W.W. Grainger, Inc.

NYSE:GWW Stock Report

Market Cap: US$54.4b

W.W. Grainger Management

Management criteria checks 4/4

W.W. Grainger's CEO is DG Macpherson, appointed in Oct 2016, has a tenure of 9.58 years. total yearly compensation is $11.61M, comprised of 10.1% salary and 89.9% bonuses, including company stock and options. directly owns 0.22% of the company’s shares, worth $117.07M. The average tenure of the management team and the board of directors is 5.3 years and 7.5 years respectively.

Key information

DG Macpherson

Chief executive officer

US$11.6m

Total compensation

CEO salary percentage10.13%
CEO tenure9.6yrs
CEO ownership0.2%
Management average tenure5.3yrs
Board average tenure7.5yrs

Recent management updates

Recent updates

GWW: Short Cycle Industrial Recovery Will Support Higher Future Upside

Analysts have raised the price target on W.W. Grainger to $1,342 from $1,270.55, citing refreshed estimates related to short cycle industrial recovery and updated quarterly forecasts. Analyst Commentary Recent Street research highlights a cluster of upward price target revisions on W.W. Grainger, tied to refreshed quarterly estimates and expectations around a short cycle industrial recovery.

W.W. Grainger Proved Me Wrong. I Wish I Bought It Sooner

Apr 11

GWW: Short Cycle Recovery Will Heighten Risk Of Multiple Compression

Analysts have lifted the W.W. Grainger price target from $874.03 to $930.00, reflecting updated views on revenue growth, profit margin and future P/E assumptions following a series of upward target revisions from major research firms. Analyst Commentary Recent research updates on W.W. Grainger highlight a mix of optimism on the business and caution on valuation and execution.

GWW: Future Returns Will Reflect Industrial Recovery Hopes Against Execution And Legal Risks

The analyst price target for W.W. Grainger edges higher by about $6 to roughly $1,150 as analysts factor in a slightly higher assumed future P/E and discount rate, while keeping revenue growth and profit margin expectations broadly steady, reflecting recent target increases across the Street. Analyst Commentary Recent Street research on W.W. Grainger points to a cluster of price target increases, with analysts adjusting their models around updated quarterly results, refreshed forecasts and views on the industrial recovery cycle.

GWW: Future Returns Will Reflect Raised Q4 Assumptions Against Execution And Legal Risks

Analysts have nudged their fair value estimate for W.W. Grainger higher to $1,143.88 from $1,131.31, reflecting updated Q4 inputs, refreshed forecasts and a slightly lower discount rate, alongside modest tweaks to revenue growth, profit margin and future P/E assumptions in line with recent price target increases across the Street. Analyst Commentary Street research on W.W. Grainger in recent weeks has centered on refreshed Q4 assumptions and updated valuation work, with several firms adjusting their price targets and at least one upgrade in rating.

GWW: Future Returns Will Balance P E Assumptions With Execution And Legal Risks

W.W. Grainger's updated analyst price target edges higher to approximately $1,131, with analysts pointing to modest tweaks in revenue growth, profit margin, and assumed future P/E as key supports for the new figure. Analyst Commentary The latest round of Street research on W.W. Grainger centers on a series of higher price targets, including adjustments of $50, $69, $75, $152, and $55, alongside a recent upgrade.

GWW: Future Returns Will Reflect Refreshed P E Assumptions And Execution Risks

Analysts have lifted their price expectations for W.W. Grainger, reflected in an updated fair value estimate of US$1,131 per share, up from about US$1,053, citing Street research that points to adjusted assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on W.W. Grainger has centered on higher price targets and an upgrade, with several firms revisiting their assumptions around revenue growth, margin durability and acceptable P/E levels.

GWW: Q3 Execution And LIFO Headwinds Will Support Higher Future Upside

Analysts nudged their fair value estimate for W.W. Grainger higher from about $1,250 to roughly $1,271. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, and points to recent Street research that cited a modest Q3 operating beat, better than feared price and cost dynamics, LIFO headwinds into early 2026, and a limited revenue impact from the federal government shutdown.

GWW: Future Returns Will Reflect Pricing Discipline And Lingering Cost Headwinds

Analysts have inched their average price target on W.W. Grainger up by about $44 to roughly $1,050, citing a modest Q3 operating beat, better than expected price and cost trends, and clarity around a roughly 1% revenue impact from the federal government shutdown. Analyst Commentary Analysts are focusing on how W.W. Grainger is handling pricing, costs, and temporary headwinds like the federal government shutdown when thinking about valuation and execution quality.

GWW: Future Returns Will Balance MRO Leadership With Mixed End Market Headwinds

Analysts have nudged their average price target for W.W. Grainger modestly higher to approximately $1,050, reflecting improving confidence in the company’s ability to manage price and cost headwinds and sustain its leadership in the U.S. MRO market despite a less favorable end market mix. Analyst Commentary Recent research updates underscore a mixed, but generally constructive, view on W.W. Grainger, with price targets and ratings reflecting differing expectations for the pace of earnings growth and the quality of the company’s end market exposure.

GWW: Future Returns Will Reflect Strong Execution Amid Mixed MRO Demand Risks

The analyst price target for W.W. Grainger has been nudged slightly lower by about $1 to roughly $1,053.50, as analysts balance recent target hikes tied to resilient pricing and margins against more cautious views on the MRO end market and limited earnings recovery potential. Analyst Commentary Bullish analysts highlight that W.W. Grainger continues to execute well operationally despite a mixed macro backdrop, supporting premium valuation levels relative to the broader MRO space.

GWW: Strong Operational Execution Will Support Margins Amid Inflationary Pressures

W.W. Grainger's analyst price target saw a marginal reduction, slipping by $0.83 to $1,054.60. Analysts cited slowing revenue growth and lingering inflationary headwinds in the company's key end-markets.

GWW: Market Share Gains Will Offset Risks From Slower End Market Exposure

Analysts have slightly raised their price target for W.W. Grainger from $1,041.77 to $1,055.43. They cite robust profit margins but emphasize the company's limited earnings recovery potential because of its exposure to slower-growing end-markets.

Calculating The Fair Value Of W.W. Grainger, Inc. (NYSE:GWW)

Sep 25
Calculating The Fair Value Of W.W. Grainger, Inc. (NYSE:GWW)

W.W. Grainger (NYSE:GWW) Has A Pretty Healthy Balance Sheet

Sep 14
W.W. Grainger (NYSE:GWW) Has A Pretty Healthy Balance Sheet

US Infrastructure Upgrades And Digital Commerce Will Ensure Lasting Success

With consensus estimates for both revenue growth (6.7% per annum) and the discount rate (8.00%) unchanged, analysts have maintained their fair value for W.W. Grainger at $1049 per share. What's in the News Revised 2025 earnings guidance: net sales expected at $17.9–$18.2 billion (up from prior $17.6–$18.1 billion), sales growth at 4.4%–5.9% (vs.

Is Now The Time To Put W.W. Grainger (NYSE:GWW) On Your Watchlist?

Aug 04
Is Now The Time To Put W.W. Grainger (NYSE:GWW) On Your Watchlist?

W.W. Grainger (NYSE:GWW) Could Become A Multi-Bagger

Jun 21
W.W. Grainger (NYSE:GWW) Could Become A Multi-Bagger

A Look At The Intrinsic Value Of W.W. Grainger, Inc. (NYSE:GWW)

Jun 10
A Look At The Intrinsic Value Of W.W. Grainger, Inc. (NYSE:GWW)

Subdued Growth No Barrier To W.W. Grainger, Inc.'s (NYSE:GWW) Price

May 30
Subdued Growth No Barrier To W.W. Grainger, Inc.'s (NYSE:GWW) Price

Should You Investigate W.W. Grainger, Inc. (NYSE:GWW) At US$1,102?

May 18
Should You Investigate W.W. Grainger, Inc. (NYSE:GWW) At US$1,102?

W.W. Grainger: Resilient, But Approach With Caution

Mar 27

W.W. Grainger: Stability Is The Key

Jan 13

Like A Certain Battery-Powered Bunny, W.W. Grainger Keeps Going... And Going

Aug 28

W.W. Grainger Stock: Plenty Of Reasons To Stay Cautious

Jun 20

CEO Compensation Analysis

How has DG Macpherson's remuneration changed compared to W.W. Grainger's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$12mUS$1m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$11mUS$1m

US$2b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$10mUS$1m

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$10mUS$1m

US$2b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$9mUS$1m

US$1b

Sep 30 2021n/an/a

US$928m

Jun 30 2021n/an/a

US$871m

Mar 31 2021n/an/a

US$760m

Dec 31 2020US$7mUS$969k

US$695m

Sep 30 2020n/an/a

US$630m

Jun 30 2020n/an/a

US$623m

Mar 31 2020n/an/a

US$769m

Dec 31 2019US$8mUS$1m

US$849m

Compensation vs Market: DG's total compensation ($USD11.61M) is about average for companies of similar size in the US market ($USD14.60M).

Compensation vs Earnings: DG's compensation has been consistent with company performance over the past year.


CEO

DG Macpherson (57 yo)

9.6yrs
Tenure
US$11,609,508
Compensation

Mr. Donald G. Macpherson, also known as DG, is Independent Director of DuPont de Nemours, Inc. from January 20, 2026. He serves as Vice Chairman at Commercial Club of Chicago. He served as an Independent D...


Leadership Team

NamePositionTenureCompensationOwnership
Donald Macpherson
Chairman & CEO9.6yrsUS$11.61m0.22%
$ 117.1m
Deidra Merriwether
CFO & Senior VP5.3yrsUS$4.19m0.016%
$ 8.8m
Nancy Berardinelli-Krantz
Senior VP & Chief Legal Officer3.3yrsUS$2.93m0.0043%
$ 2.3m
Melanie Tinto
Senior VP & Chief Human Resources Officer1.1yrsUS$4.95mno data
Paige Robbins
Senior VP & President of Grainger Business Unit5.3yrsUS$3.72m0.037%
$ 20.1m
Laurie Thomson
VP, Controller & Principal Accounting Officer5yrsno data0.00074%
$ 402.3k
Jonny LeRoy
Senior VP & CTO6.1yrsUS$1.98m0.0031%
$ 1.7m
Kyle Bland
Vice President of Investor Relationsno datano datano data
Masaya Suzuki
Managing Director of Endless Assortment Business6.3yrsno datano data
Barry Greenhouse
Senior Vice President of Merchandising & Supplier Management6.5yrsno datano data
Brian Walker
Senior Vice President of Sales & Onsite Services6.6yrsno datano data
Rob Reynolds
Senior Vice President of Branch & DC Operations2.7yrsno datano data
5.3yrs
Average Tenure
52yo
Average Age

Experienced Management: GWW's management team is seasoned and experienced (5.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Donald Macpherson
Chairman & CEO9.6yrsUS$11.61m0.22%
$ 117.1m
Neil Novich
Independent Director27.3yrsUS$302.76k0.0097%
$ 5.3m
Christopher Klein
Independent Director2.4yrsUS$295.26k0.00014%
$ 76.1k
E. Santi
Independent Lead Director16.1yrsUS$360.26k0.00064%
$ 347.9k
Rodney Adkins
Independent Director11.8yrsUS$302.76k0.00085%
$ 462.1k
George Davis
Independent Director2.8yrsUS$325.26kno data
Beatriz Perez
Independent Director8.8yrsUS$320.26kno data
Steven White
Independent Director5.6yrsUS$295.26kno data
Lucas Watson
Independent Director8.8yrsUS$302.76k0.00033%
$ 179.4k
Katherine Jaspon
Independent Director5.1yrsUS$302.76kno data
Susan Williams
Independent Director6.1yrsUS$295.26k8.08%
$ 4.4b
Cindy Miller
Independent Director2.1yrsUS$295.26kno data
7.5yrs
Average Tenure
61.5yo
Average Age

Experienced Board: GWW's board of directors are considered experienced (7.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/04 03:40
End of Day Share Price 2026/05/01 00:00
Earnings2025/12/31
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

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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

W.W. Grainger, Inc. is covered by 38 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David MantheyBaird
Scott DavisBarclays
Guy HardwickBarclays