC ), is not the largest company out there, but it saw a significant share price rise...
Seeking Alpha Aug 07

Global Industrial Company: Stepping Back A Bit

Summary Global Industrial Company reported Q2 revenue and profits that exceeded expectations. Earnings per share fell short of last year but beat analysts' estimates, resulting in net income of $21.5 million. Other profitability metrics were mixed, with operating cash flow increasing but EBITDA falling slightly. Even in light of these results, shares look closer to fair value after having risen and after incorporating recent valuation data. Read the full article on Seeking Alpha
Analysis Article Jul 27

Investors Shouldn't Overlook Global Industrial's (NYSE:GIC) Impressive Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Shareholder Returns

GICUS Trade DistributorsUS Market
7D2.6%2.8%1.3%
1Y14.5%21.7%27.7%

Return vs Industry: GIC underperformed the US Trade Distributors industry which returned 19.6% over the past year.

Return vs Market: GIC underperformed the US Market which returned 26.4% over the past year.

Price Volatility

Is GIC's price volatile compared to industry and market?
GIC volatility
GIC Average Weekly Movement4.7%
Trade Distributors Industry Average Movement7.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.0%

Stable Share Price: GIC has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: GIC's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19491,980Anesa Chaibiwww.globalindustrial.com

Global Industrial Company, through its subsidiaries, operates as an industrial distributor of various industrial and maintenance, repair, and operation (MRO) products in the United States and Canada. It offers storage and shelving products, safety and security products, carts and trucks, HVAC and fans, furniture and decor, material handling products, janitorial and facility maintenance products, workbenches and shop desks, tools and instruments, plumbing and pumps, office and school supplies, packaging and shipping products, lighting and electrical products, foodservice and retail products, medical and laboratory products, motors and power transmission products, building supplies, machining products, fasteners and hardware, vehicle maintenance products, and raw materials. The company distributes its industrial and MRO products under the Global, GlobalIndustrial.com, Nexel, Paramount, Interion, and Absocold brands.

Global Industrial Company Fundamentals Summary

How do Global Industrial's earnings and revenue compare to its market cap?
GIC fundamental statistics
Market capUS$1.14b
Earnings (TTM)US$72.90m
Revenue (TTM)US$1.41b
15.8x
P/E Ratio
0.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
GIC income statement (TTM)
RevenueUS$1.41b
Cost of RevenueUS$908.50m
Gross ProfitUS$500.00m
Other ExpensesUS$427.10m
EarningsUS$72.90m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.91
Gross Margin35.50%
Net Profit Margin5.18%
Debt/Equity Ratio0%

How did GIC perform over the long term?

See historical performance and comparison

Dividends

3.7%
Current Dividend Yield
56%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/27 05:24
End of Day Share Price 2026/05/27 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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

Global Industrial Company is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Anthony LebiedzinskiSidoti & Company, LLC
Ryan MerkelWilliam Blair & Company L.L.C.