Graco Inc. (GGG) Stock

Graco Inc. (GGG) is a Industrials stock trading at $79.50 (as of 2026-07-24), with a market capitalization of $12.87B and a trailing P/E of 24.1. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Graco Inc. designs, manufactures, and markets systems and equipment used to move, measure, control, dispense, and spray fluid and powder materials worldwide. The company's Industrial segment offers proportioning systems to spray polyurethane foam and polyurea coatings; equipment that pumps, meters, mixes and dispenses sealant, adhesive, and composite materials; and gel-coat equipment, chop and wet-out systems, resin transfer molding systems and applicators, and precision dispensing solutions. It also provides liquid finishing equipment; paint circulating and supply pumps; paint circulating advanced control systems; plural component coating proportioners; spare parts and accessories; and powder finishing products to coat powder finishing on metals under the Gema and SAT brands. The company's Process segment offers pumps to move and dispense chemicals, water, wastewater, petroleum, food, lubricants, and other fluids; pressure valves used in the oil and natural gas industry, other industrial processes, and research facilities; and chemical injection pumping solutions for injection of chemicals into producing oil wells and pipelines. It also supplies pumps, hose reels, meters, valves, and accessories for fast oil change facilities, service garages, fleet service centers, automobile dealerships, auto parts stores, truck builders, and heavy equipment service centers; and systems, components, and accessories for the automatic lubrication of bearings, gears, and generators in industrial and commercial equipment, compressors, turbines, and on- and off-road vehicles. The company's Contractor segment offers sprayers to apply paint to walls and other structures; and viscous coatings to roofs, as well as markings on roads, parking lots, athletic fields, and floors. It sells its products through distributors, original equipment manufacturers, and home center channels; and directly to end-users. The company was incorporated in 1926 and is headquartered in Minneapolis, Minnesota.

Understand Graco Inc.: how it makes money

Graco makes and sells systems and equipment used to move, measure, control, dispense, and spray fluid and powder materials, and it earns money from selling these industrial and contractor equipment and solutions.

Parts and accessories make up a large share of mix (40%), which points to ongoing spending tied to the installed base rather than relying only on new equipment sales.

Revenue by segment (latest quarter)
Contractor$0.2B
Industrial$0.2B
Process$0.1B

Business quality (Solid): The company offers an equipment platform across Contractor, Industrial, and Process applications, with meaningful parts and accessories mix (40%), but growth and results can be impacted by China weakness (China revenue decline for Industrial and Process) and its motor license fee contribution appears small.

Valuation: At 25× earnings, GGG trades 27% below the Machinery average (34×). Note: one-time items can distort reported P/E.

Bull case

  • Aftermarket contribution in the mix: Parts and accessories are 40% of the reported mix, indicating a material role for non-new-equipment purchases in the business.
  • Diversification across end-markets: Reported segment net sales are spread across Contractor (0.23B), Industrial (0.19B), and Process (0.13B), which can reduce reliance on a single application area.

Bear case

  • China-driven volatility risk: The company highlights a China revenue decline for Industrial and Process, and China is also shown as 6% of global revenue share, which can pressure overall demand.
  • License fee revenue is not a large swing factor: Upfront electric motor license fee revenue is small (0.01B), so results are less likely to be insulated by this revenue stream if core demand softens.
Valuation — source: SEC EDGAR (first-party)
Price$79.50
Market Cap$12.87B
P/E Ratio24.1
EV / EBITDA16.5
Price / Book5.10
Price / Sales5.68
FCF Yield4.8%
DCF Value (model)$56.26
DCF Upside vs Price-29.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.24B
Net Margin23.3%
Revenue Growth (YoY)3.3%
EPS Growth (YoY)15.6%
FCF Growth (YoY)-3.0%
Financial Health — source: SEC EDGAR
Altman Z-Score15.02 (safe)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Stock P/E24.1
Sector P/E (Industrials)28.3
Industry P/E (Machinery)33.7
vs Sector-14.6%
vs Industry-28.4%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($1.56B)
Institutional Holders Tracked10
Congressional Trades (recent)6
Company
SectorIndustrials
IndustryMachinery
CEOMark W. Sheahan
Employees4,300
CountryUS
IPO Date1980-03-17

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GGG earnings history · GGG institutional & insider holders · GGG KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.